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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
255
shares
|
$8,040
0.0% of portfolio
|
Q1 2020
Reduced 18.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
252
shares
|
$7,945
0.0% of portfolio
|
Q4 2023
Added 12500.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
247
shares
|
$7,787
0.0% of portfolio
|
Q4 2024
Added 190.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
242
shares
|
$7,630
0.0% of portfolio
|
Q2 2023
Added 48.47%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
241
shares
|
$7,598
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
230
shares
|
$7,251
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
223
shares
|
$7,031
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219
shares
|
$6,905
0.0% of portfolio
|
Q2 2023
Reduced 70.49%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
218
shares
|
$6,873
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
215
shares
|
$6,778
0.0% of portfolio
|
Q3 2023
Reduced 14.34%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
214
shares
|
$6,747
0.0% of portfolio
|
Q2 2023
Reduced 27.7%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
213
shares
|
$6,715
0.0% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
213
shares
|
$6,715
0.0% of portfolio
|
Q4 2024
Reduced 37.54%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
201
shares
|
$6,337
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
200
shares
|
$6,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
193
shares
|
$6,085
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
163
shares
|
$5,139
0.0% of portfolio
|
Q1 2024
Reduced 32.64%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
163
shares
|
$5,139
0.0% of portfolio
|
Q4 2023
Added 1064.29%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
151
shares
|
$4,761
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
150
shares
|
$4,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
150
shares
|
$4,729
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
140
shares
|
$4,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
139
shares
|
$4,382
0.0% of portfolio
|
Q4 2023
Added 39.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
137
shares
|
$4,319
0.0% of portfolio
|
Q3 2024
Added 426.92%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
132
shares
|
$4,161
0.0% of portfolio
|
Q2 2024
New holding
|