Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 518 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $4.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
25,837
shares
|
$704,574
0.14% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
25,793
shares
|
$703,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,684
shares
|
$673,132
0.0% of portfolio
|
Q3 2024
Reduced 40.03%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
24,311
shares
|
$662,960
0.01% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
24,008
shares
|
$654,698
0.01% of portfolio
|
Q3 2024
Added 15.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
23,902
shares
|
$651,807
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
23,253
shares
|
$634,109
0.0% of portfolio
|
Q3 2023
Reduced 30.71%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
23,162
shares
|
$631,627
0.03% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
23,018
shares
|
$627,700
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
22,034
shares
|
$600,867
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
21,876
shares
|
$596,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,876
shares
|
$596,558
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
21,683
shares
|
$591,295
0.0% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
21,558
shares
|
$587,886
0.01% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,925
shares
|
$570,624
0.24% of portfolio
|
Q1 2024
Reduced 14.13%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
20,753
shares
|
$565,934
0.16% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
20,638
shares
|
$562,798
0.03% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,000
shares
|
$545,400
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
19,600
shares
|
$534,492
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,543
shares
|
$532,937
0.0% of portfolio
|
Q3 2024
Reduced 32.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,528
shares
|
$532,528
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
19,404
shares
|
$529,147
0.04% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
19,369
shares
|
$528,192
0.1% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,292
shares
|
$526,092
0.01% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
17,909
shares
|
$488,378
0.0% of portfolio
|
Q3 2024
Added 22.0%
|