Energy Transfer (ET) Institutional Ownership

$15.94
+0.08 (+0.50%)
(As of 04/25/2024 ET)

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

Current
Institutional Ownership
Percentage
38.22%
Number of
Institutional Buyers
(last 12 months)
649
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$717.94M
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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
4/26/2024Tritonpoint Wealth LLC28,492$432K0.0%-9.1%0.001%
4/25/2024Lindbrook Capital LLC124,403$1.96M0.2%-1.2%0.004%
4/25/2024Capital Investment Advisory Services LLC12,918$203K0.0%-12.9%0.000%
4/25/2024HTLF Bank18,649$293K0.0%+5.7%0.001%
4/25/2024 Valeo Financial Advisors LLC238,971$3.79M0.1%-6.3%0.007%
4/25/2024Kercheville Advisors LLC114,900$1.81M0.9%+29.8%0.003%
4/25/2024 Summit Financial LLC174,193$2.74M0.2%+16.3%0.005%
4/25/2024 Albert D Mason Inc.114,237$1.80M1.1%+1.1%0.003%
4/25/2024 Cambridge Investment Research Advisors Inc.1,262,447$19.86M0.1%+4.5%0.037%
4/24/2024 PSI Advisors LLC284,205$4.47M1.6%-5.4%0.008%
4/24/2024 Verity & Verity LLC84,152$1.32M0.3%+251.0%0.002%
4/24/2024 1900 Wealth Management LLC185,568$2.92M0.3%+6.5%0.006%
4/24/2024 Newbridge Financial Services Group Inc.48,318$760K0.3%-9.8%0.001%
4/24/2024 CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT6,462,463$101.66M8.5%-4.1%0.192%
4/24/2024 Simplicity Wealth LLC20,441$322K0.0%N/A0.001%
4/24/2024 Childress Capital Advisors LLC563,457$8.86M2.6%-49.6%0.017%
4/24/2024 Spire Wealth Management110,658$1.74M0.1%+1.7%0.003%
4/24/2024 Essex Financial Services Inc.33,569$528K0.0%+2.2%0.001%
4/23/2024 Global Retirement Partners LLC131,143$2.06M0.1%-3.0%0.004%
4/23/2024 Covenant Asset Management LLC59,626$938K0.2%+3.4%0.002%
4/23/2024 Sweet Financial Partners LLC67,877$1.07M0.2%+12.1%0.002%
4/23/2024 Rational Advisors LLC3,238$51K0.0%-99.8%0.000%
4/23/2024 Tyche Wealth Partners LLC22,443$353K0.1%-23.6%0.001%
4/23/2024 Fifth Third Bancorp143,224$2.25M0.0%+19.6%0.004%
4/23/2024 Wesbanco Bank Inc.21,489$338K0.0%+34.8%0.001%
4/23/2024 Stablepoint Partners LLC71,228$1.12M0.2%+39.7%0.002%
4/23/2024 Strategic Blueprint LLC10,436$164K0.0%-31.2%0.000%
4/23/2024 Clarus Group Inc.131,778$2.07M1.5%-8.6%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.2,818,699$44.34M0.1%+2.8%0.084%
4/23/2024 Sutton Place Investors LLC66,007$1.04M0.5%+1.5%0.002%
4/23/2024 Prospect Financial Services LLC245,482$3.86M3.2%-8.5%0.007%
4/22/2024 Strategic Financial Concepts LLC42,224$664K0.2%N/A0.001%
4/22/2024 PFG Investments LLC115,412$1.82M0.1%+164.9%0.003%
4/22/2024 Aurora Private Wealth Inc.171,384$2.69M2.3%+1.4%0.005%
4/22/2024 GraniteShares Advisors LLC123,287$1.94M1.0%+14.6%0.004%
4/22/2024 American Institute for Advanced Investment Management LLP27,339$430K0.3%+9.4%0.001%
4/20/2024 Maryland State Retirement & Pension System2,499,725$37.65M0.7%+1.6%0.074%
4/19/2024 Teamwork Financial Advisors LLC94,979$1.49M0.2%-81.1%0.003%
4/19/2024 Veracity Capital LLC32,916$518K0.2%+2.2%0.001%
4/19/2024 Insight Folios Inc516,520$8.13M3.3%-12.9%0.015%
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4/19/2024 Tempus Wealth Planning LLC26,906$423K0.2%+107.0%0.001%
4/19/2024 Core Wealth Partners LLC15,288$240K0.2%+7.0%0.000%
4/19/2024 Wealthstar Advisors LLC37,044$583K0.2%-3.7%0.001%
4/19/2024 Kovack Advisors Inc.76,259$1.20M0.1%-8.6%0.002%
4/19/2024 PCG Wealth Advisors LLC11,629$183K0.1%+13.7%0.000%
4/19/2024 Norden Group LLC24,426$384K0.0%N/A0.001%
4/19/2024 Bourgeon Capital Management LLC262,495$4.13M0.8%-0.6%0.008%
4/19/2024 Lake Street Private Wealth LLC293,263$4.61M0.6%+3.1%0.009%
4/19/2024 Lifestyle Asset Management Inc.67,211$1.06M0.6%N/A0.002%
4/19/2024 Valeo Financial Advisors LLC238,971$3.76M0.0%-6.3%0.007%
4/18/2024 SeaCrest Wealth Management LLC25,217$397K0.0%-7.3%0.001%
4/18/2024 Requisite Capital Management LLC550,610$8.66M1.9%+6.2%0.016%
4/18/2024 Penbrook Management LLC87,496$1.38M0.9%-7.5%0.003%
4/18/2024 Hexagon Capital Partners LLC10,155$160K0.0%+7.8%0.000%
4/18/2024 HFG Advisors Inc.61,225$963K0.9%+14.5%0.002%
4/18/2024 Chapin Davis Inc.107,411$1.69M0.6%-1.3%0.003%
4/18/2024 Citizens Business Bank25,000$393K0.1%-50.0%0.001%
4/17/2024 Avalon Capital Management75,499$1.19M0.5%+25.8%0.002%
4/17/2024 Founders Financial Securities LLC79,066$1.24M0.1%+1.5%0.002%
4/17/2024 Romano Brothers AND Company32,482$511K0.1%+46.7%0.001%
4/17/2024 Griffin Asset Management Inc.99,078$1.56M0.2%+1.1%0.003%
4/16/2024 Toth Financial Advisory Corp5,155$81K0.0%+57.8%0.000%
4/16/2024 First Dallas Securities Inc.179,276$2.82M1.3%+15.3%0.005%
4/16/2024 Hodges Capital Management Inc.329,835$5.19M0.3%+8.7%0.010%
4/16/2024 Asio Capital LLC36,000$566K0.1%-2.7%0.001%
4/16/2024 LongView Wealth Management32,642$513K0.2%-3.3%0.001%
4/16/2024 Howard Financial Services LTD.162,702$2.56M0.4%+1.8%0.005%
4/16/2024 180 Wealth Advisors LLC220,528$3.47M0.6%-2.9%0.007%
4/16/2024 Chesley Taft & Associates LLC93,536$1.47M0.1%-41.4%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC549,971$8.65M0.0%+2.8%0.016%
4/15/2024 Wealthcare Advisory Partners LLC161,686$2.54M0.1%+2.7%0.005%
4/15/2024 Sovereign Financial Group Inc.11,897$187K0.0%N/A0.000%
4/15/2024 Brookstone Capital Management190,124$2.99M0.1%+3.2%0.006%
4/15/2024 Sunbelt Securities Inc.268,275$4.22M0.5%+37.2%0.008%
4/15/2024 CIC Wealth LLC11,705$184K0.1%N/A0.000%
4/15/2024 CFM Wealth Partners LLC186,122$2.93M0.6%+15.1%0.006%
4/15/2024 Kingswood Wealth Advisors LLC48,629$765K0.1%-5.2%0.001%
4/15/2024 Disciplined Investments LLC67,168$1.06M0.6%+3.3%0.002%
4/15/2024 Sound Income Strategies LLC12,656$199K0.0%+30.5%0.000%
4/12/2024 Dynamic Advisor Solutions LLC113,824$1.79M0.1%+7.0%0.003%
4/12/2024 Gilman Hill Asset Management LLC388,090$6.11M1.1%-1.5%0.012%
4/12/2024 Morton Capital Management LLC CA43,684$687K0.2%+1.8%0.001%
4/12/2024 Doliver Advisors LP37,346$587K0.2%-2.9%0.001%
4/12/2024 Miller Howard Investments Inc. NY5,969,807$93.91M3.1%+2.2%0.177%
4/12/2024 Financial Synergies Wealth Advisors Inc.3,186$50K0.0%N/A0.000%
4/12/2024 Global Assets Advisory LLC12,944$204K0.0%N/A0.000%
4/12/2024 Southland Equity Partners LLC15,912$250K0.1%N/A0.000%
4/12/2024 Global Trust Asset Management LLC5,300$83K0.0%+23.3%0.000%
4/12/2024 Westend Capital Management LLC717,352$11.28M4.4%N/A0.021%
4/12/2024 True North Advisors LLC165,988$2.61M0.7%N/A0.005%
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4/11/2024 Royal Fund Management LLC107,648$1.69M0.2%+7.7%0.003%
4/11/2024 Salem Investment Counselors Inc.383,774$6.04M0.2%-0.3%0.011%
4/11/2024 Paragon Capital Management Ltd68,724$1.08M0.2%+23.0%0.002%
4/11/2024 International Assets Investment Management LLC266,637$4.18M0.1%-2.1%0.008%
4/11/2024 &PARTNERS10,132$159K0.0%N/A0.000%
4/11/2024 Sanders Morris Harris LLC83,102$1.31M0.3%+76.2%0.002%
4/10/2024 Inscription Capital LLC221,614$3.48M1.2%N/A0.007%
4/10/2024 Compass Financial Group INC SD50,540$795K0.2%-2.5%0.001%
4/10/2024 Founders Capital Management4,192$66K0.0%+31.3%0.000%
4/10/2024 ACT Wealth Management LLC20,370$320K0.2%+9.4%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, 1,011 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 238,711,912 shares in the last 24 months. This purchase volume represents approximately $2.95B in transactions.

Which Energy Transfer major shareholders have been selling company stock?

Of the 487 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: Comerica Bank ($16.74M), Bank of Montreal Can ($13.08M), Blackstone Inc. ($12.37M), Barclays PLC ($10.41M), Morgan Stanley ($10.17M), Jennison Associates LLC ($8.39M), and Tortoise Capital Advisors L.L.C. ($8.23M).

How much institutional selling is happening at Energy Transfer?

Institutional investors have sold a total of 180,515,438 shares in the last 24 months. This volume of shares sold represents approximately $2.13B in transactions.


This page (NYSE:ET) was last updated on 4/26/2024 by MarketBeat.com Staff

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