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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5KNew |
$206K - $229K
|
5K
$136K
|
|
|
Feb 10, 2022
Q4 2021
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-27KClosed |
$1.11M - $1.24M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-4.97KClosed |
$205K - $228K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
924New |
$38.1K - $42.4K
|
924
$25.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 49.83% |
$12.4K - $13.8K
|
302
$8.24K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-169Closed |
$6.97K - $7.76K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-17KClosed |
$701K - $780K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 60.0% |
$12.4K - $13.8K
|
200
$5.45K
|
|
|
Feb 03, 2022
Q4 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-19.5KClosed |
$806K - $897K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-10.5KClosed |
$434K - $483K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-5.85KClosed |
$241K - $269K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-136Closed |
$5.61K - $6.24K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-5.81KClosed |
$240K - $267K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-637- 51.62% |
$26.3K - $29.2K
|
597
$16.3K
|
|
| Q3 2021 | |||||||
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
105New |
$4.43K - $5.05K
|
105
$2.86K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
150New |
$6.33K - $7.21K
|
150
$4.09K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.68KClosed |
$239K - $273K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-18.6KClosed |
$785K - $894K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-100Closed |
$4.22K - $4.81K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-10.2KClosed |
$429K - $489K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-10.2KClosed |
$429K - $489K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32Closed |
$1.35K - $1.54K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1KClosed |
$42.2K - $48.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
236New |
$9.95K - $11.3K
|
236
$6.44K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4.5KClosed |
$190K - $216K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-4.58KClosed |
$193K - $220K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.35KClosed |
$184K - $209K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-6.27KClosed |
$264K - $302K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
180+ 2.77% |
$7.59K - $8.66K
|
6.68K
$182K
|
|
|
Nov 04, 2021
Q3 2021
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-19K- 5.4% |
$801K - $914K
|
333K
$9.08M
|
|
|
Nov 01, 2021
Q3 2021
|
Hartford Investment Management CO
|
SELL
|
- |
-51.5KClosed |
$2.17M - $2.48M
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14New |
$591 - $673
|
14
$382
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-111Closed |
$4.68K - $5.34K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-172Closed |
$7.25K - $8.27K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-571Closed |
$24.1K - $27.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.8KNew |
$281K - $326K
|
6.8K
$185K
|
|
|
Aug 18, 2021
Q2 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.94KClosed |
$245K - $284K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-6.3KClosed |
$260K - $302K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-73Closed |
$3.01K - $3.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-5.42KClosed |
$224K - $260K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-6.04KClosed |
$249K - $289K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.1KNew |
$45.5K - $52.8K
|
1.1K
$30.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-813Closed |
$33.5K - $38.9K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Fjarde Ap Fonden
|
SELL
|
- |
-203KClosed |
$8.38M - $9.73M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.96KClosed |
$328K - $381K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-3.76KClosed |
$155K - $180K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-55- 5.76% |
$2.27K - $2.63K
|
900
$24.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-840Closed |
$34.7K - $40.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.66KClosed |
$233K - $271K
|
0
$0
|
|