Latest Institutional Transactions on Ugi Corp (UGI)
This table provides information on the latest institutional transactions involving Ugi Corp (UGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-426- 3.2% |
$12.9K - $15.6K
|
12.9K
$455K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-151- 0.73% |
$4.56K - $5.53K
|
20.5K
$723K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
143+ 0.83% |
$4.32K - $5.23K
|
17.4K
$615K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
270New |
$8.15K - $9.88K
|
270
$9.53K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.31K+ 112.02% |
$69.8K - $84.6K
|
4.38K
$154K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 4.98% |
$785 - $951
|
496
$17.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4K+ 58.92% |
$121K - $146K
|
10.8K
$381K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
219+ 5.57% |
$6.61K - $8.01K
|
4.15K
$146K
|
|
| Q1 2025 | |||||||
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
69New |
$1.93K - $2.36K
|
69
$2.44K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
10New |
$280 - $342
|
10
$353
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.3K- 93.67% |
$932K - $1.14M
|
2.25K
$79.4K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.25K+ 4.97% |
$63K - $76.9K
|
47.6K
$1.68M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
36.1K+ 80.77% |
$1.01M - $1.23M
|
80.9K
$2.85M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-467- 49.31% |
$13.1K - $16K
|
480
$16.9K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
132+ 0.48% |
$3.7K - $4.51K
|
27.7K
$978K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
359+ 3.82% |
$10.1K - $12.3K
|
9.76K
$344K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
115K+ 17.23% |
$3.23M - $3.94M
|
785K
$27.7M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-1.62K- 4.99% |
$45.4K - $55.4K
|
30.9K
$1.09M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$112 - $137
|
4
$141
|
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
34.8KNew |
$973K - $1.19M
|
34.8K
$1.23M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
856New |
$24K - $29.2K
|
856
$30.2K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.88K- 5.29% |
$193K - $235K
|
123K
$4.34M
|
|
|
May 15, 2025
Q1 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
9.72K+ 49.72% |
$272K - $332K
|
29.3K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
40.5KNew |
$1.13M - $1.38M
|
40.5K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.15K+ 1.78% |
$228K - $278K
|
465K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
636+ 4.88% |
$17.8K - $21.7K
|
13.7K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-21.1K- 3.81% |
$590K - $719K
|
531K
$18.8M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
136+ 129.52% |
$3.81K - $4.65K
|
241
$8.5K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.4K- 44.86% |
$263K - $321K
|
11.6K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.36KNew |
$178K - $217K
|
6.36K
$224K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-500K- 5.06% |
$14M - $17.1M
|
9.39M
$331M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
36.3KNew |
$1.02M - $1.24M
|
36.3K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
5+ 33.33% |
$140 - $171
|
20
$706
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-232- 25.86% |
$6.5K - $7.93K
|
665
$23.5K
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-70.2K- 28.13% |
$1.97M - $2.4M
|
179K
$6.33M
|
|
|
May 15, 2025
Q1 2025
|
Sir Capital Management, L.P.
New York, NY |
BUY
|
- |
85.5K+ 11.71% |
$2.39M - $2.92M
|
815K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-34.2K- 21.67% |
$957K - $1.17M
|
124K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
691+ 1.52% |
$19.3K - $23.6K
|
46.1K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.59KNew |
$101K - $123K
|
3.59K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-35.9K- 6.63% |
$1M - $1.23M
|
505K
$17.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09K+ 2.56% |
$30.4K - $37.1K
|
43.5K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-13.4K- 8.66% |
$374K - $456K
|
141K
$4.97M
|
|
|
May 15, 2025
Q1 2025
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-299K- 29.13% |
$8.36M - $10.2M
|
726K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-11.8K- 57.26% |
$330K - $403K
|
8.81K
$311K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-1.35K- 0.96% |
$37.8K - $46.1K
|
140K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Snyder Capital Management L P
San Francisco, CA |
SELL
|
- |
-91K- 1.78% |
$2.55M - $3.11M
|
5.04M
$178M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
8.79KNew |
$246K - $300K
|
8.79K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-323- 2.47% |
$9.04K - $11K
|
12.8K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
147K+ 524.58% |
$4.11M - $5.01M
|
175K
$6.16M
|
|