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 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.76K- 26.16% |
$133K - $163K
|
13.4K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
16.4KNew |
$458K - $559K
|
16.4K
$578K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-34.3K- 5.18% |
$960K - $1.17M
|
628K
$22.2M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-382- 2.49% |
$10.7K - $13K
|
14.9K
$527K
|
|
|
May 06, 2025
Q1 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-130K- 9.59% |
$3.65M - $4.45M
|
1.23M
$43.4M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.66% |
$28 - $34.2
|
150
$5.29K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.86KNew |
$220K - $268K
|
7.86K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
872+ 3.46% |
$24.4K - $29.8K
|
26.1K
$920K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34.2K+ 115.91% |
$959K - $1.17M
|
63.8K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11- 40.74% |
$308 - $376
|
16
$565
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.41M+ 81.1% |
$39.5M - $48.2M
|
3.15M
$111M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.61KNew |
$185K - $226K
|
6.61K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-247- 2.58% |
$6.92K - $8.44K
|
9.33K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-18.7K- 42.53% |
$524K - $640K
|
25.3K
$893K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
SELL
|
- |
-74.2K- 21.68% |
$2.08M - $2.54M
|
268K
$9.47M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.87K- 26.39% |
$80.2K - $97.9K
|
7.99K
$282K
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-11.6K- 9.02% |
$325K - $397K
|
117K
$4.14M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$289K - $353K
|
10.3K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
8.05KNew |
$225K - $275K
|
8.05K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.59K- 81.05% |
$44.5K - $54.3K
|
372
$13.1K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
23+ 0.77% |
$644 - $786
|
3K
$106K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
157K+ 35.59% |
$4.39M - $5.35M
|
597K
$21.1M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 75.0% |
$84 - $102
|
7
$247
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-210- 1.56% |
$5.88K - $7.17K
|
13.2K
$467K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-18.8K- 62.74% |
$527K - $643K
|
11.2K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-158K- 10.87% |
$4.44M - $5.41M
|
1.3M
$45.8M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-9.45K- 74.09% |
$265K - $323K
|
3.31K
$117K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.21K+ 143.2% |
$33.9K - $41.3K
|
2.06K
$72.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 44.88% |
$1.6K - $1.95K
|
184
$6.49K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
7.89KNew |
$221K - $270K
|
7.89K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
8.16K+ 0.56% |
$228K - $279K
|
1.46M
$51.4M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68+ 22.74% |
$1.9K - $2.32K
|
367
$13K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-5- 41.67% |
$140 - $171
|
7
$247
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
110K+ 7.59% |
$3.08M - $3.76M
|
1.56M
$55.1M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
BUY
|
- |
9.4K+ 13.36% |
$263K - $321K
|
79.7K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 8.57% |
$168 - $205
|
64
$2.26K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-540- 89.55% |
$15.1K - $18.4K
|
63
$2.22K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-500- 6.65% |
$14K - $17.1K
|
7.02K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7KNew |
$196K - $239K
|
7K
$247K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
5.38K+ 5.1% |
$151K - $184K
|
111K
$3.91M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.85K- 2.51% |
$79.7K - $97.3K
|
111K
$3.9M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-718- 1.15% |
$20.1K - $24.5K
|
61.6K
$2.17M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 1.01% |
$16.8K - $20.5K
|
60.2K
$2.12M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.79K- 11.54% |
$50.1K - $61.1K
|
13.7K
$484K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-21- 9.68% |
$588 - $717
|
196
$6.92K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
276+ 1.98% |
$7.73K - $9.43K
|
14.2K
$502K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.2K+ 1.91% |
$118K - $144K
|
224K
$7.91M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21New |
$588 - $717
|
21
$741
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-48- 5.26% |
$1.34K - $1.64K
|
864
$30.5K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.59K+ 8.68% |
$184K - $225K
|
82.5K
$2.91M
|