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 |
|---|---|---|---|---|---|---|---|
|
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
$65.6K
|
|
|
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
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.36KClosed |
$44.9K - $62.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
SELL
|
- |
-29KClosed |
$960K - $1.34M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$394K - $551K
|
11.9K
$363K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-400- 13.68% |
$13.2K - $18.5K
|
2.52K
$77K
|
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-30.9KClosed |
$1.02M - $1.43M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-38KClosed |
$1.26M - $1.76M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-4.99KClosed |
$165K - $231K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-17.5KClosed |
$580K - $811K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-63Closed |
$2.09K - $2.92K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.4KClosed |
$245K - $343K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-4.9KClosed |
$162K - $227K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-13.5KClosed |
$446K - $624K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-5.73KClosed |
$190K - $265K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.82KClosed |
$159K - $223K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.65KClosed |
$121K - $169K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-637Closed |
$21.1K - $29.5K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.62KClosed |
$153K - $214K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-132Closed |
$4.37K - $6.12K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-358- 81.92% |
$11.9K - $16.6K
|
79
$2.41K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.55KClosed |
$151K - $211K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.17KClosed |
$71.8K - $101K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-8.23KClosed |
$272K - $381K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.25KNew |
$74.5K - $104K
|
2.25K
$68.7K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.16KClosed |
$38.5K - $53.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
307New |
$10.2K - $14.2K
|
307
$9.37K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.62KClosed |
$53.5K - $74.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
5K+ 20.0% |
$166K - $232K
|
30K
$916K
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.8KClosed |
$225K - $315K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
SELL
|
- |
-5.96KClosed |
$197K - $276K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-7.6KClosed |
$252K - $352K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.73KClosed |
$57.3K - $80.2K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.18KNew |
$72.1K - $101K
|
2.18K
$66.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-5.53KClosed |
$183K - $256K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
614New |
$20.3K - $28.4K
|
614
$18.7K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1KClosed |
$33.1K - $46.3K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-5.62KClosed |
$186K - $260K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-470Closed |
$15.6K - $21.8K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-400- 3.51% |
$13.2K - $18.5K
|
11K
$336K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-4.43KClosed |
$147K - $205K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
636New |
$26.2K - $29.2K
|
636
$19.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
63New |
$2.6K - $2.89K
|
63
$1.92K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
122New |
$5.03K - $5.6K
|
122
$3.72K
|
|