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 |
---|---|---|---|---|---|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,240
shares
|
$56,000
0.01% of portfolio
|
Q3 2022
New holding
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
2,163
shares
|
$54,075
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
2,016
shares
|
$50,400
0.0% of portfolio
|
Q2 2024
Added 21.01%
|
|
Massmutual Trust CO Fsb
|
Jul 02, 2024 Q2 2024 |
1,989
shares
|
$49,725
0.0% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,940
shares
|
$48,500
0.07% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
1,875
shares
|
$46,875
0.0% of portfolio
|
Q2 2024
Reduced 5.83%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 29, 2024 Q2 2024 |
1,785
shares
|
$44,625
0.04% of portfolio
|
Q1 2024
New holding
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2024 Q2 2024 |
1,760
shares
|
$44,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
1,688
shares
|
$42,200
0.0% of portfolio
|
Q2 2024
Reduced 6.69%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
1,567
shares
|
$39,175
0.02% of portfolio
|
Q4 2023
New holding
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
1,500
shares
|
$37,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,457
shares
|
$36,425
0.0% of portfolio
|
Q2 2024
Added 94.79%
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
1,409
shares
|
$35,225
0.0% of portfolio
|
Q4 2023
Reduced 2.36%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,340
shares
|
$33,500
0.0% of portfolio
|
Q2 2024
Added 30.22%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
1,198
shares
|
$29,950
0.0% of portfolio
|
Q2 2024
Added 99.67%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 17, 2024 Q2 2024 |
1,102
shares
|
$27,550
0.0% of portfolio
|
Q2 2021
New holding
|
|
American National Bank
|
Jul 23, 2024 Q2 2024 |
1,099
shares
|
$27,475
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 19, 2024 Q2 2024 |
1,050
shares
|
$26,250
0.0% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
1,041
shares
|
$26,025
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 12, 2024 Q2 2024 |
949
shares
|
$23,725
0.0% of portfolio
|
Q1 2024
Reduced 95.04%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
900
shares
|
$22,500
0.0% of portfolio
|
Q2 2024
Reduced 99.32%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
898
shares
|
$22,450
0.0% of portfolio
|
Q2 2024
Added 789.11%
|
|
Kessler Investment Group, LLC
|
Jul 18, 2024 Q2 2024 |
862
shares
|
$21,550
0.01% of portfolio
|
Q1 2024
New holding
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
859
shares
|
$21,475
0.0% of portfolio
|
Q2 2024
Added 2.38%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
830
shares
|
$20,750
0.01% of portfolio
|
Q2 2024
Added 5.06%
|