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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-502- 2.37% |
$11.2K - $12.6K
|
20.6K
$581K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
15.7KNew |
$348K - $393K
|
15.7K
$441K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 11.92% |
$2K - $2.25K
|
845
$23.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-9.06K- 9.62% |
$201K - $227K
|
85.1K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-29.6K- 22.49% |
$658K - $741K
|
102K
$2.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.85K- 5.21% |
$130K - $146K
|
106K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 6.1% |
$37.8K - $42.6K
|
29.6K
$832K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
266New |
$5.91K - $6.66K
|
266
$7.49K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.57K- 3.68% |
$213K - $240K
|
251K
$7.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-8.49K- 89.46% |
$189K - $213K
|
1K
$28.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-272- 0.43% |
$6.05K - $6.81K
|
62.3K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.65K- 13.68% |
$36.8K - $41.4K
|
10.4K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.6% |
$66.7 - $75.2
|
190
$5.35K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-154K- 59.75% |
$3.43M - $3.86M
|
104K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40+ 2.75% |
$889 - $1K
|
1.5K
$42.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.23% |
$2.22K - $2.51K
|
43.5K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 189.93% |
$30.2K - $34K
|
2.07K
$58.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
400+ 2.3% |
$8.89K - $10K
|
17.8K
$501K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
925New |
$20.6K - $23.2K
|
925
$26K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-371- 2.04% |
$8.25K - $9.29K
|
17.8K
$502K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
12.7KNew |
$282K - $318K
|
12.7K
$357K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-5.75K- 2.33% |
$128K - $144K
|
241K
$6.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.31% |
$400 - $451
|
5.88K
$165K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.12K+ 12.46% |
$24.9K - $28K
|
10.1K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.7K+ 6.62% |
$37.8K - $42.6K
|
27.4K
$771K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-72.6K- 81.37% |
$1.61M - $1.82M
|
16.6K
$468K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
341New |
$7.58K - $8.54K
|
341
$9.6K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.69K+ 7.47% |
$37.6K - $42.3K
|
24.3K
$685K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93- 10.83% |
$2.07K - $2.33K
|
766
$21.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 6.72% |
$378 - $426
|
270
$7.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.3K+ 9.97% |
$184K - $208K
|
91.5K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
637+ 100.0% |
$14.2K - $16K
|
1.27K
$35.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-301- 2.54% |
$6.69K - $7.54K
|
11.6K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 0.34% |
$4.45K - $5.01K
|
59.5K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-30- 1.2% |
$667 - $752
|
2.48K
$69.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.12K+ 13.11% |
$69.3K - $78.1K
|
26.9K
$757K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.05% |
$156 - $175
|
14.7K
$414K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
168+ 1.19% |
$3.73K - $4.21K
|
14.3K
$403K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.97K- 29.27% |
$111K - $125K
|
12K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.9KNew |
$242K - $272K
|
10.9K
$306K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.13K+ 40.18% |
$25K - $28.2K
|
3.93K
$111K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25K+ 2402.02% |
$556K - $626K
|
26K
$733K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
56.3KNew |
$1.25M - $1.41M
|
56.3K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-299- 24.96% |
$6.65K - $7.49K
|
899
$25.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
531+ 7.22% |
$11.8K - $13.3K
|
7.89K
$222K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-550- 63.81% |
$12.2K - $13.8K
|
312
$8.79K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.92K+ 3901.97% |
$176K - $198K
|
8.12K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
46.4K+ 120.46% |
$1.03M - $1.16M
|
84.9K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 25.0% |
$111 - $125
|
25
$704
|