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 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.9KNew |
$848K - $1.11M
|
25.9K
$736K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
236New |
$7.71K - $10.1K
|
236
$6.69K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
9.73K+ 8.38% |
$318K - $415K
|
126K
$3.57M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 3.45% |
$65.4 - $85.2
|
56
$1.59K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-449- 41.46% |
$14.7K - $19.1K
|
634
$18K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 2.44% |
$32.7 - $42.6
|
40
$1.13K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.09% |
$163 - $213
|
5.75K
$163K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.09K- 14.37% |
$35.5K - $46.3K
|
6.47K
$184K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 1.92% |
$32.7 - $42.6
|
53
$1.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35KNew |
$76.9K - $100K
|
2.35K
$66.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
210New |
$6.86K - $8.95K
|
210
$5.95K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.36K+ 25.1% |
$142K - $186K
|
21.7K
$616K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
708New |
$23.1K - $30.2K
|
708
$20.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-57- 2.47% |
$1.86K - $2.43K
|
2.25K
$63.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
992New |
$32.4K - $42.3K
|
992
$28.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-168K- 30.27% |
$5.49M - $7.16M
|
387K
$11M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-61.4K- 52.66% |
$2.01M - $2.62M
|
55.2K
$1.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.4K+ 10.85% |
$111K - $145K
|
34.7K
$984K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-33- 0.06% |
$1.08K - $1.41K
|
57.2K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
17.9KNew |
$586K - $764K
|
17.9K
$508K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-152- 2.3% |
$4.97K - $6.48K
|
6.46K
$183K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
14KNew |
$458K - $597K
|
14K
$397K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.31K+ 10.01% |
$75.3K - $98.2K
|
25.3K
$718K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.87K+ 3.61% |
$61.1K - $79.7K
|
53.7K
$1.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
210New |
$6.86K - $8.95K
|
210
$5.95K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.74K+ 10.78% |
$188K - $245K
|
59K
$1.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-78- 65.55% |
$2.55K - $3.32K
|
41
$1.16K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-244- 2.88% |
$7.97K - $10.4K
|
8.23K
$233K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3.35K- 91.32% |
$109K - $143K
|
318
$9.02K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
320+ 3.34% |
$10.5K - $13.6K
|
9.9K
$281K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 17.62% |
$34.5K - $45K
|
7.04K
$200K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
10New |
$327 - $426
|
10
$284
|
|
| Q4 2022 | |||||||
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
23.9KNew |
$772K - $977K
|
23.9K
$678K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.26K+ 1379.12% |
$40.5K - $51.3K
|
1.35K
$38.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
73New |
$2.36K - $2.98K
|
73
$2.07K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$129 - $163
|
4
$113
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.49M- 99.9% |
$177M - $224M
|
5.5K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
430+ 165.38% |
$13.9K - $17.6K
|
690
$19.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.96MNew |
$95.7M - $121M
|
2.96M
$84M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-29.4K- 18.57% |
$949K - $1.2M
|
129K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$37.6K - $47.6K
|
1.17K
$33K
|
|
|
Feb 14, 2023
Q4 2022
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
21.7KNew |
$702K - $888K
|
21.7K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.63KNew |
$182K - $230K
|
5.63K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.25KNew |
$266K - $337K
|
8.25K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.16K- 14.97% |
$134K - $170K
|
23.6K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
81New |
$2.61K - $3.31K
|
81
$2.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-241- 13.49% |
$7.78K - $9.84K
|
1.55K
$43.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
SELL
|
- |
-15.9K- 72.32% |
$515K - $651K
|
6.1K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
14.5K+ 99.13% |
$467K - $591K
|
29K
$823K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$2.1K - $2.66K
|
65
$1.84K
|
|