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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.8K+ 82.91% |
$841K - $1.03M
|
108K
$1.88M
|
|
May 15, 2025
Q1 2025
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
- |
48.6K+ 1.93% |
$839K - $1.02M
|
2.57M
$44.9M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
45K+ 40.35% |
$776K - $948K
|
156K
$2.73M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
44.8KNew |
$773K - $944K
|
44.8K
$783K
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
44.7K+ 47.93% |
$771K - $941K
|
138K
$2.41M
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
43.5K+ 11.9% |
$750K - $916K
|
409K
$7.14M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
43K+ 16.07% |
$741K - $905K
|
310K
$5.42M
|
|
May 15, 2025
Q1 2025
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
BUY
|
- |
42.5K+ 0.86% |
$734K - $896K
|
4.96M
$86.7M
|
|
May 15, 2025
Q1 2025
|
Mountain Lake Investment Management LLC
Mill Valley, CA |
BUY
|
- |
42KNew |
$726K - $886K
|
42K
$735K
|
|
May 08, 2025
Q1 2025
|
Scp Investment, LP
|
BUY
|
- |
41K+ 152.99% |
$708K - $864K
|
67.8K
$1.19M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
39.7KNew |
$686K - $837K
|
39.7K
$694K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
39.1KNew |
$674K - $824K
|
39.1K
$683K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39K+ 17.85% |
$674K - $823K
|
258K
$4.5M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
38.8K+ 21.85% |
$670K - $818K
|
216K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
37.4K+ 8.86% |
$646K - $789K
|
460K
$8.04M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37.2K+ 28.62% |
$641K - $783K
|
167K
$2.92M
|
|
May 15, 2025
Q1 2025
|
Progeny 3, Inc.
Seattle, WA |
BUY
|
- |
36.7K+ 1.59% |
$633K - $774K
|
2.34M
$41M
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
35.9KNew |
$620K - $758K
|
35.9K
$628K
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
35.9K+ 22.36% |
$619K - $756K
|
196K
$3.43M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
35.5K+ 10.75% |
$612K - $748K
|
365K
$6.39M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
34.9KNew |
$603K - $736K
|
34.9K
$611K
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
33.6K+ 39.35% |
$580K - $708K
|
119K
$2.08M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
33.2K+ 21.79% |
$574K - $701K
|
186K
$3.25M
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
32.7KNew |
$564K - $689K
|
32.7K
$571K
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
30.5KNew |
$526K - $643K
|
30.5K
$533K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
30.3K+ 24.39% |
$523K - $638K
|
154K
$2.7M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
30.1K+ 244.85% |
$519K - $634K
|
42.4K
$741K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29.3K+ 24.33% |
$507K - $619K
|
150K
$2.62M
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
29.3K+ 289.52% |
$506K - $619K
|
39.5K
$690K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
29.1K+ 10.11% |
$503K - $614K
|
318K
$5.55M
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
29.1K+ 18.13% |
$503K - $614K
|
190K
$3.32M
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
29K+ 2.32% |
$501K - $611K
|
1.28M
$22.3M
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
28.7KNew |
$495K - $605K
|
28.7K
$502K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.7K+ 8.94% |
$495K - $604K
|
349K
$6.11M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
27.7K+ 18.6% |
$477K - $583K
|
176K
$3.08M
|
|
May 15, 2025
Q1 2025
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
27.6KNew |
$476K - $581K
|
27.6K
$482K
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
27.4KNew |
$473K - $578K
|
27.4K
$479K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.2K+ 8.8% |
$469K - $573K
|
336K
$5.87M
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
26.9K+ 32.73% |
$465K - $568K
|
109K
$1.91M
|
|
Apr 17, 2025
Q1 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
26.7K+ 6.66% |
$461K - $563K
|
428K
$7.48M
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
26.6K+ 52.21% |
$459K - $560K
|
77.5K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
26.3K+ 20.37% |
$455K - $555K
|
156K
$2.72M
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
26.3K+ 233.7% |
$454K - $554K
|
37.5K
$656K
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
26.2KNew |
$452K - $552K
|
26.2K
$458K
|
|
Apr 07, 2025
Q1 2025
|
Walnut Private Equity Partners, LLC
|
BUY
|
- |
26K+ 1.31% |
$449K - $548K
|
2.01M
$35.2M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
25.6KNew |
$442K - $540K
|
25.6K
$448K
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
24.5KNew |
$422K - $516K
|
24.5K
$428K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
23.8KNew |
$411K - $502K
|
23.8K
$416K
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
23.4K+ 4.43% |
$403K - $492K
|
551K
$9.63M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
23.3K+ 6.21% |
$401K - $490K
|
398K
$6.95M
|