Purchases and Sales Made in Q2 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-84- 0.36% |
$2.22K - $2.97K
|
23K
$563K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-100- 1.05% |
$2.65K - $3.53K
|
9.42K
$230K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-103- 3.05% |
$2.72K - $3.64K
|
3.28K
$80.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-161- 0.76% |
$4.26K - $5.69K
|
21.1K
$516K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-167- 86.98% |
$4.42K - $5.9K
|
25
$611
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-175- 0.55% |
$4.63K - $6.18K
|
31.6K
$772K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-195- 0.5% |
$5.16K - $6.89K
|
39K
$952K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 6.03% |
$5.29K - $7.07K
|
3.12K
$76.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-230- 0.25% |
$6.08K - $8.13K
|
91.3K
$2.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-243- 20.27% |
$6.43K - $8.59K
|
956
$23.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-305- 0.39% |
$8.07K - $10.8K
|
78.1K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-320- 7.54% |
$8.46K - $11.3K
|
3.93K
$96K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-368- 16.45% |
$9.73K - $13K
|
1.87K
$45.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 20.33% |
$10.1K - $13.5K
|
1.5K
$36.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 20.33% |
$10.1K - $13.5K
|
1.5K
$36.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-390- 3.64% |
$10.3K - $13.8K
|
10.3K
$252K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-398- 1.04% |
$10.5K - $14.1K
|
37.9K
$926K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-418- 1.27% |
$11.1K - $14.8K
|
32.4K
$792K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-438- 2.29% |
$11.6K - $15.5K
|
18.6K
$456K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-459- 2.31% |
$12.1K - $16.2K
|
19.4K
$473K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-492- 70.49% |
$13K - $17.4K
|
206
$5.03K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 5.32% |
$13.2K - $17.7K
|
8.91K
$218K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-522- 3.22% |
$13.8K - $18.4K
|
15.7K
$384K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-523- 70.49% |
$13.8K - $18.5K
|
219
$5.35K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-524- 15.88% |
$13.9K - $18.5K
|
2.78K
$67.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-589- 10.12% |
$15.6K - $20.8K
|
5.23K
$128K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-680- 95.64% |
$18K - $24K
|
31
$758
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-685- 3.3% |
$18.1K - $24.2K
|
20.1K
$491K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-686- 29.25% |
$18.1K - $24.2K
|
1.66K
$40.5K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-760- 45.78% |
$20.1K - $26.9K
|
900
$22K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-775- 2.83% |
$20.5K - $27.4K
|
26.6K
$650K
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-811- 4.98% |
$21.5K - $28.7K
|
15.5K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-832- 32.1% |
$22K - $29.4K
|
1.76K
$43K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-904- 4.87% |
$23.9K - $31.9K
|
17.7K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.02K- 8.12% |
$26.9K - $36K
|
11.5K
$282K
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-1.02K- 8.9% |
$27K - $36K
|
10.4K
$255K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.03K- 9.59% |
$27.1K - $36.2K
|
9.66K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.17K- 24.21% |
$30.8K - $41.2K
|
3.65K
$89.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.35K- 24.69% |
$35.8K - $47.9K
|
4.13K
$101K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.38K- 2.37% |
$36.4K - $48.6K
|
56.8K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.49K- 10.57% |
$39.5K - $52.8K
|
12.6K
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.6K- 1.56% |
$42.3K - $56.5K
|
101K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.6K- 4.27% |
$42.3K - $56.5K
|
35.8K
$876K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.71K- 1.16% |
$45.2K - $60.4K
|
146K
$3.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.79K- 10.49% |
$47.2K - $63.1K
|
15.2K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.79K- 16.43% |
$47.4K - $63.4K
|
9.12K
$223K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.86K- 92.66% |
$49.1K - $65.6K
|
147
$3.59K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.89K- 15.01% |
$49.9K - $66.7K
|
10.7K
$261K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.92K- 97.16% |
$50.8K - $67.8K
|
56
$1.37K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-2K- 14.29% |
$52.9K - $70.7K
|
12K
$293K
|