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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.58KNew |
$191K - $215K
|
8.58K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.67K- 3.44% |
$37.1K - $41.8K
|
46.8K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
7.27K+ 7.5% |
$162K - $182K
|
104K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
2.16K+ 2.7% |
$48K - $54.1K
|
82.1K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-915- 11.93% |
$20.3K - $22.9K
|
6.76K
$190K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-25.7K- 55.32% |
$571K - $644K
|
20.8K
$584K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1K+ 120.48% |
$22.2K - $25.1K
|
1.83K
$51.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
97New |
$2.16K - $2.43K
|
97
$2.73K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-890- 8.83% |
$19.8K - $22.3K
|
9.19K
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
30New |
$667 - $752
|
30
$845
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.52K+ 3.4% |
$101K - $113K
|
138K
$3.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
10KNew |
$223K - $252K
|
10K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.99K- 3.32% |
$88.7K - $99.9K
|
116K
$3.27M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11K+ 37.76% |
$245K - $277K
|
40.3K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.6K+ 1.8% |
$35.5K - $40.1K
|
90.3K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-12.8K- 53.2% |
$284K - $321K
|
11.3K
$317K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
567+ 4.23% |
$12.6K - $14.2K
|
14K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-28.1K- 34.36% |
$624K - $703K
|
53.6K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
SELL
|
- |
-29.5K- 60.34% |
$655K - $738K
|
19.4K
$545K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
22.5K+ 8.55% |
$501K - $564K
|
286K
$8.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
121K+ 8.97% |
$2.69M - $3.03M
|
1.47M
$41.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.6KNew |
$436K - $491K
|
19.6K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 300.0% |
$133 - $150
|
8
$225
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.99% |
$11.1K - $12.5K
|
51K
$1.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.01K- 6.24% |
$22.3K - $25.2K
|
15.1K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-49.8K- 3.14% |
$1.11M - $1.25M
|
1.54M
$43.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
48New |
$1.07K - $1.2K
|
48
$1.35K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
22.2K+ 217.06% |
$494K - $556K
|
32.4K
$913K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
80New |
$1.78K - $2K
|
80
$2.25K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.06K+ 1537.19% |
$68K - $76.6K
|
3.26K
$91.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63New |
$1.4K - $1.58K
|
63
$1.77K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
200+ 66.67% |
$4.45K - $5.01K
|
500
$14.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
84New |
$1.87K - $2.1K
|
84
$2.37K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
3.39K+ 4.15% |
$75.3K - $84.9K
|
85.1K
$2.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
15KNew |
$333K - $376K
|
15K
$422K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
450+ 0.77% |
$10K - $11.3K
|
59.2K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3.31K- 79.52% |
$73.6K - $82.9K
|
852
$24K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$66.7 - $75.2
|
3
$84.5
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 4.03% |
$29.3K - $33.1K
|
31.4K
$885K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.18K+ 1.47% |
$70.7K - $79.7K
|
220K
$6.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 0.81% |
$556 - $626
|
3.11K
$87.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 9.09% |
$44.5 - $50.1
|
24
$676
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.83K- 15.24% |
$40.7K - $45.9K
|
10.2K
$287K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
516New |
$11.5K - $12.9K
|
516
$14.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
4.54K+ 3.52% |
$101K - $114K
|
133K
$3.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 13.47% |
$35.2K - $39.7K
|
13.4K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.66K+ 46.86% |
$126K - $142K
|
17.7K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
236+ 32.02% |
$5.25K - $5.91K
|
973
$27.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-201K- 28.78% |
$4.47M - $5.03M
|
497K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.37% |
$333 - $376
|
4.11K
$116K
|