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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
776+ 5.4% |
$21.7K - $26.5K
|
15.2K
$540K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 1.74% |
$56 - $68.3
|
117
$4.17K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
278+ 14.21% |
$7.78K - $9.5K
|
2.24K
$79.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.1K+ 81.56% |
$30.7K - $37.5K
|
2.44K
$87K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
834+ 7.52% |
$23.4K - $28.5K
|
11.9K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-55.9K- 12.65% |
$1.57M - $1.91M
|
386K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.95K- 33.9% |
$111K - $135K
|
7.7K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 66.67% |
$2.8K - $3.42K
|
50
$1.78K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11New |
$308 - $376
|
11
$392
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.52K+ 132.94% |
$154K - $188K
|
9.67K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.08K- 2.49% |
$58.2K - $71K
|
81.3K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-349- 3.17% |
$9.77K - $11.9K
|
10.7K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
267+ 1.36% |
$7.48K - $9.12K
|
19.9K
$708K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-269K- 96.98% |
$7.54M - $9.2M
|
8.4K
$299K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15New |
$420 - $512
|
15
$534
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-442- 1.63% |
$12.4K - $15.1K
|
26.6K
$949K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
6.06KNew |
$170K - $207K
|
6.06K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-237- 0.64% |
$6.64K - $8.1K
|
37K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
100New |
$2.8K - $3.42K
|
100
$3.56K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.44K+ 18.83% |
$40.2K - $49K
|
9.06K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-16- 57.14% |
$448 - $547
|
12
$428
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 60.0% |
$420 - $512
|
40
$1.43K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-50- 0.17% |
$1.4K - $1.71K
|
29.6K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.94KNew |
$194K - $237K
|
6.94K
$247K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.75KNew |
$189K - $231K
|
6.75K
$241K
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
183KNew |
$4.24M - $5.55M
|
183K
$6.51M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.04K- 2.41% |
$24.3K - $31.7K
|
42.3K
$1.51M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 10.1% |
$64.3K - $84K
|
30.2K
$1.07M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.9K- 1.79% |
$253K - $330K
|
596K
$21.2M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
6.09K+ 10.47% |
$142K - $185K
|
64.3K
$2.29M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
38New |
$883 - $1.15K
|
38
$1.35K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
11.5KNew |
$267K - $349K
|
11.5K
$410K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
90New |
$2.09K - $2.73K
|
90
$3.21K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$23.2 - $30.4
|
1
$35.6
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
170New |
$3.95K - $5.16K
|
170
$6.06K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
474+ 1.73% |
$11K - $14.4K
|
27.9K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.68K- 1.39% |
$202K - $264K
|
618K
$22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
124+ 1.01% |
$2.88K - $3.77K
|
12.4K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-466K- 97.14% |
$10.8M - $14.2M
|
13.7K
$489K
|
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-301- 1.29% |
$7K - $9.14K
|
23K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
90K+ 44.55% |
$2.09M - $2.73M
|
292K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
35.7KNew |
$830K - $1.08M
|
35.7K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-15K- 20.0% |
$349K - $456K
|
60K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
425KNew |
$9.88M - $12.9M
|
425K
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
7.5KNew |
$174K - $228K
|
7.5K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Decade Renewable Partners LP
Houston, TX |
SELL
|
- |
-23.5K- 12.59% |
$546K - $714K
|
163K
$5.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
49.7K+ 187.29% |
$1.15M - $1.51M
|
76.2K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
6K+ 70.59% |
$139K - $182K
|
14.5K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
333K+ 118.23% |
$7.74M - $10.1M
|
615K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28.5KNew |
$662K - $865K
|
28.5K
$1.01M
|
|