Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 539 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $5.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
637
shares
|
$20,084
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
627
shares
|
$19,769
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
614
shares
|
$19,359
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
609
shares
|
$19,201
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
607
shares
|
$19,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
600
shares
|
$18,918
0.0% of portfolio
|
Q4 2023
Reduced 36.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
597
shares
|
$18,823
0.0% of portfolio
|
Q4 2021
Reduced 51.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$17,719
0.0% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
515
shares
|
$16,237
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
476
shares
|
$15,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
473
shares
|
$14,913
0.0% of portfolio
|
Q4 2024
Added 84.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
469
shares
|
$14,787
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
468
shares
|
$14,756
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
423
shares
|
$13,337
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$12,612
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
400
shares
|
$12,612
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
330
shares
|
$10,404
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
328
shares
|
$10,341
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
307
shares
|
$9,679
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
300
shares
|
$9,459
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
299
shares
|
$9,427
0.0% of portfolio
|
Q4 2024
Added 247.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
282
shares
|
$8,891
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
266
shares
|
$8,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$8,323
0.0% of portfolio
|
Q2 2024
Added 193.33%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
257
shares
|
$8,103
0.0% of portfolio
|
Q4 2023
New holding
|