Purchases and Sales Made in Q4 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
805+ 0.16% |
$16.3K - $20K
|
497K
$16.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
790New |
$16K - $19.6K
|
790
$26.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
748New |
$15.2K - $18.6K
|
748
$24.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
739+ 4.02% |
$15K - $18.4K
|
19.1K
$635K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
700New |
$14.2K - $17.4K
|
700
$23.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
678+ 0.66% |
$13.7K - $16.9K
|
103K
$3.42M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
634+ 3.62% |
$12.8K - $15.8K
|
18.2K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
602+ 12.81% |
$12.2K - $15K
|
5.3K
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
503+ 4.16% |
$10.2K - $12.5K
|
12.6K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
491+ 66.8% |
$9.95K - $12.2K
|
1.23K
$40.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
402+ 25.95% |
$8.14K - $10K
|
1.95K
$64.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
395+ 12.09% |
$8K - $9.82K
|
3.66K
$122K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
386New |
$7.82K - $9.6K
|
386
$12.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
361New |
$7.31K - $8.98K
|
361
$12K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
356+ 2.62% |
$7.21K - $8.85K
|
14K
$463K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
289+ 2.44% |
$5.86K - $7.19K
|
12.1K
$402K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
289+ 2.44% |
$5.86K - $7.19K
|
12.1K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
261New |
$5.29K - $6.49K
|
261
$8.67K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
257+ 8.31% |
$5.21K - $6.39K
|
3.35K
$111K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
257New |
$5.21K - $6.39K
|
257
$8.53K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
250+ 12500.0% |
$5.07K - $6.22K
|
252
$8.37K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
240+ 0.21% |
$4.86K - $5.97K
|
113K
$3.75M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.4% |
$4.05K - $4.97K
|
50.3K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.56% |
$4.05K - $4.97K
|
36.1K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.34% |
$4.05K - $4.97K
|
59K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
198New |
$4.01K - $4.92K
|
198
$6.57K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
185+ 39.78% |
$3.75K - $4.6K
|
650
$21.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
183+ 9.48% |
$3.71K - $4.55K
|
2.11K
$70.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
169+ 26.95% |
$3.42K - $4.2K
|
796
$26.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
166+ 0.59% |
$3.36K - $4.13K
|
28.3K
$941K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
161New |
$3.26K - $4K
|
161
$5.35K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
158New |
$3.2K - $3.93K
|
158
$5.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
151New |
$3.06K - $3.76K
|
151
$5.01K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
149+ 1064.29% |
$3.02K - $3.71K
|
163
$5.41K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
149+ 1064.29% |
$3.02K - $3.71K
|
163
$5.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
144+ 0.31% |
$2.92K - $3.58K
|
46.6K
$1.55M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
142+ 15.99% |
$2.88K - $3.53K
|
1.03K
$34.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
135New |
$2.74K - $3.36K
|
135
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
122+ 0.19% |
$2.47K - $3.03K
|
63.6K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
118+ 25.05% |
$2.39K - $2.93K
|
589
$19.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
110+ 282.05% |
$2.23K - $2.74K
|
149
$4.95K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
91+ 24.07% |
$1.84K - $2.26K
|
469
$15.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
86New |
$1.74K - $2.14K
|
86
$2.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
67+ 11.02% |
$1.36K - $1.67K
|
675
$22.4K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
47+ 0.02% |
$952 - $1.17K
|
193K
$6.41M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40New |
$810 - $995
|
40
$1.33K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 39.0% |
$790 - $970
|
139
$4.61K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
29+ 1.76% |
$588 - $721
|
1.68K
$55.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
20New |
$405 - $497
|
20
$664
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 5.57% |
$324 - $398
|
303
$10.1K
|