Purchases and Sales Made in Q1 2022 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q1 2022. The information is specifically focused on institutions that hold shares of UGI CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
56+ 0.57% |
$1.85K - $2.59K
|
9.87K
$280K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
56+ 0.25% |
$1.85K - $2.59K
|
22.4K
$635K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
52New |
$1.72K - $2.41K
|
52
$1.47K
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
51New |
$1.69K - $2.36K
|
51
$1.45K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
50+ 8.33% |
$1.66K - $2.32K
|
650
$18.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
46+ 3.4% |
$1.52K - $2.13K
|
1.4K
$39.6K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
36+ 138.46% |
$1.19K - $1.67K
|
62
$1.76K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
31New |
$1.03K - $1.44K
|
31
$879
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
30New |
$993 - $1.39K
|
30
$851
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
29New |
$960 - $1.34K
|
29
$822
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
22+ 0.34% |
$728 - $1.02K
|
6.48K
$184K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
20+ 0.22% |
$662 - $927
|
9.07K
$257K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13+ 37.14% |
$430 - $602
|
48
$1.36K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
12New |
$397 - $556
|
12
$340
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10New |
$331 - $463
|
10
$284
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.36% |
$265 - $371
|
2.2K
$62.5K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.06% |
$232 - $324
|
10.9K
$310K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$232 - $324
|
5.81K
$165K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.08% |
$166 - $232
|
6.29K
$178K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5New |
$166 - $232
|
5
$142
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.7% |
$66.2 - $92.7
|
289
$8.19K
|
|
|
Apr 14, 2022
Q1 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1+ 0.0% |
$33.1 - $46.3
|
80.8K
$2.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.69% |
$33.1 - $46.3
|
60
$1.7K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-4Closed |
$132 - $185
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6Closed |
$199 - $278
|
0
$0
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-7- 4.86% |
$232 - $324
|
137
$3.88K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
SELL
|
- |
-9- 36.0% |
$298 - $417
|
16
$454
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-16- 76.19% |
$530 - $741
|
5
$142
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-26- 1.68% |
$861 - $1.2K
|
1.52K
$43.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-30- 66.67% |
$993 - $1.39K
|
15
$425
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-32Closed |
$1.06K - $1.48K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-50- 7.39% |
$1.66K - $2.32K
|
627
$17.8K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-63- 32.47% |
$2.09K - $2.92K
|
131
$3.71K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-63Closed |
$2.09K - $2.92K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-76- 1.19% |
$2.52K - $3.52K
|
6.29K
$178K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-94- 13.15% |
$3.11K - $4.36K
|
621
$17.6K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-95- 1.2% |
$3.15K - $4.4K
|
7.82K
$222K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-100- 1.75% |
$3.31K - $4.63K
|
5.61K
$159K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-109Closed |
$3.61K - $5.05K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-111Closed |
$3.68K - $5.14K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
SELL
|
- |
-111- 75.0% |
$3.68K - $5.14K
|
37
$1.05K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-118- 0.58% |
$3.91K - $5.47K
|
20.1K
$570K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-127- 3.48% |
$4.2K - $5.88K
|
3.53K
$100K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-132Closed |
$4.37K - $6.12K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-133- 0.39% |
$4.4K - $6.16K
|
34K
$963K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-152- 1.94% |
$5.03K - $7.04K
|
7.67K
$217K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-158- 7.46% |
$5.23K - $7.32K
|
1.96K
$55.6K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-162- 4.16% |
$5.36K - $7.51K
|
3.73K
$106K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-175Closed |
$5.79K - $8.11K
|
0
$0
|