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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-9.73K- 4.77% |
$168K - $205K
|
194K
$3.41M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-10.1K- 30.15% |
$174K - $213K
|
23.4K
$410K
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-10.2K- 40.21% |
$176K - $215K
|
15.2K
$266K
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-10.4K- 9.63% |
$179K - $218K
|
97.1K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 6.25% |
$179K - $218K
|
155K
$2.72M
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-10.4K- 76.73% |
$180K - $219K
|
3.16K
$55.3K
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-10.4K- 5.06% |
$180K - $220K
|
195K
$3.43M
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 14.55% |
$189K - $231K
|
64.3K
$1.13M
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-11K- 30.63% |
$189K - $231K
|
24.8K
$435K
|
|
Jun 02, 2025
Q1 2025
|
Hodges Capital Management Inc.
|
SELL
|
- |
-11K- 3.21% |
$190K - $232K
|
331K
$5.81M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-12K- 4.57% |
$207K - $252K
|
250K
$4.39M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13K- 3.74% |
$224K - $274K
|
334K
$5.86M
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-13K- 2.26% |
$224K - $274K
|
562K
$9.85M
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-13.3K- 13.47% |
$229K - $280K
|
85.3K
$1.5M
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14K- 59.71% |
$241K - $294K
|
9.42K
$165K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14K- 9.97% |
$242K - $296K
|
127K
$2.22M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-14.2K- 22.83% |
$246K - $300K
|
48.1K
$844K
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-14.3K- 41.84% |
$247K - $302K
|
19.9K
$349K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-14.6K- 52.6% |
$252K - $308K
|
13.2K
$231K
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-14.8K- 51.88% |
$256K - $313K
|
13.8K
$241K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-15KClosed |
$258K - $315K
|
0
$0
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-15K- 9.15% |
$259K - $316K
|
149K
$2.61M
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-15.3K- 1.89% |
$265K - $323K
|
796K
$14M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.7K- 3.18% |
$271K - $331K
|
478K
$8.39M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-16K- 58.32% |
$276K - $337K
|
11.4K
$200K
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-16.1K- 20.14% |
$277K - $339K
|
63.7K
$1.12M
|
|
May 15, 2025
Q1 2025
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-17.4K- 7.01% |
$300K - $367K
|
231K
$4.05M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-17.5K- 1.33% |
$302K - $369K
|
1.29M
$22.7M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-17.6K- 94.62% |
$304K - $371K
|
1K
$17.5K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-17.8K- 26.75% |
$307K - $375K
|
48.7K
$855K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-17.8K- 6.22% |
$308K - $376K
|
269K
$4.71M
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-18.3K- 97.86% |
$316K - $386K
|
400
$7.02K
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-18.5K- 3.7% |
$319K - $390K
|
481K
$8.44M
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-19.1K- 18.28% |
$329K - $402K
|
85.3K
$1.5M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-19.1K- 9.03% |
$330K - $403K
|
192K
$3.38M
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-19.7K- 17.3% |
$340K - $416K
|
94.3K
$1.65M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.2K- 17.66% |
$348K - $426K
|
94.2K
$1.65M
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-20.8K- 3.84% |
$358K - $438K
|
520K
$9.12M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-21.8K- 24.84% |
$376K - $459K
|
65.8K
$1.15M
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-21.8K- 31.82% |
$376K - $459K
|
46.7K
$818K
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-22K- 19.85% |
$380K - $464K
|
88.8K
$1.56M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-22.9K- 32.42% |
$395K - $483K
|
47.7K
$837K
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-23K- 6.47% |
$397K - $485K
|
333K
$5.83M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23.5K- 9.58% |
$406K - $496K
|
222K
$3.9M
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-23.6K- 10.25% |
$407K - $497K
|
206K
$3.62M
|
|
May 14, 2025
Q1 2025
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-25K- 5.66% |
$432K - $527K
|
416K
$7.3M
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-25.9K- 43.99% |
$447K - $546K
|
33K
$578K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.9K- 4.43% |
$448K - $547K
|
559K
$9.81M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-26.4K- 52.62% |
$456K - $556K
|
23.8K
$417K
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-27K- 88.54% |
$466K - $569K
|
3.5K
$61.3K
|