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Get Institutions for : 
Energy Transfer Equity LP (ETE)  
$15.89 0.11 (0.7%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1002    23
Total shares held : 
 1,133,183,316  
% of shares held : 
 43.3%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   297  
Amount of shares held : 
 64,090,594  
% of shares held change : 
   2.45%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.78  
Last Quarter's Ending Price : 
 $13.80  
Last Quarter's Average Price : 
 $13.59  
Change from last quarter's     
avg. price to the last closing  : 
2.30 (16.92%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
76
 27,544,489
 2.43%
 
Increased Positions :
472
 80,542,783
 7.11%
 
Unchanged Positions :
256
 63,033,266
 5.56%
 
Decreased Positions :
198
-41,391,646
-3.65%
 
Closed Positions :
53
-2,605,032
-0.23%
 
Guru Positions :
4
699,601
 0.06%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   First Reserve GP XIII Ltd 1 *New 2023-12-31 23,340,380 $322,097,000 23,340,380
   CRESTLINE MANAGEMENT, LP 3 *New 2023-12-31 2,000,000 $27,600,000 2,000,000
   WESTEND CAPITAL MANAGEMENT LLC 6 *New 2024-03-31 717,352 $11,284,000 717,352
   Inscription Capital LLC 16 *New 2024-03-31 221,614 $3,484,000 221,614
   Empowered Funds LLC 355 *New 2023-12-31 235,608 $3,251,000 235,608
   WARREN AVERETT ASSET MANAGEMENT, LLC 113 *New 2023-12-31 222,531 $3,071,000 222,531
   SENTINEL TRUST CO LBA 38 *New 2023-12-31 207,000 $2,857,000 207,000
   DRW SECURITIES, LLC 68 *New 2023-12-31 120,330 $1,661,000 120,330
   MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 748 *New 2023-12-31 99,110 $1,368,000 99,110
   Lifestyle Asset Management Inc. 44 *New 2024-03-31 67,211 $1,057,000 67,211
   Global Assets Advisory LLC 254 *New 2024-03-31 12,944 $825,000 12,944
   ELEQUIN CAPITAL LP 24 *New 2023-12-31 47,821 $660,000 47,821
   9258 Wealth Management LLC 154 *New 2023-12-31 46,735 $645,000 46,735
   MIRABELLA FINANCIAL SERVICES LLP 178 *New 2023-12-31 44,712 $617,000 44,712
   HILLTOP WEALTH ADVISORS LLC 33 *New 2024-03-31 37,180 $585,000 37,180
   Empirical Asset Management LLC 80 *New 2023-12-31 40,588 $560,000 40,588
   Samjo Capital LLC 30 *New 2023-09-30 39,000 $547,000 39,000
   Golden Green Inc. 54 *New 2023-09-30 31,912 $448,000 31,912
   Benchmark Investment Advisors LLC 212 *New 2023-12-31 31,057 $429,000 31,057
   Full Sail Capital LLC 124 *New 2023-12-31 30,875 $426,000 30,875
   NORDEN GROUP LLC 628 *New 2024-03-31 24,426 $384,000 24,426
   MAIRS & POWER INC 185 *New 2023-12-31 27,500 $380,000 27,500
   Scarborough Advisors LLC 60 *New 2023-12-31 26,227 $362,000 26,227
   MADDEN SECURITIES Corp 81 *New 2024-03-31 21,602 $340,000 21,602
   Simplicity WealthLLC 889 *New 2024-03-31 20,441 $322,000 20,441
   PRIMORIS WEALTH ADVISORS LLC 69 *New 2023-12-31 22,500 $311,000 22,500
   COLONY GROUP, LLC 668 *New 2023-12-31 22,018 $304,000 22,018
   Camden Capital LLC 248 *New 2023-12-31 21,355 $295,000 21,355
   Plan Group Financial LLC 77 *New 2024-03-31 16,851 $265,000 16,851
   Adviser Investments LLC 455 *New 2023-12-31 18,835 $260,000 18,835
   GAMCO INVESTORS INC ET AL 751 *New 2023-12-31 18,755 $259,000 18,755
   SCHULHOFF & CO INC 99 *New 2023-12-31 17,802 $246,000 17,802
   FIRST UNITED BANK TRUST/ 132 *New 2023-12-31 17,300 $239,000 17,300
   IRONWOOD INVESTMENT COUNSEL LLC 221 *New 2023-12-31 17,319 $239,000 17,319
   Canton Hathaway LLC 84 *New 2023-12-31 17,000 $235,000 17,000
   Gateway Wealth Partners LLC 190 *New 2023-12-31 16,961 $234,000 16,961
   Alpine Partners VI LLC 123 *New 2023-12-31 16,932 $234,000 16,932
   TradeLink Capital LLC 12 *New 2023-12-31 16,200 $224,000 16,200
   Eagle Strategies LLC 245 *New 2024-03-31 14,068 $221,000 14,068
   MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS IN 59 *New 2023-12-31 15,490 $214,000 15,490
   JFG Wealth Management LLC 79 *New 2023-12-31 15,000 $207,000 15,000
   Fortitude Advisory Group L.L.C. 200 *New 2023-12-31 13,669 $189,000 13,669
   Sovereign Financial Group Inc. 277 *New 2024-03-31 11,897 $187,000 11,897
   CIC Wealth LLC 157 *New 2024-03-31 11,705 $184,000 11,705
   Scissortail Wealth Management LLC 143 *New 2023-12-31 12,453 $181,000 12,453
   Proficio Capital Partners LLC 295 *New 2023-12-31 13,083 $181,000 13,083
   ICAPITAL WEALTH LLC 87 *New 2023-12-31 12,906 $178,000 12,906
   CFO4Life L.P. 165 *New 2022-12-31 14,100 $167,000 14,100
   Koshinski Asset Management Inc. 476 *New 2023-12-31 11,761 $162,000 11,761
   EVERCORE WEALTH MANAGEMENT, LLC 414 *New 2023-12-31 11,491 $159,000 11,491
   WILEY BROS.-AINTREE CAPITAL LLC 465 *New 2024-03-31 10,132 $159,000 10,132
   TCG Advisory Services LLC 374 *New 2023-12-31 11,233 $155,000 11,233
   ROTHSCHILD INVESTMENT CORP /IL 393 *New 2023-09-30 10,798 $151,000 10,798
   Jeereddi Investments LP 34 *New 2022-12-31 12,335 $146,000 12,335
   CLARK CAPITAL MANAGEMENT GROUP INC 366 *New 2023-12-31 10,484 $145,000 10,484
   CHOATE INVESTMENT ADVISORS 371 *New 2023-12-31 10,436 $144,000 10,436
   IronBridge Private Wealth LLC 42 *New 2023-12-31 10,404 $144,000 10,404
   LYELL WEALTH MANAGEMENT LP 188 *New 2023-12-31 10,432 $144,000 10,432
   BRADLEY FOSTER & SARGENT INC/CT 425 *New 2023-12-31 10,390 $143,000 10,390
   Beaumont Financial Advisors LLC 332 *New 2023-12-31 10,186 $141,000 10,186
   Certified Advisory Corp 255 *New 2023-12-31 10,137 $140,000 10,137
   MONTAG A & ASSOCIATES INC 452 *New 2023-12-31 8,307 $115,000 8,307
   BAYSTATE WEALTH MANAGEMENT LLC 283 *New 2023-12-31 6,800 $94,000 6,800
   PEAK6 Investments LLC 818 *New 2023-12-31 6,272 $87,000 6,272
   MILLER WEALTH ADVISORS LLC 27 *New 2023-12-31 4,424 $61,000 4,424
   Garner Asset Management Corp 199 *New 2023-12-31 3,000 $42,000 3,000
   EdgeRock Capital LLC 133 *New 2023-12-31 2,603 $37,000 2,603
   PFS Partners LLC 184 *New 2024-03-31 1,475 $23,000 1,475
   JOHNSON FINANCIAL GROUP, INC. 545 *New 2023-12-31 1,553 $21,000 1,553
   FSA Wealth Management LLC 281 *New 2023-12-31 1,000 $14,000 1,000
   McIlrath & Eck LLC 588 *New 2023-12-31 583 $8,000 583
   SJS Investment Consulting Inc. 429 *New 2024-03-31 373 $6,000 373
   Center for Financial Planning Inc. 467 *New 2024-03-31 384 $6,000 384
   Avalon Trust Co 317 *New 2023-12-31 320 $4,000 320
   Ritter Daniher Financial Advisory LLC / DE 286 *New 2023-12-31 207 $3,000 207
   VIGILANT CAPITAL MANAGEMENT LLC 432 *New 2023-06-30 200 $3,000 200
  76 Records found
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