Purchases and Sales Made in Q1 2025 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q1 2025. The information is specifically focused on institutions that hold shares of Energy Transfer LP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-500- 1.23% |
$8.63K - $10.5K
|
40.1K
$704K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-522- 0.61% |
$9.01K - $11K
|
84.6K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-561- 1.46% |
$9.68K - $11.8K
|
37.7K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-568- 1.47% |
$9.8K - $12K
|
38K
$666K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-595- 3.55% |
$10.3K - $12.5K
|
16.2K
$283K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-600- 5.63% |
$10.4K - $12.6K
|
10.1K
$176K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-600- 5.0% |
$10.4K - $12.6K
|
11.4K
$200K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-603- 0.29% |
$10.4K - $12.7K
|
207K
$3.64M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-608- 3.38% |
$10.5K - $12.8K
|
17.4K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-612- 3.12% |
$10.6K - $12.9K
|
19K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-641- 1.14% |
$11.1K - $13.5K
|
55.6K
$975K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-643- 1.23% |
$11.1K - $13.6K
|
51.4K
$902K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-650- 4.48% |
$11.2K - $13.7K
|
13.8K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-654- 0.9% |
$11.3K - $13.8K
|
72K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-665- 3.08% |
$11.5K - $14K
|
20.9K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-697- 1.01% |
$12K - $14.7K
|
68.1K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-702- 5.06% |
$12.1K - $14.8K
|
13.2K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-712- 3.39% |
$12.3K - $15K
|
20.3K
$356K
|
|
|
May 15, 2025
Q1 2025
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-720- 5.65% |
$12.4K - $15.2K
|
12K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-732- 86.94% |
$12.6K - $15.4K
|
110
$1.93K
|
|
|
May 13, 2025
Q1 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-739- 0.63% |
$12.8K - $15.6K
|
116K
$2.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-743- 2.25% |
$12.8K - $15.7K
|
32.2K
$566K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-752- 2.77% |
$13K - $15.9K
|
26.4K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-755- 75.8% |
$13K - $15.9K
|
241
$4.23K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-783- 2.3% |
$13.5K - $16.5K
|
33.2K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-820- 38.1% |
$14.2K - $17.3K
|
1.33K
$23.4K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-834- 3.28% |
$14.4K - $17.6K
|
24.6K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-841- 2.95% |
$14.5K - $17.7K
|
27.6K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-846- 5.39% |
$14.6K - $17.8K
|
14.9K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-860- 2.18% |
$14.8K - $18.1K
|
38.6K
$677K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-894- 4.49% |
$15.4K - $18.8K
|
19K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-900- 0.33% |
$15.5K - $19K
|
275K
$4.83M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-962- 5.63% |
$16.6K - $20.3K
|
16.1K
$283K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-978- 7.61% |
$16.9K - $20.6K
|
11.9K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-1K- 20.52% |
$17.3K - $21.1K
|
3.87K
$67.9K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1K- 6.15% |
$17.3K - $21.1K
|
15.3K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1K- 2.96% |
$17.3K - $21.1K
|
32.8K
$575K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.01K- 7.46% |
$17.4K - $21.2K
|
12.5K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.04K- 1.95% |
$18K - $21.9K
|
52.3K
$917K
|
|
|
May 13, 2025
Q1 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-1.07K- 4.4% |
$18.5K - $22.6K
|
23.3K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.07K- 40.42% |
$18.5K - $22.6K
|
1.58K
$27.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.11K- 3.24% |
$19.2K - $23.4K
|
33.2K
$582K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.15K- 27.17% |
$19.8K - $24.2K
|
3.08K
$53.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.23K- 10.34% |
$21.2K - $25.9K
|
10.7K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.26K- 5.26% |
$21.8K - $26.6K
|
22.8K
$400K
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.29K- 3.18% |
$22.2K - $27.2K
|
39.2K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.41K- 8.84% |
$24.4K - $29.8K
|
14.6K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.49K- 1.04% |
$25.8K - $31.5K
|
142K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.52K- 0.18% |
$26.2K - $32K
|
853K
$15M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.72K- 8.42% |
$29.6K - $36.2K
|
18.7K
$328K
|