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 05, 2022
Q2 2022
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-552- 7.6% |
$18.9K - $24.6K
|
6.71K
$191K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-63Closed |
$2.16K - $2.81K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-19.2KClosed |
$659K - $856K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9.07KClosed |
$311K - $404K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
5New |
$172 - $223
|
5
$142
|
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-40.5K- 97.56% |
$1.39M - $1.81M
|
1.01K
$28.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.2K+ 140.54% |
$178K - $232K
|
8.9K
$254K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191New |
$6.55K - $8.51K
|
191
$5.44K
|
|
|
Jul 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
11.5K+ 55.56% |
$395K - $513K
|
32.2K
$918K
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-177K- 86.58% |
$6.07M - $7.89M
|
27.4K
$782K
|
|
|
Jul 28, 2022
Q2 2022
|
Hendley & CO Inc
|
BUY
|
- |
5.19KNew |
$178K - $231K
|
5.19K
$148K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-33- 28.7% |
$1.13K - $1.47K
|
82
$2.34K
|
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-7.64KClosed |
$262K - $340K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.4KNew |
$185K - $240K
|
5.4K
$154K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-529Closed |
$18.1K - $23.6K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
72New |
$2.47K - $3.21K
|
72
$2.05K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.74% |
$3.43K - $4.45K
|
5.65K
$161K
|
|
|
Jul 22, 2022
Q2 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-7.5KClosed |
$257K - $334K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-398Closed |
$13.7K - $17.7K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-373- 3.65% |
$12.8K - $16.6K
|
9.85K
$281K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.25KClosed |
$77.2K - $100K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-49.6KClosed |
$1.7M - $2.21M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-45KClosed |
$1.54M - $2M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-63Closed |
$2.16K - $2.81K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-89Closed |
$3.05K - $3.96K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
SELL
|
- |
-6.9KClosed |
$237K - $307K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5.61KClosed |
$192K - $250K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.46KNew |
$84.3K - $110K
|
2.46K
$70.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-61Closed |
$2.09K - $2.72K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Hoese & CO LLP
|
SELL
|
- |
-159Closed |
$5.45K - $7.08K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.16KClosed |
$39.9K - $51.8K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
100New |
$3.43K - $4.45K
|
100
$2.85K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-5.33K- 30.99% |
$183K - $237K
|
11.9K
$338K
|
|
| Q1 2022 | |||||||
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
104KNew |
$3.45M - $4.83M
|
104K
$2.97M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.97KClosed |
$65.1K - $91.1K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3KClosed |
$99.3K - $139K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-5.22K- 48.52% |
$173K - $242K
|
5.54K
$158K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-8.24KClosed |
$273K - $382K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-109Closed |
$3.61K - $5.05K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.7KNew |
$1.48M - $2.07M
|
44.7K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.89KClosed |
$228K - $319K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10KClosed |
$331K - $463K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-14.1KClosed |
$467K - $653K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.15KNew |
$71.2K - $99.6K
|
2.15K
$61.3K
|
|
|
May 13, 2022
Q1 2022
|
Robeco Schweiz Ag
|
SELL
|
- |
-878KClosed |
$29.1M - $40.7M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-4.5KClosed |
$149K - $208K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-5.1KClosed |
$169K - $236K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-7.61KClosed |
$252K - $352K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-4.78KClosed |
$158K - $222K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.14KClosed |
$170K - $238K
|
0
$0
|
|