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 06, 2020
Q4 2019
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-5.54KClosed |
$230K - $273K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-19.2KClosed |
$797K - $948K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-610Closed |
$25.3K - $30.1K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-286Closed |
$11.9K - $14.1K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-318Closed |
$13.2K - $15.7K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-809Closed |
$33.5K - $39.9K
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.81KClosed |
$199K - $237K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4.08KClosed |
$169K - $201K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Brookstone Capital Management
|
SELL
|
- |
-23.6KClosed |
$979K - $1.16M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Baldwin Brothers LLC
|
SELL
|
- |
-29K- 96.81% |
$1.2M - $1.43M
|
956
$27.2K
|
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.83KClosed |
$200K - $238K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-500Closed |
$20.7K - $24.7K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-2.95KClosed |
$122K - $145K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Toth Financial Advisory Corp
|
SELL
|
- |
-40Closed |
$1.66K - $1.97K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Ironwood Financial, LLC
|
SELL
|
- |
-848Closed |
$35.1K - $41.8K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.22KClosed |
$175K - $208K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Albert D Mason Inc
|
SELL
|
- |
-11.3KClosed |
$467K - $556K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-860Closed |
$35.6K - $42.4K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Atwater Malick LLC
|
SELL
|
- |
-611Closed |
$25.3K - $30.1K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-12Closed |
$558 - $648
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.03KClosed |
$187K - $218K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-14.7KClosed |
$683K - $793K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-6.37KClosed |
$296K - $344K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
223New |
$10.4K - $12K
|
223
$6.35K
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-600Closed |
$27.9K - $32.4K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-603Closed |
$28K - $32.6K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.58KClosed |
$306K - $355K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Symmetry Partners, LLC
|
SELL
|
- |
-8.09KClosed |
$376K - $437K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Mackay Shields LLC
|
SELL
|
- |
-33.4KClosed |
$1.55M - $1.81M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-2.6KClosed |
$121K - $140K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-180Closed |
$8.37K - $9.72K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.98KClosed |
$185K - $215K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-190Closed |
$8.84K - $10.3K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$532K - $617K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.55KClosed |
$119K - $138K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
New Square Capital LLC
|
SELL
|
- |
-4.91KClosed |
$251K - $272K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-18.6KClosed |
$952K - $1.03M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-3.7KClosed |
$189K - $205K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-156Closed |
$7.99K - $8.64K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-53Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-12.9KClosed |
$662K - $716K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17.7KClosed |
$907K - $981K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-12KClosed |
$615K - $665K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-181Closed |
$9.27K - $10K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-113KClosed |
$5.78M - $6.25M
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Trust CO Of Virginia
|
SELL
|
- |
-4.9KClosed |
$251K - $271K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-24.6KClosed |
$1.26M - $1.36M
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.85KClosed |
$402K - $435K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-692Closed |
$35.4K - $38.3K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Diversified Trust CO
|
SELL
|
- |
-3.65KClosed |
$187K - $202K
|
0
$0
|
|