Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 584 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
400
shares
|
$13,116
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
380
shares
|
$12,460
0.0% of portfolio
|
Q4 2024
Added 427.78%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
330
shares
|
$10,820
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
328
shares
|
$10,755
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
307
shares
|
$10,066
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
300
shares
|
$9,837
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
299
shares
|
$9,804
0.0% of portfolio
|
Q4 2024
Added 247.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
268
shares
|
$8,787
0.0% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
266
shares
|
$8,722
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$8,656
0.0% of portfolio
|
Q2 2024
Added 193.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
255
shares
|
$8,361
0.0% of portfolio
|
Q1 2020
Reduced 18.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
252
shares
|
$8,263
0.0% of portfolio
|
Q4 2023
Added 12500.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
247
shares
|
$8,099
0.0% of portfolio
|
Q4 2024
Added 190.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
242
shares
|
$7,935
0.0% of portfolio
|
Q2 2023
Added 48.47%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
241
shares
|
$7,902
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
230
shares
|
$7,541
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
223
shares
|
$7,312
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219
shares
|
$7,181
0.0% of portfolio
|
Q2 2023
Reduced 70.49%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
218
shares
|
$7,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
217
shares
|
$7,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
215
shares
|
$7,049
0.0% of portfolio
|
Q3 2023
Reduced 14.34%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
214
shares
|
$7,017
0.0% of portfolio
|
Q2 2023
Reduced 27.7%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
213
shares
|
$6,984
0.0% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$6,558
0.0% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
170
shares
|
$5,574
0.0% of portfolio
|
Q4 2024
New holding
|