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 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 13.47% |
$35.2K - $39.7K
|
13.4K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.57K+ 0.97% |
$34.8K - $39.2K
|
163K
$4.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 3.51% |
$33.3K - $37.5K
|
44.1K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.44K+ 332.79% |
$32K - $36.1K
|
1.87K
$54.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.41K+ 13.42% |
$31.4K - $35.4K
|
11.9K
$348K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.39K+ 0.75% |
$30.8K - $34.7K
|
186K
$5.43M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 189.93% |
$30.2K - $34K
|
2.07K
$60.4K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.33K+ 13.4% |
$29.5K - $33.3K
|
11.2K
$328K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.3K+ 64.24% |
$28.8K - $32.4K
|
3.31K
$96.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.13K+ 40.18% |
$25K - $28.2K
|
3.93K
$114K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12K+ 6.14% |
$25K - $28.1K
|
19.4K
$565K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.12K+ 12.46% |
$24.9K - $28K
|
10.1K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1K+ 7.0% |
$22.2K - $25.1K
|
15.3K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1K+ 120.48% |
$22.2K - $25.1K
|
1.83K
$53.3K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
953+ 9.63% |
$21.2K - $23.9K
|
10.9K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
928+ 23200.0% |
$20.6K - $23.2K
|
932
$27.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
925New |
$20.6K - $23.2K
|
925
$27K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
866+ 5.78% |
$19.3K - $21.7K
|
15.8K
$462K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
864+ 1.86% |
$19.2K - $21.6K
|
47.3K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
847+ 1.81% |
$18.8K - $21.2K
|
47.6K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
777+ 392.42% |
$17.3K - $19.5K
|
975
$28.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
674+ 0.11% |
$15K - $16.9K
|
590K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
648New |
$14.4K - $16.2K
|
648
$18.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
637+ 100.0% |
$14.2K - $16K
|
1.27K
$37.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
609New |
$13.5K - $15.3K
|
609
$17.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
578+ 254.63% |
$12.8K - $14.5K
|
805
$23.5K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
567+ 4.23% |
$12.6K - $14.2K
|
14K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
541+ 2.52% |
$12K - $13.6K
|
22K
$642K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
531+ 7.22% |
$11.8K - $13.3K
|
7.89K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
516New |
$11.5K - $12.9K
|
516
$15K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
500+ 0.99% |
$11.1K - $12.5K
|
51K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
489+ 0.44% |
$10.9K - $12.2K
|
111K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
478New |
$10.6K - $12K
|
478
$13.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
476New |
$10.6K - $11.9K
|
476
$13.9K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
469New |
$10.4K - $11.7K
|
469
$13.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
450+ 0.77% |
$10K - $11.3K
|
59.2K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
403+ 10.58% |
$8.96K - $10.1K
|
4.21K
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
401+ 1.77% |
$8.91K - $10K
|
23K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
400+ 1.38% |
$8.89K - $10K
|
29.4K
$855K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
400+ 2.3% |
$8.89K - $10K
|
17.8K
$518K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$8.89K - $10K
|
400
$11.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
387New |
$8.6K - $9.69K
|
387
$11.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
375+ 4.26% |
$8.34K - $9.39K
|
9.18K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
370+ 0.41% |
$8.23K - $9.27K
|
91.7K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
341New |
$7.58K - $8.54K
|
341
$9.94K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
266New |
$5.91K - $6.66K
|
266
$7.75K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
236+ 32.02% |
$5.25K - $5.91K
|
973
$28.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
228+ 33.33% |
$5.07K - $5.71K
|
912
$26.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
220+ 11.73% |
$4.89K - $5.51K
|
2.1K
$61K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
201+ 3.04% |
$4.47K - $5.04K
|
6.8K
$198K
|