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 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.23% |
$32.7 - $42.6
|
443
$12.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 1.92% |
$32.7 - $42.6
|
53
$1.52K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.13% |
$32.7 - $42.6
|
786
$22.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.64% |
$32.7 - $42.6
|
62
$1.78K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$32.7 - $42.6
|
1
$28.6
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 2.44% |
$32.7 - $42.6
|
40
$1.15K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 3.45% |
$65.4 - $85.2
|
56
$1.6K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4Closed |
$131 - $170
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 16.33% |
$261 - $341
|
41
$1.17K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 29.03% |
$294 - $384
|
22
$630
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11Closed |
$359 - $469
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-12- 5.88% |
$392 - $511
|
192
$5.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 30.0% |
$490 - $639
|
35
$1K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-18- 2.61% |
$588 - $767
|
672
$19.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-19- 2.6% |
$621 - $810
|
711
$20.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.36% |
$686 - $895
|
5.87K
$168K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22- 0.23% |
$719 - $938
|
9.64K
$276K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-24- 1.85% |
$784 - $1.02K
|
1.27K
$36.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-33- 0.06% |
$1.08K - $1.41K
|
57.2K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-34- 0.18% |
$1.11K - $1.45K
|
18.5K
$529K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-39- 0.56% |
$1.27K - $1.66K
|
6.98K
$200K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-45- 0.44% |
$1.47K - $1.92K
|
10.3K
$295K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-57- 2.47% |
$1.86K - $2.43K
|
2.25K
$64.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-60- 1.79% |
$1.96K - $2.56K
|
3.3K
$94.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-61- 17.84% |
$1.99K - $2.6K
|
281
$8.05K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-70- 35.9% |
$2.29K - $2.98K
|
125
$3.58K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-75- 0.78% |
$2.45K - $3.2K
|
9.52K
$273K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-78- 65.55% |
$2.55K - $3.32K
|
41
$1.17K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-97- 6.52% |
$3.17K - $4.13K
|
1.39K
$39.8K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-98- 48.51% |
$3.2K - $4.18K
|
104
$2.98K
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-100- 0.63% |
$3.27K - $4.26K
|
15.7K
$450K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-100- 14.29% |
$3.27K - $4.26K
|
600
$17.2K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-101- 17.15% |
$3.3K - $4.3K
|
488
$14K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-101- 0.73% |
$3.3K - $4.3K
|
13.7K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-108- 0.74% |
$3.53K - $4.6K
|
14.6K
$418K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-122- 74.85% |
$3.99K - $5.2K
|
41
$1.17K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-152- 2.3% |
$4.97K - $6.48K
|
6.46K
$185K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-154- 6.16% |
$5.03K - $6.56K
|
2.35K
$67.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-156- 0.81% |
$5.1K - $6.65K
|
19.1K
$547K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-168- 34.78% |
$5.49K - $7.16K
|
315
$9.02K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-175- 6.62% |
$5.72K - $7.46K
|
2.47K
$70.7K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
SELL
|
- |
-180- 1.97% |
$5.88K - $7.67K
|
8.94K
$256K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-187- 2.36% |
$6.11K - $7.97K
|
7.75K
$222K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-210- 0.76% |
$6.86K - $8.95K
|
27.4K
$784K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-219- 0.2% |
$7.16K - $9.33K
|
112K
$3.2M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-237- 0.3% |
$7.75K - $10.1K
|
78.4K
$2.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-244- 2.88% |
$7.97K - $10.4K
|
8.23K
$236K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-290- 1.95% |
$9.48K - $12.4K
|
14.6K
$417K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-292- 0.63% |
$9.54K - $12.4K
|
45.7K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-292- 0.41% |
$9.54K - $12.4K
|
71.8K
$2.06M
|