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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
28.4KNew |
$575K - $705K
|
28.4K
$773K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
149+ 1064.29% |
$3.02K - $3.71K
|
163
$4.45K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.57KNew |
$31.7K - $39K
|
1.57K
$42.7K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.62KNew |
$32.9K - $40.4K
|
1.62K
$44.3K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40New |
$810 - $995
|
40
$1.09K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 39.0% |
$790 - $970
|
139
$3.79K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
257New |
$5.21K - $6.39K
|
257
$7.01K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
51.9KNew |
$1.05M - $1.29M
|
51.9K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-85.4K- 86.79% |
$1.73M - $2.12M
|
13K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Flat Footed LLC
Wilson, WY |
SELL
|
- |
-1.16M- 49.9% |
$23.4M - $28.8M
|
1.16M
$31.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Flat Footed LLC
Wilson, WY |
SELL
|
CALL |
-483K- 77.97% |
$9.79M - $12M
|
137K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.63K+ 9.6% |
$33K - $40.5K
|
18.6K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
75KNew |
$1.52M - $1.87M
|
75K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$216K - $265K
|
10.7K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 25.9% |
$105K - $129K
|
14.9K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
49.9KNew |
$1.01M - $1.24M
|
49.9K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
151New |
$3.06K - $3.76K
|
151
$4.12K
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-64.7K- 22.91% |
$1.31M - $1.61M
|
218K
$5.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-57.3K- 63.34% |
$1.16M - $1.42M
|
33.2K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-350- 36.84% |
$7.09K - $8.7K
|
600
$16.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$210K - $257K
|
10.3K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-126K- 75.42% |
$2.56M - $3.14M
|
41.2K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-18.5K- 37.06% |
$375K - $460K
|
31.4K
$857K
|
|
|
Feb 13, 2024
Q4 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-9.93K- 20.35% |
$201K - $247K
|
38.9K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$221K - $271K
|
10.9K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.62K+ 15.74% |
$93.7K - $115K
|
34K
$927K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
19.7KNew |
$400K - $491K
|
19.7K
$538K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
700New |
$14.2K - $17.4K
|
700
$19.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
CALL |
50KNew |
$1.01M - $1.24M
|
50K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-632- 6.93% |
$12.8K - $15.7K
|
8.49K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
212KNew |
$4.29M - $5.27M
|
212K
$5.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-119- 63.98% |
$2.41K - $2.96K
|
67
$1.83K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
86New |
$1.74K - $2.14K
|
86
$2.35K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-102K- 27.63% |
$2.07M - $2.54M
|
267K
$7.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.75KNew |
$137K - $168K
|
6.75K
$184K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 0.8% |
$122 - $149
|
744
$20.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-389- 10.02% |
$7.88K - $9.67K
|
3.49K
$95.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
4.62K+ 15.74% |
$93.7K - $115K
|
34K
$927K
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.2K+ 68.18% |
$267K - $327K
|
32.5K
$885K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
361New |
$7.31K - $8.98K
|
361
$9.84K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$20.3 - $24.9
|
1
$27.3
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.6K+ 20.77% |
$356K - $437K
|
102K
$2.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
250+ 12500.0% |
$5.07K - $6.22K
|
252
$6.87K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.66K- 7.59% |
$33.6K - $41.2K
|
20.2K
$550K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$52.6K - $64.6K
|
2.6K
$70.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-3K- 17.65% |
$60.8K - $74.6K
|
14K
$382K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
158New |
$3.2K - $3.93K
|
158
$4.31K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-115- 54.25% |
$2.33K - $2.86K
|
97
$2.65K
|
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-90.7K- 15.87% |
$1.84M - $2.26M
|
481K
$13.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-50- 34.01% |
$1.01K - $1.24K
|
97
$2.65K
|