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
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
45New |
$994 - $1.17K
|
45
$1.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
123KNew |
$2.71M - $3.2M
|
123K
$4.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
160New |
$3.53K - $4.16K
|
160
$5.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-126K- 90.94% |
$2.79M - $3.29M
|
12.6K
$448K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
34New |
$751 - $884
|
34
$1.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.8KNew |
$458K - $540K
|
20.8K
$740K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-24.7K- 11.35% |
$546K - $643K
|
193K
$6.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
1.15K+ 1.46% |
$25.4K - $30K
|
79.9K
$2.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
27.9KNew |
$615K - $724K
|
27.9K
$993K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
13.4K+ 13.35% |
$295K - $347K
|
113K
$4.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
73+ 202.78% |
$1.61K - $1.9K
|
109
$3.88K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16KNew |
$47.8K - $56.2K
|
2.16K
$77.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
95K+ 221.62% |
$2.1M - $2.47M
|
138K
$4.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.48K- 67.29% |
$32.7K - $38.5K
|
720
$25.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.5KNew |
$33.1K - $39K
|
1.5K
$53.4K
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
12.2K+ 1742.86% |
$269K - $317K
|
12.9K
$460K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
500New |
$11K - $13K
|
500
$17.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
218New |
$4.81K - $5.67K
|
218
$7.77K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
174+ 193.33% |
$3.84K - $4.52K
|
264
$9.41K
|
|
|
Jul 18, 2024
Q2 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
58.8KNew |
$1.3M - $1.53M
|
58.8K
$2.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
586New |
$12.9K - $15.2K
|
586
$20.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.31K+ 6.83% |
$95.1K - $112K
|
67.3K
$2.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 1.49% |
$177 - $208
|
545
$19.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-98.1K- 91.25% |
$2.17M - $2.55M
|
9.41K
$335K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
250New |
$5.52K - $6.5K
|
250
$8.91K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
132New |
$2.91K - $3.43K
|
132
$4.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$486 - $572
|
22
$784
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.9KNew |
$285K - $336K
|
12.9K
$461K
|
|
| Q1 2024 | |||||||
|
Jul 09, 2025
Q1 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-48.6K- 28.67% |
$1.06M - $1.24M
|
121K
$4.31M
|
|
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.05MNew |
$44.9M - $52.4M
|
2.05M
$73M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6+ 0.62% |
$132 - $153
|
981
$35K
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
67KNew |
$1.47M - $1.71M
|
67K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.22K- 17.11% |
$70.5K - $82.2K
|
15.6K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-3.44K- 14.13% |
$75.5K - $88K
|
20.9K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
20.4KNew |
$447K - $522K
|
20.4K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7New |
$153 - $179
|
7
$249
|
|
|
May 15, 2024
Q1 2024
|
Aventail Capital Group, LP
New York, NY |
SELL
|
- |
-146K- 32.56% |
$3.21M - $3.74M
|
303K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-42.5K- 66.2% |
$932K - $1.09M
|
21.7K
$773K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
20K+ 66.67% |
$438K - $511K
|
50K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
21.6KNew |
$474K - $553K
|
21.6K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
209KNew |
$4.57M - $5.33M
|
209K
$7.44M
|
|
|
May 15, 2024
Q1 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
9.74KNew |
$213K - $249K
|
9.74K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-24.6K- 68.18% |
$540K - $630K
|
11.5K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 45.74% |
$477K - $556K
|
69.3K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
9.12KNew |
$200K - $233K
|
9.12K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24New |
$526 - $613
|
24
$855
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
72.7K+ 6.52% |
$1.59M - $1.86M
|
1.19M
$42.3M
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
9.4KNew |
$206K - $240K
|
9.4K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
88K+ 366.44% |
$1.93M - $2.25M
|
112K
$3.99M
|
|