Energy Transfer (ET) Institutional Ownership

$16.27

+0.14 (+0.87%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 38.22%
Number of Institutional Buyers (last 12 months): 648
Total Institutional Inflows (last 12 months): $1.72B

Number of Institutional Sellers (last 12 months): 319
Total Institutional Outflows (last 12 months): $853.80M

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ET Institutional Buying and Selling by Quarter

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Energy Transfer Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Atomi Financial Group Inc.	29,368	$476K	0.0%	+29.4%	0.001%
7/26/2024	Cambridge Investment Research Advisors Inc.	1,342,953	$21.78M	0.1%	+6.4%	0.040%
7/26/2024	Summit Securities Group LLC	810,900	$13.15M	2.5%	+26.5%	0.024%
7/26/2024	Saxony Capital Management LLC	17,507	$284K	0.3%	+7.5%	0.001%
7/26/2024	Bank of New York Mellon Corp	94,442	$1.53M	0.0%	+32.3%	0.003%
7/26/2024	Verdence Capital Advisors LLC	13,002	$211K	0.0%	-9.4%	0.000%
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7/25/2024	Catalyst Capital Advisors LLC	1,705,983	$27.67M	0.6%	+2.4%	0.051%
7/25/2024	Christopher J. Hasenberg Inc	21,000	$341K	0.2%	-3.9%	0.001%
7/25/2024	Raymond James Trust N.A.	110,451	$1.79M	0.0%	+4.1%	0.003%
7/25/2024	Highland Capital Management LLC	38,790	$629K	0.0%	-14.3%	0.001%
7/25/2024	Tempus Wealth Planning LLC	11,730	$190K	0.1%	-56.4%	0.000%
7/25/2024	Pettinga Financial Advisors LLC	28,532	$463K	0.1%	-3.4%	0.001%
7/25/2024	Spirit of America Management Corp NY	652,700	$10.59M	2.1%	-7.0%	0.019%
7/25/2024	Tranquility Partners LLC	18,551	$301K	0.1%	-12.1%	0.001%
7/25/2024	Fullcircle Wealth LLC	25,439	$412K	0.2%	N/A	0.001%
7/24/2024	LRI Investments LLC	12,290	$199K	0.0%	+567.9%	0.000%
7/24/2024	EdgeRock Capital LLC	2,603	$42K	0.0%	N/A	0.000%
7/24/2024	Silverleafe Capital Partners LLC	17,588	$285K	0.1%	+9.5%	0.001%
7/24/2024	TrueWealth Advisors LLC	10,544	$171K	0.1%	N/A	0.000%
7/24/2024	Traynor Capital Management Inc.	30,793	$499K	0.0%	N/A	0.001%
7/24/2024	Avalon Capital Management	77,121	$1.25M	0.4%	+2.1%	0.002%
7/24/2024	&PARTNERS	32,011	$519K	0.0%	+215.9%	0.001%
7/23/2024	Hennessy Advisors Inc.	570,900	$9.26M	0.4%	-2.5%	0.017%
7/23/2024	PSI Advisors LLC	279,189	$4.53M	1.4%	-1.8%	0.008%
7/23/2024	Griffin Asset Management Inc.	98,213	$1.59M	0.2%	-0.9%	0.003%
7/23/2024	Fortis Capital Management LLC	31,322	$508K	0.1%	+26.2%	0.001%
7/23/2024	Busey Bank	14,506	$235K	0.0%	+15.1%	0.000%
7/23/2024	KG&L Capital Management LLC	15,550	$252K	0.1%	N/A	0.000%
7/23/2024	Crescent Grove Advisors LLC	344,906	$5.59M	0.6%	+2.0%	0.010%
7/23/2024	Kirr Marbach & Co. LLC IN	116,219	$1.89M	0.5%	-10.9%	0.003%
7/23/2024	XML Financial LLC	35,741	$580K	0.1%	-1.9%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	472,442	$7.66M	0.1%	-14.6%	0.014%
7/22/2024	Capital Advisory Group Advisory Services LLC	44,126	$716K	0.3%	+38.7%	0.001%
7/22/2024	Fifth Third Bancorp	131,635	$2.14M	0.0%	-8.1%	0.004%
7/22/2024	Veracity Capital LLC	33,575	$545K	0.2%	+2.0%	0.001%
7/22/2024	Focus Financial Network Inc.	24,876	$401K	0.0%	-4.1%	0.001%
7/22/2024	Hobbs Group Advisors LLC	13,160	$213K	0.1%	N/A	0.000%
7/22/2024	BigSur Wealth Management LLC	30,000	$487K	0.1%	-11.8%	0.001%
7/22/2024	SeaCrest Wealth Management LLC	26,374	$428K	0.0%	+4.6%	0.001%
7/20/2024	First Citizens Bank & Trust Co.	11,402	$185K	0.0%	N/A	0.000%
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7/20/2024	Parsons Capital Management Inc. RI	764,646	$12.40M	0.8%	+3.4%	0.023%
7/20/2024	Raymond James Financial Services Advisors Inc.	2,860,349	$46.40M	0.1%	+1.5%	0.085%
7/20/2024	Apollon Wealth Management LLC	269,115	$4.37M	0.1%	+11.5%	0.008%
7/19/2024	Central Bank & Trust Co.	9,961	$161K	0.0%	N/A	0.000%
7/19/2024	Lifestyle Asset Management Inc.	44,677	$725K	0.4%	-33.5%	0.001%
7/19/2024	MONECO Advisors LLC	38,465	$624K	0.1%	+34.7%	0.001%
7/19/2024	Western Wealth Management LLC	69,342	$1.13M	0.1%	+2.1%	0.002%
7/19/2024	Garrett Wealth Advisory Group LLC	28,045	$455K	0.2%	+3.8%	0.001%
7/19/2024	Chesley Taft & Associates LLC	71,636	$1.16M	0.1%	-23.4%	0.002%
7/19/2024	Tyche Wealth Partners LLC	26,141	$424K	0.1%	+16.5%	0.001%
7/19/2024	Intellectus Partners LLC	107,230	$1.74M	0.5%	+4.0%	0.003%
7/19/2024	E&G Advisors LP	22,090	$358K	0.1%	-4.7%	0.001%
7/18/2024	Brookstone Capital Management	205,620	$3.31M	0.1%	+8.2%	0.006%
7/18/2024	Ellsworth Advisors LLC	86,012	$1.40M	0.4%	+13.7%	0.003%
7/18/2024	Fiduciary Financial Group LLC	22,748	$372K	0.1%	N/A	0.001%
7/17/2024	Whitener Capital Management Inc.	24,658	$400K	0.1%	+9.3%	0.001%
7/17/2024	Aurora Private Wealth Inc.	173,594	$2.82M	2.5%	+1.3%	0.005%
7/17/2024	180 Wealth Advisors LLC	211,512	$3.45M	0.6%	-4.1%	0.006%
7/17/2024	Redhawk Wealth Advisors Inc.	33,913	$550K	0.1%	+111.0%	0.001%
7/16/2024	Key Client Fiduciary Advisors LLC	11,804	$191K	0.1%	N/A	0.000%
7/16/2024	Cascade Investment Group Inc.	92,836	$1.51M	1.2%	+3.4%	0.003%
7/16/2024	GPS Wealth Strategies Group LLC	33,405	$542K	0.1%	-10.6%	0.001%
7/16/2024	ORG Partners LLC	362,008	$5.92M	0.7%	+1.2%	0.011%
7/16/2024	Great Valley Advisor Group Inc.	156,613	$2.54M	0.1%	+4.3%	0.005%
7/16/2024	Wealth Enhancement Advisory Services LLC	696,770	$11.30M	0.0%	+26.7%	0.021%
7/16/2024	Albert D Mason Inc.	85,192	$1.38M	0.9%	-25.4%	0.003%
7/16/2024	Wedmont Private Capital	30,069	$489K	0.0%	+24.9%	0.001%
7/16/2024	Sequoia Financial Advisors LLC	34,405	$558K	0.0%	-3.2%	0.001%
7/16/2024	Alpha Cubed Investments LLC	48,562	$788K	0.0%	+3.0%	0.001%
7/16/2024	PCG Wealth Advisors LLC	12,849	$208K	0.1%	+10.5%	0.000%
7/15/2024	Dynamic Advisor Solutions LLC	130,316	$2.11M	0.1%	+14.5%	0.004%
7/15/2024	Granite Bay Wealth Management LLC	101,600	$1.60M	0.0%	N/A	0.003%
7/15/2024	RFG Advisory LLC	18,372	$298K	0.0%	-34.4%	0.001%
7/15/2024	Sapient Capital LLC	11,539	$187K	0.0%	-40.0%	0.000%
7/15/2024	Prospect Financial Services LLC	233,659	$3.79M	2.9%	-4.8%	0.007%
7/15/2024	Perkins Coie Trust Co	9,315	$151K	0.0%	N/A	0.000%
7/13/2024	HFG Advisors Inc.	55,595	$902K	0.8%	-9.2%	0.002%
7/13/2024	Fermata Advisors LLC	13,825	$224K	0.1%	N/A	0.000%
7/12/2024	Baugh & Associates LLC	78,697	$1.37M	0.7%	-7.0%	0.002%
7/12/2024	Sound Income Strategies LLC	16,066	$261K	0.0%	+26.9%	0.000%
7/12/2024	Morton Capital Management LLC CA	44,383	$720K	0.2%	+1.6%	0.001%
7/12/2024	Diversify Advisory Services LLC	855,004	$13.78M	0.8%	+3.2%	0.025%
7/12/2024	Atlas Private Wealth Advisors	21,470	$348K	0.1%	+103.7%	0.001%
7/12/2024	Hexagon Capital Partners LLC	9,422	$153K	0.0%	-7.2%	0.000%
7/12/2024	SG Americas Securities LLC	150,098	$2.44M	0.0%	-65.3%	0.004%
7/12/2024	Gilman Hill Asset Management LLC	395,620	$6.42M	1.2%	+1.9%	0.012%
7/12/2024	Sanders Morris Harris LLC	75,718	$1.23M	0.2%	-8.9%	0.002%
7/12/2024	Capital Investment Advisors LLC	263,225	$4.27M	0.1%	-5.4%	0.008%
7/12/2024	Cliftonlarsonallen Wealth Advisors LLC	31,231	$507K	0.0%	N/A	0.001%
7/11/2024	Manning & Napier Advisors LLC	540,000	$8.76M	0.1%	N/A	0.016%
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7/11/2024	Cadent Capital Advisors LLC	17,558	$285K	0.1%	-12.0%	0.001%
7/11/2024	U.S. Capital Wealth Advisors LLC	972,297	$15.77M	0.6%	+0.7%	0.029%
7/11/2024	Bourgeon Capital Management LLC	263,527	$4.27M	0.8%	+0.4%	0.008%
7/11/2024	Wesbanco Bank Inc.	24,521	$398K	0.0%	+14.1%	0.001%
7/11/2024	Salem Investment Counselors Inc.	384,774	$6.24M	0.2%	+0.3%	0.011%
7/11/2024	Warther Private Wealth LLC	32,000	$519K	0.2%	N/A	0.001%
7/11/2024	MADDEN SECURITIES Corp	22,602	$367K	0.2%	+4.6%	0.001%
7/10/2024	Compass Financial Group INC SD	49,849	$809K	0.2%	-1.4%	0.001%
7/10/2024	Fortitude Family Office LLC	4,736	$77K	0.0%	+60.1%	0.000%
7/10/2024	Legacy Financial Strategies LLC	18,391	$300K	0.1%	-17.9%	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, 1,012 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), Goldman Sachs Group Inc. ($927.90M), Invesco Ltd. ($789.23M), Morgan Stanley ($778.56M), Tortoise Capital Advisors L.L.C. ($457.41M), 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 910 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 ($33.78M), First Reserve GP XIII Ltd ($23.34M), Mirae Asset Global Investments Co. Ltd. ($11.54M), Alps Advisors Inc. ($9.34M), Jennison Associates LLC ($8.02M), UBS Group AG ($4.82M), and Clearbridge Investments LLC ($4.49M).

How much institutional buying is happening at Energy Transfer?: Institutional investors have bought a total of 216,283,684 shares in the last 24 months. This purchase volume represents approximately $2.77B in transactions.
Which Energy Transfer major shareholders have been selling company stock?: Of the 500 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: Blackstone Inc. ($14.30M), Bank of Montreal Can ($13.08M), Comerica Bank ($12.89M), 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 180,887,469 shares in the last 24 months. This volume of shares sold represents approximately $2.22B in transactions.