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 |
|---|---|---|---|---|---|---|---|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
26New |
$840 - $990
|
26
$627
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
450New |
$13.4K - $16K
|
450
$10.9K
|
|
|
Nov 16, 2020
Q3 2020
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
260+ 120.93% |
$7.77K - $9.25K
|
475
$11.5K
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Tl Private Wealth
|
BUY
|
- |
9.94KNew |
$412K - $490K
|
9.94K
$240K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.41KNew |
$141K - $168K
|
3.41K
$82.3K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
223New |
$10.4K - $12K
|
223
$5.38K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
87.9KNew |
$4.6M - $4.88M
|
87.9K
$2.12M
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
49.6KNew |
$2.6M - $2.76M
|
49.6K
$1.2M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.67KNew |
$349K - $371K
|
6.67K
$161K
|
|
|
Nov 09, 2018
Q3 2018
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
720New |
$37.7K - $40K
|
720
$17.4K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
170New |
$8.9K - $9.45K
|
170
$4.1K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
153New |
$7.11K - $7.59K
|
153
$3.69K
|
|
| Q3 2017 | |||||||
|
Oct 16, 2017
Q3 2017
|
Hartford Financial Management Inc.
|
BUY
|
- |
3.76KNew |
$176K - $191K
|
3.76K
$90.6K
|
|
|
Oct 19, 2017
Q3 2017
|
Cordasco Financial Network
|
BUY
|
- |
328New |
$15.4K - $16.7K
|
328
$7.91K
|
|
|
Nov 09, 2017
Q3 2017
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
52New |
$2.44K - $2.65K
|
52
$1.25K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Barings LLC
|
BUY
|
- |
8.04KNew |
N/A
|
8.04K
$194K
|
|