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 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-124- 2.51% |
$2.76K - $3.11K
|
4.82K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-136- 0.43% |
$3.02K - $3.41K
|
31.3K
$982K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-153- 1.23% |
$3.4K - $3.83K
|
12.3K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-190- 0.66% |
$4.22K - $4.76K
|
28.6K
$898K
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-199- 1.67% |
$4.42K - $4.98K
|
11.7K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-249- 77.57% |
$5.54K - $6.24K
|
72
$2.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-262- 2.89% |
$5.82K - $6.56K
|
8.8K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-266- 19.85% |
$5.91K - $6.66K
|
1.07K
$33.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-272- 0.43% |
$6.05K - $6.81K
|
62.3K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-299- 24.96% |
$6.65K - $7.49K
|
899
$28.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-301- 2.54% |
$6.69K - $7.54K
|
11.6K
$363K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-371- 2.04% |
$8.25K - $9.29K
|
17.8K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-412- 7.23% |
$9.16K - $10.3K
|
5.29K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-415- 0.14% |
$9.23K - $10.4K
|
290K
$9.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-502- 2.37% |
$11.2K - $12.6K
|
20.6K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-524- 3.85% |
$11.6K - $13.1K
|
13.1K
$410K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-540- 1.21% |
$12K - $13.5K
|
44K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-550- 63.81% |
$12.2K - $13.8K
|
312
$9.79K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-669- 6.88% |
$14.9K - $16.8K
|
9.05K
$284K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-716- 1.91% |
$15.9K - $17.9K
|
36.7K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-809- 15.28% |
$18K - $20.3K
|
4.49K
$141K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-890- 8.83% |
$19.8K - $22.3K
|
9.19K
$288K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-915- 11.93% |
$20.3K - $22.9K
|
6.76K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-982- 8.31% |
$21.8K - $24.6K
|
10.8K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-1K- 0.22% |
$22.2K - $25.1K
|
464K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1K- 9.09% |
$22.2K - $25.1K
|
10K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.01K- 6.24% |
$22.3K - $25.2K
|
15.1K
$474K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.02K- 10.05% |
$22.6K - $25.5K
|
9.11K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.13K- 0.2% |
$25.1K - $28.2K
|
555K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 4.03% |
$29.3K - $33.1K
|
31.4K
$987K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.34K- 8.04% |
$29.7K - $33.5K
|
15.3K
$481K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.42K- 18.63% |
$31.5K - $35.5K
|
6.2K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.54K- 5.32% |
$34.3K - $38.7K
|
27.5K
$862K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.65K- 13.68% |
$36.8K - $41.4K
|
10.4K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.67K- 3.44% |
$37.1K - $41.8K
|
46.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.67K- 0.97% |
$37.1K - $41.8K
|
171K
$5.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.78K- 59.66% |
$39.5K - $44.5K
|
1.2K
$37.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.83K- 15.24% |
$40.7K - $45.9K
|
10.2K
$319K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.84K- 2.57% |
$40.9K - $46.1K
|
69.8K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.87K- 10.18% |
$41.6K - $46.9K
|
16.5K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.9K- 1.69% |
$42.2K - $47.6K
|
110K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-1.99K- 0.34% |
$44.2K - $49.8K
|
582K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.15K- 11.22% |
$47.8K - $53.8K
|
17K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.49K- 64.81% |
$55.4K - $62.5K
|
1.35K
$42.5K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.8K- 22.68% |
$62.3K - $70.2K
|
9.56K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.84K- 9.91% |
$63.2K - $71.2K
|
25.8K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.86K- 37.19% |
$63.7K - $71.7K
|
4.84K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.97K- 8.26% |
$66K - $74.3K
|
33K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.22K- 19.03% |
$71.6K - $80.7K
|
13.7K
$430K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3.31K- 79.52% |
$73.6K - $82.9K
|
852
$26.7K
|