Purchases and Sales Made in Q1 2025 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q1 2025. 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 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.75K+ 7.78% |
$189K - $231K
|
93.5K
$3.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.75KNew |
$189K - $231K
|
6.75K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.66KNew |
$187K - $228K
|
6.66K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6.65K+ 9.23% |
$186K - $227K
|
78.7K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.63KNew |
$186K - $227K
|
6.63K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.61KNew |
$185K - $226K
|
6.61K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
6.59K+ 7.99% |
$185K - $225K
|
89.1K
$3.14M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
6.59K+ 8.68% |
$184K - $225K
|
82.5K
$2.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.56K+ 8.01% |
$184K - $224K
|
88.5K
$3.12M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
6.53KNew |
$183K - $223K
|
6.53K
$230K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.52KNew |
$182K - $223K
|
6.52K
$230K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.48K+ 26.01% |
$181K - $221K
|
31.4K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
6.48KNew |
$181K - $221K
|
6.48K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.42K+ 4.67% |
$180K - $219K
|
144K
$5.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.37KNew |
$178K - $218K
|
6.37K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.36KNew |
$178K - $217K
|
6.36K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.14KNew |
$172K - $210K
|
6.14K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
6.06KNew |
$170K - $207K
|
6.06K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.52K+ 132.94% |
$154K - $188K
|
9.67K
$341K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
5.38K+ 5.1% |
$151K - $184K
|
111K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.27K+ 3.98% |
$147K - $180K
|
138K
$4.86M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.06K+ 22.64% |
$142K - $173K
|
27.4K
$967K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
4.89K+ 57.94% |
$137K - $167K
|
13.3K
$470K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
4.85K+ 2.42% |
$136K - $166K
|
206K
$7.26M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.85KNew |
$136K - $166K
|
4.85K
$171K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.64K+ 4.15% |
$130K - $159K
|
116K
$4.11M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.2K+ 1.91% |
$118K - $144K
|
224K
$7.91M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.2K+ 9.31% |
$118K - $143K
|
49.3K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.93K+ 8.3% |
$110K - $134K
|
51.3K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.84K+ 4.06% |
$108K - $131K
|
98.4K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.59KNew |
$101K - $123K
|
3.59K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.19K+ 6.77% |
$89.3K - $109K
|
50.3K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.12K+ 10.55% |
$87.2K - $106K
|
32.6K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.68K+ 3343.75% |
$74.9K - $91.4K
|
2.76K
$97.2K
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
2.63K+ 14.57% |
$73.6K - $89.8K
|
20.7K
$730K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.6KNew |
$72.9K - $88.9K
|
2.6K
$91.9K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.56KNew |
$71.5K - $87.3K
|
2.56K
$90.2K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.51K+ 9.13% |
$70.4K - $85.9K
|
30K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.5K+ 4.69% |
$70K - $85.4K
|
55.8K
$1.97M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.25K+ 4.97% |
$63K - $76.9K
|
47.6K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
2.18K+ 3961.82% |
$61K - $74.4K
|
2.23K
$78.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.16K+ 0.44% |
$60.6K - $73.9K
|
494K
$17.4M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.98K+ 151.41% |
$55.5K - $67.7K
|
3.29K
$116K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.87KNew |
$52.3K - $63.8K
|
1.87K
$65.9K
|
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.82K+ 12.14% |
$50.9K - $62.1K
|
16.8K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.67K+ 11.34% |
$46.6K - $56.9K
|
16.4K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
1.53KNew |
$42.8K - $52.2K
|
1.53K
$53.9K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1.51KNew |
$42.3K - $51.6K
|
1.51K
$53.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.44K+ 18.83% |
$40.2K - $49K
|
9.06K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.38K+ 13.47% |
$38.7K - $47.2K
|
11.6K
$411K
|