Latest Institutional Purchases of Ugi Corp (UGI)
This list provides information on the latest institutional transactions involving Ugi Corp (UGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.27M+ 2050.94% |
$52.6M - $68.8M
|
2.38M
$72.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
492K+ 51.37% |
$11.4M - $14.9M
|
1.45M
$44.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
256KNew |
$5.95M - $7.77M
|
256K
$7.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
45.3K+ 351.28% |
$1.05M - $1.38M
|
58.2K
$1.78M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
21KNew |
$488K - $638K
|
21K
$642K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
19.2K+ 2.98% |
$446K - $582K
|
662K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.62KNew |
$177K - $231K
|
7.62K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$177K - $231K
|
7.61K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
7.14KNew |
$166K - $217K
|
7.14K
$218K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.85K+ 25.65% |
$89.4K - $117K
|
18.8K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92K+ 21.05% |
$44.6K - $58.2K
|
11K
$337K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.51K+ 23.81% |
$35K - $45.7K
|
7.83K
$239K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 4.37% |
$27.3K - $35.7K
|
28.1K
$857K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
800+ 7.37% |
$18.6K - $24.3K
|
11.7K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
540+ 67.08% |
$12.5K - $16.4K
|
1.35K
$41.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
484+ 1.32% |
$11.2K - $14.7K
|
37.2K
$1.14M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
217+ 84.77% |
$5.04K - $6.59K
|
473
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 4.99% |
$4.65K - $6.07K
|
4.21K
$129K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
181+ 0.39% |
$4.21K - $5.5K
|
46.9K
$1.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
162+ 190.59% |
$3.76K - $4.92K
|
247
$7.55K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
155+ 0.06% |
$3.6K - $4.71K
|
251K
$7.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$3.49K - $4.56K
|
150
$4.58K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
111+ 0.7% |
$2.58K - $3.37K
|
16K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 0.84% |
$395 - $516
|
2.05K
$62.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$186 - $243
|
8
$244
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.75M+ 32.68% |
$38.9M - $43.9M
|
7.11M
$217M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.2M+ 33.79% |
$26.7M - $30.1M
|
4.76M
$146M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
808K+ 47.67% |
$18M - $20.2M
|
2.5M
$76.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
775K+ 105.77% |
$17.2M - $19.4M
|
1.51M
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
767K+ 37.85% |
$17M - $19.2M
|
2.79M
$85.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
712K+ 371.15% |
$15.8M - $17.8M
|
904K
$27.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
576K+ 2.07% |
$12.8M - $14.4M
|
28.3M
$866M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
565K+ 12.33% |
$12.5M - $14.1M
|
5.14M
$157M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
418K+ 11.81% |
$9.29M - $10.5M
|
3.96M
$121M
|
|
|
Nov 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
418K+ 13.81% |
$9.28M - $10.5M
|
3.44M
$105M
|
|
|
Nov 08, 2024
Q3 2024
|
Foundry Partners, LLC
|
BUY
|
- |
384KNew |
$8.53M - $9.61M
|
384K
$11.7M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
319K+ 35.05% |
$7.08M - $7.98M
|
1.23M
$37.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
304KNew |
$6.76M - $7.62M
|
304K
$9.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
300K+ 18.92% |
$6.68M - $7.53M
|
1.89M
$57.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
282KNew |
$6.26M - $7.06M
|
282K
$8.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
277K+ 221.67% |
$6.16M - $6.94M
|
402K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
270K+ 88.75% |
$6M - $6.76M
|
574K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
237K+ 61.61% |
$5.26M - $5.93M
|
621K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
220K+ 218.94% |
$4.89M - $5.51M
|
320K
$9.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
199K+ 16.56% |
$4.43M - $4.99M
|
1.4M
$42.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
173K+ 48.51% |
$3.83M - $4.32M
|
528K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
158K+ 5.96% |
$3.52M - $3.97M
|
2.81M
$86M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
154KNew |
$3.42M - $3.85M
|
154K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
153KNew |
$3.41M - $3.84M
|
153K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
147K+ 29.88% |
$3.27M - $3.68M
|
639K
$19.5M
|
|