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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
20New |
$653 - $743
|
20
$697
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 3.78% |
$588 - $669
|
494
$17.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 2.34% |
$522 - $594
|
700
$24.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.23% |
$522 - $594
|
6.85K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.2% |
$490 - $557
|
7.7K
$268K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$457 - $520
|
14
$488
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
12+ 0.53% |
$392 - $446
|
2.26K
$78.8K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
10+ 0.0% |
$326 - $371
|
206K
$7.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
8New |
$261 - $297
|
8
$279
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 4.52% |
$261 - $297
|
185
$6.45K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 40.0% |
$196 - $223
|
21
$732
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 9.09% |
$163 - $186
|
60
$2.09K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
4+ 1.59% |
$131 - $149
|
255
$8.88K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 0.84% |
$131 - $149
|
478
$16.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3New |
$97.9 - $111
|
3
$105
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3+ 0.02% |
$97.9 - $111
|
18K
$628K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2New |
$65.3 - $74.3
|
2
$69.7
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.99% |
$65.3 - $74.3
|
205
$7.14K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$32.6 - $37.1
|
102
$3.55K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
805K+ 878.22% |
$24.3M - $29.4M
|
896K
$31.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
394KNew |
$11.9M - $14.4M
|
394K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
342KNew |
$10.3M - $12.5M
|
342K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
195KNew |
$5.89M - $7.14M
|
195K
$6.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
149KNew |
$4.5M - $5.46M
|
149K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Vennlight Capital Management, LP
Weston, CT |
BUY
|
- |
145KNew |
$4.37M - $5.3M
|
145K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
83.9KNew |
$2.53M - $3.07M
|
83.9K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Nkcfo LLC
|
BUY
|
- |
50.3KNew |
$1.52M - $1.84M
|
50.3K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
36.6KNew |
$1.1M - $1.34M
|
36.6K
$1.27M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
32.4KNew |
$978K - $1.19M
|
32.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.6K+ 23.37% |
$955K - $1.16M
|
167K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
31.6KNew |
$954K - $1.16M
|
31.6K
$1.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
30.6KNew |
$924K - $1.12M
|
30.6K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
28.7K+ 209.66% |
$865K - $1.05M
|
42.3K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
25.9KNew |
$782K - $949K
|
25.9K
$903K
|
|
|
Aug 14, 2025
Q2 2025
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
22.7KNew |
$686K - $831K
|
22.7K
$792K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
20.6KNew |
$621K - $753K
|
20.6K
$717K
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
20KNew |
$604K - $732K
|
20K
$697K
|
|
|
Aug 01, 2025
Q2 2025
|
Tevis Investment Management
|
BUY
|
- |
15.5KNew |
$468K - $568K
|
15.5K
$541K
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.4KNew |
$434K - $527K
|
14.4K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.1KNew |
$425K - $516K
|
14.1K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$419K - $508K
|
13.9K
$484K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7KNew |
$383K - $464K
|
12.7K
$442K
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
11.3KNew |
$341K - $413K
|
11.3K
$393K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
9.29K+ 14.23% |
$280K - $340K
|
74.6K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.21KNew |
$278K - $337K
|
9.21K
$321K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.01KNew |
$242K - $293K
|
8.01K
$279K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.61KNew |
$230K - $278K
|
7.61K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$181K - $219K
|
5.98K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.88KNew |
$178K - $215K
|
5.88K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.82K+ 74.11% |
$176K - $213K
|
13.7K
$477K
|
|