Purchases and Sales Made in Q3 2022 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Kepos Capital LP
New York, NY |
BUY
|
- |
74+ 4.32% |
$2.39K - $7.41K
|
1.79K
$53.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
65+ 1.33% |
$2.1K - $6.51K
|
4.95K
$147K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
53+ 0.29% |
$1.71K - $5.31K
|
18.3K
$546K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
49New |
$1.58K - $4.91K
|
49
$1.46K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
47+ 0.65% |
$1.52K - $4.71K
|
7.25K
$216K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
35+ 55.56% |
$1.13K - $3.51K
|
98
$2.92K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 2.16% |
$1.03K - $3.21K
|
1.51K
$45.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32+ 48.48% |
$1.03K - $3.21K
|
98
$2.92K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
30+ 600.0% |
$970 - $3.01K
|
35
$1.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28+ 0.1% |
$905 - $2.81K
|
28.3K
$843K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
25New |
$808 - $2.51K
|
25
$745
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.41% |
$291 - $902
|
2.22K
$66.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3+ 0.04% |
$97 - $301
|
7.68K
$229K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3+ 0.47% |
$97 - $301
|
638
$19K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.67% |
$32.3 - $100
|
61
$1.82K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 11.11% |
$129 - $401
|
32
$954
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7- 0.03% |
$226 - $701
|
21.8K
$650K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8- 0.51% |
$259 - $802
|
1.55K
$46.2K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-9- 0.32% |
$291 - $902
|
2.81K
$83.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 52.63% |
$323 - $1K
|
9
$268
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-13- 25.0% |
$420 - $1.3K
|
39
$1.16K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-17- 27.87% |
$550 - $1.7K
|
44
$1.31K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-20- 6.87% |
$647 - $2K
|
271
$8.08K
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-24- 0.22% |
$776 - $2.4K
|
10.8K
$323K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-24- 0.34% |
$776 - $2.4K
|
7.12K
$212K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-25- 1.16% |
$808 - $2.51K
|
2.13K
$63.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-26- 12.94% |
$841 - $2.61K
|
175
$5.22K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.49% |
$938 - $2.91K
|
5.9K
$176K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-34- 64.15% |
$1.1K - $3.41K
|
19
$566
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-35- 3.06% |
$1.13K - $3.51K
|
1.11K
$33.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-42- 1.74% |
$1.36K - $4.21K
|
2.38K
$70.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-43Closed |
$1.39K - $4.31K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-61- 0.81% |
$1.97K - $6.11K
|
7.5K
$224K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-67- 82.72% |
$2.17K - $6.71K
|
14
$417
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-73- 0.3% |
$2.36K - $7.31K
|
23.9K
$714K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-84- 65.63% |
$2.72K - $8.42K
|
44
$1.31K
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.52% |
$3.23K - $10K
|
19K
$568K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-104- 66.24% |
$3.36K - $10.4K
|
53
$1.58K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-117- 0.14% |
$3.78K - $11.7K
|
83K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-117- 1.55% |
$3.78K - $11.7K
|
7.45K
$222K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-118- 11.18% |
$3.81K - $11.8K
|
937
$27.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-136- 6.36% |
$4.4K - $13.6K
|
2K
$59.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-144- 11.29% |
$4.66K - $14.4K
|
1.13K
$33.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146- 0.28% |
$4.72K - $14.6K
|
52.2K
$1.56M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-150- 50.0% |
$4.85K - $15K
|
150
$4.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-153- 4.79% |
$4.95K - $15.3K
|
3.04K
$90.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-180- 1.84% |
$5.82K - $18K
|
9.6K
$286K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-189- 0.74% |
$6.11K - $18.9K
|
25.3K
$755K
|