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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
25New |
$808 - $2.51K
|
25
$729
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
20K+ 234.11% |
$685K - $889K
|
28.5K
$830K
|
|
|
Jul 28, 2022
Q2 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
11.5K+ 55.56% |
$395K - $513K
|
32.2K
$939K
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
7.76KNew |
$266K - $346K
|
7.76K
$226K
|
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
7.5KNew |
$257K - $334K
|
7.5K
$219K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.44KNew |
$221K - $287K
|
6.44K
$188K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.84KNew |
$200K - $260K
|
5.84K
$170K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
5.4KNew |
$185K - $240K
|
5.4K
$157K
|
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
5.2K+ 140.54% |
$178K - $232K
|
8.9K
$259K
|
|
|
Jul 28, 2022
Q2 2022
|
Hendley & CO Inc
|
BUY
|
- |
5.19KNew |
$178K - $231K
|
5.19K
$151K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.92K+ 37.29% |
$100K - $130K
|
10.7K
$313K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
2.46KNew |
$84.3K - $110K
|
2.46K
$71.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.67KNew |
$57.2K - $74.3K
|
1.67K
$48.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
772+ 11.38% |
$26.5K - $34.4K
|
7.55K
$220K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191New |
$6.55K - $8.51K
|
191
$5.57K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
100New |
$3.43K - $4.45K
|
100
$2.91K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
72New |
$2.47K - $3.21K
|
72
$2.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
65+ 1.01% |
$2.23K - $2.9K
|
6.47K
$189K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39New |
$1.34K - $1.74K
|
39
$1.14K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
5New |
$172 - $223
|
5
$146
|
|
| Q1 2022 | |||||||
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
104KNew |
$3.45M - $4.83M
|
104K
$3.04M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
44.7KNew |
$1.48M - $2.07M
|
44.7K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$394K - $551K
|
11.9K
$347K
|
|
|
May 04, 2022
Q1 2022
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
5K+ 20.0% |
$166K - $232K
|
30K
$874K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.25KNew |
$74.5K - $104K
|
2.25K
$65.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.18KNew |
$72.1K - $101K
|
2.18K
$63.5K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
2.15KNew |
$71.2K - $99.6K
|
2.15K
$62.7K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
614New |
$20.3K - $28.4K
|
614
$17.9K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
307New |
$10.2K - $14.2K
|
307
$8.95K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5KNew |
$206K - $229K
|
5K
$146K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
924New |
$38.1K - $42.4K
|
924
$26.9K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
636New |
$26.2K - $29.2K
|
636
$18.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
509New |
$21K - $23.4K
|
509
$14.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
122New |
$5.03K - $5.6K
|
122
$3.56K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
63New |
$2.6K - $2.89K
|
63
$1.84K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
236New |
$9.95K - $11.3K
|
236
$6.88K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
180+ 2.77% |
$7.59K - $8.66K
|
6.68K
$195K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
150New |
$6.33K - $7.21K
|
150
$4.37K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
105New |
$4.43K - $5.05K
|
105
$3.06K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14New |
$591 - $673
|
14
$408
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.77KNew |
$321K - $372K
|
7.77K
$226K
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.8KNew |
$281K - $326K
|
6.8K
$198K
|
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.1KNew |
$45.5K - $52.8K
|
1.1K
$32.1K
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
5.6KNew |
$195K - $234K
|
5.6K
$163K
|
|
|
May 10, 2021
Q1 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
400New |
$13.9K - $16.7K
|
400
$11.7K
|
|
| Q4 2020 | |||||||
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.85KNew |
$221K - $261K
|
6.85K
$200K
|
|
|
Jan 22, 2021
Q4 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.55KNew |
$82.4K - $97.1K
|
2.55K
$74.3K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.02KNew |
$32.9K - $38.8K
|
1.02K
$29.7K
|
|