Purchases and Sales Made in Q3 2025 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q3 2025. 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 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
79.4KNew |
$2.59M - $2.95M
|
79.4K
$2.66M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
57.4K+ 197.81% |
$1.87M - $2.13M
|
86.4K
$2.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
49.1K+ 66.09% |
$1.6M - $1.82M
|
123K
$4.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
44K+ 26.72% |
$1.44M - $1.64M
|
209K
$7.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38.6K+ 15.52% |
$1.26M - $1.43M
|
287K
$9.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
37.3KNew |
$1.22M - $1.39M
|
37.3K
$1.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
28.8K+ 11.68% |
$940K - $1.07M
|
276K
$9.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
13.9K+ 10.6% |
$453K - $516K
|
145K
$4.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.9K+ 111.48% |
$453K - $515K
|
26.3K
$882K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
11.2K+ 13.66% |
$366K - $416K
|
93.2K
$3.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
10.6K+ 2.38% |
$346K - $393K
|
456K
$15.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.4K+ 4.28% |
$340K - $387K
|
254K
$8.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.09K+ 7.93% |
$231K - $263K
|
96.4K
$3.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4.2K+ 4.5% |
$137K - $156K
|
97.6K
$3.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.01K+ 61.64% |
$131K - $149K
|
10.5K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.72K+ 25.89% |
$121K - $138K
|
18.1K
$606K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.3K+ 7.24% |
$108K - $123K
|
48.9K
$1.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.22K+ 2455.73% |
$105K - $119K
|
3.35K
$112K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.21K+ 69.85% |
$105K - $119K
|
7.8K
$262K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.11K+ 37.91% |
$102K - $116K
|
11.3K
$380K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.74K+ 9.19% |
$56.8K - $64.6K
|
20.7K
$694K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.51K+ 336.3% |
$49.3K - $56.1K
|
1.96K
$65.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
1.16K+ 3.56% |
$37.9K - $43.1K
|
33.7K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.05K+ 8.83% |
$34.4K - $39.1K
|
13K
$436K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$32.6K - $37.1K
|
1K
$33.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
987New |
$32.2K - $36.7K
|
987
$33.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
885+ 21.02% |
$28.9K - $32.9K
|
5.1K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
851+ 7.64% |
$27.8K - $31.6K
|
12K
$402K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
661+ 7.76% |
$21.6K - $24.5K
|
9.18K
$308K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
475New |
$15.5K - $17.6K
|
475
$15.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
300+ 2142.86% |
$9.79K - $11.1K
|
314
$10.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
254New |
$8.29K - $9.43K
|
254
$8.52K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
183+ 1.05% |
$5.97K - $6.8K
|
17.6K
$591K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160+ 123.08% |
$5.22K - $5.94K
|
290
$9.73K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
115+ 1.62% |
$3.75K - $4.27K
|
7.22K
$242K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
106+ 1.43% |
$3.46K - $3.94K
|
7.52K
$252K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
67New |
$2.19K - $2.49K
|
67
$2.25K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 0.66% |
$1.31K - $1.49K
|
6.06K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.23% |
$522 - $594
|
6.85K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$457 - $520
|
14
$470
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 4.52% |
$261 - $297
|
185
$6.21K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 9.09% |
$163 - $186
|
60
$2.01K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 0.84% |
$131 - $149
|
478
$16K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$32.6 - $37.1
|
102
$3.42K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 16.67% |
$65.3 - $74.3
|
10
$336
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-5- 0.04% |
$163 - $186
|
11.7K
$393K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 12.82% |
$163 - $186
|
34
$1.14K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-40- 5.2% |
$1.31K - $1.49K
|
729
$24.5K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-40- 0.35% |
$1.31K - $1.49K
|
11.3K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58- 0.88% |
$1.89K - $2.15K
|
6.52K
$219K
|