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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$20.3 - $24.9
|
1
$30.5
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.6K+ 20.77% |
$356K - $437K
|
102K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
250+ 12500.0% |
$5.07K - $6.22K
|
252
$7.69K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.66K- 7.59% |
$33.6K - $41.2K
|
20.2K
$616K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$52.6K - $64.6K
|
2.6K
$79.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-3K- 17.65% |
$60.8K - $74.6K
|
14K
$427K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
158New |
$3.2K - $3.93K
|
158
$4.82K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-115- 54.25% |
$2.33K - $2.86K
|
97
$2.96K
|
|
|
Jan 16, 2024
Q4 2023
|
Reinhart Partners, Inc.
|
SELL
|
- |
-90.7K- 15.87% |
$1.84M - $2.26M
|
481K
$14.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-50- 34.01% |
$1.01K - $1.24K
|
97
$2.96K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.01K+ 10.4% |
$20.5K - $25.2K
|
10.7K
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 3.17% |
$40.5 - $49.7
|
65
$1.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
356+ 2.62% |
$7.21K - $8.85K
|
14K
$426K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-27.5K- 99.51% |
$557K - $684K
|
136
$4.15K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.8MNew |
$63.5M - $77.3M
|
2.8M
$85.4M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25Closed |
$567 - $690
|
0
$0
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.21K- 38.91% |
$163K - $199K
|
11.3K
$345K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200+ 40.0% |
$4.53K - $5.52K
|
700
$21.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
11KNew |
$249K - $304K
|
11K
$336K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
38New |
$861 - $1.05K
|
38
$1.16K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-17.8K- 28.25% |
$403K - $491K
|
45.2K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
148KNew |
$3.36M - $4.09M
|
148K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-16.6K- 9.1% |
$377K - $459K
|
166K
$5.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
377KNew |
$8.55M - $10.4M
|
377K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
21KNew |
$475K - $578K
|
21K
$640K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-10.3K- 30.71% |
$234K - $284K
|
23.3K
$710K
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
17.6KNew |
$400K - $486K
|
17.6K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-36- 14.34% |
$816 - $994
|
215
$6.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
708KNew |
$16M - $19.5M
|
708K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 284.0% |
$1.61K - $1.96K
|
96
$2.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
8.74K+ 69.73% |
$198K - $241K
|
21.3K
$649K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
32.9KNew |
$746K - $909K
|
32.9K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.5KClosed |
$34K - $41.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48Closed |
$1.09K - $1.32K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
9.4KNew |
$213K - $259K
|
9.4K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
10K+ 100.0% |
$227K - $276K
|
20K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-14.4K- 42.53% |
$327K - $399K
|
19.5K
$596K
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-38.3K- 46.01% |
$869K - $1.06M
|
45K
$1.37M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
26.6K+ 111.33% |
$602K - $733K
|
50.4K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
200KNew |
$4.53M - $5.52M
|
200K
$6.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
84New |
$1.9K - $2.32K
|
84
$2.56K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$6.8K - $8.28K
|
300
$9.16K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
332New |
$7.53K - $9.16K
|
332
$10.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-696- 0.83% |
$15.8K - $19.2K
|
82.8K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
18.3KNew |
$415K - $505K
|
18.3K
$559K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
177+ 1.48% |
$4.01K - $4.89K
|
12.1K
$369K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-65.9K- 53.16% |
$1.49M - $1.82M
|
58.1K
$1.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-259K- 95.87% |
$5.87M - $7.15M
|
11.2K
$341K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.29K- 20.34% |
$51.9K - $63.2K
|
8.97K
$274K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.05K+ 9.7% |
$23.8K - $29K
|
11.9K
$363K
|
|