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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.47KNew |
$241K - $305K
|
7.47K
$228K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.22KNew |
$233K - $295K
|
7.22K
$220K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
6.31KNew |
$204K - $258K
|
6.31K
$193K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
6.13KNew |
$198K - $250K
|
6.13K
$187K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
6KNew |
$194K - $245K
|
6K
$183K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
6KNew |
$194K - $245K
|
6K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.63KNew |
$182K - $230K
|
5.63K
$172K
|
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.28K+ 60.62% |
$170K - $216K
|
14K
$427K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.53K+ 14.78% |
$146K - $185K
|
35.1K
$1.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.52KNew |
$146K - $185K
|
4.52K
$138K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.92KNew |
$126K - $160K
|
3.92K
$120K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.26K+ 1379.12% |
$40.5K - $51.3K
|
1.35K
$41.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$37.6K - $47.6K
|
1.17K
$35.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
433New |
$14K - $17.7K
|
433
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
430+ 165.38% |
$13.9K - $17.6K
|
690
$21.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
234New |
$7.55K - $9.56K
|
234
$7.15K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
227+ 32.34% |
$7.33K - $9.27K
|
929
$28.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
175New |
$5.65K - $7.15K
|
175
$5.35K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
100New |
$3.23K - $4.09K
|
100
$3.06K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
85New |
$2.74K - $3.47K
|
85
$2.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
81New |
$2.61K - $3.31K
|
81
$2.47K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
81New |
$2.61K - $3.31K
|
81
$2.47K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
73New |
$2.36K - $2.98K
|
73
$2.23K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
68New |
$2.2K - $2.78K
|
68
$2.08K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$2.1K - $2.66K
|
65
$1.99K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
65New |
$2.1K - $2.66K
|
65
$1.99K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
54New |
$1.74K - $2.21K
|
54
$1.65K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
26New |
$839 - $1.06K
|
26
$794
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
25New |
$807 - $1.02K
|
25
$764
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$291 - $368
|
9
$275
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$129 - $163
|
4
$122
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
161KNew |
$5.19M - $16.1M
|
161K
$4.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
96.2KNew |
$3.11M - $9.64M
|
96.2K
$2.94M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
56.7K+ 309.84% |
$1.83M - $5.68M
|
75K
$2.29M
|
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
43.1KNew |
$1.39M - $4.31M
|
43.1K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
27.5KNew |
$889K - $2.76M
|
27.5K
$840K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
25.2KNew |
$815K - $2.53M
|
25.2K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11KNew |
$354K - $1.1M
|
11K
$335K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
9.34KNew |
$302K - $936K
|
9.34K
$285K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8.9KNew |
$288K - $892K
|
8.9K
$272K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$264K - $817K
|
8.16K
$249K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.8K+ 43.14% |
$155K - $481K
|
15.9K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.94K+ 38.8% |
$127K - $394K
|
14.1K
$430K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.24KNew |
$72.4K - $224K
|
2.24K
$68.4K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.67K+ 13.32% |
$53.9K - $167K
|
14.2K
$434K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
642New |
$20.8K - $64.3K
|
642
$19.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
424New |
$13.7K - $42.5K
|
424
$13K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
265New |
$8.57K - $26.6K
|
265
$8.1K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
215New |
$6.95K - $21.5K
|
215
$6.57K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
186+ 808.7% |
$6.01K - $18.6K
|
209
$6.38K
|
|