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 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-748- 11.76% |
$22.6K - $27.4K
|
5.61K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-753- 6.93% |
$22.7K - $27.6K
|
10.1K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-784- 6.57% |
$23.7K - $28.7K
|
11.1K
$374K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-786- 4.44% |
$23.7K - $28.8K
|
16.9K
$568K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-814- 8.42% |
$24.6K - $29.8K
|
8.85K
$297K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-845- 2.29% |
$25.5K - $30.9K
|
36.1K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-862- 11.3% |
$26K - $31.5K
|
6.77K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-876- 11.96% |
$26.4K - $32.1K
|
6.45K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-900- 0.64% |
$27.2K - $32.9K
|
139K
$4.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-902- 4.36% |
$27.2K - $33K
|
19.8K
$663K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-960- 30.24% |
$29K - $35.1K
|
2.22K
$74.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1K- 9.38% |
$30.2K - $36.6K
|
9.67K
$325K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-1.02K- 0.65% |
$30.7K - $37.2K
|
155K
$5.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.08K- 13.16% |
$32.7K - $39.7K
|
7.15K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.11K- 4.41% |
$33.5K - $40.6K
|
24.1K
$807K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.13K- 18.09% |
$34K - $41.2K
|
5.1K
$171K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.2K- 6.22% |
$36.1K - $43.7K
|
18K
$605K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.21K- 15.67% |
$36.4K - $44.2K
|
6.5K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.26K- 5.2% |
$38.1K - $46.1K
|
23K
$771K
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.26K- 50.0% |
$38.1K - $46.2K
|
1.26K
$42.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.3K- 4.71% |
$39.2K - $47.6K
|
26.3K
$882K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.38K- 0.97% |
$41.7K - $50.5K
|
141K
$4.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.4K- 1.58% |
$42.2K - $51.1K
|
87.2K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.4K- 1.44% |
$42.2K - $51.2K
|
96.1K
$3.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.57K- 14.97% |
$47.4K - $57.4K
|
8.92K
$299K
|
|
|
Jul 28, 2025
Q2 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.6K- 14.07% |
$48.3K - $58.5K
|
9.77K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.66K- 1.18% |
$50.1K - $60.8K
|
139K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 13.61% |
$52.2K - $63.3K
|
11K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.74K- 1.91% |
$52.5K - $63.6K
|
89.3K
$3M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-1.79K- 95.61% |
$53.9K - $65.3K
|
82
$2.75K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.79K- 79.9% |
$53.9K - $65.3K
|
449
$15.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.9K- 17.1% |
$57.3K - $69.5K
|
9.21K
$309K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.93K- 2.37% |
$58.1K - $70.5K
|
79.4K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.06K- 15.59% |
$62.2K - $75.4K
|
11.2K
$374K
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 24.38% |
$65.6K - $79.5K
|
6.74K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.28K- 0.85% |
$68.8K - $83.4K
|
265K
$8.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-2.31K- 14.77% |
$69.6K - $84.3K
|
13.3K
$446K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.37K- 12.39% |
$71.6K - $86.8K
|
16.8K
$563K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-2.39K- 17.43% |
$72.1K - $87.5K
|
11.3K
$380K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.49K- 31.14% |
$75.1K - $91.1K
|
5.5K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-2.59K- 8.23% |
$78.1K - $94.7K
|
28.8K
$968K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-2.68K- 1.05% |
$80.7K - $97.9K
|
253K
$8.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.93K- 8.03% |
$88.5K - $107K
|
33.6K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.99K- 0.56% |
$90.3K - $109K
|
528K
$17.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-3K- 3.11% |
$90.5K - $110K
|
93.4K
$3.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-3.2K- 6.32% |
$96.4K - $117K
|
47.4K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.33K- 7.32% |
$100K - $122K
|
42.1K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.6K- 31.53% |
$109K - $132K
|
7.83K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-3.76K- 6.52% |
$113K - $137K
|
53.9K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.81K- 3.19% |
$115K - $139K
|
115K
$3.87M
|