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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
   WELLINGTON MANAGEMENT CO LLP 1704 *Closed 2023-12-31 0 $0 -311,792
   KPP Advisory Services LLC 133 *Closed 2023-12-31 0 $0 -23,175
   CALLAN CAPITAL, LLC 236 *Closed 2023-12-31 0 $0 -55,923
   TWO SIGMA SECURITIES LLC 1482 *Closed 2023-12-31 0 $0 -16,647
   GSA CAPITAL PARTNERS LLP 1551 *Closed 2023-12-31 0 $0 -11,905
   Planned Solutions Inc. 223 *Closed 2024-03-31 0 $0 -2,931
   LAKE STREET ADVISORS GROUP LLC 385 *Closed 2023-12-31 0 $0 -20,392
   THOMPSON DAVIS & CO. INC. 107 *Closed 2023-12-31 0 $0 -11,100
   Coppell Advisory Solutions Corp. 516 *Closed 2023-03-31 0 $0 -1,779
   Meridian Wealth Management LLC 276 *Closed 2024-03-31 0 $0 -106,912
   TITLEIST ASSET MANAGEMENT LLC 232 *Closed 2023-12-31 0 $0 -11,490
   SEGALL BRYANT & HAMILL 359 *Closed 2023-12-31 0 $0 -26,487
   V Wealth ManagementLLC 215 *Closed 2023-09-30 0 $0 -11,090
   ORG Partners LLC 1077 *Closed 2023-12-31 0 $0 -279,051
   Wescott Financial Advisory Group LLC 168 *Closed 2023-12-31 0 $0 -18,840
   Stonebridge Capital Advisors LLC 432 *Closed 2023-12-31 0 $0 -1,122
   Independent Wealth Network Inc. 72 *Closed 2024-03-31 0 $0 -43,424
   Rockbridge Investment Management LCC 846 *Closed 2023-12-31 0 $0 -6,349
   FIFTH LANE CAPITAL LP 142 *Closed 2023-12-31 0 $0 -10,000
   Secure Asset Management LLC *Closed 2023-12-31 0 $0 -94,238
   Rossmore Private Capital 235 *Closed 2023-12-31 0 $0 -16,000
   Cumberland Partners Ltd 191 *Closed 2023-12-31 0 $0 -366,705
   Bienville Capital Management LLC 89 *Closed 2023-12-31 0 $0 -25,406
   GYL Financial Synergies LLC 366 *Closed 2023-12-31 0 $0 -11,204
   Morton Brown Family Wealth LLC 245 *Closed 2024-03-31 0 $0 -126
   OXFORD FINANCIAL GROUP LTD 301 *Closed 2023-12-31 0 $0 -15,599
   CANTOR FITZGERALD L. P. 410 *Closed 2023-12-31 0 $0 -11,400
   IMCCHICAGO, LLC 459 *Closed 2024-03-31 0 $0 -45,077
   Eukles Asset Management 244 *Closed 2023-12-31 0 $0 -172
   McGlone Suttner Wealth Management Inc. 667 *Closed 2024-03-31 0 $0 -594
   Hibernia Wealth Partners LLC 178 *Closed 2023-12-31 0 $0 -1,000
   ST GERMAIN D J CO INC 803 *Closed 2024-03-31 0 $0 -1,185
   MRP Capital Investments LLC 193 *Closed 2023-12-31 0 $0 -2,456
   FIRETHORN WEALTH PARTNERS LLC 154 *Closed 2024-03-31 0 $0 -12,981
   ANNEX ADVISORY SERVICES, LLC 307 *Closed 2024-03-31 0 $0 -11,520
   Resurgent Financial Advisors LLC 520 *Closed 2023-12-31 0 $0 -2,000
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 203 *Closed 2023-12-31 0 $0 -11,400
   FREESTONE CAPITAL HOLDINGS, LLC 420 *Closed 2023-12-31 0 $0 -12,986
   CARL STUART INVESTMENT ADVISOR INC 20 *Closed 2024-03-31 0 $0 -14,994
   KING LUTHER CAPITAL MANAGEMENT CORP 510 *Closed 2023-12-31 0 $0 -16,170
   Claraphi Advisory Network LLC 201 *Closed 2022-12-31 0 $0 -18,464
   Voya Financial Advisors Inc. 239 *Closed 2023-12-31 0 $0 -10,212
   Sepio Capital LLC 303 *Closed 2023-12-31 0 $0 -20,201
   Advisor Resource Council 381 *Closed 2024-03-31 0 $0 -28,078
   VERITABLE LP 798 *Closed 2023-09-30 0 $0 -177,458
   Strategic Financial Group LLC *Closed 2023-12-31 0 $0 -10,714
   KESTRA PRIVATE WEALTH SERVICES LLC 1278 *Closed 2023-12-31 0 $0 -14,254
   TEALWOOD ASSET MANAGEMENT INC 131 *Closed 2024-03-31 0 $0 -10,010
   SALIENT CAPITAL ADVISORS, LLC 38 *Closed 2022-12-31 0 $0 -17,072,316
   S. R. Schill & Associates 89 *Closed 2024-03-31 0 $0 -27,770
   JNBA FINANCIAL ADVISORS 706 *Closed 2024-03-31 0 $0 -3,709
   Holt Capital Advisors L.L.C. dba Holt Capital Part 155 *Closed 2023-12-31 0 $0 -29,016
   UNITED ASSET STRATEGIES, INC. 249 *Closed 2024-03-31 0 $0 -10,208
   BKM Wealth Management LLC 591 *Closed 2024-03-31 0 $0 -1,500
   Key Client Fiduciary Advisors LLC 191 *Closed 2024-03-31 0 $0 -10,779
   PrairieView Partners LLC *Closed 2023-12-31 0 $0 -400
   Gleason Group Inc. 215 *Closed 2024-03-31 0 $0 -757
   CUMBERLAND ADVISORS INC 59 *Closed 2024-03-31 0 $0 -13,209
   Raleigh Capital Management Inc. 1111 *Closed 2023-12-31 0 $0 -686
  59 Records found
  1    
  Page 1 of 1
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