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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.85K+ 0.9% |
$63.4K - $71.4K
|
321K
$9.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 10.71% |
$345K - $389K
|
160K
$4.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
9.07K+ 1.43% |
$202K - $227K
|
643K
$18.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.82K- 8.43% |
$85K - $95.8K
|
41.5K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$8.89K - $10K
|
400
$11.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$222 - $251
|
10
$282
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
46.4K+ 945.89% |
$1.03M - $1.16M
|
51.3K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
29KNew |
$645K - $727K
|
29K
$817K
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
8.88KNew |
$197K - $222K
|
8.88K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
220+ 11.73% |
$4.89K - $5.51K
|
2.1K
$59K
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-25.6K- 28.04% |
$568K - $640K
|
65.6K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
953+ 9.63% |
$21.2K - $23.9K
|
10.9K
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3K+ 64.24% |
$28.8K - $32.4K
|
3.31K
$93.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.02K- 10.05% |
$22.6K - $25.5K
|
9.11K
$256K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.9KNew |
$531K - $599K
|
23.9K
$673K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
17.7K+ 29.11% |
$394K - $444K
|
78.5K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
12.9KNew |
$287K - $323K
|
12.9K
$363K
|
|
|
Oct 16, 2024
Q3 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
958KNew |
$21.3M - $24M
|
958K
$27M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-809- 15.28% |
$18K - $20.3K
|
4.49K
$126K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 7.14% |
$44.5 - $50.1
|
30
$845
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12K+ 6.14% |
$25K - $28.1K
|
19.4K
$546K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
12+ 42.86% |
$267 - $301
|
40
$1.13K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 426.92% |
$2.47K - $2.78K
|
137
$3.86K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-4.6K- 4.18% |
$102K - $115K
|
105K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.9K- 1.69% |
$42.2K - $47.6K
|
110K
$3.11M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 3.51% |
$33.3K - $37.5K
|
44.1K
$1.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-22.5K- 3.9% |
$501K - $565K
|
556K
$15.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
46.7KNew |
$1.04M - $1.17M
|
46.7K
$1.32M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.18% |
$66.7 - $75.2
|
1.69K
$47.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
47.5KNew |
$1.06M - $1.19M
|
47.5K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.34K- 8.04% |
$29.7K - $33.5K
|
15.3K
$431K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
44+ 338.46% |
$978 - $1.1K
|
57
$1.61K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.42K- 18.63% |
$31.5K - $35.5K
|
6.2K
$174K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
387New |
$8.6K - $9.69K
|
387
$10.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
578+ 254.63% |
$12.8K - $14.5K
|
805
$22.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.28KNew |
$184K - $207K
|
8.28K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
866+ 5.78% |
$19.3K - $21.7K
|
15.8K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 1.19% |
$66.7 - $75.2
|
256
$7.21K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21New |
$467 - $526
|
21
$591
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-716- 1.91% |
$15.9K - $17.9K
|
36.7K
$1.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
90+ 3.45% |
$2K - $2.25K
|
2.7K
$76.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.69K+ 140.58% |
$82.1K - $92.5K
|
6.32K
$178K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.4K+ 57.58% |
$97.9K - $110K
|
12.1K
$339K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
194+ 1.7% |
$4.31K - $4.86K
|
11.6K
$326K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.33K+ 13.4% |
$29.5K - $33.3K
|
11.2K
$317K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
66+ 13.31% |
$1.47K - $1.65K
|
562
$15.8K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 2.31% |
$1.02K - $1.15K
|
2.04K
$57.3K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-340- 70.98% |
$7.51K - $8.84K
|
139
$3.91K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
7.81K+ 79.16% |
$173K - $203K
|
17.7K
$498K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.2KNew |
$425K - $500K
|
19.2K
$542K
|
|