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 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.41KClosed |
$124K - $242K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-9.87KClosed |
$226K - $442K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.23KClosed |
$120K - $234K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.55KClosed |
$150K - $293K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-433Closed |
$9.92K - $19.4K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-11Closed |
$252 - $492
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$268K - $524K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8Closed |
$183 - $358
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-58- 18.53% |
$1.33K - $2.6K
|
255
$6.95K
|
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-10.3KClosed |
$237K - $463K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21Closed |
$481 - $940
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Univest Financial Corp
|
SELL
|
- |
-5.4KClosed |
$124K - $242K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.96KClosed |
$114K - $222K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-56.6KClosed |
$1.3M - $2.53M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-787Closed |
$18K - $35.2K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Old National Bancorp
|
SELL
|
- |
-27.4KClosed |
$629K - $1.23M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-180Closed |
$4.13K - $8.06K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-191Closed |
$4.38K - $8.55K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-934Closed |
$21.4K - $41.8K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.39KClosed |
$77.6K - $152K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-6.22KClosed |
$143K - $278K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Old Port Advisors
|
SELL
|
- |
-9.88KClosed |
$226K - $442K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
City Holding CO
|
SELL
|
- |
-260Closed |
$5.96K - $11.6K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-382KClosed |
$8.75M - $17.1M
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-4.71KClosed |
$108K - $211K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-216Closed |
$4.95K - $9.67K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 20, 2020
Q4 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.58KClosed |
$190K - $226K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.62KClosed |
$274K - $326K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.97KClosed |
$164K - $196K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-16.2KClosed |
$671K - $799K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.65KClosed |
$193K - $229K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.41KNew |
$141K - $168K
|
3.41K
$93.1K
|
|
|
Feb 13, 2020
Q4 2019
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.51KClosed |
$187K - $222K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6.52KClosed |
$270K - $321K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-2.9KClosed |
$120K - $143K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-26Closed |
$1.08K - $1.28K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.26KClosed |
$177K - $210K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-8.23KClosed |
$341K - $406K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-38Closed |
$1.57K - $1.87K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-40Closed |
$1.66K - $1.97K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Tl Private Wealth
|
BUY
|
- |
9.94KNew |
$412K - $490K
|
9.94K
$271K
|
|
|
Feb 11, 2020
Q4 2019
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.96KClosed |
$288K - $343K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.07KClosed |
$252K - $299K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.18KClosed |
$48.8K - $58.1K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-13.4KClosed |
$554K - $659K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Dc Investments Management, LLC
Mclean, VA |
SELL
|
- |
-5.69KClosed |
$236K - $280K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Trust CO Of Vermont
|
SELL
|
- |
-4.25KClosed |
$176K - $210K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-6.34KClosed |
$263K - $312K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Novare Capital Management LLC
|
SELL
|
- |
-32.5KClosed |
$1.35M - $1.6M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.54KClosed |
$230K - $273K
|
0
$0
|
|