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 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
635KNew |
$17.8M - $21.7M
|
635K
$22.6M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
657New |
$18.4K - $22.4K
|
657
$23.4K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.64K+ 4.15% |
$130K - $159K
|
116K
$4.15M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
70+ 0.13% |
$1.96K - $2.39K
|
55.9K
$1.99M
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-2.26M- 71.18% |
$63.2M - $77.1M
|
914K
$32.6M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.06K- 7.43% |
$29.7K - $36.2K
|
13.2K
$471K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.1K- 22.83% |
$2.24M - $2.73M
|
271K
$9.64M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.52KNew |
$182K - $223K
|
6.52K
$232K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.6KNew |
$408K - $498K
|
14.6K
$519K
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
351New |
$9.83K - $12K
|
351
$12.5K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
293New |
$8.2K - $10K
|
293
$10.4K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26New |
$728 - $888
|
26
$926
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-1.16K- 11.53% |
$32.4K - $39.6K
|
8.88K
$317K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-628- 7.13% |
$17.6K - $21.5K
|
8.18K
$292K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
100New |
$2.8K - $3.42K
|
100
$3.56K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.7KNew |
$496K - $605K
|
17.7K
$631K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
323+ 1.87% |
$9.04K - $11K
|
17.6K
$626K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
116K+ 14.29% |
$3.26M - $3.98M
|
931K
$33.2M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.48M- 5.22% |
$41.3M - $50.4M
|
26.8M
$955M
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
50+ 39.37% |
$1.4K - $1.71K
|
177
$6.31K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$71.5K - $87.3K
|
2.56K
$91K
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-2.89K- 3.33% |
$81K - $98.9K
|
83.9K
$2.99M
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-45K- 1.76% |
$1.26M - $1.54M
|
2.51M
$89.4M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-1.95K- 16.24% |
$54.5K - $66.5K
|
10K
$358K
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.54KNew |
$211K - $257K
|
7.54K
$269K
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07M- 21.58% |
$30M - $36.6M
|
3.89M
$139M
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
17.3KNew |
$483K - $590K
|
17.3K
$615K
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-344K- 25.38% |
$9.64M - $11.8M
|
1.01M
$36.1M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.5K- 23.28% |
$70K - $85.4K
|
8.24K
$294K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.3K+ 6.71% |
$204K - $249K
|
116K
$4.14M
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.2K+ 22.46% |
$313K - $382K
|
61K
$2.17M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.63KNew |
$214K - $261K
|
7.63K
$272K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$320K - $390K
|
11.4K
$407K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-592- 3.25% |
$16.6K - $20.2K
|
17.6K
$627K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
47+ 0.43% |
$1.32K - $1.61K
|
10.9K
$387K
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
7.96KNew |
$223K - $272K
|
7.96K
$283K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.28K- 14.57% |
$91.8K - $112K
|
19.2K
$685K
|
|
May 08, 2025
Q1 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
251K+ 6.64% |
$7.04M - $8.58M
|
4.04M
$144M
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-4.2K- 10.36% |
$118K - $144K
|
36.4K
$1.3M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
91+ 1.2% |
$2.55K - $3.11K
|
7.7K
$274K
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
25.4K+ 41.5% |
$712K - $869K
|
86.7K
$3.09M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.03K- 2.01% |
$225K - $274K
|
391K
$13.9M
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
17.5KNew |
$489K - $597K
|
17.5K
$622K
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
7.62K+ 8.59% |
$213K - $260K
|
96.3K
$3.43M
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-15K- 29.18% |
$420K - $512K
|
36.4K
$1.3M
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
52+ 108.33% |
$1.46K - $1.78K
|
100
$3.56K
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
605+ 7.17% |
$16.9K - $20.7K
|
9.05K
$322K
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
31.7K+ 122.5% |
$889K - $1.08M
|
57.7K
$2.05M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-21.5K- 48.73% |
$602K - $735K
|
22.6K
$806K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-663- 3.14% |
$18.6K - $22.6K
|
20.5K
$729K
|