Purchases and Sales Made in Q4 2024 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.76K+ 125.27% |
$180K - $236K
|
14K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.62KNew |
$177K - $231K
|
7.62K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$177K - $231K
|
7.61K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.52KNew |
$175K - $229K
|
7.52K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.15KNew |
$166K - $217K
|
7.15K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
7.14KNew |
$166K - $217K
|
7.14K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.1KNew |
$165K - $216K
|
7.1K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
6.87K+ 43.85% |
$160K - $208K
|
22.5K
$710K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.18K+ 7.73% |
$144K - $188K
|
86.1K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.59K+ 0.95% |
$130K - $170K
|
596K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
4.97K+ 2.71% |
$115K - $151K
|
188K
$5.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4KNew |
$93K - $121K
|
4K
$126K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
3.95K+ 6.96% |
$91.7K - $120K
|
60.6K
$1.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.85K+ 25.65% |
$89.4K - $117K
|
18.8K
$594K
|
|
|
Feb 10, 2025
Q4 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
3.82K+ 80.82% |
$88.7K - $116K
|
8.54K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.81K+ 35.89% |
$88.4K - $116K
|
14.4K
$454K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.25K+ 21.86% |
$75.4K - $98.6K
|
18.1K
$571K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
2.9KNew |
$67.3K - $88K
|
2.9K
$91.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
2.87K+ 2.15% |
$66.7K - $87.1K
|
136K
$4.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.8K+ 24.16% |
$65K - $85K
|
14.4K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.65K+ 16.88% |
$61.5K - $80.4K
|
18.3K
$578K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.54K+ 5.97% |
$59K - $77.1K
|
45.1K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.49K+ 16.93% |
$57.9K - $75.7K
|
17.2K
$543K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.47KNew |
$57.4K - $75K
|
2.47K
$77.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.37K+ 2.23% |
$55.1K - $72K
|
109K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.29K+ 84.93% |
$53.3K - $69.7K
|
5K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.08KNew |
$48.3K - $63.1K
|
2.08K
$65.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 100.19% |
$48.3K - $63.1K
|
4.15K
$131K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.95K+ 3.22% |
$45.2K - $59.1K
|
62.3K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92K+ 21.05% |
$44.6K - $58.2K
|
11K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7KNew |
$39.5K - $51.6K
|
1.7K
$53.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.7K+ 628.89% |
$39.5K - $51.6K
|
1.97K
$62.1K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.53K+ 10.98% |
$35.7K - $46.6K
|
15.5K
$489K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.51K+ 23.81% |
$35K - $45.7K
|
7.83K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.5KNew |
$34.9K - $45.6K
|
1.5K
$47.3K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.48K+ 1.42% |
$34.3K - $44.9K
|
105K
$3.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.31KNew |
$30.4K - $39.8K
|
1.31K
$41.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.28KNew |
$29.6K - $38.7K
|
1.28K
$40.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 18.52% |
$29.3K - $38.3K
|
8.06K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.26KNew |
$29.2K - $38.2K
|
1.26K
$39.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.2K+ 9.02% |
$28K - $36.6K
|
14.6K
$459K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 4.37% |
$27.3K - $35.7K
|
28.1K
$885K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1K+ 6.13% |
$25.5K - $33.3K
|
19K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.08K+ 11.71% |
$25K - $32.6K
|
10.3K
$323K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.05K+ 31.68% |
$24.4K - $31.9K
|
4.36K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.05KNew |
$24.4K - $31.9K
|
1.05K
$33.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.04K+ 130.65% |
$24.2K - $31.6K
|
1.84K
$57.9K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
960New |
$22.3K - $29.2K
|
960
$30.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
858+ 45.78% |
$19.9K - $26.1K
|
2.73K
$86.1K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
800+ 7.37% |
$18.6K - $24.3K
|
11.7K
$367K
|