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 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$93 - $121
|
4
$129
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 12.5% |
$69.7 - $91.1
|
27
$873
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.58% |
$69.7 - $91.1
|
193
$6.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.35% |
$69.7 - $91.1
|
855
$27.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.49% |
$23.2 - $30.4
|
68
$2.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.33% |
$23.2 - $30.4
|
29
$938
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.01% |
$46.5 - $60.7
|
19.6K
$634K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 16.67% |
$116 - $152
|
25
$809
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 2.09% |
$232 - $304
|
468
$15.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11- 0.78% |
$256 - $334
|
1.4K
$45.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-13- 0.12% |
$302 - $395
|
10.9K
$351K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-15- 1.44% |
$349 - $456
|
1.03K
$33.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.13% |
$465 - $607
|
15.1K
$488K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-48- 28.4% |
$1.12K - $1.46K
|
121
$3.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-50- 0.56% |
$1.16K - $1.52K
|
8.83K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59- 0.41% |
$1.37K - $1.79K
|
14.3K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-74- 1.54% |
$1.72K - $2.25K
|
4.75K
$154K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-95- 45.24% |
$2.21K - $2.89K
|
115
$3.72K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.2% |
$2.32K - $3.04K
|
50.9K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-127- 64.47% |
$2.95K - $3.86K
|
70
$2.26K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-128- 37.54% |
$2.97K - $3.89K
|
213
$6.89K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-129- 0.03% |
$3K - $3.92K
|
475K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-129- 1.43% |
$3K - $3.92K
|
8.92K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-135- 4.34% |
$3.14K - $4.1K
|
2.98K
$96.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 6.59% |
$3.21K - $4.19K
|
1.96K
$63.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-139- 1.62% |
$3.23K - $4.22K
|
8.44K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-157- 1.4% |
$3.65K - $4.77K
|
11.1K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-161- 3.59% |
$3.74K - $4.89K
|
4.32K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-165- 0.39% |
$3.83K - $5.01K
|
42.4K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-175- 0.59% |
$4.07K - $5.31K
|
29.6K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-221- 70.83% |
$5.14K - $6.71K
|
91
$2.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-282- 0.53% |
$6.55K - $8.56K
|
53.3K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-300- 50.0% |
$6.97K - $9.11K
|
300
$9.71K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-316- 1.15% |
$7.34K - $9.6K
|
27.1K
$876K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-382- 3.44% |
$8.88K - $11.6K
|
10.7K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-389- 2.34% |
$9.04K - $11.8K
|
16.2K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-391- 4.4% |
$9.09K - $11.9K
|
8.49K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-406- 3.99% |
$9.44K - $12.3K
|
9.78K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-443- 1.47% |
$10.3K - $13.5K
|
29.6K
$959K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-493- 0.12% |
$11.5K - $15K
|
396K
$12.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 12.74% |
$11.6K - $15.2K
|
3.43K
$111K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-637- 50.0% |
$14.8K - $19.3K
|
637
$20.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-640- 3.28% |
$14.9K - $19.4K
|
18.9K
$611K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-733- 48.96% |
$17K - $22.3K
|
764
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-846- 0.72% |
$19.7K - $25.7K
|
117K
$3.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-922- 22.45% |
$21.4K - $28K
|
3.19K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-934- 22.17% |
$21.7K - $28.4K
|
3.28K
$106K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-948- 21.74% |
$22K - $28.8K
|
3.41K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 13.25% |
$24.3K - $31.7K
|
6.84K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.05K- 2.37% |
$24.3K - $31.7K
|
43K
$1.39M
|