Purchases and Sales Made in Q3 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.42K+ 1314.67% |
$54.8K - $66.8K
|
2.6K
$78.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
2.41K+ 4.22% |
$54.7K - $66.6K
|
59.6K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.39K+ 13.54% |
$54.2K - $66K
|
20K
$603K
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
2.02K+ 2.68% |
$45.8K - $55.7K
|
77.3K
$2.33M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.93K+ 16.53% |
$43.7K - $53.2K
|
13.6K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.86K+ 16.18% |
$42.3K - $51.4K
|
13.4K
$403K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.61K+ 97.64% |
$36.6K - $44.5K
|
3.27K
$98.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 82.5% |
$35K - $42.6K
|
3.41K
$103K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.47K+ 4.21% |
$33.4K - $40.6K
|
36.5K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.13K+ 31.8% |
$25.7K - $31.3K
|
4.7K
$141K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.05K+ 9.7% |
$23.8K - $29K
|
11.9K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.02K+ 2.86% |
$23.1K - $28.1K
|
36.6K
$1.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
999+ 92.84% |
$22.6K - $27.6K
|
2.08K
$62.4K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
983+ 7.26% |
$22.3K - $27.1K
|
14.5K
$437K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
975New |
$22.1K - $26.9K
|
975
$29.3K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
888New |
$20.1K - $24.5K
|
888
$26.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
855+ 6.1% |
$19.4K - $23.6K
|
14.9K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
650New |
$14.7K - $17.9K
|
650
$19.6K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
637+ 100.0% |
$14.4K - $17.6K
|
1.27K
$38.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
625+ 5.26% |
$14.2K - $17.3K
|
12.5K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
621+ 1.92% |
$14.1K - $17.1K
|
33K
$994K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
526+ 2.49% |
$11.9K - $14.5K
|
21.6K
$651K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
476+ 32.74% |
$10.8K - $13.1K
|
1.93K
$58.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
470+ 0.51% |
$10.7K - $13K
|
91.8K
$2.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
428+ 26.65% |
$9.7K - $11.8K
|
2.03K
$61.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
359+ 2.27% |
$8.14K - $9.91K
|
16.2K
$488K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
332New |
$7.53K - $9.16K
|
332
$9.99K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
331+ 0.04% |
$7.5K - $9.14K
|
797K
$24M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
327New |
$7.41K - $9.03K
|
327
$9.84K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
316+ 11.39% |
$7.16K - $8.72K
|
3.09K
$93K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$6.8K - $8.28K
|
300
$9.03K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
259+ 52.75% |
$5.87K - $7.15K
|
750
$22.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
244+ 118.45% |
$5.53K - $6.73K
|
450
$13.5K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
230+ 155.41% |
$5.21K - $6.35K
|
378
$11.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
177+ 1.48% |
$4.01K - $4.89K
|
12.1K
$364K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
174+ 193.33% |
$3.94K - $4.8K
|
264
$7.94K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
148+ 9.94% |
$3.36K - $4.08K
|
1.64K
$49.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
147New |
$3.33K - $4.06K
|
147
$4.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
144+ 342.86% |
$3.26K - $3.97K
|
186
$5.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
134+ 1.89% |
$3.04K - $3.7K
|
7.21K
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
133+ 86.36% |
$3.02K - $3.67K
|
287
$8.64K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
128New |
$2.9K - $3.53K
|
128
$3.85K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
115+ 118.56% |
$2.61K - $3.17K
|
212
$6.38K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108New |
$2.45K - $2.98K
|
108
$3.25K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
100+ 16.67% |
$2.27K - $2.76K
|
700
$21.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.28% |
$2.27K - $2.76K
|
35.9K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100New |
$2.27K - $2.76K
|
100
$3.01K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
84New |
$1.9K - $2.32K
|
84
$2.53K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 284.0% |
$1.61K - $1.96K
|
96
$2.89K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
68New |
$1.54K - $1.88K
|
68
$2.05K
|