Purchases and Sales Made in Q1 2024 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q1 2024. The information is specifically focused on institutions that hold shares of UGI CORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
4.2K+ 41.58% |
$92.1K - $107K
|
14.3K
$349K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.14K+ 34.05% |
$90.7K - $106K
|
16.3K
$398K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.01KNew |
$87.8K - $102K
|
4.01K
$97.9K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
3.4K+ 12.93% |
$74.5K - $86.9K
|
29.7K
$726K
|
|
May 20, 2024
Q1 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.31K+ 53.48% |
$72.5K - $84.5K
|
9.49K
$232K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
3.19KNew |
$69.9K - $81.5K
|
3.19K
$77.9K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.93K+ 29.45% |
$64.2K - $74.8K
|
12.9K
$315K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.71K+ 2.11% |
$59.5K - $69.4K
|
131K
$3.21M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.68K+ 32.34% |
$58.7K - $68.5K
|
11K
$268K
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.62K+ 18.62% |
$57.3K - $66.8K
|
16.7K
$407K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.44K+ 1.35% |
$53.4K - $62.3K
|
183K
$4.48M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 34.22% |
$49.7K - $58K
|
8.9K
$218K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.23K+ 15.94% |
$48.9K - $57.1K
|
16.2K
$397K
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.17K+ 7.66% |
$47.6K - $55.5K
|
30.5K
$746K
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.79KNew |
$39.1K - $45.6K
|
1.79K
$43.6K
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.77KNew |
$38.9K - $45.3K
|
1.77K
$43.4K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 17.65% |
$38.4K - $44.8K
|
11.7K
$285K
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7KNew |
$37.3K - $43.5K
|
1.7K
$41.6K
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.63K+ 5.96% |
$35.7K - $41.6K
|
28.9K
$707K
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
1.62K+ 1.2% |
$35.5K - $41.4K
|
137K
$3.35M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.59K+ 0.51% |
$34.9K - $40.7K
|
312K
$7.62M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 36.4% |
$34.7K - $40.4K
|
5.93K
$145K
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 2.55% |
$32.9K - $38.3K
|
60.3K
$1.47M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.49K+ 9.04% |
$32.6K - $38K
|
17.9K
$439K
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.48K+ 205.69% |
$32.5K - $37.9K
|
2.2K
$53.8K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 6.71% |
$32.2K - $37.5K
|
23.4K
$571K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.25K+ 38.63% |
$27.5K - $32.1K
|
4.5K
$110K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.22KNew |
$26.7K - $31.2K
|
1.22K
$29.8K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.2K+ 2.39% |
$26.3K - $30.7K
|
51.5K
$1.26M
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.1KNew |
$24.1K - $28.1K
|
1.1K
$26.9K
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.02K+ 3.27% |
$22.3K - $26K
|
32.2K
$787K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
862New |
$18.9K - $22K
|
862
$21.1K
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
849+ 22.81% |
$18.6K - $21.7K
|
4.57K
$112K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
816+ 62.82% |
$17.9K - $20.9K
|
2.12K
$51.7K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
781+ 0.16% |
$17.1K - $20K
|
498K
$12.2M
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
700New |
$15.3K - $17.9K
|
700
$17.1K
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700New |
$15.3K - $17.9K
|
700
$17.1K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
696New |
$15.3K - $17.8K
|
696
$17K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
648+ 18.89% |
$14.2K - $16.6K
|
4.08K
$99.7K
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
640+ 0.69% |
$14K - $16.4K
|
93.3K
$2.28M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
637+ 100.0% |
$14K - $16.3K
|
1.27K
$31.1K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
577+ 18.04% |
$12.6K - $14.7K
|
3.78K
$92.3K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
537New |
$11.8K - $13.7K
|
537
$13.1K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
501+ 4.21% |
$11K - $12.8K
|
12.4K
$303K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
490+ 2.18% |
$10.7K - $12.5K
|
22.9K
$560K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
466+ 0.91% |
$10.2K - $11.9K
|
51.4K
$1.26M
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
430+ 0.55% |
$9.43K - $11K
|
78.8K
$1.92M
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
420+ 0.08% |
$9.21K - $10.7K
|
558K
$13.6M
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
400+ 0.93% |
$8.77K - $10.2K
|
43.2K
$1.06M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
324+ 3.58% |
$7.1K - $8.28K
|
9.38K
$229K
|