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
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.91K+ 25.24% |
$154K - $188K
|
44.2K
$776K
|
|
|
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
$555K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
8.71KNew |
$150K - $184K
|
8.71K
$153K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.45K+ 84.41% |
$146K - $178K
|
18.5K
$324K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.42K+ 22.72% |
$145K - $178K
|
45.5K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8.4KNew |
$145K - $177K
|
8.4K
$147K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.12K+ 62.82% |
$140K - $171K
|
21K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
8.06K+ 32.85% |
$139K - $170K
|
32.6K
$572K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.03K+ 1.24% |
$139K - $169K
|
654K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
7.95KNew |
$137K - $168K
|
7.95K
$139K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
7.84K+ 8.78% |
$135K - $165K
|
97.1K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.8K+ 14.32% |
$135K - $164K
|
62.3K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
7.66K+ 12.46% |
$132K - $162K
|
69.1K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.63K+ 4.18% |
$132K - $161K
|
190K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.54K+ 18.55% |
$130K - $159K
|
48.2K
$845K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
7.4K+ 13.68% |
$128K - $156K
|
61.5K
$1.08M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.15K+ 9.19% |
$123K - $151K
|
85K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
6.8K+ 7.75% |
$117K - $143K
|
94.5K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
6.59K+ 15.71% |
$114K - $139K
|
48.5K
$851K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6.58K+ 5.85% |
$113K - $139K
|
119K
$2.09M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.53K+ 7.89% |
$113K - $138K
|
89.3K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.4K+ 1.09% |
$110K - $135K
|
593K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.15K+ 19.27% |
$106K - $130K
|
38.1K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.85K+ 9.3% |
$101K - $123K
|
68.8K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.65K+ 13.36% |
$97.4K - $119K
|
47.9K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
5.63K+ 6.95% |
$97.2K - $119K
|
86.6K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.49KNew |
$94.7K - $116K
|
5.49K
$96.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
5.38K+ 695.34% |
$92.8K - $113K
|
6.15K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
5.33KNew |
$92K - $112K
|
5.33K
$93.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.27K+ 31.16% |
$91K - $111K
|
22.2K
$389K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 29.19% |
$90.8K - $111K
|
23.3K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.22K+ 14.35% |
$90.1K - $110K
|
41.6K
$730K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.22K+ 43.08% |
$90K - $110K
|
17.3K
$304K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
5.17K+ 1.12% |
$89.3K - $109K
|
467K
$8.2M
|
|
|
May 28, 2025
Q1 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5.13K+ 4.71% |
$88.6K - $108K
|
114K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
5.11K+ 15.83% |
$88.1K - $108K
|
37.3K
$655K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.03K+ 13.48% |
$86.8K - $106K
|
42.3K
$743K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.02K+ 0.01% |
$86.7K - $106K
|
56.1M
$984M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
5K+ 32.91% |
$86.3K - $105K
|
20.2K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.96K+ 4.83% |
$85.6K - $105K
|
108K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.93K+ 0.61% |
$85.1K - $104K
|
816K
$14.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.89K+ 11.01% |
$84.5K - $103K
|
49.3K
$865K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.88K+ 26.32% |
$84.2K - $103K
|
23.4K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.77K+ 1.55% |
$82.3K - $101K
|
313K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
4.57K+ 4.46% |
$78.8K - $96.3K
|
107K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Recurrent Investment Advisors LLC
Houston, TX |
BUY
|
- |
4.4K+ 0.09% |
$75.9K - $92.7K
|
4.73M
$82.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.39K+ 2.73% |
$75.8K - $92.5K
|
165K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.37K+ 36.13% |
$75.4K - $92.1K
|
16.5K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
4.37KNew |
$75.4K - $92.1K
|
4.37K
$76.6K
|