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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
975New |
$22.1K - $26.9K
|
975
$26.6K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-940- 8.09% |
$21.3K - $25.9K
|
10.7K
$291K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
70K+ 14.06% |
$1.85M - $2.48M
|
568K
$15.5M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50.3KNew |
$1.33M - $1.78M
|
50.3K
$1.37M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27K- 59.96% |
$715K - $956K
|
18.1K
$492K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.6KNew |
$95.2K - $127K
|
3.6K
$98.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$10.5K - $14.1K
|
398
$10.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
330New |
$8.73K - $11.7K
|
330
$9K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.03K- 9.59% |
$27.1K - $36.2K
|
9.66K
$264K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
8.84KNew |
$234K - $312K
|
8.84K
$241K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-84- 0.31% |
$2.22K - $2.97K
|
27.4K
$748K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
459+ 2.73% |
$12.1K - $16.2K
|
17.3K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.4K+ 10.16% |
$63.5K - $84.8K
|
26K
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-84- 0.36% |
$2.22K - $2.97K
|
23K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.49K- 10.57% |
$39.5K - $52.8K
|
12.6K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
33.3KNew |
$881K - $1.18M
|
33.3K
$908K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
9.43KNew |
$250K - $333K
|
9.43K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
783New |
$20.7K - $27.7K
|
783
$21.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
222KNew |
$5.86M - $7.83M
|
222K
$6.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.33KNew |
$61.7K - $82.4K
|
2.33K
$63.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
35.5KNew |
$939K - $1.25M
|
35.5K
$968K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.79K- 16.43% |
$47.4K - $63.4K
|
9.12K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
306+ 0.65% |
$8.09K - $10.8K
|
47.1K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
11.4K+ 17.88% |
$301K - $402K
|
75K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.75KNew |
$72.7K - $97.1K
|
2.75K
$74.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.6KNew |
$95.2K - $127K
|
3.6K
$98.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
19+ 0.08% |
$503 - $671
|
22.5K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.82K+ 60.29% |
$154K - $206K
|
15.5K
$422K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-692K- 94.94% |
$18.3M - $24.5M
|
36.9K
$1.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-95.9K- 51.63% |
$2.54M - $3.39M
|
89.8K
$2.45M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23.7K+ 184.83% |
$628K - $839K
|
36.6K
$998K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.58KNew |
$200K - $268K
|
7.58K
$207K
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.6K- 1.56% |
$42.3K - $56.5K
|
101K
$2.75M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10KNew |
$266K - $355K
|
10K
$274K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
574+ 5.11% |
$15.2K - $20.3K
|
11.8K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.36K- 19.26% |
$62.5K - $83.5K
|
9.9K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.01K+ 12.78% |
$53.1K - $71K
|
17.7K
$483K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.23K- 10.67% |
$59K - $78.8K
|
18.7K
$509K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-100- 1.05% |
$2.65K - $3.53K
|
9.42K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
25.5KNew |
$676K - $903K
|
25.5K
$697K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-55K- 75.24% |
$1.45M - $1.94M
|
18.1K
$493K
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.44K- 23.41% |
$170K - $228K
|
21.1K
$575K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
265+ 3.05% |
$7.01K - $9.37K
|
8.95K
$244K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.58% |
$344 - $459
|
2.25K
$61.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-189K- 29.28% |
$5.01M - $6.69M
|
457K
$12.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-19.3K- 37.19% |
$510K - $682K
|
32.6K
$889K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11.2K- 55.84% |
$295K - $394K
|
8.83K
$241K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-73- 75.26% |
$1.93K - $2.58K
|
24
$654
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$132 - $177
|
5
$136
|
|