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 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-28.8K- 61.45% |
$497K - $606K
|
18.1K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-29.3K- 99.9% |
$506K - $618K
|
30
$526
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-29.7K- 99.99% |
$512K - $626K
|
4
$70.2
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-33.1K- 6.1% |
$571K - $698K
|
510K
$8.94M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-34.5K- 25.93% |
$595K - $727K
|
98.5K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-37.8K- 15.46% |
$652K - $796K
|
206K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-37.8K- 1.23% |
$652K - $796K
|
3.02M
$53M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.9K- 5.13% |
$809K - $988K
|
867K
$15.2M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46.9K- 43.62% |
$810K - $989K
|
60.6K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-46.9K- 15.18% |
$810K - $990K
|
262K
$4.6M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-47.4K- 61.44% |
$817K - $998K
|
29.7K
$521K
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-52.5K- 18.69% |
$906K - $1.11M
|
228K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-52.9K- 22.07% |
$913K - $1.12M
|
187K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-53.5K- 14.85% |
$924K - $1.13M
|
307K
$5.38M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-54.5K- 20.34% |
$941K - $1.15M
|
214K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-55.4K- 17.72% |
$957K - $1.17M
|
257K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60.7KClosed |
$1.05M - $1.28M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-64.9K- 10.33% |
$1.12M - $1.37M
|
563K
$9.87M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-65K- 6.76% |
$1.12M - $1.37M
|
897K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-69.3K- 70.66% |
$1.2M - $1.46M
|
28.8K
$504K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-74.6K- 29.19% |
$1.29M - $1.57M
|
181K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-75.2K- 32.33% |
$1.3M - $1.58M
|
157K
$2.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-75.5K- 7.56% |
$1.3M - $1.59M
|
924K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-78.4K- 55.82% |
$1.35M - $1.65M
|
62.1K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-82.1K- 0.52% |
$1.42M - $1.73M
|
15.7M
$275M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-84.1K- 7.73% |
$1.45M - $1.77M
|
1M
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-84.7K- 3.08% |
$1.46M - $1.78M
|
2.67M
$46.8M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91.3K- 27.5% |
$1.58M - $1.92M
|
241K
$4.22M
|
|
|
May 14, 2025
Q1 2025
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-91.7K- 52.61% |
$1.58M - $1.93M
|
82.6K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Lonestar Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-100K- 7.69% |
$1.73M - $2.11M
|
1.2M
$21M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-106K- 81.33% |
$1.83M - $2.23M
|
24.3K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Rr Advisors, LLC
Dallas, TX |
SELL
|
- |
-107K- 3.67% |
$1.85M - $2.26M
|
2.81M
$49.2M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-112K- 29.1% |
$1.93M - $2.35M
|
272K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-116K- 9.08% |
$2M - $2.44M
|
1.16M
$20.4M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-123K- 10.43% |
$2.12M - $2.59M
|
1.06M
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-127K- 92.11% |
$2.19M - $2.68M
|
10.9K
$191K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-143K- 48.76% |
$2.46M - $3M
|
150K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-151K- 78.15% |
$2.6M - $3.18M
|
42.2K
$739K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-153K- 41.68% |
$2.65M - $3.23M
|
215K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-157K- 51.98% |
$2.71M - $3.31M
|
145K
$2.54M
|
|
|
May 07, 2025
Q1 2025
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-159K- 72.81% |
$2.74M - $3.35M
|
59.3K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Ffg Partners, LLC
Fort Lauderdale, FL |
SELL
|
- |
-160K- 9.72% |
$2.77M - $3.38M
|
1.49M
$26.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-170K- 2.24% |
$2.93M - $3.58M
|
7.42M
$130M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-174K- 49.24% |
$3M - $3.66M
|
179K
$3.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-175K- 25.0% |
$3.02M - $3.69M
|
525K
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-178K- 4.63% |
$3.07M - $3.74M
|
3.65M
$64.1M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-187K- 7.56% |
$3.23M - $3.94M
|
2.29M
$40.1M
|
|
|
May 14, 2025
Q1 2025
|
Callodine Capital Management, LP
Boston, MA |
SELL
|
- |
-190K- 22.35% |
$3.28M - $4.01M
|
660K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Merewether Investment Management, LP
Dallas, TX |
SELL
|
- |
-192K- 7.33% |
$3.31M - $4.05M
|
2.43M
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-208K- 4.09% |
$3.59M - $4.39M
|
4.88M
$85.7M
|