Purchases and Sales Made in Q2 2025 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
137K+ 568.53% |
$4.14M - $5.02M
|
161K
$5.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.95KNew |
$300K - $364K
|
9.95K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.06K+ 41.29% |
$183K - $222K
|
20.7K
$739K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4K+ 58.92% |
$121K - $146K
|
10.8K
$384K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.31K+ 112.02% |
$69.8K - $84.6K
|
4.38K
$156K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
758+ 2.28% |
$22.9K - $27.7K
|
34K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
270New |
$8.15K - $9.88K
|
270
$9.62K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
219+ 5.57% |
$6.61K - $8.01K
|
4.15K
$148K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
143+ 0.83% |
$4.32K - $5.23K
|
17.4K
$621K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
122+ 4.21% |
$3.68K - $4.46K
|
3.02K
$108K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 4.98% |
$785 - $951
|
496
$17.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-151- 0.73% |
$4.56K - $5.53K
|
20.5K
$730K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-426- 3.2% |
$12.9K - $15.6K
|
12.9K
$460K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.26K- 50.0% |
$38.1K - $46.2K
|
1.26K
$45K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.89K- 36.66% |
$178K - $216K
|
10.2K
$363K
|