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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,251
shares
|
$72,032
0.01% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,250
shares
|
$72,000
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,250
shares
|
$72,000
0.01% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,240
shares
|
$71,680
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,078
shares
|
$66,496
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,052
shares
|
$65,664
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,968
shares
|
$62,976
0.01% of portfolio
|
Q4 2024
Added 628.89%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,963
shares
|
$62,816
0.0% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,957
shares
|
$62,624
0.0% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,940
shares
|
$62,080
0.07% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,836
shares
|
$58,752
0.0% of portfolio
|
Q4 2024
Added 130.65%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,830
shares
|
$58,560
0.02% of portfolio
|
Q3 2024
Added 120.48%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,785
shares
|
$57,120
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$54,400
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,691
shares
|
$54,112
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,603
shares
|
$51,296
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,567
shares
|
$50,144
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,500
shares
|
$48,000
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
1,500
shares
|
$48,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,398
shares
|
$44,736
0.0% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
1,345
shares
|
$43,040
0.0% of portfolio
|
Q4 2024
Added 67.08%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,309
shares
|
$41,888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1,275
shares
|
$40,800
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,258
shares
|
$40,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
1,102
shares
|
$35,264
0.0% of portfolio
|
Q2 2021
New holding
|