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 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.37K+ 10.01% |
$38.4K - $46.8K
|
15.1K
$532K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.32K+ 104.85% |
$36.9K - $45.1K
|
2.58K
$90.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
BUY
|
- |
1.29K+ 5.71% |
$36K - $43.9K
|
23.8K
$840K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.21K+ 143.2% |
$33.9K - $41.3K
|
2.06K
$72.5K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.2K+ 43.35% |
$33.5K - $40.9K
|
3.96K
$140K
|
|
|
May 15, 2025
Q1 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
1.18KNew |
$33.2K - $40.4K
|
1.18K
$41.8K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 1.06% |
$31.8K - $38.8K
|
108K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.1K+ 81.56% |
$30.7K - $37.5K
|
2.44K
$86.2K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.1K+ 13.59% |
$30.7K - $37.4K
|
9.16K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.09K+ 2.56% |
$30.4K - $37.1K
|
43.5K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.04K+ 2.47% |
$29.2K - $35.7K
|
43.3K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
911New |
$25.5K - $31.1K
|
911
$32.1K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
872+ 3.46% |
$24.4K - $29.8K
|
26.1K
$920K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
856New |
$24K - $29.2K
|
856
$30.2K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
850+ 5.19% |
$23.8K - $29K
|
17.2K
$608K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
834+ 7.52% |
$23.4K - $28.5K
|
11.9K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
776+ 5.4% |
$21.7K - $26.5K
|
15.2K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
750+ 2.13% |
$21K - $25.6K
|
35.9K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
695+ 2.84% |
$19.5K - $23.7K
|
25.2K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
691+ 1.52% |
$19.3K - $23.6K
|
46.1K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
657New |
$18.4K - $22.4K
|
657
$23.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
653+ 19.92% |
$18.3K - $22.3K
|
3.93K
$139K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
637+ 18.67% |
$17.8K - $21.8K
|
4.05K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
636+ 4.88% |
$17.8K - $21.7K
|
13.7K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
609New |
$17.1K - $20.8K
|
609
$21.5K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
605+ 7.17% |
$16.9K - $20.7K
|
9.05K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 1.01% |
$16.8K - $20.5K
|
60.2K
$2.12M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 1.18% |
$16.8K - $20.5K
|
51.5K
$1.82M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
479+ 102.35% |
$13.4K - $16.4K
|
947
$33.4K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
475New |
$13.3K - $16.2K
|
475
$16.8K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
472+ 2.9% |
$13.2K - $16.1K
|
16.8K
$592K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
422+ 4.97% |
$11.8K - $14.4K
|
8.91K
$314K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
409+ 0.08% |
$11.5K - $14K
|
496K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
393+ 159.11% |
$11K - $13.4K
|
640
$22.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
380+ 25.33% |
$10.6K - $13K
|
1.88K
$66.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
370+ 36.1% |
$10.4K - $12.6K
|
1.4K
$49.2K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
359+ 3.82% |
$10.1K - $12.3K
|
9.76K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
351New |
$9.83K - $12K
|
351
$12.4K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
323+ 1.87% |
$9.04K - $11K
|
17.6K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
322+ 107.33% |
$9.02K - $11K
|
622
$22K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
293New |
$8.2K - $10K
|
293
$10.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
278+ 14.21% |
$7.78K - $9.5K
|
2.24K
$78.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
276+ 1.98% |
$7.73K - $9.43K
|
14.2K
$502K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
267+ 1.36% |
$7.48K - $9.12K
|
19.9K
$701K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
239+ 7.87% |
$6.69K - $8.16K
|
3.28K
$116K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
200+ 2.8% |
$5.6K - $6.83K
|
7.35K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
158+ 11.3% |
$4.42K - $5.4K
|
1.56K
$54.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
152+ 1.32% |
$4.26K - $5.19K
|
11.7K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
148+ 5.91% |
$4.14K - $5.06K
|
2.65K
$93.6K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
139+ 2.28% |
$3.89K - $4.75K
|
6.23K
$220K
|