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
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.24K+ 25.13% |
$73.2K - $89.4K
|
21.1K
$369K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.2K+ 4.79% |
$72.5K - $88.5K
|
92K
$1.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.2K+ 3.97% |
$72.5K - $88.5K
|
110K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
4.18K+ 39.81% |
$72.1K - $88.1K
|
14.7K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
4.18K+ 15.89% |
$72.1K - $88.1K
|
30.5K
$533K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.09K+ 17.06% |
$70.6K - $86.2K
|
28.1K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.02K+ 211.37% |
$69.3K - $84.7K
|
5.92K
$103K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
4KNew |
$69K - $84.3K
|
4K
$69.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.97K+ 7.0% |
$68.5K - $83.6K
|
60.7K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
3.95K+ 15.21% |
$68.2K - $83.2K
|
29.9K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.71K+ 2.65% |
$64.1K - $78.2K
|
144K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 5.59% |
$63.9K - $78K
|
69.9K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.66K+ 2.96% |
$63.2K - $77.2K
|
127K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66K+ 1.16% |
$63.1K - $77K
|
318K
$5.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.58K+ 35.16% |
$61.8K - $75.4K
|
13.8K
$241K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.53K+ 0.75% |
$60.9K - $74.4K
|
475K
$8.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.51K+ 13.93% |
$60.7K - $74.1K
|
28.7K
$502K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
3.43K+ 1.76% |
$59.2K - $72.3K
|
199K
$3.47M
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
3.42K+ 0.89% |
$59.1K - $72.2K
|
388K
$6.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.37K+ 12.19% |
$58.2K - $71.1K
|
31K
$542K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.35K+ 26.67% |
$57.8K - $70.6K
|
15.9K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.3KNew |
$57K - $69.6K
|
3.3K
$57.7K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.24K+ 11.64% |
$55.8K - $68.2K
|
31K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.17K+ 4.34% |
$54.6K - $66.7K
|
76.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
3.15K+ 1.76% |
$54.3K - $66.3K
|
182K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.13K+ 1.81% |
$54.1K - $66K
|
176K
$3.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.13K+ 189.39% |
$53.9K - $65.9K
|
4.78K
$83.5K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.07K+ 19.03% |
$53K - $64.7K
|
19.2K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
3.03K+ 9.31% |
$52.3K - $63.9K
|
35.6K
$622K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
3K+ 8.96% |
$51.8K - $63.2K
|
36.5K
$638K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3K+ 17.55% |
$51.8K - $63.2K
|
20.1K
$351K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
2.98K+ 10.32% |
$51.4K - $62.8K
|
31.9K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.98KNew |
$51.3K - $62.7K
|
2.98K
$52K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.97K+ 17.19% |
$51.3K - $62.7K
|
20.3K
$354K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
2.97K+ 7.62% |
$51.2K - $62.5K
|
41.9K
$732K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.9K+ 3.52% |
$50.1K - $61.1K
|
85.3K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.9K+ 4.86% |
$50.1K - $61.1K
|
62.6K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.86K+ 32.59% |
$49.3K - $60.2K
|
11.6K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.68KNew |
$46.3K - $56.5K
|
2.68K
$46.9K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
2.66KNew |
$45.9K - $56K
|
2.66K
$46.4K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.65KNew |
$45.8K - $55.9K
|
2.65K
$46.3K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.5K+ 5.56% |
$43.2K - $52.7K
|
47.4K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.44K+ 20.3% |
$42.1K - $51.5K
|
14.5K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.42K+ 7.06% |
$41.8K - $51K
|
36.7K
$642K
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
2.35K+ 0.38% |
$40.5K - $49.5K
|
621K
$10.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.34K+ 12.06% |
$40.5K - $49.4K
|
21.8K
$381K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.28K+ 6.07% |
$39.4K - $48.1K
|
39.9K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.28K+ 2.22% |
$39.4K - $48.1K
|
105K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.28K+ 8.11% |
$39.3K - $48K
|
30.4K
$531K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.21K+ 481.88% |
$38.1K - $46.5K
|
2.67K
$46.6K
|