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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Sasco Capital Inc
|
BUY
|
- |
130+ 0.27% |
$2.89K - $3.26K
|
48.7K
$1.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123+ 0.63% |
$2.73K - $3.08K
|
19.5K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 426.92% |
$2.47K - $2.78K
|
137
$4.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
100+ 0.34% |
$2.22K - $2.51K
|
29.8K
$935K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
97New |
$2.16K - $2.43K
|
97
$3.04K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
90+ 3.45% |
$2K - $2.25K
|
2.7K
$84.8K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 11.92% |
$2K - $2.25K
|
845
$26.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
85New |
$1.89K - $2.13K
|
85
$2.67K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
84New |
$1.87K - $2.1K
|
84
$2.64K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
80New |
$1.78K - $2K
|
80
$2.51K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
70New |
$1.56K - $1.75K
|
70
$2.2K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
66+ 13.31% |
$1.47K - $1.65K
|
562
$17.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63New |
$1.4K - $1.58K
|
63
$1.98K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52+ 0.59% |
$1.16K - $1.3K
|
8.88K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
49+ 0.01% |
$1.09K - $1.23K
|
396K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
48New |
$1.07K - $1.2K
|
48
$1.51K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 2.31% |
$1.02K - $1.15K
|
2.04K
$63.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
44+ 338.46% |
$978 - $1.1K
|
57
$1.79K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40+ 2.75% |
$889 - $1K
|
1.5K
$47K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
30New |
$667 - $752
|
30
$941
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 0.81% |
$556 - $626
|
3.11K
$97.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21New |
$467 - $526
|
21
$659
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21New |
$467 - $526
|
21
$659
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.31% |
$400 - $451
|
5.88K
$184K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
17+ 6.72% |
$378 - $426
|
270
$8.47K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.37% |
$333 - $376
|
4.11K
$129K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
12+ 42.86% |
$267 - $301
|
40
$1.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$222 - $251
|
10
$314
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7+ 0.05% |
$156 - $175
|
14.7K
$461K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 300.0% |
$133 - $150
|
8
$251
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 25.0% |
$111 - $125
|
25
$785
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.18% |
$66.7 - $75.2
|
1.69K
$53.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.6% |
$66.7 - $75.2
|
190
$5.96K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$66.7 - $75.2
|
3
$94.1
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 1.19% |
$66.7 - $75.2
|
256
$8.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2+ 9.09% |
$44.5 - $50.1
|
24
$753
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2+ 1.03% |
$44.5 - $50.1
|
197
$6.18K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 7.14% |
$44.5 - $50.1
|
30
$941
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.52% |
$22.2 - $25.1
|
67
$2.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 6.19% |
$267 - $301
|
182
$5.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 12.44% |
$534 - $601
|
169
$5.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-29- 9.32% |
$645 - $726
|
282
$8.85K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-30- 1.2% |
$667 - $752
|
2.48K
$77.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-58- 0.61% |
$1.29K - $1.45K
|
9.39K
$295K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-68- 0.25% |
$1.51K - $1.7K
|
27.5K
$862K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93- 10.83% |
$2.07K - $2.33K
|
766
$24K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-97- 0.09% |
$2.16K - $2.43K
|
111K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.6% |
$2.22K - $2.51K
|
16.6K
$522K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.23% |
$2.22K - $2.51K
|
43.5K
$1.36M
|