Latest Institutional Transactions on Ugi Corp (UGI)
This table provides information on the latest institutional transactions involving Ugi Corp (UGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-13- 0.12% |
$302 - $395
|
10.9K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-127- 64.47% |
$2.95K - $3.86K
|
70
$2.11K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 2.09% |
$232 - $304
|
468
$14.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
256KNew |
$5.95M - $7.77M
|
256K
$7.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-391- 4.4% |
$9.09K - $11.9K
|
8.49K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 6.59% |
$3.21K - $4.19K
|
1.96K
$58.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 16.67% |
$116 - $152
|
25
$752
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$3.49K - $4.56K
|
150
$4.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-129- 1.43% |
$3K - $3.92K
|
8.92K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
800+ 7.37% |
$18.6K - $24.3K
|
11.7K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10.2K- 11.18% |
$238K - $311K
|
81.3K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
155+ 0.06% |
$3.6K - $4.71K
|
251K
$7.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-10.5K- 59.1% |
$245K - $320K
|
7.29K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-5.49K- 5.21% |
$128K - $167K
|
100K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 4.99% |
$4.65K - $6.07K
|
4.21K
$127K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
540+ 67.08% |
$12.5K - $16.4K
|
1.35K
$40.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 0.84% |
$395 - $516
|
2.05K
$61.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
45.3K+ 351.28% |
$1.05M - $1.38M
|
58.2K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
492K+ 51.37% |
$11.4M - $14.9M
|
1.45M
$43.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.13% |
$465 - $607
|
15.1K
$454K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.01% |
$46.5 - $60.7
|
19.6K
$590K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-114K- 20.46% |
$2.64M - $3.45M
|
442K
$13.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.62KNew |
$177K - $231K
|
7.62K
$229K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
162+ 190.59% |
$3.76K - $4.92K
|
247
$7.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$177K - $231K
|
7.61K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92K+ 21.05% |
$44.6K - $58.2K
|
11K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-157- 1.4% |
$3.65K - $4.77K
|
11.1K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
19.2K+ 2.98% |
$446K - $582K
|
662K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.27M+ 2050.94% |
$52.6M - $68.8M
|
2.38M
$71.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
7.14KNew |
$166K - $217K
|
7.14K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
484+ 1.32% |
$11.2K - $14.7K
|
37.2K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
181+ 0.39% |
$4.21K - $5.5K
|
46.9K
$1.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$186 - $243
|
8
$241
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 4.37% |
$27.3K - $35.7K
|
28.1K
$844K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
111+ 0.7% |
$2.58K - $3.37K
|
16K
$480K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.85K+ 25.65% |
$89.4K - $117K
|
18.8K
$567K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
21KNew |
$488K - $638K
|
21K
$632K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
217+ 84.77% |
$5.04K - $6.59K
|
473
$14.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.51K+ 23.81% |
$35K - $45.7K
|
7.83K
$235K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
319K+ 35.05% |
$7.08M - $7.98M
|
1.23M
$36.9M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.07K+ 0.42% |
$46K - $51.9K
|
495K
$14.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
11.1KNew |
$247K - $279K
|
11.1K
$335K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
21.9KNew |
$486K - $548K
|
21.9K
$658K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-21.2KClosed |
$472K - $532K
|
0
$0
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-68- 0.25% |
$1.51K - $1.7K
|
27.5K
$827K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.84K- 2.57% |
$40.9K - $46.1K
|
69.8K
$2.1M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.39K+ 0.75% |
$30.8K - $34.7K
|
186K
$5.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123+ 0.63% |
$2.73K - $3.08K
|
19.5K
$588K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
117KNew |
$2.6M - $2.93M
|
117K
$3.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
6.85K+ 3.88% |
$152K - $172K
|
183K
$5.52M
|
|