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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.38K- 3.32% |
$94.7K - $116K
|
98.5K
$3.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
1.29K+ 5.71% |
$36K - $43.9K
|
23.8K
$848K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 10.34% |
$84 - $102
|
32
$1.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.97KNew |
$195K - $238K
|
6.97K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
152+ 1.32% |
$4.26K - $5.19K
|
11.7K
$417K
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
11.4KNew |
$318K - $389K
|
11.4K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-15.5K- 8.51% |
$433K - $528K
|
166K
$5.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
6.86KNew |
$192K - $234K
|
6.86K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.32K- 51.18% |
$36.9K - $45.1K
|
1.26K
$44.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-696- 0.51% |
$19.5K - $23.8K
|
136K
$4.83M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
16+ 1.67% |
$448 - $547
|
976
$34.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.18K+ 3961.82% |
$61K - $74.4K
|
2.23K
$79.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-167- 18.7% |
$4.68K - $5.7K
|
726
$25.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.38K+ 13.47% |
$38.7K - $47.2K
|
11.6K
$415K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.14KNew |
$172K - $210K
|
6.14K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 3.63% |
$196 - $239
|
200
$7.13K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$286K - $349K
|
10.2K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-311- 1.7% |
$8.71K - $10.6K
|
18K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.58K- 28.36% |
$72.1K - $88K
|
6.5K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-49.2K- 32.79% |
$1.38M - $1.68M
|
101K
$3.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.56K+ 8.01% |
$184K - $224K
|
88.5K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
21New |
$588 - $717
|
21
$748
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.5K+ 4.69% |
$70K - $85.4K
|
55.8K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.37K+ 10.01% |
$38.4K - $46.8K
|
15.1K
$537K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-60- 18.29% |
$1.68K - $2.05K
|
268
$9.55K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-178- 1.48% |
$4.98K - $6.08K
|
11.9K
$423K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
695+ 2.84% |
$19.5K - $23.7K
|
25.2K
$897K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.29K- 12.13% |
$64K - $78.1K
|
16.6K
$590K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.27K+ 63.66% |
$259K - $317K
|
23.8K
$849K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
637+ 18.67% |
$17.8K - $21.8K
|
4.05K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
409+ 0.08% |
$11.5K - $14K
|
496K
$17.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-4K- 28.57% |
$112K - $137K
|
10K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.12K+ 10.55% |
$87.2K - $106K
|
32.6K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
35.2KNew |
$985K - $1.2M
|
35.2K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.05% |
$168 - $205
|
11.6K
$415K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-179- 89.5% |
$5.01K - $6.11K
|
21
$748
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-250- 7.3% |
$7K - $8.54K
|
3.18K
$113K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.68K+ 3343.75% |
$74.9K - $91.4K
|
2.76K
$98.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
200+ 2.8% |
$5.6K - $6.83K
|
7.35K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-16.6K- 6.47% |
$464K - $566K
|
239K
$8.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.67K- 3.85% |
$271K - $330K
|
241K
$8.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30New |
$840 - $1.02K
|
30
$1.07K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
16.1KNew |
$452K - $551K
|
16.1K
$575K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
380+ 25.33% |
$10.6K - $13K
|
1.88K
$67K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
71+ 83.53% |
$1.99K - $2.43K
|
156
$5.56K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-207K- 8.7% |
$5.79M - $7.06M
|
2.17M
$77.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.37KNew |
$178K - $218K
|
6.37K
$227K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 16.0% |
$112 - $137
|
29
$1.03K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
34KNew |
$951K - $1.16M
|
34K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 7.14% |
$28 - $34.2
|
15
$534
|