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 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
12.1KNew |
$209K - $255K
|
12.1K
$211K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
12KNew |
$207K - $253K
|
12K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11.8KNew |
$204K - $250K
|
11.8K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.7K+ 10.67% |
$202K - $247K
|
122K
$2.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.5KNew |
$198K - $242K
|
11.5K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
11.4K+ 12.67% |
$197K - $241K
|
102K
$1.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11.4KNew |
$197K - $241K
|
11.4K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
11.3KNew |
$196K - $239K
|
11.3K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3KNew |
$195K - $238K
|
11.3K
$198K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
11KNew |
$189K - $231K
|
11K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$189K - $230K
|
10.9K
$191K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10.9K+ 67.91% |
$187K - $229K
|
26.8K
$469K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.6KNew |
$182K - $223K
|
10.6K
$185K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
10.5KNew |
$182K - $222K
|
10.5K
$184K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.4K+ 1.24% |
$180K - $220K
|
850K
$14.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
10.4K+ 1.39% |
$179K - $219K
|
759K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
10.3KNew |
$178K - $218K
|
10.3K
$180K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.2KNew |
$176K - $215K
|
10.2K
$178K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
10.2KNew |
$176K - $214K
|
10.2K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
10.2K+ 10.48% |
$175K - $214K
|
107K
$1.87M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.1KNew |
$175K - $214K
|
10.1K
$177K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10.1K+ 21.65% |
$174K - $213K
|
56.7K
$991K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
10.1KNew |
$174K - $212K
|
10.1K
$176K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10KNew |
$173K - $212K
|
10K
$176K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10K+ 1.76% |
$173K - $211K
|
581K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
10KNew |
$173K - $211K
|
10K
$175K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
10KNew |
$173K - $211K
|
10K
$175K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
10K+ 20.0% |
$173K - $211K
|
60K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
10K+ 2.73% |
$173K - $211K
|
377K
$6.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
BUY
|
- |
10KNew |
$173K - $211K
|
10K
$175K
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10KNew |
$173K - $211K
|
10K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
10K+ 17.5% |
$173K - $211K
|
67.1K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
10K+ 16.67% |
$173K - $211K
|
70K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
9.93K+ 1.33% |
$171K - $209K
|
756K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.88K+ 37.38% |
$171K - $208K
|
36.3K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
9.85K+ 4.0% |
$170K - $208K
|
256K
$4.47M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.59K+ 41.38% |
$166K - $202K
|
32.8K
$573K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.5K+ 42.08% |
$164K - $200K
|
32.1K
$561K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.39K+ 3.61% |
$162K - $198K
|
270K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9.36K+ 2.06% |
$162K - $197K
|
464K
$8.12M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
9.3K+ 13.04% |
$161K - $196K
|
80.6K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
9.28K+ 13.66% |
$160K - $196K
|
77.2K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.25K+ 76.33% |
$160K - $195K
|
21.4K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
9.12K+ 27.55% |
$157K - $192K
|
42.2K
$738K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
9K+ 360.04% |
$155K - $190K
|
11.5K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.91K+ 25.24% |
$154K - $188K
|
44.2K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
8.8KNew |
$152K - $186K
|
8.8K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8.78K+ 38.38% |
$152K - $185K
|
31.7K
$553K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
8.71KNew |
$150K - $184K
|
8.71K
$152K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.45K+ 84.41% |
$146K - $178K
|
18.5K
$323K
|