Purchases and Sales Made in Q3 2024 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
8.88KNew |
$197K - $222K
|
8.88K
$280K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.58KNew |
$191K - $215K
|
8.58K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.54KNew |
$190K - $214K
|
8.54K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8.51KNew |
$189K - $213K
|
8.51K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
8.5KNew |
$189K - $213K
|
8.5K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
8.3K+ 9.97% |
$184K - $208K
|
91.5K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.28KNew |
$184K - $207K
|
8.28K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
7.98K+ 25.61% |
$177K - $200K
|
39.2K
$1.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.92K+ 3901.97% |
$176K - $198K
|
8.12K
$256K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
7.27K+ 7.5% |
$162K - $182K
|
104K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
7.26K+ 5.7% |
$161K - $182K
|
135K
$4.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
6.85K+ 3.88% |
$152K - $172K
|
183K
$5.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.07K+ 16.63% |
$135K - $152K
|
42.6K
$1.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.66K+ 46.86% |
$126K - $142K
|
17.7K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5K+ 0.89% |
$111K - $125K
|
565K
$17.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
4.54K+ 3.52% |
$101K - $114K
|
133K
$4.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.52K+ 3.4% |
$101K - $113K
|
138K
$4.34M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.4K+ 57.58% |
$97.9K - $110K
|
12.1K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.3K+ 75.44% |
$95.6K - $108K
|
10K
$315K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.2K+ 9.94% |
$93.5K - $105K
|
46.5K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
3.77KNew |
$83.8K - $94.4K
|
3.77K
$119K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.69K+ 140.58% |
$82.1K - $92.5K
|
6.32K
$199K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
3.39K+ 4.15% |
$75.3K - $84.9K
|
85.1K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.23K+ 22.0% |
$71.8K - $80.9K
|
17.9K
$565K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.19K+ 15.31% |
$70.8K - $79.8K
|
24K
$757K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.18K+ 1.47% |
$70.7K - $79.7K
|
220K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.15K+ 19.53% |
$70.1K - $79K
|
19.3K
$608K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.12K+ 13.11% |
$69.3K - $78.1K
|
26.9K
$848K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.06K+ 1537.19% |
$68K - $76.6K
|
3.26K
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.85K+ 0.9% |
$63.4K - $71.4K
|
321K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.61K+ 2.93% |
$58K - $65.3K
|
91.8K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.6K+ 0.36% |
$57.7K - $65K
|
723K
$22.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Kendall Capital Management
|
BUY
|
- |
2.59K+ 19.78% |
$57.5K - $64.8K
|
15.7K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.51K+ 5.9% |
$55.8K - $62.9K
|
45.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.43K+ 11.7% |
$53.9K - $60.8K
|
23.2K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.26K+ 2.22% |
$50.2K - $56.6K
|
104K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.21KNew |
$49K - $55.2K
|
2.21K
$69.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
2.16K+ 2.7% |
$48K - $54.1K
|
82.1K
$2.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.08K+ 2.6% |
$46.2K - $52.1K
|
82.1K
$2.59M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
2.07K+ 0.42% |
$46K - $51.9K
|
495K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.7K+ 6.62% |
$37.8K - $42.6K
|
27.4K
$864K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 6.1% |
$37.8K - $42.6K
|
29.6K
$932K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.69K+ 2.89% |
$37.7K - $42.4K
|
60.4K
$1.9M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.69K+ 7.47% |
$37.6K - $42.3K
|
24.3K
$767K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.6K+ 1.8% |
$35.5K - $40.1K
|
90.3K
$2.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 13.47% |
$35.2K - $39.7K
|
13.4K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.57K+ 0.97% |
$34.8K - $39.2K
|
163K
$5.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 3.51% |
$33.3K - $37.5K
|
44.1K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.44K+ 332.79% |
$32K - $36.1K
|
1.87K
$59.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.41K+ 13.42% |
$31.4K - $35.4K
|
11.9K
$377K
|