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 09, 2025
Q1 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
2.2K+ 2.97% |
$38K - $46.4K
|
76.2K
$1.33M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.19K+ 2.82% |
$37.8K - $46.2K
|
79.8K
$1.39M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
2.18K+ 0.91% |
$37.6K - $45.9K
|
243K
$4.24M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.13KNew |
$36.8K - $44.9K
|
2.13K
$37.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.11K+ 101.79% |
$36.4K - $44.5K
|
4.18K
$73.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
2.05KNew |
$35.4K - $43.2K
|
2.05K
$35.8K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.04K+ 1.03% |
$35.2K - $43K
|
200K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
2.04K+ 18.84% |
$35.1K - $42.9K
|
12.8K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.02KNew |
$34.9K - $42.6K
|
2.02K
$35.3K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.01K+ 17.47% |
$34.7K - $42.4K
|
13.5K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2K+ 100.0% |
$34.5K - $42.2K
|
4K
$69.9K
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
2K+ 15.73% |
$34.5K - $42.2K
|
14.7K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.97K+ 1.16% |
$34K - $41.5K
|
171K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.96K+ 14.38% |
$33.9K - $41.4K
|
15.6K
$273K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.96K+ 3.78% |
$33.8K - $41.3K
|
53.8K
$941K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.94K+ 5.03% |
$33.4K - $40.9K
|
40.5K
$707K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.93K+ 4.49% |
$33.4K - $40.8K
|
45K
$787K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 4.33% |
$33.1K - $40.4K
|
46.2K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Westwood Wealth Management
|
BUY
|
- |
1.9K+ 12.26% |
$32.8K - $40.1K
|
17.4K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.84K+ 9.69% |
$31.7K - $38.7K
|
20.8K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.8KNew |
$31.1K - $38K
|
1.8K
$31.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.8K+ 6.35% |
$31.1K - $37.9K
|
30.2K
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
1.75K+ 8.76% |
$30.2K - $36.9K
|
21.7K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.68K+ 16.32% |
$29K - $35.5K
|
12K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
1.61K+ 4.33% |
$27.8K - $34K
|
38.8K
$679K
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
1.6K+ 2.55% |
$27.6K - $33.7K
|
64.4K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.58K+ 0.59% |
$27.3K - $33.4K
|
268K
$4.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.57K+ 8.77% |
$27.1K - $33.1K
|
19.5K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.56K+ 3.23% |
$26.9K - $32.8K
|
49.9K
$871K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.54K+ 2.25% |
$26.6K - $32.4K
|
70.1K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.54K+ 14.69% |
$26.6K - $32.4K
|
12K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.52K+ 3.61% |
$26.3K - $32.1K
|
43.6K
$763K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.5K+ 4.75% |
$25.9K - $31.6K
|
33.1K
$578K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1.5KNew |
$25.9K - $31.6K
|
1.5K
$26.2K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
1.5K+ 1.11% |
$25.9K - $31.6K
|
137K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.5K+ 2.36% |
$25.9K - $31.6K
|
65K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47K+ 2.0% |
$25.3K - $30.9K
|
74.7K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.44K+ 8.41% |
$24.8K - $30.2K
|
18.5K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.35K+ 2.77% |
$23.2K - $28.4K
|
49.9K
$873K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 9.94% |
$22.5K - $27.5K
|
14.4K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.3K+ 8.33% |
$22.4K - $27.4K
|
16.9K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.28K+ 4.77% |
$22K - $26.9K
|
28K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 8.96% |
$21.1K - $25.8K
|
14.9K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.21K+ 0.18% |
$20.9K - $25.6K
|
687K
$12M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.2K+ 5.93% |
$20.7K - $25.3K
|
21.4K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.19K+ 3.46% |
$20.5K - $25K
|
35.6K
$622K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.13K+ 7.31% |
$19.5K - $23.8K
|
16.6K
$290K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.13K+ 9.14% |
$19.5K - $23.8K
|
13.5K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 1.03% |
$19.3K - $23.5K
|
109K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.11K+ 36.36% |
$19.1K - $23.4K
|
4.16K
$72.7K
|