Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 533 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,528
shares
|
$624,896
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,292
shares
|
$617,344
0.01% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
19,006
shares
|
$608,192
0.0% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
18,843
shares
|
$602,976
0.03% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
18,318
shares
|
$586,176
0.06% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,094
shares
|
$579,008
0.0% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
17,724
shares
|
$567,168
0.01% of portfolio
|
Q3 2024
Added 46.86%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
17,522
shares
|
$560,704
0.01% of portfolio
|
Q3 2024
Reduced 54.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
17,314
shares
|
$554,048
0.01% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
17,293
shares
|
$553,376
0.0% of portfolio
|
Q3 2024
Reduced 31.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,259
shares
|
$552,288
0.0% of portfolio
|
Q4 2024
Added 1174.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
17,251
shares
|
$552,032
0.0% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
17,221
shares
|
$551,072
0.02% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
17,008
shares
|
$544,256
0.0% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
16,635
shares
|
$532,320
0.0% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
16,230
shares
|
$519,360
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
15,960
shares
|
$510,720
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
15,500
shares
|
$496,000
0.27% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,313
shares
|
$490,016
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
15,284
shares
|
$489,088
0.02% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
15,079
shares
|
$482,528
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,556
shares
|
$465,792
0.0% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,443
shares
|
$462,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
14,408
shares
|
$461,056
0.06% of portfolio
|
Q4 2024
Added 35.89%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
14,377
shares
|
$460,064
0.08% of portfolio
|
Q4 2024
Added 24.16%
|