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 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
965+ 43.18% |
$29.1K - $35.3K
|
3.2K
$107K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
960+ 8.25% |
$29K - $35.1K
|
12.6K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
933+ 61.06% |
$28.2K - $34.1K
|
2.46K
$82.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
931+ 5.17% |
$28.1K - $34.1K
|
18.9K
$635K
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
922+ 0.99% |
$27.8K - $33.7K
|
93.6K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
893+ 5.91% |
$27K - $32.7K
|
16K
$537K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
849New |
$25.6K - $31.1K
|
849
$28.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
842+ 5.22% |
$25.4K - $30.8K
|
17K
$570K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
778+ 1.64% |
$23.5K - $28.5K
|
48.4K
$1.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
758+ 2.28% |
$22.9K - $27.7K
|
34K
$1.14M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
741New |
$22.4K - $27.1K
|
741
$24.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
699+ 2.94% |
$21.1K - $25.6K
|
24.5K
$822K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
676+ 4.48% |
$20.4K - $24.7K
|
15.7K
$528K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
664New |
$20K - $24.3K
|
664
$22.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
645New |
$19.5K - $23.6K
|
645
$21.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
641+ 0.13% |
$19.3K - $23.5K
|
496K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
640+ 100.0% |
$19.3K - $23.4K
|
1.28K
$42.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
635+ 2540.0% |
$19.2K - $23.2K
|
660
$22.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$18.1K - $22K
|
600
$20.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
574+ 36.89% |
$17.3K - $21K
|
2.13K
$71.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
570+ 0.8% |
$17.2K - $20.9K
|
71.7K
$2.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
550+ 1.53% |
$16.6K - $20.1K
|
36.5K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
472+ 6.8% |
$14.2K - $17.3K
|
7.41K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
433+ 2547.06% |
$13.1K - $15.8K
|
450
$15.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
407+ 1.53% |
$12.3K - $14.9K
|
27K
$907K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
393+ 14.26% |
$11.9K - $14.4K
|
3.15K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
385+ 4.2% |
$11.6K - $14.1K
|
9.54K
$320K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
373New |
$11.3K - $13.6K
|
373
$12.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
369New |
$11.1K - $13.5K
|
369
$12.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
318New |
$9.6K - $11.6K
|
318
$10.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
300+ 0.54% |
$9.05K - $11K
|
56.2K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
297+ 2.55% |
$8.96K - $10.9K
|
11.9K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
294+ 4.2% |
$8.87K - $10.8K
|
7.3K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
277+ 0.28% |
$8.36K - $10.1K
|
98.8K
$3.32M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
270New |
$8.15K - $9.88K
|
270
$9.06K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
266+ 6.15% |
$8.03K - $9.73K
|
4.59K
$154K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
259+ 1.72% |
$7.82K - $9.48K
|
15.3K
$513K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
252+ 2.44% |
$7.61K - $9.22K
|
10.6K
$355K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
235+ 1468.75% |
$7.09K - $8.6K
|
251
$8.42K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
223+ 2.77% |
$6.73K - $8.16K
|
8.27K
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
219+ 5.57% |
$6.61K - $8.01K
|
4.15K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
195New |
$5.89K - $7.14K
|
195
$6.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
187+ 7.66% |
$5.64K - $6.84K
|
2.63K
$88.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
185New |
$5.58K - $6.77K
|
185
$6.21K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
185New |
$5.58K - $6.77K
|
185
$6.21K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
181+ 0.96% |
$5.46K - $6.62K
|
19K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
169+ 111.92% |
$5.1K - $6.18K
|
320
$10.7K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
163+ 2328.57% |
$4.92K - $5.96K
|
170
$5.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
161+ 3.98% |
$4.86K - $5.89K
|
4.21K
$141K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
143+ 0.83% |
$4.32K - $5.23K
|
17.4K
$585K
|