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Energy Transfer (ET) Institutional Ownership

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$20.28 +0.03 (+0.16%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Energy Transfer (NYSE:ET)

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
628
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
321
Total
Institutional Outflows
(last 12 months)
$823.80M
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ET Institutional Buying and Selling by Quarter

Energy Transfer Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Lifestyle Asset Management Inc.35,782$701K0.4%-23.1%0.001%
1/17/2025 Veracity Capital LLC34,898$684K0.2%+1.9%0.001%
1/17/2025 Secure Asset Management LLC25,970$509K0.1%+83.8%0.001%
1/17/2025 Madrona Financial Services LLC12,810$251K0.1%N/A0.000%
1/17/2025 Avior Wealth Management LLC68,428$1.34M0.0%+12.4%0.002%
1/17/2025 Teamwork Financial Advisors LLC26,558$520K0.1%-59.5%0.001%
1/17/2025 Adirondack Trust Co.6,994$137K0.1%+16.9%0.000%
1/17/2025 Mutual Advisors LLC195,565$3.96M0.1%+11.9%0.006%
1/17/2025 Traynor Capital Management Inc.13,039$255K0.0%+17.9%0.000%
1/17/2025 Independent Wealth Network Inc.47,607$933K0.4%+5.2%0.001%
1/17/2025 Wesbanco Bank Inc.105,700$2.07M0.1%+189.4%0.003%
1/17/2025 Janney Montgomery Scott LLC610,927$11.97M0.0%+12.7%0.018%
1/17/2025 Kelleher Financial Advisors81,019$1.59M0.6%+1.3%0.002%
1/17/2025 Magnus Financial Group LLC23,575$462K0.0%+9.9%0.001%
1/17/2025 Daymark Wealth Partners LLC160,678$3.15M0.1%+0.3%0.005%
1/17/2025 XML Financial LLC46,033$902K0.1%+22.3%0.001%
1/17/2025 Bourgeon Capital Management LLC67,170$1.32M0.2%-37.5%0.002%
1/17/2025 Fort Washington Investment Advisors Inc. OH355,625$6.97M0.0%-5.5%0.010%
1/17/2025 Enclave Advisors LLC293,324$5.75M0.9%+1.7%0.009%
1/17/2025 ACT Wealth Management LLC19,970$391K0.2%-2.8%0.001%
1/17/2025 Atomi Financial Group Inc.31,933$626K0.0%-2.8%0.001%
1/17/2025 Chesley Taft & Associates LLC67,586$1.32M0.1%+28.5%0.002%
1/17/2025 Alpha Cubed Investments LLC33,091$648K0.0%-19.9%0.001%
1/16/2025 Koshinski Asset Management Inc.14,603$286K0.0%+6.1%0.000%
1/16/2025 FLC Capital Advisors19,000$372K0.1%+46.2%0.001%
1/16/2025 M.E. Allison & CO. Inc.15,192$298K0.3%N/A0.000%
1/16/2025 Financial Freedom LLC2,906$57K0.0%+26.8%0.000%
1/16/2025 Diversify Advisory Services LLC917,815$17.82M1.0%+1.2%0.027%
1/16/2025 Gilman Hill Asset Management LLC381,847$7.48M1.3%-6.7%0.011%
1/16/2025 Ellsworth Advisors LLC108,954$2.13M0.6%+9.5%0.003%
1/16/2025 Cascade Investment Group Inc.90,975$1.78M1.3%-1.3%0.003%
1/15/2025 Wealth Alliance Advisory Group LLC46,425$909K0.2%+6.8%0.001%
1/15/2025 Taylor & Morgan Wealth Management LLC15,271$299K0.2%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC73,227$1.44M0.0%-7.1%0.002%
1/15/2025 HB Wealth Management LLC152,529$2.99M0.0%+0.6%0.004%
1/15/2025 Westend Capital Management LLC748,121$14.66M4.4%+2.4%0.022%
1/15/2025 Arkadios Wealth Advisors109,826$2.15M0.1%-3.1%0.003%
1/15/2025 Spring Capital Management LLC29,192$572K0.3%N/A0.001%
1/15/2025 Lake Street Private Wealth LLC36,093$707K0.1%-19.4%0.001%
1/15/2025 TrueWealth Advisors LLC16,137$316K0.1%+17.2%0.000%
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1/15/2025 Whitener Capital Management Inc.34,121$668K0.2%-3.7%0.001%
1/15/2025 Merit Financial Group LLC66,992$1.31M0.0%+103.7%0.002%
1/15/2025 Householder Group Estate & Retirement Specialist LLC5,271$103K0.1%-32.2%0.000%
1/15/2025 Walker Asset Management LLC15,597$306K0.2%+27.8%0.000%
1/15/2025 Wealthcare Advisory Partners LLC119,180$2.34M0.1%-13.9%0.003%
1/15/2025 Yarger Wealth Strategies LLC20,225$396K0.2%+3.7%0.001%
1/15/2025 Morton Capital Management LLC CA45,789$897K0.2%+1.5%0.001%
1/15/2025 Fermata Advisors LLC13,316$261K0.0%-10.8%0.000%
1/15/2025 Carnegie Investment Counsel12,557$246K0.0%N/A0.000%
1/15/2025 Sanders Morris Harris LLC87,198$1.69M0.3%+22.5%0.003%
1/14/2025 Paragon Capital Management Ltd68,724$1.35M0.3%+435.5%0.002%
1/14/2025 Connective Portfolio Management LLC60,000$1.18M1.7%N/A0.002%
1/14/2025 Redhawk Wealth Advisors Inc.23,591$462K0.1%-33.1%0.001%
1/14/2025 Godsey & Gibb Inc.4,000$78K0.0%-46.6%0.000%
1/14/2025 ARS Wealth Advisors Group LLC35,159$689K0.1%-4.8%0.001%
1/14/2025 Burney Co.67,618$1.33M0.0%+3.1%0.002%
1/14/2025 Park Avenue Securities LLC12,108$237K0.0%N/A0.000%
1/14/2025 Community Trust & Investment Co.10,073$197K0.0%N/A0.000%
1/14/2025 SeaCrest Wealth Management LLC33,621$659K0.1%+27.0%0.001%
1/14/2025 Breakwater Capital Group20,606$404K0.1%N/A0.001%
1/14/2025 180 Wealth Advisors LLC207,888$4.07M0.6%-0.8%0.006%
1/14/2025 Rosenberg Matthew Hamilton3,050$60K0.0%+52.5%0.000%
1/13/2025 PSI Advisors LLC262,219$5.14M1.5%-3.4%0.008%
1/13/2025 Marcum Wealth LLC12,847$252K0.0%+4.6%0.000%
1/13/2025 Pallas Capital Advisors LLC10,012$196K0.0%-16.7%0.000%
1/13/2025 Eastern Bank7,790$153K0.0%+14.7%0.000%
1/13/2025 Future Financial Wealth Managment LLC8,548$167K0.1%-48.0%0.000%
1/13/2025 Moody National Bank Trust Division47,815$937K0.1%-2.6%0.001%
1/13/2025 Wedmont Private Capital23,080$448K0.0%-6.0%0.001%
1/13/2025 Capital Investment Advisors LLC267,365$5.24M0.1%-1.3%0.008%
1/13/2025 Brookstone Capital Management225,829$4.42M0.1%+4.4%0.007%
1/13/2025 Winthrop Advisory Group LLC12,485$245K0.0%N/A0.000%
1/10/2025 Sugarloaf Wealth Management LLC1,863$36K0.0%-24.6%0.000%
1/10/2025 HBW Advisory Services LLC27,658$542K0.1%+8.6%0.001%
1/10/2025 ORG Wealth Partners LLC365,240$7.16M2.5%+6.2%0.011%
1/10/2025 Wealth Enhancement Advisory Services LLC742,147$14.54M0.0%+3.2%0.022%
1/10/2025 ORG Partners LLC29,340$575K0.1%+2.5%0.001%
1/10/2025 Watts Gwilliam & Co. LLC66,532$1.30M0.3%N/A0.002%
1/8/2025 Private Client Services LLC16,915$331K0.2%+3.1%0.000%
1/8/2025 International Assets Investment Management LLC260,494$5.13M0.2%-93.8%0.008%
1/7/2025 Chickasaw Capital Management LLC15,738,594$308.32M12.5%+2.5%0.460%
1/6/2025 Fortem Financial Group LLC205,872$4.03M1.6%+2.8%0.006%
1/6/2025 Kozak & Associates Inc.5,117$100K0.0%+69.6%0.000%
1/6/2025 Capital Market Strategies LLC23,455$459K0.3%+4.5%0.001%
1/6/2025 CWA Asset Management Group LLC46,598$913K0.0%+99.6%0.001%
1/3/2025 GAMMA Investing LLC1,500$29K0.0%N/A0.000%
12/13/2024B. Riley Wealth Advisors Inc.276,229$4.44M0.1%-56.5%0.008%
12/9/2024FFG Partners LLC1,636,626$26.27M9.1%+3.3%0.048%
12/6/2024Fidelity D & D Bancorp Inc.75,204$1.21M0.8%N/A0.002%
11/27/2024Franklin Resources Inc.232,513$3.85M0.0%-1.2%0.007%
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11/26/2024Peapack Gladstone Financial Corp15,675$251K0.0%+6.8%0.000%
11/25/2024Synovus Financial Corp84,530$1.36M0.0%+69.8%0.002%
11/25/2024Tidal Investments LLC101,738$1.63M0.0%+1.2%0.003%
11/25/2024Wilmington Savings Fund Society FSB231,398$3.71M0.1%+1,265.0%0.007%
11/25/2024World Investment Advisors LLC78,806$1.27M0.0%+4.6%0.002%
11/25/2024Sanctuary 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%
11/19/2024Second 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%
11/18/2024Arete Wealth Advisors LLC34,053$546K0.0%-15.7%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, 1,053 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 932 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 213,669,704 shares in the last 24 months. This purchase volume represents approximately $3.01B in transactions.

Which Energy Transfer major shareholders have been selling company stock?

Of the 522 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 128,809,140 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


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This page (NYSE:ET) was last updated on 1/20/2025 by MarketBeat.com Staff
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