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 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.06K+ 6.16% |
$18.4K - $22.4K
|
18.3K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.06K+ 9.18% |
$18.2K - $22.3K
|
12.6K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.04K+ 4.48% |
$17.9K - $21.8K
|
24.2K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.03K+ 1.08% |
$17.7K - $21.6K
|
95.8K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
1.01K+ 6.23% |
$17.4K - $21.2K
|
17.2K
$300K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
1.01K+ 2.15% |
$17.3K - $21.2K
|
47.8K
$836K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1K+ 2.04% |
$17.3K - $21.1K
|
50.1K
$875K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
1K+ 6.41% |
$17.3K - $21.1K
|
16.6K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
1K+ 0.53% |
$17.3K - $21.1K
|
190K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1K+ 20.0% |
$17.3K - $21.1K
|
6K
$105K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1K+ 6.54% |
$17.3K - $21.1K
|
16.3K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1K+ 2.93% |
$17.3K - $21.1K
|
35.1K
$614K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
996+ 0.77% |
$17.2K - $21K
|
130K
$2.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
953+ 1.83% |
$16.4K - $20.1K
|
53K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
949+ 59.39% |
$16.4K - $20K
|
2.55K
$44.5K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
925+ 2.41% |
$16K - $19.5K
|
39.3K
$687K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
920+ 6.3% |
$15.9K - $19.4K
|
15.5K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
882+ 2.57% |
$15.2K - $18.6K
|
35.2K
$615K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
875+ 2.75% |
$15.1K - $18.4K
|
32.7K
$572K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
840+ 1.44% |
$14.5K - $17.7K
|
59K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
838+ 6.55% |
$14.5K - $17.7K
|
13.6K
$238K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
832+ 1.24% |
$14.4K - $17.5K
|
68.1K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
822+ 2.32% |
$14.2K - $17.3K
|
36.2K
$633K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
821+ 4.51% |
$14.2K - $17.3K
|
19K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
811New |
$14K - $17.1K
|
811
$14.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
810+ 14.59% |
$14K - $17.1K
|
6.36K
$111K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
795+ 19.88% |
$13.7K - $16.8K
|
4.8K
$83.8K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
793+ 4.17% |
$13.7K - $16.7K
|
19.8K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
783+ 0.86% |
$13.5K - $16.5K
|
91.7K
$1.6M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
780+ 0.71% |
$13.5K - $16.4K
|
110K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
767+ 1.6% |
$13.2K - $16.2K
|
48.7K
$852K
|
|
|
Apr 24, 2025
Q1 2025
|
Boyd Wealth Management, LLC
|
BUY
|
- |
683+ 5.99% |
$11.8K - $14.4K
|
12.1K
$211K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
681+ 2.18% |
$11.8K - $14.4K
|
32K
$559K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
669+ 2.93% |
$11.5K - $14.1K
|
23.5K
$411K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
666+ 2.01% |
$11.5K - $14K
|
33.7K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
666+ 34.69% |
$11.5K - $14K
|
2.59K
$45.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
649+ 1.13% |
$11.2K - $13.7K
|
58.2K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
613+ 0.22% |
$10.6K - $12.9K
|
284K
$4.96M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
601New |
$10.4K - $12.7K
|
601
$10.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
593+ 1.3% |
$10.2K - $12.5K
|
46.4K
$811K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
585+ 1.49% |
$10.1K - $12.3K
|
39.9K
$698K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
576+ 5.13% |
$9.94K - $12.1K
|
11.8K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
566+ 3.22% |
$9.77K - $11.9K
|
18.1K
$317K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
558+ 1.6% |
$9.63K - $11.8K
|
35.5K
$620K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
556+ 1.31% |
$9.6K - $11.7K
|
42.9K
$750K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
551+ 1.6% |
$9.51K - $11.6K
|
35K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
538+ 4.69% |
$9.29K - $11.3K
|
12K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
534+ 1.66% |
$9.22K - $11.3K
|
32.7K
$572K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
534+ 0.28% |
$9.22K - $11.3K
|
194K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
523+ 1.02% |
$9.03K - $11K
|
51.8K
$906K
|