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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
230New |
$5.35K - $6.99K
|
230
$8.19K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 4.99% |
$4.65K - $6.07K
|
4.21K
$150K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
170New |
$3.95K - $5.16K
|
170
$6.06K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140New |
$3.25K - $4.25K
|
140
$4.99K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
124+ 1.01% |
$2.88K - $3.77K
|
12.4K
$443K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
90New |
$2.09K - $2.73K
|
90
$3.21K
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
63New |
$1.46K - $1.91K
|
63
$2.24K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
38New |
$883 - $1.15K
|
38
$1.35K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 17.03% |
$720 - $941
|
213
$7.59K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$442 - $577
|
19
$677
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$163 - $213
|
7
$249
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$116 - $152
|
5.88K
$210K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$23.2 - $30.4
|
1
$35.6
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
70.6KNew |
$1.57M - $1.77M
|
70.6K
$2.52M
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
68KNew |
$1.51M - $1.7M
|
68K
$2.42M
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
57.9KNew |
$1.29M - $1.45M
|
57.9K
$2.06M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
56.3KNew |
$1.25M - $1.41M
|
56.3K
$2.01M
|
|
Nov 14, 2024
Q3 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
50.9K+ 16.97% |
$1.13M - $1.28M
|
351K
$12.5M
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
47.5KNew |
$1.06M - $1.19M
|
47.5K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
44KNew |
$978K - $1.1M
|
44K
$1.57M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25K+ 2402.02% |
$556K - $626K
|
26K
$928K
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.4K+ 168.62% |
$453K - $511K
|
32.5K
$1.16M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 10.71% |
$345K - $389K
|
160K
$5.72M
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
12.7KNew |
$282K - $318K
|
12.7K
$452K
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.28KNew |
$184K - $207K
|
8.28K
$295K
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.92K+ 3901.97% |
$176K - $198K
|
8.12K
$289K
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.3K+ 75.44% |
$95.6K - $108K
|
10K
$356K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.26K+ 2.22% |
$50.2K - $56.6K
|
104K
$3.71M
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.21KNew |
$49K - $55.2K
|
2.21K
$78.6K
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.89KNew |
$42K - $47.3K
|
1.89K
$67.3K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 6.1% |
$37.8K - $42.6K
|
29.6K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1K+ 7.0% |
$22.2K - $25.1K
|
15.3K
$545K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1K+ 120.48% |
$22.2K - $25.1K
|
1.83K
$65.2K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
925New |
$20.6K - $23.2K
|
925
$33K
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
648New |
$14.4K - $16.2K
|
648
$23.1K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
516New |
$11.5K - $12.9K
|
516
$18.4K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
476New |
$10.6K - $11.9K
|
476
$17K
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$8.89K - $10K
|
400
$14.3K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
266New |
$5.91K - $6.66K
|
266
$9.48K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
236+ 32.02% |
$5.25K - $5.91K
|
973
$34.7K
|
|
Nov 08, 2024
Q3 2024
|
Sasco Capital Inc
|
BUY
|
- |
130+ 0.27% |
$2.89K - $3.26K
|
48.7K
$1.73M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 426.92% |
$2.47K - $2.78K
|
137
$4.88K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
97New |
$2.16K - $2.43K
|
97
$3.46K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
84New |
$1.87K - $2.1K
|
84
$2.99K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
80New |
$1.78K - $2K
|
80
$2.85K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
66+ 13.31% |
$1.47K - $1.65K
|
562
$20K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63New |
$1.4K - $1.58K
|
63
$2.24K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
48New |
$1.07K - $1.2K
|
48
$1.71K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
44+ 338.46% |
$978 - $1.1K
|
57
$2.03K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
30New |
$667 - $752
|
30
$1.07K
|