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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.28K+ 60.62% |
$170K - $216K
|
14K
$498K
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
9.12KNew |
$294K - $372K
|
9.12K
$325K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
6KNew |
$194K - $245K
|
6K
$214K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
100New |
$3.23K - $4.09K
|
100
$3.56K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.92KNew |
$126K - $160K
|
3.92K
$140K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
26New |
$839 - $1.06K
|
26
$926
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
227+ 32.34% |
$7.33K - $9.27K
|
929
$33.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.53K+ 14.78% |
$146K - $185K
|
35.1K
$1.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
85New |
$2.74K - $3.47K
|
85
$3.03K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.52KNew |
$146K - $185K
|
4.52K
$161K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
6.13KNew |
$198K - $250K
|
6.13K
$218K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-2.93K- 8.31% |
$94.5K - $120K
|
32.3K
$1.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$291 - $368
|
9
$321
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
6KNew |
$194K - $245K
|
6K
$214K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
65New |
$2.1K - $2.66K
|
65
$2.32K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
81New |
$2.61K - $3.31K
|
81
$2.89K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
68New |
$2.2K - $2.78K
|
68
$2.42K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
433New |
$14K - $17.7K
|
433
$15.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
175New |
$5.65K - $7.15K
|
175
$6.24K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
56.7K+ 309.84% |
$1.83M - $5.68M
|
75K
$2.67M
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
215New |
$6.95K - $21.5K
|
215
$7.66K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-379Closed |
$12.3K - $38K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
43.1KNew |
$1.39M - $4.31M
|
43.1K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
424New |
$13.7K - $42.5K
|
424
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11KNew |
$354K - $1.1M
|
11K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
96.2KNew |
$3.11M - $9.64M
|
96.2K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
161KNew |
$5.19M - $16.1M
|
161K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-13.2K- 61.86% |
$425K - $1.32M
|
8.11K
$289K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-38K- 56.93% |
$1.23M - $3.8M
|
28.7K
$1.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.94K+ 38.8% |
$127K - $394K
|
14.1K
$502K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
27.5KNew |
$889K - $2.76M
|
27.5K
$980K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
9.34KNew |
$302K - $936K
|
9.34K
$333K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-777Closed |
$25.1K - $77.9K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
154New |
$4.98K - $15.4K
|
154
$5.49K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.67K+ 13.32% |
$53.9K - $167K
|
14.2K
$506K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
25New |
$808 - $2.51K
|
25
$891
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
25.2KNew |
$815K - $2.53M
|
25.2K
$899K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
642New |
$20.8K - $64.3K
|
642
$22.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-104- 66.24% |
$3.36K - $10.4K
|
53
$1.89K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.24KNew |
$72.4K - $224K
|
2.24K
$79.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-520- 98.67% |
$16.8K - $52.1K
|
7
$249
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
CALL |
-1.8K- 94.74% |
$58.2K - $180K
|
100
$3.56K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
265New |
$8.57K - $26.6K
|
265
$9.44K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.8K+ 43.14% |
$155K - $481K
|
15.9K
$567K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8.9KNew |
$288K - $892K
|
8.9K
$317K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$264K - $817K
|
8.16K
$291K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32+ 48.48% |
$1.03K - $3.21K
|
98
$3.49K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
128New |
$4.14K - $12.8K
|
128
$4.56K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
49New |
$1.58K - $4.91K
|
49
$1.75K
|
|