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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-95Closed |
$3.92K - $4.55K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
SELL
|
- |
-478Closed |
$19.7K - $22.9K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Tfc Financial Management
|
SELL
|
- |
-45Closed |
$1.86K - $2.15K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-322Closed |
$13.3K - $15.4K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-900Closed |
$37.1K - $43.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.77KNew |
$321K - $372K
|
7.77K
$212K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-318Closed |
$13.1K - $15.2K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-725Closed |
$29.9K - $34.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.71KClosed |
$236K - $273K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-329Closed |
$11.4K - $13.8K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-1Closed |
$34.8 - $41.8
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.26KClosed |
$78.8K - $94.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-52KClosed |
$1.81M - $2.18M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-9.94KClosed |
$346K - $416K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-500Closed |
$17.4K - $20.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-6.44KClosed |
$224K - $269K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-31.5KClosed |
$1.1M - $1.32M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-111KClosed |
$3.87M - $4.66M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-276Closed |
$9.6K - $11.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Wilen Investment Management Corp.
|
SELL
|
- |
-1.26KClosed |
$43.8K - $52.6K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-964Closed |
$33.5K - $40.3K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
400New |
$13.9K - $16.7K
|
400
$10.9K
|
|
|
May 07, 2021
Q1 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.6KNew |
$195K - $234K
|
5.6K
$153K
|
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.92KClosed |
$136K - $164K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5.89KClosed |
$205K - $246K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-38Closed |
$1.32K - $1.59K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Nkcfo LLC
|
SELL
|
- |
-7.5KClosed |
$261K - $314K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-7.02KClosed |
$244K - $294K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-265Closed |
$9.22K - $11.1K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-16Closed |
$557 - $669
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-78Closed |
$2.71K - $3.26K
|
0
$0
|
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$174 - $209
|
0
$0
|
|
| Q4 2020 | |||||||
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.85KNew |
$221K - $261K
|
6.85K
$187K
|
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26New |
$840 - $990
|
26
$709
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-22Closed |
$711 - $837
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.8KClosed |
$58.2K - $68.5K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-10.4KClosed |
$335K - $395K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-102Closed |
$3.3K - $3.88K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-205KClosed |
$6.62M - $7.79M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-3.6KClosed |
$116K - $137K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
$359K - $423K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
SELL
|
- |
-6.52KClosed |
$211K - $248K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-229Closed |
$7.4K - $8.72K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
100New |
$3.23K - $3.81K
|
100
$2.73K
|
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-187Closed |
$6.04K - $7.12K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-100Closed |
$3.23K - $3.81K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.02KNew |
$32.9K - $38.8K
|
1.02K
$27.8K
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-574Closed |
$18.6K - $21.8K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50Closed |
$1.62K - $1.9K
|
0
$0
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-127Closed |
$4.1K - $4.83K
|
0
$0
|
|