Public ownership evidence

Energy Transfer LP Common Units (ET) Ownership Disclosures

Read ET insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Energy Transfer LP Common Units: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-21
Trade date
2026-08-19
Reporting owners
WARREN KELCY L
Code
P
Shares
647,968
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001193125-26-359388
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ET fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ET fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-08-212026-08-19WARREN KELCY LP647,968Not reported
2026-08-212026-08-18WARREN KELCY LP352,032Not reported
2026-08-112026-08-07Perry James RichardP12,359.37Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-29240,659$4,473,857None
Advisors Asset Management, Inc.2021-12-312026-08-28323,205$2,659,977None
Advisors Asset Management, Inc.2022-12-312026-08-28267,347$3,173,409None
Advisors Asset Management, Inc.2020-06-302026-08-2856$399None
Advisors Asset Management, Inc.2020-06-302026-08-28300,219$2,137,559None
Advisors Asset Management, Inc.2022-06-302026-08-28282,012$2,814,000None
Advisors Asset Management, Inc.2021-09-302026-08-28275,142$2,636,000None
Corient Private Wealth LP2026-06-302026-08-281,821,330$34,823,816None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-2815,500$330,228None
HORAN Wealth, LLC2026-06-302026-08-2735,806$684,619None
Advisors Asset Management, Inc.2024-03-312026-08-27296,909$4,670,379None
Advisors Asset Management, Inc.2025-03-312026-08-27365,332$6,791,522None
Advisors Asset Management, Inc.2022-09-302026-08-27262,623$2,897,000None
Advisors Asset Management, Inc.2020-12-312026-08-27280,522$1,734,000None
Advisors Asset Management, Inc.2022-03-312026-08-27296,214$3,314,635None
Advisors Asset Management, Inc.2023-06-302026-08-27231,692$2,942,488None
Advisors Asset Management, Inc.2023-09-302026-08-27193,819$2,719,281None
Advisors Asset Management, Inc.2023-03-312026-08-27227,539$2,837,411None
Advisors Asset Management, Inc.2021-03-312026-08-27267,834$2,056,965None
Advisors Asset Management, Inc.2021-06-302026-08-27269,735$2,867,000None
Advisors Asset Management, Inc.2020-09-302026-08-27293,180$1,589,036None
Advisors Asset Management, Inc.2025-09-302026-08-27439,258$7,537,667None
Advisors Asset Management, Inc.2023-12-312026-08-27371,911$5,132,372None
Dakota Wealth Management2025-09-302026-08-2716,475$282,711None
Dakota Wealth Management2025-12-312026-08-2715,371$253,470None
Advus Financial Partners, LLC2026-06-302026-08-2633,818$646,600None
Advus Financial Partners, LLC2026-03-312026-08-2633,192$640,606None
Advus Financial Partners, LLC2025-12-312026-08-2633,192$547,336None
Advus Financial Partners, LLC2025-09-302026-08-2633,192$569,575None
Advus Financial Partners, LLC2025-06-302026-08-2633,192$601,771None
Advus Financial Partners, LLC2025-03-312026-08-2633,192$617,039None
Advus Financial Partners, LLC2024-12-312026-08-2633,192$650,231None
Advus Financial Partners, LLC2024-09-302026-08-2633,192$532,732None
Advus Financial Partners, LLC2024-06-302026-08-2631,339$508,319None
Advus Financial Partners, LLC2024-03-312026-08-2631,339$492,962None
Advus Financial Partners, LLC2023-12-312026-08-2631,339$432,478None
Advus Financial Partners, LLC2023-09-302026-08-2628,753$403,405None
Advus Financial Partners, LLC2023-06-302026-08-2628,753$365,163None
Advus Financial Partners, LLC2023-03-312026-08-2628,753$358,550None
Advus Financial Partners, LLC2022-12-312026-08-2628,564$339,055None
Advus Financial Partners, LLC2022-09-302026-08-2628,254$311,642None
Advus Financial Partners, LLC2022-06-302026-08-2628,254$281,975None
Advus Financial Partners, LLC2022-03-312026-08-2628,097$314,405None
Advus Financial Partners, LLC2021-09-302026-08-2628,095$231,222None
Advisors Asset Management, Inc.2019-12-312026-08-2656$718None
Advisors Asset Management, Inc.2019-12-312026-08-26605,994$7,774,903None
Advisors Asset Management, Inc.2025-06-302026-08-25420,878$7,630,518None
Kings Path Partners LLC2026-03-312026-08-228,000$154,400None
Advisors Asset Management, Inc.2024-09-302026-08-22257,988$4,140,707None
Advisors Asset Management, Inc.2024-06-302026-08-22298,777$4,846,163None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗HORAN Wealth, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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