Latest Institutional Purchases of Ugi Corp (UGI)
This list provides information on the latest institutional transactions involving Ugi Corp (UGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
42.7KNew |
$936K - $1.09M
|
42.7K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 45.74% |
$477K - $556K
|
69.3K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
21.6KNew |
$474K - $553K
|
21.6K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
20.4KNew |
$447K - $522K
|
20.4K
$727K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
20K+ 66.67% |
$438K - $511K
|
50K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
18K+ 2.63% |
$395K - $460K
|
703K
$25M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.9KNew |
$327K - $381K
|
14.9K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.3KNew |
$225K - $263K
|
10.3K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
9.74KNew |
$213K - $249K
|
9.74K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
9.4KNew |
$206K - $240K
|
9.4K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
9.12KNew |
$200K - $233K
|
9.12K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.97K+ 47.4% |
$197K - $229K
|
27.9K
$994K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.79KNew |
$39.1K - $45.6K
|
1.79K
$63.6K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.59K+ 0.51% |
$34.9K - $40.7K
|
312K
$11.1M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.1KNew |
$24.1K - $28.1K
|
1.1K
$39.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
700New |
$15.3K - $17.9K
|
700
$24.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
696New |
$15.3K - $17.8K
|
696
$24.8K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
314New |
$6.88K - $8.03K
|
314
$11.2K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
201New |
$4.41K - $5.14K
|
201
$7.16K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43New |
$943 - $1.1K
|
43
$1.53K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27New |
$592 - $690
|
27
$962
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24New |
$526 - $613
|
24
$855
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 180.0% |
$197 - $230
|
14
$499
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7New |
$153 - $179
|
7
$249
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6+ 0.62% |
$132 - $153
|
981
$35K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$132 - $153
|
6
$214
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
51.9KNew |
$1.05M - $1.29M
|
51.9K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
CALL |
50KNew |
$1.01M - $1.24M
|
50K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
49.9KNew |
$1.01M - $1.24M
|
49.9K
$1.78M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
20.8K+ 3.66% |
$422K - $518K
|
590K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
19.7KNew |
$400K - $491K
|
19.7K
$703K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.6K+ 20.77% |
$356K - $437K
|
102K
$3.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.2K+ 68.18% |
$267K - $327K
|
32.5K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$216K - $265K
|
10.7K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$210K - $257K
|
10.3K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.62K+ 15.74% |
$93.7K - $115K
|
34K
$1.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
4.62K+ 15.74% |
$93.7K - $115K
|
34K
$1.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$52.6K - $64.6K
|
2.6K
$92.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.63K+ 9.6% |
$33K - $40.5K
|
18.6K
$662K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.62KNew |
$32.9K - $40.4K
|
1.62K
$57.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.57KNew |
$31.7K - $39K
|
1.57K
$55.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.01K+ 10.4% |
$20.5K - $25.2K
|
10.7K
$383K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
700New |
$14.2K - $17.4K
|
700
$24.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
361New |
$7.31K - $8.98K
|
361
$12.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
356+ 2.62% |
$7.21K - $8.85K
|
14K
$497K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
257New |
$5.21K - $6.39K
|
257
$9.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
250+ 12500.0% |
$5.07K - $6.22K
|
252
$8.98K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
158New |
$3.2K - $3.93K
|
158
$5.63K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
149+ 1064.29% |
$3.02K - $3.71K
|
163
$5.81K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40New |
$810 - $995
|
40
$1.43K
|
|