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 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58- 0.88% |
$1.89K - $2.15K
|
6.52K
$219K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-85- 1.39% |
$2.77K - $3.16K
|
6.05K
$203K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-146- 0.7% |
$4.77K - $5.42K
|
20.6K
$691K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-198- 2.16% |
$6.46K - $7.35K
|
8.99K
$302K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-234- 1.43% |
$7.64K - $8.69K
|
16.1K
$540K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-252- 3.67% |
$8.23K - $9.36K
|
6.61K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-267- 3.95% |
$8.71K - $9.92K
|
6.5K
$218K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 0.69% |
$9.79K - $11.1K
|
43.3K
$1.45M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-315- 10.01% |
$10.3K - $11.7K
|
2.83K
$95K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-322- 2.5% |
$10.5K - $12K
|
12.6K
$422K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-324- 2.14% |
$10.6K - $12K
|
14.8K
$498K
|
|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
SELL
|
- |
-395- 0.31% |
$12.9K - $14.7K
|
129K
$4.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-395- 4.46% |
$12.9K - $14.7K
|
8.46K
$284K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-412- 3.17% |
$13.4K - $15.3K
|
12.6K
$422K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.83% |
$16.3K - $18.6K
|
59.8K
$2.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-510- 3.45% |
$16.6K - $18.9K
|
14.3K
$480K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-531- 5.34% |
$17.3K - $19.7K
|
9.42K
$316K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-570- 2.37% |
$18.6K - $21.2K
|
23.5K
$788K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-621- 6.1% |
$20.3K - $23.1K
|
9.56K
$321K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-681- 7.62% |
$22.2K - $25.3K
|
8.25K
$277K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.09K- 0.44% |
$35.6K - $40.6K
|
250K
$8.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 41.06% |
$43.1K - $49K
|
1.9K
$63.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.38K- 14.25% |
$45K - $51.2K
|
8.3K
$278K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.57K- 35.85% |
$51.2K - $58.3K
|
2.81K
$94.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2.43K- 0.84% |
$79.4K - $90.3K
|
287K
$9.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.49K- 2.59% |
$81.2K - $92.4K
|
93.6K
$3.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.76K- 10.5% |
$90.1K - $103K
|
23.5K
$789K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.89K- 3.96% |
$94.3K - $107K
|
70.1K
$2.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.02K- 2.17% |
$98.7K - $112K
|
136K
$4.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.61K- 21.84% |
$118K - $134K
|
12.9K
$433K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.2K- 7.81% |
$202K - $230K
|
73.2K
$2.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.5K- 5.47% |
$474K - $539K
|
251K
$8.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-24.7K- 61.0% |
$805K - $916K
|
15.8K
$529K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-29.7K- 21.04% |
$969K - $1.1M
|
111K
$3.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-32.4K- 5.2% |
$1.06M - $1.2M
|
590K
$19.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-138K- 85.51% |
$4.5M - $5.12M
|
23.4K
$783K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.89M- 83.33% |
$61.7M - $70.3M
|
378K
$12.7M
|