Energy Transfer (ET) Institutional Ownership

$16.23
-0.02 (-0.12%)
(As of 05/9/2024 ET)

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

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
646
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
334
Total
Institutional Outflows
(last 12 months)
$883.54M
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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
5/9/2024Blair William & Co. IL411,845$6.48M0.0%-0.2%0.012%
5/9/2024Kingsview Wealth Management LLC143,825$2.26M0.1%+17.1%0.004%
5/9/2024SageView Advisory Group LLC15,926$251K0.0%-43.5%0.000%
5/9/2024Texas Yale Capital Corp.1,157,471$18.21M0.8%+0.9%0.034%
5/9/2024Eagle Bay Advisors LLC4,214$66K0.0%N/A0.000%
5/9/2024Camelot Portfolios LLC33,272$523K0.5%-5.0%0.001%
5/9/2024Koshinski Asset Management Inc.11,070$174K0.0%-5.9%0.000%
5/8/2024ProShare Advisors LLC251,989$3.96M0.0%-8.2%0.007%
5/8/2024Avantax Advisory Services Inc.144,264$2.27M0.0%-6.0%0.004%
5/8/2024 Headlands Technologies LLC5,471$86K0.0%N/A0.000%
5/8/2024 Williams Jones Wealth Management LLC.814,273$12.81M0.2%+2.4%0.024%
5/8/2024 Inspire Advisors LLC23,381$368K0.1%-5.6%0.001%
5/8/2024 Donoghue Forlines LLC49,238$775K0.2%-12.1%0.001%
5/7/2024 Sfmg LLC31,406$494K0.0%+2.2%0.001%
5/7/2024 Quantum Private Wealth LLC116,568$1.83M0.7%+21.2%0.003%
5/7/2024 Chilton Capital Management LLC22,106$348K0.0%+5.3%0.001%
5/7/2024 Concurrent Investment Advisors LLC59,694$939K0.0%+1.8%0.002%
5/7/2024 Atomi Financial Group Inc.22,694$357K0.0%-7.8%0.001%
5/7/2024 Redwood Wealth Management Group LLC133,291$2.10M2.2%-3.1%0.004%
5/7/2024Susquehanna Portfolio Strategies LLC187,207$2.95M0.1%-59.0%0.006%
5/7/2024 Tectonic Advisors LLC382,150$6.01M0.5%+8.2%0.011%
5/7/2024 Aull & Monroe Investment Management Corp103,390$1.63M0.7%-1.9%0.003%
5/7/2024 Oppenheimer Asset Management Inc.172,982$2.72M0.0%-7.7%0.005%
5/7/2024 PFG Advisors58,362$918K0.1%+2.5%0.002%
5/7/2024 Oppenheimer & Co. Inc.703,569$11.07M0.2%+3.3%0.021%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management32,723$515K0.0%+68.4%0.001%
5/7/2024 Wealthspire Advisors LLC129,808$2.04M0.0%-32.0%0.004%
5/7/2024 SG Americas Securities LLC432,254$6.80M0.0%+54.6%0.013%
5/7/2024 CNA Financial Corp400,000$6.29M3.1%N/A0.012%
5/7/2024 Empowered Funds LLC279,744$4.40M0.1%+18.7%0.008%
5/6/2024 ORG Partners LLC357,825$5.61M10.7%N/A0.011%
5/6/2024 CFO4Life Group LLC14,434$227K0.0%-7.8%0.000%
5/6/2024 SYM FINANCIAL Corp15,341$241K0.0%-24.6%0.000%
5/6/2024 Kayne Anderson Capital Advisors LP22,541,271$354.57M10.0%-0.6%0.669%
5/6/2024 Advisory Services Network LLC284,625$4.48M0.1%+6.8%0.008%
5/6/2024 Oxbow Advisors LLC469,873$7.39M1.0%+290.9%0.014%
5/6/2024 Cohen Capital Management Inc.313,593$4.93M0.9%+15.4%0.009%
5/4/2024 Noesis Capital Mangement Corp29,712$467K0.1%-11.8%0.001%
5/4/2024 Geneos Wealth Management Inc.80,831$1.27M0.1%+3.4%0.002%
5/4/2024 Joseph P. Lucia & Associates LLC44,465$699K0.4%-2.3%0.001%
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5/3/2024 FDx Advisors Inc.13,733$216K0.0%-20.4%0.000%
5/3/2024 Avidian Wealth Solutions LLC26,020$409K0.0%-26.4%0.001%
5/3/2024 Smithbridge Asset Management Inc. DE17,902$282K0.1%-10.5%0.001%
5/3/2024 Larson Financial Group LLC15,551$245K0.0%-7.9%0.000%
5/3/2024 Rehmann Capital Advisory Group32,080$505K0.0%+2.0%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC50,767$799K0.0%-2.1%0.002%
5/3/2024 Wellington Shields Capital Management LLC99,794$1.57M0.3%+8.7%0.003%
5/3/2024 GSA Capital Partners LLP73,663$1.16M0.1%N/A0.002%
5/3/2024Delphi Financial Group Inc.3,166,026$49.80M32.2%-21.6%0.094%
5/2/2024 Mutual Advisors LLC161,076$2.53M0.1%+9.6%0.005%
5/2/2024 Belfer Management LLC21,882$344K6.2%+4.4%0.001%
5/2/2024 Jennison Associates LLC4,516,402$71.04M0.0%-3.0%0.134%
5/2/2024 FinTrust Capital Advisors LLC20,201$318K0.1%+3.6%0.001%
5/2/2024 Haverford Trust Co95,128$1.50M0.0%+1.1%0.003%
5/2/2024 Thompson Davis & CO. Inc.11,600$182K0.1%N/A0.000%
5/2/2024 Lincoln National Corp228,021$3.59M0.1%+9.5%0.007%
5/2/2024 Choreo LLC20,058$316K0.0%-30.1%0.001%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.58,309$917K0.2%+45.3%0.002%
5/1/2024 StoneX Group Inc.73,363$1.15M0.1%+46.3%0.002%
5/1/2024 Heronetta Management L.P.891,554$14.02M10.2%-1.7%0.026%
5/1/2024 Janney Montgomery Scott LLC499,752$7.86M0.0%+4.3%0.015%
5/1/2024 BNP Paribas Financial Markets9,893,345$155.62M0.1%-8.1%0.294%
5/1/2024 Mirae Asset Global Investments Co. Ltd.16,115,331$253.49M0.5%-37.1%0.478%
5/1/2024 Retirement Group LLC9,787$154K0.1%+49.9%0.000%
5/1/2024 Mission Wealth Management LP29,053$457K0.0%+54.9%0.001%
5/1/2024 Flynn Zito Capital Management LLC24,492$385K0.2%N/A0.001%
5/1/2024 Sequoia Financial Advisors LLC35,531$559K0.0%+8.6%0.001%
5/1/2024 Diversify Advisory Services LLC828,881$13.01M0.8%N/A0.025%
4/30/2024 Private Advisor Group LLC495,391$7.79M0.1%+18.5%0.015%
4/30/2024 J.W. Cole Advisors Inc.68,374$1.08M0.1%+32.1%0.002%
4/30/2024 Cutter & CO Brokerage Inc.443,763$6.98M1.7%+1.0%0.013%
4/30/2024 North Star Investment Management Corp.37,391$588K0.0%+38.5%0.001%
4/30/2024 Norden Group LLC24,426$384K0.0%N/A0.001%
4/30/2024 Van ECK Associates Corp117,039$1.84M0.0%-41.7%0.003%
4/30/2024 Fortis Group Advisors LLC47,434$746K0.1%+19.1%0.001%
4/30/2024 Saxony Capital Management LLC16,284$256K0.3%+4.9%0.000%
4/30/2024 Beam Wealth Advisors Inc.10,219$161K0.1%N/A0.000%
4/30/2024 HB Wealth Management LLC77,250$1.22M0.0%-2.7%0.002%
4/30/2024 Turtle Creek Wealth Advisors LLC143,657$2.26M0.6%-1.0%0.004%
4/30/2024 SpiderRock Advisors LLC82,032$1.28M0.0%N/A0.002%
4/30/2024 Garrett Wealth Advisory Group LLC27,029$425K0.2%+22.1%0.001%
4/30/2024 Arkadios Wealth Advisors26,816$422K0.0%-5.1%0.001%
4/30/2024 Perigon Wealth Management LLC34,719$546K0.0%-3.6%0.001%
4/29/2024Commonwealth Equity Services LLC1,307,005$20.56M0.0%+7.4%0.039%
4/29/2024 Benjamin F. Edwards & Company Inc.6,177$97K0.0%-39.8%0.000%
4/29/2024 RWA Wealth Partners LLC28,835$454K0.0%+53.1%0.001%
4/29/2024 Crescent Grove Advisors LLC338,048$5.32M0.6%+4.7%0.010%
4/29/2024 Private Capital Advisors Inc.821,336$12.92M1.6%+0.6%0.024%
4/27/2024 Finer Wealth Management Inc.153,726$2.42M1.6%+34.3%0.005%
4/26/2024 Pinnacle Associates Ltd.38,690$609K0.0%-17.0%0.001%
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4/26/2024 Plan Group Financial LLC16,851$265K0.2%N/A0.001%
4/26/2024 BLB&B Advisors LLC47,972$755K0.0%-11.1%0.001%
4/26/2024 UMB Bank n.a.4,882$77K0.0%-75.4%0.000%
4/26/2024 First National Trust Co14,695$231K0.0%-5.7%0.000%
4/26/2024 Chicago Partners Investment Group LLC2,941,452$46.77M2.0%+5.4%0.087%
4/26/2024 Tritonpoint Wealth LLC28,492$432K0.0%-9.1%0.001%
4/25/2024 Lindbrook Capital LLC124,403$1.96M0.2%-1.2%0.004%
4/25/2024 Capital Investment Advisory Services LLC12,918$203K0.0%-12.9%0.000%
4/25/2024 HTLF Bank18,649$293K0.0%+5.7%0.001%
4/25/2024 Valeo Financial Advisors LLC238,971$3.79M0.1%-6.3%0.007%
(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, 1,009 institutional investors and hedge funds held shares of Energy Transfer. The most heavily invested institutionals were Blackstone Inc. ($2.06B), Alps Advisors Inc. ($1.03B), Goldman Sachs Group Inc. ($927.90M), Invesco Ltd. ($789.23M), Morgan Stanley ($778.56M), Tortoise Capital Advisors L.L.C. ($457.41M), and Natixis ($420.95M).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 902 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: Natixis ($30.78M), First Reserve GP XIII Ltd ($23.34M), Blackstone Inc. ($13.13M), Mirae Asset Global Investments Co. Ltd. ($11.78M), Alps Advisors Inc. ($9.34M), Jennison Associates LLC ($8.91M), and UBS Group AG ($4.82M).

How much institutional buying is happening at Energy Transfer?

Institutional investors have bought a total of 237,122,460 shares in the last 24 months. This purchase volume represents approximately $2.94B in transactions.

Which Energy Transfer major shareholders have been selling company stock?

Of the 491 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: Bank of Montreal Can ($13.08M), Comerica Bank ($12.89M), Blackstone Inc. ($12.37M), Mirae Asset Global Investments Co. Ltd. ($10.54M), Barclays PLC ($10.41M), Morgan Stanley ($10.17M), and Jennison Associates LLC ($8.53M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 185,056,729 shares in the last 24 months. This volume of shares sold represents approximately $2.23B in transactions.


This page (NYSE:ET) was last updated on 5/10/2024 by MarketBeat.com Staff

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