Purchases and Sales Made in Q1 2024 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q1 2024. 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, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-160- 0.96% |
$3.51K - $4.09K
|
16.6K
$501K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-169- 21.23% |
$3.7K - $4.32K
|
627
$19K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-174- 65.91% |
$3.81K - $4.45K
|
90
$2.72K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-178- 1.01% |
$3.9K - $4.55K
|
17.5K
$528K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-234- 3.05% |
$5.13K - $5.98K
|
7.43K
$225K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-240- 9.63% |
$5.26K - $6.13K
|
2.25K
$68.1K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-272- 0.86% |
$5.96K - $6.95K
|
31.2K
$944K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-273- 36.3% |
$5.98K - $6.98K
|
479
$14.5K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-285- 14.61% |
$6.25K - $7.28K
|
1.67K
$50.4K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-286- 1.33% |
$6.27K - $7.31K
|
21.2K
$640K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-286- 23.33% |
$6.27K - $7.31K
|
940
$28.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-318- 10.2% |
$6.97K - $8.13K
|
2.8K
$84.6K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-346- 72.69% |
$7.58K - $8.84K
|
130
$3.93K
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-386- 1.65% |
$8.46K - $9.87K
|
23K
$696K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 0.93% |
$8.77K - $10.2K
|
42.8K
$1.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-410- 2.32% |
$8.99K - $10.5K
|
17.2K
$521K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-507- 16.2% |
$11.1K - $13K
|
2.62K
$79.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-515- 50.0% |
$11.3K - $13.2K
|
515
$15.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-534- 0.47% |
$11.7K - $13.6K
|
113K
$3.42M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-550- 6.12% |
$12.1K - $14.1K
|
8.43K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-826- 3.59% |
$18.1K - $21.1K
|
22.2K
$671K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-826- 48.82% |
$18.1K - $21.1K
|
866
$26.2K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-900- 7.56% |
$19.7K - $23K
|
11K
$333K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-959- 7.38% |
$21K - $24.5K
|
12K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-985- 1.68% |
$21.6K - $25.2K
|
57.6K
$1.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1K- 1.93% |
$21.9K - $25.6K
|
50.9K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.32K- 11.78% |
$28.9K - $33.7K
|
9.87K
$298K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.48K- 1.43% |
$32.3K - $37.7K
|
102K
$3.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.6K- 43.69% |
$35.1K - $40.9K
|
2.06K
$62.3K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2K- 16.57% |
$43.8K - $51.1K
|
10.1K
$304K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-2.14K- 1.26% |
$47K - $54.7K
|
167K
$5.05M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.22K- 6.66% |
$48.8K - $56.8K
|
31.2K
$942K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.56K- 22.55% |
$56K - $65.3K
|
8.78K
$265K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.6K- 14.72% |
$57K - $66.5K
|
15.1K
$455K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-3.2K- 2.83% |
$70.1K - $81.8K
|
110K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.22K- 17.11% |
$70.5K - $82.2K
|
15.6K
$471K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.23K- 1.74% |
$70.8K - $82.6K
|
183K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-3.44K- 14.13% |
$75.5K - $88K
|
20.9K
$633K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.75K- 20.62% |
$82.1K - $95.7K
|
14.4K
$436K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
SELL
|
- |
-3.81K- 3.39% |
$83.4K - $97.3K
|
108K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.89K- 9.11% |
$85.2K - $99.3K
|
38.8K
$1.17M
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.36K- 14.83% |
$95.5K - $111K
|
25K
$756K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.5K- 2.59% |
$98.7K - $115K
|
169K
$5.11M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.6K- 3.55% |
$101K - $118K
|
125K
$3.77M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-5.04K- 26.2% |
$110K - $129K
|
14.2K
$429K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.39K- 81.53% |
$118K - $138K
|
1.22K
$36.9K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.57K- 1.97% |
$122K - $142K
|
277K
$8.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.19K- 18.53% |
$136K - $158K
|
27.2K
$822K
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.38K- 19.69% |
$140K - $163K
|
26K
$787K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.63K- 37.02% |
$145K - $170K
|
11.3K
$341K
|