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 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$132 - $153
|
6
$172
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
212KNew |
$4.29M - $5.27M
|
212K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
75KNew |
$1.52M - $1.87M
|
75K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
51.9KNew |
$1.05M - $1.29M
|
51.9K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
CALL |
50KNew |
$1.01M - $1.24M
|
50K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
49.9KNew |
$1.01M - $1.24M
|
49.9K
$1.43M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
28.4KNew |
$575K - $705K
|
28.4K
$812K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
19.7KNew |
$400K - $491K
|
19.7K
$565K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
17.6K+ 20.77% |
$356K - $437K
|
102K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.2K+ 68.18% |
$267K - $327K
|
32.5K
$930K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$221K - $271K
|
10.9K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$216K - $265K
|
10.7K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$210K - $257K
|
10.3K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.75KNew |
$137K - $168K
|
6.75K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
4.62K+ 15.74% |
$93.7K - $115K
|
34K
$974K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
BUY
|
- |
4.62K+ 15.74% |
$93.7K - $115K
|
34K
$974K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.6KNew |
$52.6K - $64.6K
|
2.6K
$74.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.63K+ 9.6% |
$33K - $40.5K
|
18.6K
$532K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.62KNew |
$32.9K - $40.4K
|
1.62K
$46.5K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.57KNew |
$31.7K - $39K
|
1.57K
$44.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
1.01K+ 10.4% |
$20.5K - $25.2K
|
10.7K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
700New |
$14.2K - $17.4K
|
700
$20K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
361New |
$7.31K - $8.98K
|
361
$10.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
356+ 2.62% |
$7.21K - $8.85K
|
14K
$400K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
257New |
$5.21K - $6.39K
|
257
$7.36K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
250+ 12500.0% |
$5.07K - $6.22K
|
252
$7.22K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
158New |
$3.2K - $3.93K
|
158
$4.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
151New |
$3.06K - $3.76K
|
151
$4.32K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
149+ 1064.29% |
$3.02K - $3.71K
|
163
$4.67K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
86New |
$1.74K - $2.14K
|
86
$2.46K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40New |
$810 - $995
|
40
$1.15K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 39.0% |
$790 - $970
|
139
$3.98K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 3.17% |
$40.5 - $49.7
|
65
$1.86K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$20.3 - $24.9
|
1
$28.6
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.8MNew |
$63.5M - $77.3M
|
2.8M
$80.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Covalis Capital LLP
London, X0 |
BUY
|
- |
708KNew |
$16M - $19.5M
|
708K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
377KNew |
$8.55M - $10.4M
|
377K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
200KNew |
$4.53M - $5.52M
|
200K
$5.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
148KNew |
$3.36M - $4.09M
|
148K
$4.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
37.1KNew |
$841K - $1.02M
|
37.1K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
32.9KNew |
$746K - $909K
|
32.9K
$943K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
26.6K+ 111.33% |
$602K - $733K
|
50.4K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
21KNew |
$475K - $578K
|
21K
$600K
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
18.3KNew |
$415K - $505K
|
18.3K
$524K
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
17.6KNew |
$400K - $486K
|
17.6K
$505K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
14KNew |
$317K - $386K
|
14K
$401K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
11KNew |
$249K - $304K
|
11K
$315K
|
|
|
Nov 13, 2023
Q3 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
10K+ 100.0% |
$227K - $276K
|
20K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
9.4KNew |
$213K - $259K
|
9.4K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
8.74K+ 69.73% |
$198K - $241K
|
21.3K
$609K
|
|