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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
21.9KNew |
$483K - $569K
|
21.9K
$668K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.97KNew |
$220K - $259K
|
9.97K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
45New |
$994 - $1.17K
|
45
$1.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
123KNew |
$2.71M - $3.2M
|
123K
$3.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-98.1K- 91.24% |
$2.17M - $2.55M
|
9.41K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
37.3K+ 130.07% |
$824K - $970K
|
66K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
160New |
$3.53K - $4.16K
|
160
$4.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-126K- 90.94% |
$2.79M - $3.29M
|
12.6K
$384K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
34New |
$751 - $884
|
34
$1.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.8KNew |
$458K - $540K
|
20.8K
$634K
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
2.33MNew |
$51.5M - $60.6M
|
2.33M
$71.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 2.82% |
$397 - $468
|
656
$20K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-162- 0.13% |
$3.58K - $4.21K
|
129K
$3.93M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-24.7K- 11.35% |
$546K - $643K
|
193K
$5.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
1.15K+ 1.46% |
$25.4K - $30K
|
79.9K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.47K- 1.97% |
$54.5K - $64.1K
|
123K
$3.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
12.3K+ 6.7% |
$271K - $319K
|
196K
$5.97M
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-38.3K- 32.38% |
$845K - $995K
|
80K
$2.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
27.9KNew |
$615K - $724K
|
27.9K
$850K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
13.4K+ 13.35% |
$295K - $347K
|
113K
$3.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
796New |
$17.6K - $20.7K
|
796
$24.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
73+ 202.78% |
$1.61K - $1.9K
|
109
$3.33K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16KNew |
$47.8K - $56.2K
|
2.16K
$66K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
32.8KNew |
$725K - $854K
|
32.8K
$1M
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
95K+ 221.62% |
$2.1M - $2.47M
|
138K
$4.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.48K- 67.29% |
$32.7K - $38.5K
|
720
$22K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-132K- 99.32% |
$2.91M - $3.43M
|
900
$27.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8New |
$177 - $208
|
8
$244
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-866Closed |
$19.1K - $22.5K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.5KNew |
$33.1K - $39K
|
1.5K
$45.8K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
12.2K+ 1742.86% |
$269K - $317K
|
12.9K
$394K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.9K+ 618.16% |
$307K - $362K
|
16.2K
$494K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
500New |
$11K - $13K
|
500
$15.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
218New |
$4.81K - $5.67K
|
218
$6.65K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.68K- 98.71% |
$37.1K - $43.7K
|
22
$671
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
174+ 193.33% |
$3.84K - $4.52K
|
264
$8.06K
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
11.4KNew |
$251K - $296K
|
11.4K
$347K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
58.8KNew |
$1.3M - $1.53M
|
58.8K
$1.79M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
586New |
$12.9K - $15.2K
|
586
$17.9K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-326- 2.98% |
$7.2K - $8.48K
|
10.6K
$324K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.31K+ 6.83% |
$95.1K - $112K
|
67.3K
$2.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 1.49% |
$177 - $208
|
545
$16.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 5.88% |
$110 - $130
|
80
$2.44K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-98.1K- 91.25% |
$2.17M - $2.55M
|
9.41K
$287K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
250New |
$5.52K - $6.5K
|
250
$7.63K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
132New |
$2.91K - $3.43K
|
132
$4.03K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$486 - $572
|
22
$671
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.9KNew |
$285K - $336K
|
12.9K
$394K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14.5K+ 14.99% |
$318K - $370K
|
111K
$3.39M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
67KNew |
$1.47M - $1.71M
|
67K
$2.04M
|
|