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 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
486+ 189.84% |
$15.9K - $20.7K
|
742
$21.3K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
482+ 3.53% |
$15.8K - $20.5K
|
14.1K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
389+ 3.05% |
$12.7K - $16.6K
|
13.1K
$377K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
375+ 75.45% |
$12.3K - $16K
|
872
$25K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
375+ 6.39% |
$12.3K - $16K
|
6.25K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
333+ 1.52% |
$10.9K - $14.2K
|
22.2K
$637K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
320+ 3.34% |
$10.5K - $13.6K
|
9.9K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
307+ 1.98% |
$10K - $13.1K
|
15.8K
$453K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$9.8K - $12.8K
|
300
$8.59K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
298+ 3.78% |
$9.74K - $12.7K
|
8.19K
$235K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
259+ 0.92% |
$8.46K - $11K
|
28.3K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
255+ 0.38% |
$8.33K - $10.9K
|
66.6K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
236New |
$7.71K - $10.1K
|
236
$6.76K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
233+ 3.51% |
$7.61K - $9.93K
|
6.87K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
213+ 2.13% |
$6.96K - $9.08K
|
10.2K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
211+ 1.97% |
$6.9K - $8.99K
|
10.9K
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
210New |
$6.86K - $8.95K
|
210
$6.01K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
210New |
$6.86K - $8.95K
|
210
$6.01K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
202+ 0.87% |
$6.6K - $8.61K
|
23.3K
$668K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.54% |
$6.54K - $8.52K
|
37.4K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
193+ 0.2% |
$6.31K - $8.23K
|
94.4K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
105+ 1.3% |
$3.43K - $4.48K
|
8.17K
$234K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
100+ 1.69% |
$3.27K - $4.26K
|
6.01K
$172K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
95+ 0.19% |
$3.1K - $4.05K
|
50.3K
$1.44M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
95+ 243.59% |
$3.1K - $4.05K
|
134
$3.84K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
84New |
$2.75K - $3.58K
|
84
$2.41K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
81New |
$2.65K - $3.45K
|
81
$2.32K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
77+ 1.15% |
$2.52K - $3.28K
|
6.75K
$193K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
68+ 2.09% |
$2.22K - $2.9K
|
3.32K
$95K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
59+ 0.48% |
$1.93K - $2.51K
|
12.3K
$351K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
55New |
$1.8K - $2.34K
|
55
$1.58K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
38+ 0.56% |
$1.24K - $1.62K
|
6.84K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
35+ 0.18% |
$1.14K - $1.49K
|
19.8K
$568K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
30+ 6.51% |
$980 - $1.28K
|
491
$14.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
17+ 1.17% |
$556 - $725
|
1.47K
$42.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16+ 0.09% |
$523 - $682
|
18.6K
$531K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 1.01% |
$523 - $682
|
1.61K
$46K
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
15+ 0.07% |
$490 - $639
|
20.2K
$578K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 9.09% |
$458 - $597
|
168
$4.81K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13New |
$425 - $554
|
13
$372
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
11New |
$359 - $469
|
11
$315
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10+ 0.61% |
$327 - $426
|
1.64K
$46.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
10New |
$327 - $426
|
10
$286
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.4% |
$294 - $384
|
2.24K
$64.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.34% |
$261 - $341
|
2.4K
$68.6K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
7+ 10.94% |
$229 - $298
|
71
$2.03K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.09% |
$163 - $213
|
5.75K
$165K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.59% |
$32.7 - $42.6
|
64
$1.83K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$32.7 - $42.6
|
2
$57.3
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$32.7 - $42.6
|
1
$28.6
|