Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 513 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $4.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fulton Bank, N.A.
|
Jul 09, 2024 Q2 2024 |
14,983
shares
|
$374,575
0.03% of portfolio
|
Q2 2024
Added 3.87%
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 14, 2024 Q2 2024 |
14,829
shares
|
$370,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
14,683
shares
|
$367,075
0.02% of portfolio
|
Q2 2024
Reduced 22.61%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
14,679
shares
|
$366,975
0.0% of portfolio
|
Q2 2024
Added 0.03%
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2024 Q2 2024 |
14,635
shares
|
$365,875
0.06% of portfolio
|
Q2 2024
Reduced 52.36%
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2024 Q2 2024 |
14,284
shares
|
$357,100
0.01% of portfolio
|
Q2 2024
Added 45.99%
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
14,239
shares
|
$355,975
0.24% of portfolio
|
Q2 2024
Added 51.7%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
14,200
shares
|
$355,000
0.09% of portfolio
|
Q1 2024
Reduced 26.2%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
14,136
shares
|
$353,400
0.08% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,080
shares
|
$352,000
0.02% of portfolio
|
Q3 2022
Added 38.8%
|
|
Spirit Of America Management Corp
|
Jul 25, 2024 Q2 2024 |
14,000
shares
|
$350,000
0.07% of portfolio
|
Q4 2023
Reduced 17.65%
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2024 Q2 2024 |
13,800
shares
|
$345,000
0.04% of portfolio
|
Q2 2024
New holding
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
13,596
shares
|
$339,900
0.01% of portfolio
|
Q2 2024
Added 16.47%
|
|
V2 Financial Group LLC
Naperville, IL |
Jul 30, 2024 Q2 2024 |
13,399
shares
|
$334,975
0.22% of portfolio
|
Q2 2024
Added 13.3%
|
|
Kendall Capital Management
|
Aug 12, 2024 Q2 2024 |
13,070
shares
|
$326,750
0.1% of portfolio
|
Q2 2024
Added 20.52%
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 08, 2024 Q2 2024 |
12,925
shares
|
$323,125
0.19% of portfolio
|
Q2 2024
New holding
|
|
N Verses Capital, LLC
Wellington, FL |
Jul 31, 2024 Q2 2024 |
12,900
shares
|
$322,500
0.18% of portfolio
|
Q2 2024
Added 1742.86%
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 09, 2024 Q2 2024 |
12,582
shares
|
$314,550
0.0% of portfolio
|
Q2 2024
Reduced 90.94%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
12,452
shares
|
$311,300
0.01% of portfolio
|
Q2 2024
Reduced 23.59%
|
|
State Of Wyoming
Cheyenne, WY |
Aug 14, 2024 Q2 2024 |
12,365
shares
|
$309,125
0.05% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
12,093
shares
|
$302,325
0.0% of portfolio
|
Q2 2024
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
12,092
shares
|
$302,300
0.0% of portfolio
|
Q2 2024
Reduced 6.05%
|
|
Aia Group LTD
Hong Kong, K3 |
Jul 31, 2024 Q2 2024 |
12,069
shares
|
$301,725
0.01% of portfolio
|
Q1 2024
New holding
|
|
Loomis Sayles & CO L P
|
Aug 13, 2024 Q2 2024 |
12,052
shares
|
$301,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
12,012
shares
|
$300,300
0.01% of portfolio
|
Q2 2024
Added 6.13%
|