Latest Institutional Sells of Ugi Corp (UGI)

UGI Quotes by TradingView

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 21, 2021 Q1 2021
Childress Capital Advisors, LLC

Houston, TX
SELL
 -
-329
Closed
$11.4K - $13.8K
0 $0
May 14, 2021 Q1 2021
Vantage Consulting Group Inc

Virginia Beach, VA
SELL
 -
-276
Closed
$9.6K - $11.5K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-265
Closed
$9.22K - $11.1K
0 $0
Apr 14, 2021 Q1 2021
Beacon Capital Management, Inc.

SELL
 -
-78
Closed
$2.71K - $3.26K
0 $0
May 04, 2021 Q1 2021
Harvest Group Wealth Management, LLC

SELL
 -
-38
Closed
$1.32K - $1.59K
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-16
Closed
$557 - $669
0 $0
Apr 09, 2021 Q1 2021
Carolina Wealth Advisors, LLC

SELL
 -
-5
Closed
$174 - $209
0 $0
May 20, 2021 Q1 2021
Tru Independence LLC

SELL
 -
-1
Closed
$34.8 - $41.8
0 $0
Q4 2020
Feb 12, 2021 Q4 2020
Andra Ap Fonden

Goteborg, V7
SELL
 -
-205K
Closed
$6.62M - $7.79M
0 $0
Feb 10, 2021 Q4 2020
Rafferty Asset Management, LLC

New York, NY
SELL
 -
-11.1K
Closed
$359K - $423K
0 $0
Feb 09, 2021 Q4 2020
Keybank National Association

SELL
 -
-6.52K
Closed
$211K - $248K
0 $0
Feb 11, 2021 Q4 2020
Burt Wealth Advisors

SELL
 -
-3.6K
Closed
$116K - $137K
0 $0
Feb 16, 2021 Q4 2020
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.8K
Closed
$58.2K - $68.5K
0 $0
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-574
Closed
$18.6K - $21.8K
0 $0
Jan 27, 2021 Q4 2020
Cnb Bank

Clearfield, PA
SELL
 -
-318
Closed
$10.3K - $12.1K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-229
Closed
$7.4K - $8.72K
0 $0
Feb 05, 2021 Q4 2020
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-187
Closed
$6.04K - $7.12K
0 $0
Feb 01, 2021 Q4 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-127
Closed
$4.1K - $4.83K
0 $0
Feb 12, 2021 Q4 2020
F3 Logic, LLC

SELL
 -
-102
Closed
$3.3K - $3.88K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-71
Closed
$2.29K - $2.7K
0 $0
Feb 03, 2021 Q4 2020
Farmers & Merchants Trust CO Of Chambersburg Pa

SELL
 -
-50
Closed
$1.62K - $1.9K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-22
Closed
$711 - $837
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Quantitative Investment Management, LLC

Charlottesville, VA
SELL
 -
-14.1K
Closed
$421K - $502K
0 $0
Nov 13, 2020 Q3 2020
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-13.1K
Closed
$391K - $465K
0 $0
Nov 12, 2020 Q3 2020
Howard Financial Services, Ltd.

SELL
 -
-7.5K
Closed
$224K - $267K
0 $0
Nov 06, 2020 Q3 2020
Todd Asset Management LLC

SELL
 -
-6.93K
Closed
$207K - $246K
0 $0
Nov 12, 2020 Q3 2020
Citizens Financial Group Inc

SELL
 -
-3.34K
Closed
$99.8K - $119K
0 $0
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-1.63K
Closed
$48.6K - $57.9K
0 $0
Nov 12, 2020 Q3 2020
Clearbridge Investments, LLC

New York, NY
SELL
 -
-1.24K
Closed
$36.9K - $44K
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-1.2K
Closed
$35.8K - $42.7K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-733
Closed
$21.9K - $26.1K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-657
Closed
$19.6K - $23.4K
0 $0
Nov 12, 2020 Q3 2020
Capital Directions Investment Advisors, LLC

SELL
 -
-382
Closed
$11.4K - $13.6K
0 $0
Oct 29, 2020 Q3 2020
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-268
Closed
$8.01K - $9.53K
0 $0
Oct 28, 2020 Q3 2020
Delta Asset Management LLC

Memphis, TN
SELL
 -
-191
Closed
$5.71K - $6.79K
0 $0
Dec 10, 2020 Q3 2020
Nvwm, LLC

SELL
 -
-158
Closed
$4.72K - $5.62K
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-144
Closed
$4.3K - $5.12K
0 $0
Oct 29, 2020 Q3 2020
Semmax Financial Advisors Inc.

Winston Salem, NC
SELL
 -
-71
Closed
$2.12K - $2.52K
0 $0
Oct 21, 2020 Q3 2020
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-17
Closed
$508 - $605
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Precept Management LLC

Dallas, TX
SELL
 PUT
-40K
Closed
$986K - $1.47M
0 $0
Jul 06, 2020 Q2 2020
Municipal Employees' Retirement System Of Michigan

SELL
 -
-39.2K
Closed
$966K - $1.44M
0 $0
Jul 16, 2020 Q2 2020
Bristlecone Advisors, LLC

SELL
 -
-16.3K
Closed
$402K - $599K
0 $0
Aug 13, 2020 Q2 2020
Ossiam

Paris, I0
SELL
 -
-11.2K
Closed
$277K - $413K
0 $0
Aug 12, 2020 Q2 2020
Motley Fool Wealth Management, LLC

Alexandria, VA
SELL
 -
-9.66K
Closed
$238K - $355K
0 $0
Jul 09, 2020 Q2 2020
Legacy Private Trust Co.

SELL
 -
-8.79K
Closed
$216K - $323K
0 $0
Aug 07, 2020 Q2 2020
Royce & Associates LP

SELL
 -
-7K
Closed
$172K - $257K
0 $0
Jul 31, 2020 Q2 2020
Family Capital Trust CO

SELL
 -
-1.9K
Closed
$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
 -
-638
Closed
$15.7K - $23.5K
0 $0

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