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 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.97K- 4.91% |
$30.8K - $37.3K
|
38.2K
$670K
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.2K- 13.99% |
$34.4K - $41.6K
|
13.5K
$237K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.55K- 1.15% |
$39.9K - $48.2K
|
220K
$3.85M
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.83K- 0.85% |
$44.2K - $53.5K
|
331K
$5.81M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3K- 37.36% |
$46.9K - $56.7K
|
5.02K
$88.1K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.09K- 13.92% |
$48.3K - $58.5K
|
19.1K
$335K
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 16.37% |
$49.2K - $59.5K
|
16.1K
$282K
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.2K- 9.95% |
$50.1K - $60.6K
|
29K
$508K
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.38K- 0.9% |
$52.9K - $64K
|
372K
$6.53M
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.43K- 0.84% |
$53.6K - $64.9K
|
405K
$7.11M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-3.5K- 7.77% |
$54.8K - $66.3K
|
41.5K
$728K
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-4K- 18.76% |
$62.6K - $75.7K
|
17.3K
$304K
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-4K- 14.72% |
$62.6K - $75.7K
|
23.2K
$407K
|
|
Jul 16, 2025
Q2 2025
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-4.33K- 3.92% |
$67.7K - $81.9K
|
106K
$1.86M
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-4.5K- 12.33% |
$70.4K - $85.2K
|
32K
$561K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-4.55K- 28.14% |
$71.1K - $86.1K
|
11.6K
$204K
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.63K- 28.94% |
$72.4K - $87.6K
|
11.4K
$199K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.1K- 7.53% |
$79.8K - $96.5K
|
62.6K
$1.1M
|
|
Jul 11, 2025
Q2 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-5.6K- 4.7% |
$87.6K - $106K
|
113K
$1.99M
|
|
Jul 17, 2025
Q2 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
SELL
|
- |
-6.5K- 11.52% |
$102K - $123K
|
49.9K
$876K
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-6.65K- 32.23% |
$104K - $126K
|
14K
$245K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.49K- 26.14% |
$149K - $180K
|
26.8K
$471K
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-10.5K- 47.16% |
$164K - $198K
|
11.8K
$206K
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15.4K- 6.58% |
$241K - $291K
|
218K
$3.83M
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
SELL
|
- |
-21.9K- 34.23% |
$342K - $414K
|
42K
$737K
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-23.9K- 24.96% |
$374K - $452K
|
71.9K
$1.26M
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-24.8K- 37.61% |
$388K - $469K
|
41.1K
$721K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-28.4K- 1.83% |
$445K - $538K
|
1.52M
$26.7M
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-29.2K- 10.12% |
$457K - $553K
|
259K
$4.55M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-41.3K- 22.23% |
$646K - $782K
|
144K
$2.53M
|
|
Jul 16, 2025
Q2 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
SELL
|
- |
-50.4K- 47.81% |
$788K - $954K
|
55K
$964K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-72.2K- 81.07% |
$1.13M - $1.37M
|
16.9K
$296K
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-122K- 1.96% |
$1.91M - $2.31M
|
6.1M
$107M
|
|
Jul 14, 2025
Q2 2025
|
Cushing Asset Management, LP
Dallas, TX |
SELL
|
- |
-234K- 3.16% |
$3.67M - $4.43M
|
7.18M
$126M
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-310KClosed |
$4.86M - $5.87M
|
0
$0
|