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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
   GOLDMAN SACHS GROUP INC/ 64 - 2023-12-31 81,532,518 $1,125,149,000 18,087,249
   MORGAN STANLEY 249 - 2023-12-31 60,697,936 $837,632,000 5,205,355
   INVESCO LTD 94 - 2023-12-31 59,204,650 $817,024,000 2,951,607
   BANK OF AMERICA CORP /DE/ 300 - 2023-12-31 38,084,194 $525,562,000 3,737,753
   TORTOISE CAPITAL ADVISORS LLC 3 - 2023-12-31 35,403,107 $488,563,000 1,683,309
   UBS Group AG 139 - 2023-12-31 28,642,769 $395,270,000 3,368,427
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 25,621,485 $353,576,000 7,097,074
   CLEARBRIDGE ADVISORS LLC 86 - 2023-12-31 25,423,547 $350,845,000 3,976,676
   WESTWOOD HOLDINGS GROUP INC 1 - 2023-12-31 16,785,510 $231,640,000 1,085,240
   Atlantic Trust Group LLC 72 - 2023-12-31 13,742,444 $189,646,000 429,639
   COOPERMAN LEON G 2 - 2023-12-31 12,060,300 $166,432,000 147,800
   BNP PARIBAS ARBITRAGE SA 88 - 2023-12-31 10,768,869 $148,610,000 420,433
   WELLS FARGO & CO/MN 389 - 2023-12-31 8,807,718 $121,547,000 303,253
   MILLER HOWARD INVESTMENTS INC /NY 3 - 2024-03-31 5,969,807 $93,905,000 128,921
   STIFEL FINANCIAL CORP 210 - 2023-12-31 5,747,619 $79,317,000 1,219,543
   EAGLE GLOBAL ADVISORS LLC 2 - 2023-12-31 5,613,853 $77,471,000 484,942
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 121 - 2023-12-31 5,379,321 $74,235,000 118,258
   ROYAL BANK OF CANADA 604 - 2023-12-31 4,716,562 $65,089,000 1,056,053
   JENNISON ASSOCIATES LLC 160 - 2023-12-31 4,654,670 $64,234,000 1,208,725
   Pinnacle Wealth Planning Services Inc. 2 - 2023-12-31 4,364,268 $60,227,000 7,423
   INFRASTRUCTURE CAPITAL ADVISORS LLC 2 - 2023-12-31 4,344,662 $59,956,000 468,287
   LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHI 2 - 2023-12-31 4,246,176 $58,597,000 986,686
   ALLIANZ ASSET MANAGEMENT AG 214 - 2023-12-31 3,867,998 $53,378,000 2,088,356
   Recurrent Investment Advisors LLC 1 - 2023-12-31 3,667,810 $50,616,000 154,266
   LPL FINANCIAL CORP 501 - 2023-12-31 3,567,655 $49,234,000 224,109
   HRT FINANCIAL LLC 27 - 2023-12-31 3,526,685 $48,668,000 3,526,685
   RAYMOND JAMES & ASSOCIATES 428 - 2024-03-31 2,993,867 $47,094,000 180,597
   Chicago Partners Investment Group LLC 7 - 2024-03-31 2,941,452 $46,769,000 151,405
   Long Focus Capital Management LLC 3 - 2023-12-31 3,297,400 $45,504,000 185,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 279 - 2024-03-31 2,818,699 $44,338,000 75,463
   Rockefeller Capital Management L.P. 151 - 2023-12-31 3,197,995 $44,132,000 161,795
   COHEN & STEERS INC 65 - 2023-12-31 3,085,074 $42,574,000 685,385
   Maryland State Retirement & Pension System 19 - 2024-03-31 2,499,725 $37,646,000 38,670
   Philosophy Capital Management LLC 4 - 2023-12-31 2,547,075 $35,150,000 100,000
   CITADEL ADVISORS LLC 608 - 2023-12-31 2,419,569 $33,390,000 2,214,426
   GROUP ONE TRADING, L.P. 21 - 2023-12-31 1,936,320 $26,721,000 1,268,814
   COWEN AND COMPANY LLC 16 - 2023-12-31 1,777,000 $24,523,000 472,000
   CI Private Wealth LLC 366 - 2023-12-31 1,624,151 $22,413,000 26,575
   TORTOISE INDEX SOLUTIONS LLC 9 - 2023-12-31 1,567,042 $21,625,000 160,341
   MARINER WEALTH ADVISORS, LLC 303 - 2023-12-31 1,457,952 $20,120,000 642,074
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 250 - 2024-03-31 1,262,447 $19,858,000 54,696
   MONETA GROUP INVESTMENT ADVISORS INC 51 - 2023-12-31 1,285,014 $17,733,000 1,120,261
   PAYDEN & RYGEL 34 - 2023-12-31 1,281,890 $17,690,000 492,200
   GABELLI FUNDS LLC 200 - 2023-12-31 1,265,108 $17,458,000 4,220
   COMMONWEALTH EQUITY SERVICES LLC. 514 - 2023-12-31 1,217,472 $16,801,000 85,881
   CAPTRUST FINANCIAL ADVISORS 273 - 2023-12-31 1,163,198 $16,052,000 211,312
   YALE CAPITAL CORP 13 - 2023-12-31 1,147,071 $15,830,000 91,548
   PROGENY 3, INC. 19 - 2023-12-31 1,078,285 $14,880,000 170,900
   U.S. Capital Wealth Advisors LLC 39 - 2023-12-31 964,513 $13,310,000 92,980
   BB&T CORP 522 - 2023-12-31 925,211 $12,768,000 3,278
   TAYLOR INVESTMENT COUNSELORS LLC 5 - 2023-12-31 916,889 $12,653,000 43,628
   KAMUNTING STREET CAPITAL MANAGEMENT LP 2 - 2023-12-31 910,795 $12,569,000 99,300
   Heronetta Management L.P. - 2023-12-31 907,154 $12,519,000 64,100
   JANE STREET GROUP LLC 808 - 2023-12-31 871,028 $12,020,000 672,093
   McGowan Group Asset Management Inc. 18 - 2023-12-31 841,215 $11,609,000 2,399
   Prime Capital Investment Advisors LLC - 2023-12-31 802,299 $11,072,000 671,927
   Beacon Pointe Advisors LLC 156 - 2023-12-31 801,598 $11,062,000 255,627
   Williams Jones Wealth Management LLC. 94 - 2023-12-31 794,923 $10,970,000 20,071
   PATHSTONE FAMILY OFFICE, LLC 160 - 2023-09-30 777,462 $10,908,000 192,783
   PAYDENFUNDS 62 - 2023-09-30 772,990 $10,845,000 707,290
   ENVESTNET ASSET MANAGEMENT INC 1399 - 2023-12-31 776,406 $10,714,000 39,772
   VERITY & VERITY, LLC 40 - 2024-03-31 84,152 $10,484,000 60,174
   BOLLARD GROUP LLC 34 - 2023-12-31 740,250 $10,215,000 16,555
   GLENMEDE TRUST CO NA 360 - 2023-12-31 714,576 $9,861,000 474
   OPPENHEIMER & CO INC 131 - 2023-12-31 680,888 $9,396,000 250,958
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 130 - 2023-12-31 642,538 $8,867,000 3,252
   Requisite Capital Management LLC 10 - 2024-03-31 550,610 $8,661,000 32,265
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 513 - 2024-03-31 549,971 $8,651,000 15,097
   Americana Partners LLC - 2023-12-31 611,639 $8,441,000 91,047
   FINANCIAL NETWORK 408 - 2023-12-31 585,815 $8,084,000 77,504
   Callodine Capital Management LP 24 - 2023-12-31 565,000 $7,797,000 415,000
   CREATIVE PLANNING 453 - 2023-12-31 543,532 $7,501,000 25,659
   Atria Wealth Solutions Inc. 224 - 2023-12-31 525,578 $7,253,000 56,173
   IFP Advisors Inc 67 - 2023-12-31 510,620 $7,047,000 36,073
   BROWN ADVISORY HOLDINGS INC 456 - 2024-03-31 441,756 $6,949,000 7,639
   JANNEY MONTGOMERY SCOTT LLC 638 - 2023-12-31 478,966 $6,610,000 48,487
   MCCORMACK ADVISORS INTERNATIONAL 171 - 2023-12-31 478,950 $6,610,000 3,625
   Chiron Investment Management LLC 18 - 2023-12-31 462,618 $6,384,000 112,621
   NORTHERN TRUST CORP 2357 - 2023-12-31 460,790 $6,359,000 250,514
   AMERICAN FINANCIAL GROUP INC 11 - 2023-12-31 450,896 $6,223,000 37,000
   Concorde Financial Corp 8 - 2023-12-31 441,283 $6,090,000 366,283
   CUTLER CAPITAL MANAGEMENT LLC 11 - 2023-12-31 441,212 $6,089,000 9,255
   Sowell Financial Services LLC - 2023-12-31 440,165 $6,074,000 103,709
   CUTTER & CO BROKERAGE INC 12 - 2023-12-31 439,188 $6,061,000 17,816
   Moors & Cabot Inc. 57 - 2023-12-31 435,575 $6,011,000 8,165
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 32 - 2023-12-31 423,095 $5,839,000 34,102
   CAPITAL ADVISORS INC/OK 99 - 2023-12-31 420,062 $5,797,000 345,187
   Private Advisor Group LLC 381 - 2023-12-31 417,947 $5,768,000 35,999
   GTS SECURITIES LLC 149 - 2023-12-31 414,630 $5,722,000 173,269
   BLAIR WILLIAM & CO/IL 428 - 2023-12-31 412,492 $5,692,000 28,658
   AMERIPRISE FINANCIAL INC 2208 - 2023-12-31 400,307 $5,524,000 49,827
   Lido Advisors LLC 229 - 2023-12-31 399,531 $5,514,000 225,138
   Goss Wealth Management LLC 331 - 2023-12-31 387,946 $5,389,000 20,696
   SL ADVISORS LLC 1 - 2023-12-31 376,197 $5,192,000 28,130
   HODGES CAPITAL MANAGEMENT INC. 87 - 2024-03-31 329,835 $5,188,000 26,298
   FIXED INCOME SECURITIES INC 239 - 2023-12-31 371,911 $5,132,000 178,092
   TECTONIC ADVISORS LLC 54 - 2023-12-31 353,057 $4,872,000 31,799
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 56 - 2024-03-31 302,207 $4,754,000 62
   LAKE STREET FINANCIAL LLC 39 - 2024-03-31 293,263 $4,613,000 8,745
   Crescent Grove Advisors LLC 42 - 2023-12-31 322,904 $4,456,000 117,596
  100 Records found
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