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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
139+ 1.54% |
$4.2K - $5.09K
|
9.19K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
122+ 4.21% |
$3.68K - $4.46K
|
3.02K
$101K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
121+ 0.85% |
$3.65K - $4.43K
|
14.4K
$482K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 86.33% |
$3.62K - $4.39K
|
259
$8.69K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119+ 1.42% |
$3.59K - $4.35K
|
8.52K
$286K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
117+ 0.24% |
$3.53K - $4.28K
|
47.9K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
111New |
$3.35K - $4.06K
|
111
$3.72K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
105+ 403.85% |
$3.17K - $3.84K
|
131
$4.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
103+ 58.19% |
$3.11K - $3.77K
|
280
$9.39K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.62% |
$3.02K - $3.66K
|
16.3K
$548K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.17% |
$3.02K - $3.66K
|
60.3K
$2.02M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.19% |
$3.02K - $3.66K
|
51.6K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
92+ 5.72% |
$2.78K - $3.37K
|
1.7K
$57.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
80+ 0.83% |
$2.41K - $2.93K
|
9.77K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
78+ 42.39% |
$2.35K - $2.85K
|
262
$8.79K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
74+ 1.14% |
$2.23K - $2.71K
|
6.58K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
60+ 0.86% |
$1.81K - $2.2K
|
7.07K
$237K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
56+ 7.71% |
$1.69K - $2.05K
|
782
$26.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
55New |
$1.66K - $2.01K
|
55
$1.85K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
51+ 10.63% |
$1.54K - $1.87K
|
531
$17.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 50.0% |
$1.51K - $1.83K
|
150
$5.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
48New |
$1.45K - $1.76K
|
48
$1.61K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
48+ 0.49% |
$1.45K - $1.76K
|
9.81K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
43+ 5.63% |
$1.3K - $1.57K
|
807
$27.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
42New |
$1.27K - $1.54K
|
42
$1.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
39+ 22.94% |
$1.18K - $1.43K
|
209
$7.01K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
35New |
$1.06K - $1.28K
|
35
$1.17K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 0.07% |
$905 - $1.1K
|
45.6K
$1.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
29New |
$875 - $1.06K
|
29
$973
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29+ 1.11% |
$875 - $1.06K
|
2.63K
$88.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
28+ 0.4% |
$845 - $1.02K
|
7.09K
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21+ 13.46% |
$634 - $768
|
177
$5.94K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.36% |
$634 - $768
|
5.9K
$198K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
19+ 158.33% |
$573 - $695
|
31
$1.04K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16New |
$483 - $585
|
16
$537
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 2.24% |
$453 - $549
|
684
$22.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
14+ 2.13% |
$423 - $512
|
671
$22.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
14+ 0.12% |
$423 - $512
|
11.7K
$393K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
12+ 4.98% |
$362 - $439
|
253
$8.49K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 10.26% |
$362 - $439
|
129
$4.33K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11New |
$332 - $402
|
11
$369
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
10New |
$302 - $366
|
10
$336
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
9+ 225.0% |
$272 - $329
|
13
$436
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9New |
$272 - $329
|
9
$302
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8+ 200.0% |
$241 - $293
|
12
$403
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 114.29% |
$241 - $293
|
15
$503
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 21.88% |
$211 - $256
|
39
$1.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7+ 0.67% |
$211 - $256
|
1.05K
$35.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 100.0% |
$211 - $256
|
14
$470
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6New |
$181 - $220
|
6
$201
|