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 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$181 - $220
|
6
$201
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 33.33% |
$151 - $183
|
20
$671
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 0.64% |
$90.5 - $110
|
474
$15.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 0.09% |
$90.5 - $110
|
3.28K
$110K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.5% |
$90.5 - $110
|
203
$6.81K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 1.41% |
$90.5 - $110
|
216
$7.25K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.45% |
$30.2 - $36.6
|
70
$2.35K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$30.2 - $36.6
|
15.2K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 4.76% |
$30.2 - $36.6
|
22
$738
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 1.0% |
$30.2 - $36.6
|
101
$3.39K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$30.2 - $36.6
|
1
$33.6
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 0.03% |
$30.2 - $36.6
|
3.75K
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 13.33% |
$60.4 - $73.2
|
13
$436
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 62.5% |
$151 - $183
|
3
$101
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-6- 3.06% |
$181 - $220
|
190
$6.37K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 31.03% |
$272 - $329
|
20
$671
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.13% |
$272 - $329
|
6.83K
$229K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 25.0% |
$302 - $366
|
30
$1.01K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12- 0.2% |
$362 - $439
|
6.13K
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 4.98% |
$785 - $951
|
496
$16.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-35- 0.4% |
$1.06K - $1.28K
|
8.77K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-39- 0.44% |
$1.18K - $1.43K
|
8.75K
$294K
|
|
|
Jul 14, 2025
Q2 2025
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-40- 0.66% |
$1.21K - $1.46K
|
6.02K
$202K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-45- 0.14% |
$1.36K - $1.65K
|
32.6K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48- 0.69% |
$1.45K - $1.76K
|
6.87K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-50- 0.68% |
$1.51K - $1.83K
|
7.3K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-51- 0.01% |
$1.54K - $1.87K
|
534K
$17.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-80- 0.6% |
$2.41K - $2.93K
|
13.2K
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-83- 2.52% |
$2.5K - $3.04K
|
3.21K
$108K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-113- 1.73% |
$3.41K - $4.13K
|
6.4K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-127- 0.85% |
$3.83K - $4.65K
|
14.8K
$497K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-151- 0.73% |
$4.56K - $5.53K
|
20.5K
$687K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-161- 2.03% |
$4.86K - $5.89K
|
7.77K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-167- 25.11% |
$5.04K - $6.11K
|
498
$16.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-187- 2.87% |
$5.64K - $6.84K
|
6.34K
$213K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-190- 9.25% |
$5.73K - $6.95K
|
1.87K
$62.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-224- 3.52% |
$6.76K - $8.2K
|
6.15K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-246- 3.1% |
$7.42K - $9K
|
7.7K
$258K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-297- 1.5% |
$8.96K - $10.9K
|
19.6K
$657K
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-339- 3.82% |
$10.2K - $12.4K
|
8.54K
$287K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-379- 2.2% |
$11.4K - $13.9K
|
16.9K
$566K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-426- 3.2% |
$12.9K - $15.6K
|
12.9K
$433K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-621- 6.08% |
$18.7K - $22.7K
|
9.59K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-623- 5.01% |
$18.8K - $22.8K
|
11.8K
$396K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-626- 44.87% |
$18.9K - $22.9K
|
769
$25.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-630- 1.49% |
$19K - $23.1K
|
41.6K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-660- 0.71% |
$19.9K - $24.1K
|
92.9K
$3.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-703- 9.99% |
$21.2K - $25.7K
|
6.33K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-721- 4.2% |
$21.8K - $26.4K
|
16.5K
$552K
|