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ET - Energy Transfer LP Stock Price, Fair Value and News
15.77
USD
+0.24
(+1.55%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold ET recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-18
Congress Wealth Management LLC / DE /
REDUCED
Premium
Premium
Premium
Premium
70,988
2024-04-18
CHAPIN DAVIS, INC.
REDUCED
Premium
Premium
Premium
Premium
107,411
2024-04-18
AFFINITY WEALTH MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
22,330
2024-04-18
BKM Wealth Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-18
Park Place Capital Corp
UNCHANGED
Premium
Premium
Premium
Premium
485
2024-04-18
McGlone Suttner Wealth Management, Inc.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-18
Citizens Business Bank
REDUCED
Premium
Premium
Premium
Premium
25,000
2024-04-18
HFG Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
61,225
2024-04-18
SAXON INTERESTS, INC.
UNCHANGED
Premium
Premium
Premium
Premium
28,122
2024-04-18
Capital Advisors, Ltd. LLC
ADDED
Premium
Premium
Premium
Premium
2,558
2024-04-18
SJS Investment Consulting Inc.
NEW
Premium
Premium
Premium
Premium
373
2024-04-18
WOLFF WIESE MAGANA LLC
ADDED
Premium
Premium
Premium
Premium
3,238
2024-04-18
Hexagon Capital Partners LLC
ADDED
Premium
Premium
Premium
Premium
10,155
2024-04-18
Capital Advisory Group Advisory Services, LLC
ADDED
Premium
Premium
Premium
Premium
31,813
2024-04-18
Requisite Capital Management, LLC
ADDED
Premium
Premium
Premium
Premium
550,610
2024-04-18
SeaCrest Wealth Management, LLC
REDUCED
Premium
Premium
Premium
Premium
25,217
2024-04-18
Pettinga Financial Advisors LLC
UNCHANGED
Premium
Premium
Premium
Premium
29,532
2024-04-18
MV CAPITAL MANAGEMENT, INC.
UNCHANGED
Premium
Premium
Premium
Premium
24,460
2024-04-18
AMI INVESTMENT MANAGEMENT INC
UNCHANGED
Premium
Premium
Premium
Premium
10,997
2024-04-18
CULLINAN ASSOCIATES INC
REDUCED
Premium
Premium
Premium
Premium
12,320
2024-04-18
FARMERS & MERCHANTS INVESTMENTS INC
UNCHANGED
Premium
Premium
Premium
Premium
20,646
2024-04-18
Penbrook Management LLC
REDUCED
Premium
Premium
Premium
Premium
87,496
2024-04-17
CLIFFORD SWAN INVESTMENT COUNSEL LLC
UNCHANGED
Premium
Premium
Premium
Premium
13,263
2024-04-17
SPIRIT OF AMERICA MANAGEMENT CORP/NY
REDUCED
Premium
Premium
Premium
Premium
701,700
2024-04-17
PEOPLES FINANCIAL SERVICES CORP.
UNCHANGED
Premium
Premium
Premium
Premium
1,792
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25
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1–25 of 1212
Which funds are the top buyers of ET?
Fund Name
# Shares
$ Value
% Port.
GOLDMAN SACHS GROUP INC
163,065,000
2,250,300,000
0.20%
Blackstone Inc.
149,380,000
2,061,450,000
9.27%
ALPS ADVISORS INC
69,732,600
962,310,000
7.57%
MORGAN STANLEY
60,697,900
837,632,000
0.07%
Invesco Ltd.
59,204,600
817,024,000
0.19%
BANK OF AMERICA CORP /DE/
38,084,200
525,562,000
0.05%
TORTOISE CAPITAL ADVISORS, L.L.C.
35,403,100
488,563,000
7.54%
JPMORGAN CHASE & CO
31,616,100
436,302,000
0.04%
UBS Group AG
28,642,800
395,270,000
0.12%
Mirae Asset Global Investments Co., Ltd.
25,621,500
353,576,000
0.72%
Rows per page:
10
1–10 of 85
Which funds have put a big percent of portfolio in ET?
Fund Name
$ Value
% Port.
First Reserve GP XIII Ltd
322,097,000
100.00%
Stephens Group, LLC
87,684,300
34.95%
Delphi Financial Group, Inc.
55,725,300
32.67%
WALNUT PRIVATE EQUITY PARTNERS, LLC
30,437,600
19.36%
Kamunting Street Capital Management, L.P.
12,569,000
15.61%
Fractal Investments LLC
75,714,300
15.57%
RR Advisors, LLC
90,334,000
15.46%
LONGFELLOW INVESTMENT MANAGEMENT CO LLC
58,597,200
14.46%
SL ADVISORS, LLC
5,191,520
11.17%
CHICKASAW CAPITAL MANAGEMENT LLC
227,434,000
10.86%
Rows per page:
10
1–10 of 92
Trend of No. of funds that hold ET
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
First Reserve GP XIII Ltd
322,097,000
HRT FINANCIAL LP
48,668,000
Crestline Management, LP
27,600,000
PAYDEN & RYGEL
17,690,000
Fogel Capital Management, Inc.
11,532,600
Westend Capital Management, LLC
11,283,900
Pathstone Holdings, LLC
10,895,800
PAYDEN & RYGEL INVESTMENT GROUP
10,845,000
Additions
Fund Name
% Increased
RATIONAL ADVISORS LLC
52,498
Nemes Rush Group LLC
35,031
JNBA Financial Advisors
16,759
Teamwork Financial Advisors, LLC
829
CoreCap Advisors, LLC
681
Prime Capital Investment Advisors, LLC
515
Ulland Investment Advisors, LLC
211
DAVENPORT & Co LLC
130
Reductions
Fund Name
% Reduced
AdvisorNet Financial, Inc
-66.47
Citizens Business Bank
-50.00
VOISARD ASSET MANAGEMENT GROUP, INC.
-45.58
SCP Investment, LP
-43.6
Chesley Taft & Associates LLC
-41.37
MATHER GROUP, LLC.
-41.02
NOMURA HOLDINGS INC
-37.44
HARBOUR INVESTMENTS, INC.
-37.14
Sold off
Fund Name
$ Sold
Cumberland Partners Ltd
-5,144,870
WELLINGTON MANAGEMENT GROUP LLP
-4,374,440
Greystone Financial Group, LLC
-4,064,620
ORG Partners LLC
-3,915,090
Secure Asset Management, LLC
-1,322,160
DONALDSON CAPITAL MANAGEMENT, LLC
-1,245,460
Callan Capital, LLC
-784,603
IMC-Chicago, LLC
-622,063