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 14, 2019
Q1 2019
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-6.79KClosed |
$355K - $388K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-146KClosed |
$7.6M - $8.3M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.23KClosed |
$221K - $241K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-534Closed |
$27.9K - $30.5K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
James Investment Research Inc
|
SELL
|
- |
-19.2KClosed |
$1M - $1.1M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Calamos Advisors LLC
|
SELL
|
- |
-8.56KClosed |
$447K - $488K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3Closed |
$157 - $171
|
0
$0
|
|
|
Apr 04, 2019
Q1 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.07KClosed |
$160K - $175K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.58KClosed |
$81.8K - $92.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-9.47KClosed |
$492K - $558K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-34.5KClosed |
$1.79M - $2.03M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-23.8KClosed |
$1.24M - $1.4M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.92KClosed |
$204K - $231K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-23.1KClosed |
$1.2M - $1.36M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-37.1K- 82.08% |
$1.93M - $2.19M
|
8.1K
$221K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9.74KClosed |
$506K - $574K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-200Closed |
$10.4K - $11.8K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-70Closed |
$3.64K - $4.13K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.69KClosed |
$192K - $218K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-29.1KClosed |
$1.51M - $1.72M
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Norway Savings Bank
|
SELL
|
- |
-536- 38.29% |
$27.8K - $31.6K
|
864
$23.6K
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-200Closed |
$10.4K - $11.8K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
49.6KNew |
$2.6M - $2.76M
|
49.6K
$1.35M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.67KNew |
$349K - $371K
|
6.67K
$182K
|
|
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-21Closed |
$1.1K - $1.17K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
87.9KNew |
$4.6M - $4.88M
|
87.9K
$2.4M
|
|
|
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-60Closed |
$3.14K - $3.33K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
170New |
$8.9K - $9.45K
|
170
$4.64K
|
|
|
Nov 14, 2018
Q3 2018
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-16KClosed |
$838K - $890K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-108KClosed |
$5.67M - $6.01M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.68KClosed |
$455K - $482K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
720New |
$37.7K - $40K
|
720
$19.6K
|
|
|
Nov 09, 2018
Q3 2018
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-900Closed |
$47.1K - $50K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-203Closed |
$10.6K - $11.3K
|
0
$0
|
|
|
Oct 01, 2018
Q3 2018
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-52.1KClosed |
$2.73M - $2.9M
|
0
$0
|
|
|
Oct 01, 2018
Q3 2018
|
Pensionfund Sabic
|
SELL
|
- |
-37.5KClosed |
$1.96M - $2.08M
|
0
$0
|
|
| Q2 2018 | |||||||
|
Apr 05, 2024
Q2 2018
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.6KClosed |
$158K - $188K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-6.98KClosed |
$307K - $365K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.7KClosed |
$513K - $610K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-8.99KClosed |
$395K - $469K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.5KClosed |
$65.9K - $78.4K
|
0
$0
|
|
|
Jul 13, 2018
Q2 2018
|
Mckinley Capital Management LLC
|
SELL
|
- |
-332Closed |
$14.6K - $17.3K
|
0
$0
|
|
|
Jul 03, 2018
Q2 2018
|
Washington Trust Bank
|
SELL
|
- |
-146Closed |
$6.42K - $7.63K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Unio Capital LLC
|
SELL
|
- |
-4.6KClosed |
$196K - $220K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-11.5KClosed |
$489K - $551K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-1.5KClosed |
$63.8K - $71.9K
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-97Closed |
$4.13K - $4.65K
|
0
$0
|
|
|
Apr 24, 2018
Q1 2018
|
Parametrica Management LTD
|
SELL
|
- |
-7.17KClosed |
$305K - $344K
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Santori & Peters, Inc.
|
SELL
|
- |
-134Closed |
$5.7K - $6.42K
|
0
$0
|
|
|
Apr 04, 2018
Q1 2018
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.28KClosed |
$224K - $253K
|
0
$0
|
|