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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-24- 0.34% |
$776 - $2.4K
|
7.12K
$254K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-150- 50.0% |
$4.85K - $15K
|
150
$5.34K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
$1.06K - $1.38K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.1KClosed |
$37.7K - $49K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-16.5KClosed |
$565K - $734K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-175Closed |
$6K - $7.79K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-848- 13.49% |
$29.1K - $37.8K
|
5.44K
$194K
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-27.5KClosed |
$943K - $1.22M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-11.1KClosed |
$380K - $494K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-300Closed |
$10.3K - $13.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.92K+ 37.29% |
$100K - $130K
|
10.7K
$383K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-90Closed |
$3.09K - $4.01K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.35K- 6.47% |
$184K - $238K
|
77.3K
$2.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-233Closed |
$7.99K - $10.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-111KClosed |
$3.79M - $4.92M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Coann Capital LLC
Westport, CT |
SELL
|
- |
-168KClosed |
$5.76M - $7.47M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
772+ 11.38% |
$26.5K - $34.4K
|
7.55K
$269K
|
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-6.38KClosed |
$219K - $284K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.67KNew |
$57.2K - $74.3K
|
1.67K
$59.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.84KNew |
$200K - $260K
|
5.84K
$208K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-30Closed |
$1.03K - $1.34K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.5KNew |
$257K - $334K
|
7.5K
$267K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-50- 38.46% |
$1.71K - $2.23K
|
80
$2.85K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-113KClosed |
$3.88M - $5.04M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
7.76KNew |
$266K - $346K
|
7.76K
$277K
|
|
|
Aug 05, 2022
Q2 2022
|
Watershed Asset Management, L.L.C.
|
SELL
|
- |
-552- 7.6% |
$18.9K - $24.6K
|
6.71K
$239K
|
|
|
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
$178
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.2K+ 140.54% |
$178K - $232K
|
8.9K
$317K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191New |
$6.55K - $8.51K
|
191
$6.81K
|
|
|
Jul 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
11.5K+ 55.56% |
$395K - $513K
|
32.2K
$1.15M
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-177K- 86.58% |
$6.07M - $7.89M
|
27.4K
$978K
|
|
|
Jul 28, 2022
Q2 2022
|
Hendley & CO Inc
|
BUY
|
- |
5.19KNew |
$178K - $231K
|
5.19K
$185K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-33- 28.7% |
$1.13K - $1.47K
|
82
$2.92K
|
|
|
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
$192K
|
|
|
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
$2.57K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.74% |
$3.43K - $4.45K
|
5.65K
$201K
|
|
|
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
$351K
|
|
|
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
|
|