Latest Institutional Sells of Ugi Corp (UGI)
This list provides information on the latest institutional transactions involving Ugi Corp (UGI) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-276Closed |
$9.6K - $11.5K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-265Closed |
$9.22K - $11.1K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-78Closed |
$2.71K - $3.26K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-38Closed |
$1.32K - $1.59K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-16Closed |
$557 - $669
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-5Closed |
$174 - $209
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-1Closed |
$34.8 - $41.8
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-205KClosed |
$6.62M - $7.79M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
$359K - $423K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-10.4KClosed |
$335K - $395K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Keybank National Association
|
SELL
|
- |
-6.52KClosed |
$211K - $248K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Burt Wealth Advisors
|
SELL
|
- |
-3.6KClosed |
$116K - $137K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.8KClosed |
$58.2K - $68.5K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-574Closed |
$18.6K - $21.8K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-318Closed |
$10.3K - $12.1K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-229Closed |
$7.4K - $8.72K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-187Closed |
$6.04K - $7.12K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-127Closed |
$4.1K - $4.83K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-102Closed |
$3.3K - $3.88K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-71Closed |
$2.29K - $2.7K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-50Closed |
$1.62K - $1.9K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-22Closed |
$711 - $837
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-14.1KClosed |
$421K - $502K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.1KClosed |
$391K - $465K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-7.5KClosed |
$224K - $267K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Todd Asset Management LLC
|
SELL
|
- |
-6.93KClosed |
$207K - $246K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.34KClosed |
$99.8K - $119K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.63KClosed |
$48.6K - $57.9K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.24KClosed |
$36.9K - $44K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.2KClosed |
$35.8K - $42.7K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-733Closed |
$21.9K - $26.1K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-657Closed |
$19.6K - $23.4K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-382Closed |
$11.4K - $13.6K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-268Closed |
$8.01K - $9.53K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-191Closed |
$5.71K - $6.79K
|
0
$0
|
|
Dec 10, 2020
Q3 2020
|
Nvwm, LLC
|
SELL
|
- |
-158Closed |
$4.72K - $5.62K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-144Closed |
$4.3K - $5.12K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-71Closed |
$2.12K - $2.52K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-17Closed |
$508 - $605
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Precept Management LLC
Dallas, TX |
SELL
|
PUT |
-40KClosed |
$986K - $1.47M
|
0
$0
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-39.2KClosed |
$966K - $1.44M
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$402K - $599K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Ossiam
Paris, I0 |
SELL
|
- |
-11.2KClosed |
$277K - $413K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-9.66KClosed |
$238K - $355K
|
0
$0
|
|
Jul 09, 2020
Q2 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.79KClosed |
$216K - $323K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Royce & Associates LP
|
SELL
|
- |
-7KClosed |
$172K - $257K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Family Capital Trust CO
|
SELL
|
- |
-1.9KClosed |
$46.8K - $69.9K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.47K- 11.29% |
$36.2K - $54K
|
11.5K
$411K
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-638Closed |
$15.7K - $23.5K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Clean Yield Group
|
SELL
|
- |
-348Closed |
$8.57K - $12.8K
|
0
$0
|