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 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-127Closed |
$4.1K - $4.83K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-71Closed |
$2.29K - $2.7K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-318Closed |
$10.3K - $12.1K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.55KNew |
$82.4K - $97.1K
|
2.55K
$72.7K
|
|
| Q3 2020 | |||||||
|
Dec 10, 2020
Q3 2020
|
Nvwm, LLC
|
SELL
|
- |
-158Closed |
$4.72K - $5.62K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
260+ 120.93% |
$7.77K - $9.25K
|
475
$13.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.63KClosed |
$48.6K - $57.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
450New |
$13.4K - $16K
|
450
$12.8K
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-657Closed |
$19.6K - $23.4K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.1KClosed |
$391K - $465K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-14.1KClosed |
$421K - $502K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-7.5KClosed |
$224K - $267K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-382Closed |
$11.4K - $13.6K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.24KClosed |
$36.9K - $44K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.34KClosed |
$99.8K - $119K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-144Closed |
$4.3K - $5.12K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-733Closed |
$21.9K - $26.1K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Todd Asset Management LLC
|
SELL
|
- |
-6.93KClosed |
$207K - $246K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-71Closed |
$2.12K - $2.52K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-268Closed |
$8.01K - $9.53K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-191Closed |
$5.71K - $6.79K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-17Closed |
$508 - $605
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$35.8K - $42.7K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.47K- 11.29% |
$36.2K - $54K
|
11.5K
$329K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-213Closed |
$5.25K - $7.83K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Precept Management LLC
Dallas, TX |
SELL
|
PUT |
-40KClosed |
$986K - $1.47M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-191Closed |
$4.71K - $7.02K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Ossiam
Paris, I0 |
SELL
|
- |
-11.2KClosed |
$277K - $413K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-9.66KClosed |
$238K - $355K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-638Closed |
$15.7K - $23.5K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Royce & Associates LP
|
SELL
|
- |
-7KClosed |
$172K - $257K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-164Closed |
$4.04K - $6.03K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Washington Trust CO
|
SELL
|
- |
-43Closed |
$1.06K - $1.58K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Family Capital Trust CO
|
SELL
|
- |
-1.9KClosed |
$46.8K - $69.9K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-127Closed |
$3.13K - $4.67K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Clean Yield Group
|
SELL
|
- |
-348Closed |
$8.57K - $12.8K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$402K - $599K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.79KClosed |
$216K - $323K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-39.2KClosed |
$966K - $1.44M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-43.6KClosed |
$999K - $1.95M
|
0
$0
|
|
|
May 28, 2020
Q1 2020
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-35.9KClosed |
$824K - $1.61M
|
0
$0
|
|
|
May 22, 2020
Q1 2020
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-440Closed |
$10.1K - $19.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-79Closed |
$1.81K - $3.54K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-435KClosed |
$9.98M - $19.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$135K - $264K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-57Closed |
$1.31K - $2.55K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-84.1KClosed |
$1.93M - $3.77M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.16KClosed |
$141K - $276K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-396KClosed |
$9.08M - $17.7M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-9.1K- 95.79% |
$209K - $407K
|
400
$11.4K
|
|