Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 519 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $4.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
19,245
shares
|
$470,347
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
17,909
shares
|
$437,695
0.0% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
17,827
shares
|
$435,691
0.01% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
17,774
shares
|
$434,396
0.18% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
17,724
shares
|
$433,174
0.01% of portfolio
|
Q3 2024
Added 46.86%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
17,522
shares
|
$428,237
0.01% of portfolio
|
Q3 2024
Reduced 54.68%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
17,327
shares
|
$423,471
0.04% of portfolio
|
Q3 2024
Reduced 18.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
17,293
shares
|
$422,640
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
17,008
shares
|
$415,675
0.0% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
16,635
shares
|
$406,559
0.0% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
16,619
shares
|
$406,168
0.01% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,515
shares
|
$403,626
0.0% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
16,173
shares
|
$395,268
0.02% of portfolio
|
Q2 2024
Added 618.16%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
15,849
shares
|
$387,349
0.03% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
15,672
shares
|
$383,023
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
15,655
shares
|
$382,608
0.12% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
15,313
shares
|
$374,249
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,284
shares
|
$373,540
0.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
15,099
shares
|
$369,019
0.01% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
14,996
shares
|
$366,502
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,848
shares
|
$362,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
14,728
shares
|
$359,952
0.01% of portfolio
|
Q3 2024
Reduced 74.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
14,690
shares
|
$359,023
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,443
shares
|
$352,986
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
14,330
shares
|
$350,225
0.0% of portfolio
|
Q3 2024
Reduced 32.65%
|