Purchases and Sales Made in Q2 2025 in Energy Transfer LP (ET)
This table provides information about the institutional ownership of Energy Transfer LP (ET) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
200+ 5.16% |
$3.13K - $3.79K
|
4.07K
$71.4K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
191+ 0.84% |
$2.99K - $3.62K
|
23K
$403K
|
|
|
Jul 08, 2025
Q2 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
182+ 1.59% |
$2.85K - $3.45K
|
11.6K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
174+ 0.91% |
$2.72K - $3.29K
|
19.2K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
170+ 0.36% |
$2.66K - $3.22K
|
48K
$842K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
121+ 2.43% |
$1.89K - $2.29K
|
5.11K
$89.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
100+ 0.12% |
$1.57K - $1.89K
|
85.2K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
100+ 3.73% |
$1.57K - $1.89K
|
2.78K
$48.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
79+ 1.46% |
$1.24K - $1.5K
|
5.47K
$96K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
72+ 0.54% |
$1.13K - $1.36K
|
13.4K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
52+ 1.79% |
$814 - $984
|
2.95K
$51.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 1.4% |
$485 - $587
|
2.24K
$39.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
30+ 0.01% |
$470 - $568
|
551K
$9.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.17% |
$407 - $492
|
14.9K
$261K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
21+ 0.16% |
$329 - $398
|
13.2K
$231K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 0.35% |
$282 - $341
|
5.14K
$90.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
11+ 1.8% |
$172 - $208
|
621
$10.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.04% |
$125 - $151
|
18.6K
$327K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
6+ 0.0% |
$93.9 - $114
|
385K
$6.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
5+ 1.74% |
$78.3 - $94.7
|
293
$5.14K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.01% |
$31.3 - $37.9
|
17K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 0.68% |
$313 - $379
|
2.94K
$51.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-33- 0.11% |
$516 - $625
|
30.7K
$538K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-37- 0.67% |
$579 - $700
|
5.45K
$95.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-130- 1.15% |
$2.03K - $2.46K
|
11.1K
$196K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-262- 0.8% |
$4.1K - $4.96K
|
32.5K
$571K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-263- 1.38% |
$4.12K - $4.98K
|
18.8K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-326- 0.33% |
$5.1K - $6.17K
|
98.6K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-415- 45.36% |
$6.49K - $7.86K
|
500
$8.77K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-500- 0.78% |
$7.83K - $9.47K
|
63.9K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-600- 0.46% |
$9.39K - $11.4K
|
131K
$2.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-754- 3.17% |
$11.8K - $14.3K
|
23K
$403K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-891- 7.57% |
$13.9K - $16.9K
|
10.9K
$191K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-924- 4.25% |
$14.5K - $17.5K
|
20.8K
$365K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-949- 37.26% |
$14.9K - $18K
|
1.6K
$28K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-956- 40.87% |
$15K - $18.1K
|
1.38K
$24.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1K- 2.84% |
$15.7K - $18.9K
|
34.2K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-1.08K- 39.05% |
$16.9K - $20.4K
|
1.68K
$29.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.13K- 4.75% |
$17.7K - $21.4K
|
22.7K
$398K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-1.14K- 3.13% |
$17.8K - $21.5K
|
35.2K
$618K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.18K- 3.9% |
$18.4K - $22.2K
|
29K
$508K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.19K- 3.68% |
$18.6K - $22.5K
|
31.1K
$545K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.25K- 10.98% |
$19.6K - $23.7K
|
10.2K
$178K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.33K- 1.66% |
$20.8K - $25.1K
|
78.5K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.33K- 5.23% |
$20.8K - $25.2K
|
24.1K
$422K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.54K- 11.99% |
$24K - $29.1K
|
11.3K
$198K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.54K- 6.88% |
$24K - $29.1K
|
20.8K
$365K
|
|
|
Jul 16, 2025
Q2 2025
|
True North Advisors, LLC
|
SELL
|
- |
-1.61K- 1.62% |
$25.2K - $30.5K
|
98K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.66K- 62.1% |
$25.9K - $31.3K
|
1.01K
$17.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-1.75K- 6.75% |
$27.4K - $33.1K
|
24.2K
$425K
|