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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
332New |
$7.53K - $9.16K
|
332
$9.67K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$6.8K - $8.28K
|
300
$8.74K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
200+ 40.0% |
$4.53K - $5.52K
|
700
$20.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
177+ 1.48% |
$4.01K - $4.89K
|
12.1K
$353K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
128New |
$2.9K - $3.53K
|
128
$3.73K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108New |
$2.45K - $2.98K
|
108
$3.15K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
84New |
$1.9K - $2.32K
|
84
$2.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 284.0% |
$1.61K - $1.96K
|
96
$2.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
68New |
$1.54K - $1.88K
|
68
$1.98K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
38New |
$861 - $1.05K
|
38
$1.11K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 138.89% |
$567 - $690
|
43
$1.25K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7New |
$159 - $193
|
7
$204
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
222KNew |
$5.86M - $7.83M
|
222K
$6.46M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
70K+ 14.06% |
$1.85M - $2.48M
|
568K
$16.6M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50.3KNew |
$1.33M - $1.78M
|
50.3K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
35.5KNew |
$939K - $1.25M
|
35.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
33.3KNew |
$881K - $1.18M
|
33.3K
$970K
|
|
|
Aug 07, 2023
Q2 2023
|
Versor Investments LP
|
BUY
|
- |
25.5KNew |
$676K - $903K
|
25.5K
$744K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23.7K+ 184.83% |
$628K - $839K
|
36.6K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
11.4K+ 17.88% |
$301K - $402K
|
75K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10KNew |
$266K - $355K
|
10K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
9.43KNew |
$250K - $333K
|
9.43K
$275K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
8.84KNew |
$234K - $312K
|
8.84K
$257K
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.58KNew |
$200K - $268K
|
7.58K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.82K+ 60.29% |
$154K - $206K
|
15.5K
$451K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.6KNew |
$95.2K - $127K
|
3.6K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.6KNew |
$95.2K - $127K
|
3.6K
$105K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.75KNew |
$72.7K - $97.1K
|
2.75K
$80K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.4K+ 10.16% |
$63.5K - $84.8K
|
26K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.33KNew |
$61.7K - $82.4K
|
2.33K
$68K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.01K+ 12.78% |
$53.1K - $71K
|
17.7K
$516K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
901New |
$23.8K - $31.8K
|
901
$26.3K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
783New |
$20.7K - $27.7K
|
783
$22.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
766+ 1.94% |
$20.3K - $27.1K
|
40.3K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
574+ 5.11% |
$15.2K - $20.3K
|
11.8K
$344K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
459+ 2.73% |
$12.1K - $16.2K
|
17.3K
$504K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$10.5K - $14.1K
|
398
$11.6K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
330New |
$8.73K - $11.7K
|
330
$9.62K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
306+ 0.65% |
$8.09K - $10.8K
|
47.1K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
280New |
$7.41K - $9.9K
|
280
$8.16K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
265+ 3.05% |
$7.01K - $9.37K
|
8.95K
$261K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
79+ 48.47% |
$2.09K - $2.79K
|
242
$7.05K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
68New |
$1.8K - $2.4K
|
68
$1.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
19+ 0.08% |
$503 - $671
|
22.5K
$655K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.58% |
$344 - $459
|
2.25K
$65.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$132 - $177
|
5
$146
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
306K+ 256.09% |
$10M - $13.1M
|
426K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
113K+ 91.94% |
$3.68M - $4.8M
|
235K
$6.85M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
99.9K+ 154.41% |
$3.26M - $4.26M
|
165K
$4.8M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
46.2K+ 131.2% |
$1.51M - $1.97M
|
81.4K
$2.37M
|
|