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Energy Transfer (ET) Institutional Ownership

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$18.86 +0.59 (+3.23%)
(As of 12/20/2024 05:45 PM ET)

Institutional Ownership Changes (13F Filings) for Energy Transfer (NYSE:ET)

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
638
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
315
Total
Institutional Outflows
(last 12 months)
$747.55M
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ET Institutional Buying and Selling by Quarter

Energy Transfer Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/13/2024 B. Riley Wealth Advisors Inc.276,229$4.44M0.1%-56.5%0.008%
12/9/2024 FFG Partners LLC1,636,626$26.27M9.1%+3.3%0.048%
12/6/2024 Fidelity D & D Bancorp Inc.75,204$1.21M0.8%N/A0.002%
11/27/2024 Franklin Resources Inc.232,513$3.85M0.0%-1.2%0.007%
11/26/2024 Peapack Gladstone Financial Corp15,675$251K0.0%+6.8%0.000%
11/25/2024 Synovus Financial Corp84,530$1.36M0.0%+69.8%0.002%
11/25/2024 Tidal Investments LLC101,738$1.63M0.0%+1.2%0.003%
11/25/2024 Wilmington Savings Fund Society FSB231,398$3.71M0.1%+1,265.0%0.007%
11/25/2024 World Investment Advisors LLC78,806$1.27M0.0%+4.6%0.002%
11/25/2024 Sanctuary Advisors LLC885,959$14.22M0.1%+8.2%0.026%
11/20/2024 Bard Financial Services Inc.55,750$895K0.1%-21.2%0.002%
11/19/2024 Second Line Capital LLC23,509$377K0.1%+7.5%0.001%
11/18/2024 Fortem Financial Group LLC200,306$3.22M1.3%+6.1%0.006%
11/18/2024 Arete Wealth Advisors LLC34,053$546K0.0%-15.7%0.001%
11/18/2024 Asset Allocation Strategies LLC30,918$496K0.1%+5.2%0.001%
11/18/2024 Sunbelt Securities Inc.291,231$4.67M0.5%+6.3%0.009%
11/18/2024 Chiron Investment Management LLC343,777$5.52M1.9%-30.6%0.010%
11/18/2024 First Dallas Securities Inc.176,138$2.83M1.2%-3.1%0.005%
11/16/2024 Geode Capital Management LLC126,331$2.03M0.0%+4.2%0.004%
11/15/2024 MidWestOne Financial Group Inc.79,597$1.28M0.2%+12.9%0.002%
11/15/2024 M&T Bank Corp174,368$2.80M0.0%+14.6%0.005%
11/15/2024 Executive Wealth Management LLC16,362$263K0.0%N/A0.000%
11/15/2024 Duff & Phelps Investment Management Co.4,948,412$79.42M0.9%-1.0%0.145%
11/15/2024 Continuum Advisory LLC2,357$40K0.0%+44.8%0.000%
11/15/2024 Glass Jacobson Investment Advisors llc24,421$392K0.1%-2.6%0.001%
11/15/2024 MML Investors Services LLC109,984$1.77M0.0%+2.4%0.003%
11/15/2024 Hodges Capital Management Inc.323,795$5.20M0.3%-1.8%0.009%
11/15/2024 Zacks Investment Management11,257$181K0.0%N/A0.000%
11/15/2024 National Bank of Canada FI45,381$728K0.0%+56.8%0.001%
11/15/2024 Brookfield Corp ON13,139,924$210.90M1.2%+2.8%0.384%
11/15/2024 EP Wealth Advisors LLC61,493$987K0.0%+50.7%0.002%
11/15/2024 Insigneo Advisory Services LLC30,726$493K0.0%-4.6%0.001%
11/15/2024 Kovitz Investment Group Partners LLC301,291$4.70M0.0%+830.5%0.009%
11/15/2024 Wexford Capital LP575,015$9.23M2.2%+16.2%0.017%
11/15/2024 Stifel Financial Corp5,527,223$88.71M0.1%+3.0%0.161%
11/15/2024 Recurrent Investment Advisors LLC4,581,247$73.53M7.2%+8.0%0.134%
11/15/2024 Philosophy Capital Management LLC2,759,085$44.28M3.5%+0.9%0.081%
11/15/2024 Merewether Investment Management LP1,918,212$30.79M1.4%-70.9%0.056%
11/15/2024 NFC Investments LLC57,000$915K0.3%+3.9%0.002%
11/15/2024 IHT Wealth Management LLC166,416$2.67M0.1%-3.5%0.005%
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11/15/2024 Integrated Wealth Concepts LLC144,200$2.31M0.0%+15.8%0.004%
11/15/2024 Harmony Asset Management LLC19,697$316K0.1%+10.9%0.001%
11/15/2024 Hilltop Holdings Inc.64,432$1.03M0.1%+340.4%0.002%
11/15/2024 Chevy Chase Trust Holdings LLC52,166$837K0.0%+2.9%0.002%
11/15/2024 Clear Street Derivatives LLC159,800$2.57M0.0%N/A0.005%
11/14/2024 Kiely Wealth Advisory Group Inc.12,862$219K0.1%N/A0.000%
11/14/2024 Ironwood Investment Counsel LLC16,949$272K0.0%+16.5%0.000%
11/14/2024 Progeny 3 Inc.2,264,085$36.34M3.1%+1.9%0.066%
11/14/2024 Captrust Financial Advisors502,486$8.07M0.0%+6.1%0.015%
11/14/2024 Icon Wealth Advisors LLC173,904$2.79M0.2%+4.6%0.005%
11/14/2024 Rockefeller Capital Management L.P.3,497,601$56.14M0.2%+0.4%0.102%
11/14/2024 Infrastructure Capital Advisors LLC3,451,751$55.40M7.5%-19.6%0.101%
11/14/2024 Pin Oak Investment Advisors Inc.240,669$3.86M3.5%-0.3%0.007%
11/14/2024 FORA Capital LLC124,885$2.00M0.2%N/A0.004%
11/14/2024 CreativeOne Wealth LLC43,087$692K0.0%+27.7%0.001%
11/13/2024 Glenmede Trust Co. NA805,159$12.92M0.1%+3.1%0.024%
11/13/2024 Townsquare Capital LLC923,322$14.82M0.2%+7.9%0.027%
11/13/2024 BNP Paribas Financial Markets11,563,478$185.59M0.1%+36.7%0.338%
11/13/2024 Principal Street Partners LLC30,319$491K0.1%-11.5%0.001%
11/13/2024 D.A. Davidson & CO.275,483$4.42M0.0%+4.6%0.008%
11/13/2024 FMR LLC33,379,297$535.74M0.0%+44.0%0.975%
11/13/2024 Private Trust Co. NA24,213$389K0.0%+19.7%0.001%
11/13/2024 Horizon Kinetics Asset Management LLC301,269$4.84M0.1%+76.6%0.009%
11/13/2024 Longfellow Investment Management Co. LLC2,956,884$47.46M11.9%-11.6%0.086%
11/13/2024 Canton Hathaway LLC24,000$385K0.1%+20.0%0.001%
11/13/2024 Brown Brothers Harriman & Co.67,401$1.08M0.0%+111.9%0.002%
11/13/2024 Independent Advisor Alliance287,808$4.62M0.2%+8.2%0.008%
11/13/2024Fisher Asset Management LLC40,075$643K0.0%-5.2%0.001%
11/12/2024 Summit Trail Advisors LLC35,020$562K0.0%-8.1%0.001%
11/12/2024 Centaurus Financial Inc.18,995$305K0.0%-52.2%0.001%
11/12/2024Larson Financial Group LLC14,304$230K0.0%-14.3%0.000%
11/12/2024 StoneX Group Inc.81,090$1.30M0.1%+5.8%0.002%
11/12/2024 Jim Saulnier & Associates LLC11,394$183K0.2%N/A0.000%
11/12/2024 One Charles Private Wealth Services LLC69,127$1.11M0.4%+245.6%0.002%
11/12/2024 CMG Global Holdings LLC11,589$186K0.1%-11.9%0.000%
11/12/2024 Kingsview Wealth Management LLC242,042$3.89M0.1%+30.9%0.007%
11/12/2024 Cerity Partners LLC242,531$3.89M0.0%+29.1%0.007%
11/12/2024 Great Valley Advisor Group Inc.161,520$2.59M0.1%+3.1%0.005%
11/12/2024 Nwam LLC27,736$445K0.0%N/A0.001%
11/12/2024 Meridian Wealth Management LLC107,527$1.73M0.1%-1.5%0.003%
11/12/2024 Icon Wealth Advisors LLC563,458$9.04M0.3%+239.0%0.016%
11/12/2024 GM Advisory Group LLC23,209$373K0.0%+26.1%0.001%
11/12/2024 Covenant Asset Management LLC54,959$882K0.1%-3.4%0.002%
11/12/2024 Citigroup Inc.9,581,762$153.79M0.1%+45.9%0.280%
11/12/2024 Raymond James Trust N.A.108,696$1.75M0.0%-1.6%0.003%
11/12/2024 49 Wealth Management LLC20,799$334K0.1%N/A0.001%
11/8/2024 Citizens Financial Group Inc. RI24,683$396K0.0%N/A0.001%
11/8/2024 Moors & Cabot Inc.442,974$7.11M0.4%-1.0%0.013%
11/8/2024 Anthracite Investment Company Inc.213,884$3.43M1.5%-4.9%0.006%
11/8/2024 First Horizon Advisors Inc.3,625$58K0.0%-58.1%0.000%
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11/8/2024 Advisors Asset Management Inc.257,988$4.14M0.1%-13.7%0.008%
11/8/2024 SCP Investment LP20,800$334K0.2%-32.5%0.001%
11/8/2024 Strategy Asset Managers LLC18,627$299K0.1%N/A0.001%
11/8/2024 Segall Bryant & Hamill LLC165,499$2.66M0.0%N/A0.005%
11/8/2024 Prospera Private Wealth LLC774,194$12.43M2.3%+1,680.2%0.023%
11/8/2024 Thompson Davis & CO. Inc.10,350$166K0.1%-10.8%0.000%
11/8/2024 Avior Wealth Management LLC60,868$977K0.0%+45.5%0.002%
11/8/2024 PNC Financial Services Group Inc.333,888$5.36M0.0%-1.5%0.010%
11/7/2024 Prospera Financial Services Inc345,963$5.55M0.1%+10.3%0.010%
11/7/2024 Verity & Verity LLC17,878$287K0.0%-25.4%0.001%
(Data available from 1/1/2016 forward)

ET Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ET shares?

During the previous two years, 1,046 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Blackstone Inc. ($2.32B), Alps Advisors Inc. ($1.03B), Invesco Ltd. ($789.23M), Morgan Stanley ($778.56M), Tortoise Capital Advisors L.L.C. ($594.77M), FMR LLC ($535.74M), and UBS Group AG ($395.27M).Learn more on ET's institutional investors.

What percentage of Energy Transfer stock is owned by institutional investors?

38.22% of Energy Transfer stock is owned by institutional investors. Learn more on ET's institutional investor holdings.

Which institutional investors have been buying Energy Transfer stock?

Of the 923 institutional investors that purchased Energy Transfer stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Reserve GP XIII Ltd ($23.34M), Natixis ($21.27M), FMR LLC ($12.08M), Mirae Asset Global Investments Co. Ltd. ($11.54M), Alps Advisors Inc. ($9.34M), International Assets Investment Management LLC ($7.65M), and Clearbridge Investments LLC ($4.49M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 213,915,363 shares in the last 24 months. This purchase volume represents approximately $3.00B in transactions.

Which Energy Transfer major shareholders have been selling company stock?

Of the 519 institutional investors that sold Energy Transfer stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($10.54M), Morgan Stanley ($10.17M), Clearbridge Investments LLC ($8.87M), Jennison Associates LLC ($7.76M), Blackstone Inc. ($5.82M), Bank of America Corp DE ($5.47M), and Bank of Montreal Can ($5.40M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 127,459,913 shares in the last 24 months. This volume of shares sold represents approximately $1.76B in transactions.



This page (NYSE:ET) was last updated on 12/21/2024 by MarketBeat.com Staff
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