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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
925
shares
|
$22,607
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
912
shares
|
$22,289
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
899
shares
|
$21,971
0.0% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
852
shares
|
$20,822
0.01% of portfolio
|
Q3 2024
Reduced 79.52%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
845
shares
|
$20,651
0.01% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
805
shares
|
$19,674
0.0% of portfolio
|
Q3 2024
Added 254.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
796
shares
|
$19,454
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
766
shares
|
$18,721
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
720
shares
|
$17,596
0.0% of portfolio
|
Q2 2024
Reduced 67.29%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
708
shares
|
$17,303
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
700
shares
|
$17,108
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
656
shares
|
$16,032
0.0% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
648
shares
|
$15,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
642
shares
|
$15,690
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
627
shares
|
$15,323
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
614
shares
|
$15,006
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
609
shares
|
$14,883
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
600
shares
|
$14,664
0.0% of portfolio
|
Q4 2023
Reduced 36.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
597
shares
|
$14,590
0.0% of portfolio
|
Q4 2021
Reduced 51.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$13,735
0.0% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
516
shares
|
$12,611
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
515
shares
|
$12,586
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
478
shares
|
$11,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
476
shares
|
$11,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
469
shares
|
$11,462
0.0% of portfolio
|
Q3 2024
New holding
|