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 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
314New |
$6.88K - $8.03K
|
314
$7.67K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
274+ 6.19% |
$6.01K - $7K
|
4.7K
$115K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
233New |
$5.11K - $5.96K
|
233
$5.69K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
204+ 0.15% |
$4.47K - $5.21K
|
135K
$3.31M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
201New |
$4.41K - $5.14K
|
201
$4.91K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
193+ 0.33% |
$4.23K - $4.93K
|
58.2K
$1.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
177+ 55.66% |
$3.88K - $4.52K
|
495
$12.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
171+ 5.11% |
$3.75K - $4.37K
|
3.52K
$86K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
163New |
$3.57K - $4.17K
|
163
$3.98K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
157+ 101.95% |
$3.44K - $4.01K
|
311
$7.6K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
137+ 0.29% |
$3K - $3.5K
|
46.7K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
131+ 0.28% |
$2.87K - $3.35K
|
46.4K
$1.13M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
129+ 104.03% |
$2.83K - $3.3K
|
253
$6.18K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
111+ 0.76% |
$2.43K - $2.84K
|
14.7K
$359K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
105+ 16.15% |
$2.3K - $2.68K
|
755
$18.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
96+ 5.07% |
$2.1K - $2.45K
|
1.99K
$48.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
78+ 3.69% |
$1.71K - $1.99K
|
2.19K
$53.5K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
65New |
$1.42K - $1.66K
|
65
$1.59K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
63+ 0.34% |
$1.38K - $1.61K
|
18.4K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
60+ 22.99% |
$1.32K - $1.53K
|
321
$7.85K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 3.02% |
$1.16K - $1.35K
|
1.81K
$44.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
52+ 106.12% |
$1.14K - $1.33K
|
101
$2.47K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.5% |
$1.1K - $1.28K
|
10K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43New |
$943 - $1.1K
|
43
$1.05K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 30.6% |
$899 - $1.05K
|
175
$4.28K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
36New |
$789 - $920
|
36
$880
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32+ 6.72% |
$701 - $818
|
508
$12.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
28+ 20.74% |
$614 - $716
|
163
$3.98K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27New |
$592 - $690
|
27
$660
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 57.14% |
$526 - $613
|
66
$1.61K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24New |
$526 - $613
|
24
$587
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
21New |
$460 - $537
|
21
$513
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
20+ 4.26% |
$438 - $511
|
489
$12K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 180.0% |
$197 - $230
|
14
$342
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7New |
$153 - $179
|
7
$171
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$132 - $153
|
6
$147
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
6+ 0.01% |
$132 - $153
|
104K
$2.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$43.8 - $51.1
|
2
$48.9
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 4.76% |
$21.9 - $25.6
|
22
$538
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4- 0.01% |
$87.7 - $102
|
46.3K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-70- 18.13% |
$1.53K - $1.79K
|
316
$7.72K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-79- 32.64% |
$1.73K - $2.02K
|
163
$3.98K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-99- 3.8% |
$2.17K - $2.53K
|
2.51K
$61.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-100- 4.9% |
$2.19K - $2.56K
|
1.94K
$47.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-117- 12.24% |
$2.56K - $2.99K
|
839
$20.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-127- 85.23% |
$2.78K - $3.25K
|
22
$538
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-143- 0.66% |
$3.13K - $3.66K
|
21.5K
$526K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-154- 50.83% |
$3.38K - $3.94K
|
149
$3.64K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-160- 0.96% |
$3.51K - $4.09K
|
16.6K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-169- 21.23% |
$3.7K - $4.32K
|
627
$15.3K
|