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 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.79K- 11.54% |
$50.1K - $61.1K
|
13.7K
$489K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-21- 9.68% |
$588 - $717
|
196
$6.98K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
276+ 1.98% |
$7.73K - $9.43K
|
14.2K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.2K+ 1.91% |
$118K - $144K
|
224K
$7.98M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$588 - $717
|
21
$748
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-48- 5.26% |
$1.34K - $1.64K
|
864
$30.8K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.59K+ 8.68% |
$184K - $225K
|
82.5K
$2.94M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
55+ 8.96% |
$1.54K - $1.88K
|
669
$23.8K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$28 - $34.2
|
6.84K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.85K- 18.91% |
$51.7K - $63.1K
|
7.93K
$282K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
258K+ 204.18% |
$7.22M - $8.81M
|
384K
$13.7M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-104- 1.46% |
$2.91K - $3.55K
|
7.04K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.98K+ 151.41% |
$55.5K - $67.7K
|
3.29K
$117K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-82.1K- 51.22% |
$2.3M - $2.81M
|
78.2K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$196 - $239
|
7
$249
|
|
|
Apr 30, 2025
Q1 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-17.5K- 15.2% |
$491K - $598K
|
97.7K
$3.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
6.59K+ 7.99% |
$185K - $225K
|
89.1K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.07K- 11.96% |
$58K - $70.7K
|
15.2K
$543K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.66KNew |
$187K - $228K
|
6.66K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
422+ 4.97% |
$11.8K - $14.4K
|
8.91K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.65K- 10.65% |
$242K - $296K
|
72.6K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
148+ 5.91% |
$4.14K - $5.06K
|
2.65K
$94.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.75K+ 7.78% |
$189K - $231K
|
93.5K
$3.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-23.8K- 50.69% |
$666K - $813K
|
23.1K
$824K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
78.7K+ 128.0% |
$2.2M - $2.69M
|
140K
$4.99M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.18% |
$16.8K - $20.5K
|
51.5K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.33KNew |
$205K - $250K
|
7.33K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-2.6K- 7.65% |
$72.9K - $89K
|
31.4K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
25.2K+ 266.16% |
$705K - $860K
|
34.6K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.1KNew |
$311K - $379K
|
11.1K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
750+ 2.13% |
$21K - $25.6K
|
35.9K
$1.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
239+ 7.87% |
$6.69K - $8.16K
|
3.28K
$117K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
83+ 10.95% |
$2.32K - $2.84K
|
841
$30K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
59K+ 73.14% |
$1.65M - $2.01M
|
140K
$4.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
27.8K+ 14.75% |
$777K - $948K
|
216K
$7.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15New |
$420 - $512
|
15
$534
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-44- 0.29% |
$1.23K - $1.5K
|
15K
$536K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
9.69KNew |
$271K - $331K
|
9.69K
$345K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8New |
$224 - $273
|
8
$285
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
609New |
$17.1K - $20.8K
|
609
$21.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
370+ 36.1% |
$10.4K - $12.6K
|
1.4K
$49.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.48K+ 26.01% |
$181K - $221K
|
31.4K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
BUY
|
- |
157KNew |
$4.38M - $5.35M
|
157K
$5.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-46- 0.11% |
$1.29K - $1.57K
|
43.6K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
St. James Investment Company, LLC
|
BUY
|
- |
239KNew |
$6.69M - $8.16M
|
239K
$8.51M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
45.6KNew |
$1.28M - $1.56M
|
45.6K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.16K+ 0.44% |
$60.6K - $73.9K
|
494K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-374- 5.13% |
$10.5K - $12.8K
|
6.92K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-4.53K- 6.49% |
$127K - $155K
|
65.3K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-627- 0.3% |
$17.6K - $21.4K
|
210K
$7.48M
|