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 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
14.1K+ 2.36% |
$425K - $516K
|
611K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
14K+ 30.97% |
$423K - $512K
|
59.2K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$419K - $508K
|
13.9K
$466K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7KNew |
$383K - $464K
|
12.7K
$426K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 10.53% |
$370K - $449K
|
129K
$4.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.2KNew |
$367K - $445K
|
12.2K
$408K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12.1K+ 26.18% |
$364K - $441K
|
58.1K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
11.8K+ 12.66% |
$357K - $433K
|
105K
$3.53M
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
11.3KNew |
$341K - $413K
|
11.3K
$379K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$340K - $412K
|
11.3K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
11.2KNew |
$338K - $410K
|
11.2K
$376K
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
11.2K+ 19.17% |
$337K - $408K
|
69.3K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
10.7K+ 44.89% |
$322K - $391K
|
34.5K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.6K+ 18.99% |
$320K - $388K
|
66.4K
$2.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
10.6KNew |
$319K - $386K
|
10.6K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.4KNew |
$315K - $382K
|
10.4K
$350K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
9.95KNew |
$300K - $364K
|
9.95K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
9.54K+ 74.75% |
$288K - $349K
|
22.3K
$748K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
9.29K+ 14.23% |
$280K - $340K
|
74.6K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.21KNew |
$278K - $337K
|
9.21K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
9.13KNew |
$276K - $334K
|
9.13K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.13K+ 33.34% |
$276K - $334K
|
36.5K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.79K+ 94.22% |
$265K - $322K
|
18.1K
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
8.4K+ 11.41% |
$254K - $307K
|
82K
$2.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8.35KNew |
$252K - $305K
|
8.35K
$280K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
8.2KNew |
$248K - $300K
|
8.2K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.05K+ 45.79% |
$243K - $294K
|
25.6K
$860K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.01KNew |
$242K - $293K
|
8.01K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.61KNew |
$230K - $278K
|
7.61K
$255K
|
|
|
Aug 01, 2025
Q2 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.6K+ 46.43% |
$229K - $278K
|
24K
$804K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7.28K+ 16.72% |
$220K - $266K
|
50.8K
$1.71M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.79K+ 21.63% |
$205K - $248K
|
38.2K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.67KNew |
$201K - $244K
|
6.67K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.3KNew |
$190K - $230K
|
6.3K
$211K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6.06K+ 41.29% |
$183K - $222K
|
20.7K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.03K+ 0.68% |
$182K - $221K
|
897K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$181K - $219K
|
5.98K
$201K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5.88K+ 738.94% |
$178K - $215K
|
6.68K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.88KNew |
$178K - $215K
|
5.88K
$197K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.85K+ 13.31% |
$177K - $214K
|
49.8K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.82K+ 74.11% |
$176K - $213K
|
13.7K
$459K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
5.77KNew |
$174K - $211K
|
5.77K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.72KNew |
$173K - $209K
|
5.72K
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.68KNew |
$172K - $208K
|
5.68K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$168K - $203K
|
5.55K
$186K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5.5KNew |
$166K - $201K
|
5.5K
$185K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.48K+ 6.32% |
$165K - $200K
|
92.2K
$3.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
5.19K+ 10.54% |
$157K - $190K
|
54.5K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.1K+ 25.45% |
$154K - $187K
|
25.1K
$843K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.88K+ 216.88% |
$147K - $179K
|
7.13K
$239K
|