Purchases and Sales Made in Q1 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q1 2023. 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 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
9.2KNew |
$301K - $392K
|
9.2K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
9.07KNew |
$296K - $387K
|
9.07K
$261K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.85K+ 15.42% |
$289K - $377K
|
66.3K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
8.5K+ 1.63% |
$278K - $362K
|
530K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.49K+ 2.54% |
$277K - $362K
|
342K
$9.86M
|
|
|
May 12, 2023
Q1 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
8.39K+ 15.17% |
$274K - $357K
|
63.6K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
8.26K+ 1.8% |
$270K - $352K
|
467K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.97KNew |
$261K - $340K
|
7.97K
$230K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
7.81K+ 19.04% |
$255K - $333K
|
48.8K
$1.41M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.71K+ 130.47% |
$252K - $329K
|
13.6K
$392K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.51KNew |
$245K - $320K
|
7.51K
$216K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.42K+ 0.9% |
$243K - $316K
|
829K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.15K+ 121.72% |
$234K - $305K
|
13K
$375K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.08K+ 63.9% |
$231K - $302K
|
18.2K
$523K
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
6.63K+ 39.04% |
$217K - $283K
|
23.6K
$680K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.6KNew |
$216K - $281K
|
6.6K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.38KNew |
$209K - $272K
|
6.38K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
6.33KNew |
$207K - $270K
|
6.33K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.18KNew |
$202K - $263K
|
6.18K
$178K
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6KNew |
$196K - $256K
|
6K
$173K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
5.9K+ 17.51% |
$193K - $251K
|
39.6K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.77KNew |
$188K - $246K
|
5.77K
$166K
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.74K+ 10.78% |
$188K - $245K
|
59K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.64K+ 205.2% |
$184K - $241K
|
8.39K
$242K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.49K+ 3.36% |
$179K - $234K
|
169K
$4.87M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.43K+ 80.04% |
$177K - $231K
|
12.2K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.36K+ 4.65% |
$175K - $228K
|
121K
$3.47M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.16K+ 8.47% |
$169K - $220K
|
66.1K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.95K+ 1.36% |
$162K - $211K
|
371K
$10.7M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.9K+ 14.85% |
$160K - $209K
|
37.9K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.53K+ 5.43% |
$148K - $193K
|
88.1K
$2.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.36K+ 25.1% |
$142K - $186K
|
21.7K
$625K
|
|
|
May 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
4.32K+ 29.21% |
$141K - $184K
|
19.1K
$551K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.26K+ 1.43% |
$139K - $181K
|
301K
$8.67M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.15K+ 6.34% |
$136K - $177K
|
69.7K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
4K+ 40.0% |
$131K - $170K
|
14K
$403K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.95K+ 53.0% |
$129K - $168K
|
11.4K
$328K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.86K+ 56.55% |
$126K - $165K
|
10.7K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.8K+ 271.43% |
$124K - $162K
|
5.2K
$150K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.69K+ 13.58% |
$121K - $157K
|
30.9K
$889K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.63K+ 12.19% |
$119K - $155K
|
33.4K
$963K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.6K+ 52.7% |
$118K - $154K
|
10.4K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.6K+ 36.79% |
$118K - $153K
|
13.4K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.5KNew |
$114K - $149K
|
3.5K
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.4K+ 10.85% |
$111K - $145K
|
34.7K
$999K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.32KNew |
$108K - $141K
|
3.32K
$95.5K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.06K+ 9.9% |
$99.9K - $130K
|
33.9K
$977K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.96K+ 1.63% |
$96.7K - $126K
|
184K
$5.31M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.6K+ 31.95% |
$84.9K - $111K
|
10.7K
$309K
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.54K+ 18.6% |
$83K - $108K
|
16.2K
$466K
|