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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.53K+ 36.75% |
$82.6K - $108K
|
9.41K
$271K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.53K+ 24.4% |
$82.5K - $108K
|
12.9K
$371K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.42K+ 30.15% |
$79.1K - $103K
|
10.4K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
2.4K+ 1.58% |
$78.4K - $102K
|
155K
$4.46M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
2.37K+ 19.78% |
$77.6K - $101K
|
14.4K
$414K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35KNew |
$76.9K - $100K
|
2.35K
$67.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.31K+ 10.01% |
$75.3K - $98.2K
|
25.3K
$729K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
2.18K+ 16.16% |
$71.3K - $93K
|
15.7K
$452K
|
|
|
May 10, 2023
Q1 2023
|
Tredje Ap Fonden
|
BUY
|
- |
2.14K+ 2.45% |
$69.9K - $91.1K
|
89.4K
$2.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 2.26% |
$68.2K - $88.9K
|
94.6K
$2.72M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
1.98K+ 13.23% |
$64.6K - $84.2K
|
16.9K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
1.98K+ 13.23% |
$64.6K - $84.2K
|
16.9K
$487K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.97K+ 5.3% |
$64.3K - $83.9K
|
39.2K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.87K+ 3.61% |
$61.1K - $79.7K
|
53.7K
$1.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
1.79K+ 650.91% |
$58.5K - $76.3K
|
2.07K
$59.5K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.7K+ 1.14% |
$55.6K - $72.5K
|
150K
$4.33M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.7K+ 2.86% |
$55.4K - $72.3K
|
61K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 5.91% |
$54.8K - $71.4K
|
30K
$865K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.62K+ 7.65% |
$53K - $69.1K
|
22.8K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
1.52K+ 0.03% |
$49.8K - $64.9K
|
4.37M
$126M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.52K+ 20.87% |
$49.8K - $64.9K
|
8.82K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.51K+ 2.98% |
$49.4K - $64.5K
|
52.3K
$1.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.38K+ 9.31% |
$45.1K - $58.9K
|
16.2K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.31K+ 9.59% |
$42.9K - $55.9K
|
15K
$432K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.26K+ 5.92% |
$41.2K - $53.7K
|
22.6K
$650K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.24K+ 3.91% |
$40.4K - $52.6K
|
32.8K
$945K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.2KNew |
$39.2K - $51.1K
|
1.2K
$34.5K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 67.15% |
$39.1K - $51K
|
2.98K
$85.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 13.88% |
$36.7K - $47.8K
|
9.2K
$265K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 17.62% |
$34.5K - $45K
|
7.04K
$203K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
992New |
$32.4K - $42.3K
|
992
$28.6K
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
984+ 2.55% |
$32.2K - $41.9K
|
39.5K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
956+ 5.02% |
$31.2K - $40.7K
|
20K
$575K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
945+ 57.38% |
$30.9K - $40.3K
|
2.59K
$74.6K
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
931+ 5.86% |
$30.4K - $39.7K
|
16.8K
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
BUY
|
- |
919+ 1.12% |
$30K - $39.2K
|
83.2K
$2.39M
|
|
|
May 08, 2023
Q1 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
904+ 1.15% |
$29.5K - $38.5K
|
79.3K
$2.28M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
894+ 8.58% |
$29.2K - $38.1K
|
11.3K
$326K
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
812+ 4.04% |
$26.5K - $34.6K
|
20.9K
$602K
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
777+ 0.96% |
$25.4K - $33.1K
|
81.4K
$2.34M
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
766+ 0.47% |
$25K - $32.6K
|
163K
$4.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
727+ 6.92% |
$23.8K - $31K
|
11.2K
$323K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
708New |
$23.1K - $30.2K
|
708
$20.4K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
698New |
$22.8K - $29.7K
|
698
$20.1K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
693+ 6.64% |
$22.6K - $29.5K
|
11.1K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
683+ 0.7% |
$22.3K - $29.1K
|
98.5K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
674+ 89.39% |
$22K - $28.7K
|
1.43K
$41.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
640+ 25.28% |
$20.9K - $27.3K
|
3.17K
$91.3K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
573+ 0.45% |
$18.7K - $24.4K
|
129K
$3.71M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
500+ 4.2% |
$16.3K - $21.3K
|
12.4K
$357K
|