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 |
---|---|---|---|---|---|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
187
shares
|
$4,675
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
163
shares
|
$4,075
0.0% of portfolio
|
Q1 2024
Reduced 32.64%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
163
shares
|
$4,075
0.0% of portfolio
|
Q4 2023
Added 1064.29%
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
160
shares
|
$4,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Aug 08, 2024 Q2 2024 |
151
shares
|
$3,775
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
150
shares
|
$3,750
0.0% of portfolio
|
Q3 2021
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
139
shares
|
$3,475
0.0% of portfolio
|
Q2 2024
Reduced 70.98%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
139
shares
|
$3,475
0.0% of portfolio
|
Q4 2023
Added 39.0%
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
132
shares
|
$3,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
130
shares
|
$3,250
0.0% of portfolio
|
Q1 2024
Reduced 72.69%
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
122
shares
|
$3,050
0.01% of portfolio
|
Q4 2021
New holding
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
109
shares
|
$2,725
0.0% of portfolio
|
Q2 2024
Added 202.78%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
100
shares
|
$2,500
0.0% of portfolio
|
Q4 2020
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
100
shares
|
$2,500
0.0% of portfolio
|
Q4 2022
New holding
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 12, 2024 Q2 2024 |
97
shares
|
$2,425
0.0% of portfolio
|
Q4 2023
Reduced 54.25%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
86
shares
|
$2,150
0.0% of portfolio
|
Q4 2023
New holding
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
85
shares
|
$2,125
0.0% of portfolio
|
Q3 2023
Reduced 10.53%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
84
shares
|
$2,100
0.0% of portfolio
|
Q3 2023
New holding
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
82
shares
|
$2,050
0.0% of portfolio
|
Q2 2022
Reduced 28.7%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
81
shares
|
$2,025
0.0% of portfolio
|
Q4 2022
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
80
shares
|
$2,000
0.0% of portfolio
|
Q2 2022
Reduced 38.46%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
80
shares
|
$2,000
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
68
shares
|
$1,700
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
66
shares
|
$1,650
0.0% of portfolio
|
Q2 2024
Added 1.54%
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
45
shares
|
$1,125
0.0% of portfolio
|
Q2 2024
New holding
|