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 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 7.14% |
$28 - $34.2
|
15
$529
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$28 - $34.2
|
6.84K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1- 0.66% |
$28 - $34.2
|
150
$5.29K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-5- 41.67% |
$140 - $171
|
7
$247
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-6- 8.57% |
$168 - $205
|
64
$2.26K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11- 40.74% |
$308 - $376
|
16
$565
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-16- 57.14% |
$448 - $547
|
12
$423
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-21- 3.04% |
$588 - $717
|
669
$23.6K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-21- 9.68% |
$588 - $717
|
196
$6.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-44- 0.29% |
$1.23K - $1.5K
|
15K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-46- 0.11% |
$1.29K - $1.57K
|
43.6K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-48- 5.26% |
$1.34K - $1.64K
|
864
$30.5K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-49- 0.47% |
$1.37K - $1.67K
|
10.5K
$370K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-50- 0.17% |
$1.4K - $1.71K
|
29.6K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-59- 6.9% |
$1.65K - $2.02K
|
796
$28.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-60- 18.29% |
$1.68K - $2.05K
|
268
$9.46K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-93- 0.23% |
$2.6K - $3.18K
|
39.7K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 66.67% |
$2.8K - $3.42K
|
50
$1.76K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-104- 1.46% |
$2.91K - $3.55K
|
7.04K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-116- 1.3% |
$3.25K - $3.96K
|
8.81K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-167- 18.7% |
$4.68K - $5.7K
|
726
$25.6K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-170- 0.59% |
$4.76K - $5.81K
|
28.6K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-178- 1.48% |
$4.98K - $6.08K
|
11.9K
$419K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-179- 89.5% |
$5.01K - $6.11K
|
21
$741
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-193- 15.6% |
$5.4K - $6.59K
|
1.04K
$36.8K
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-210- 1.56% |
$5.88K - $7.17K
|
13.2K
$467K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-226- 12.31% |
$6.33K - $7.72K
|
1.61K
$56.8K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
SELL
|
- |
-232- 25.86% |
$6.5K - $7.93K
|
665
$23.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-237- 0.64% |
$6.64K - $8.1K
|
37K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-247- 2.58% |
$6.92K - $8.44K
|
9.33K
$329K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-250- 7.3% |
$7K - $8.54K
|
3.18K
$112K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-311- 1.7% |
$8.71K - $10.6K
|
18K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-323- 2.47% |
$9.04K - $11K
|
12.8K
$450K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-349- 3.17% |
$9.77K - $11.9K
|
10.7K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-351- 2.69% |
$9.83K - $12K
|
12.7K
$449K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-374- 5.13% |
$10.5K - $12.8K
|
6.92K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-382- 2.49% |
$10.7K - $13K
|
14.9K
$527K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-442- 1.63% |
$12.4K - $15.1K
|
26.6K
$940K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-467- 49.31% |
$13.1K - $16K
|
480
$16.9K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-500- 6.65% |
$14K - $17.1K
|
7.02K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-540- 89.55% |
$15.1K - $18.4K
|
63
$2.22K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-564- 3.91% |
$15.8K - $19.3K
|
13.8K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-592- 3.25% |
$16.6K - $20.2K
|
17.6K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-596- 6.98% |
$16.7K - $20.4K
|
7.94K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-627- 0.3% |
$17.6K - $21.4K
|
210K
$7.41M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-628- 7.13% |
$17.6K - $21.5K
|
8.18K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-663- 3.14% |
$18.6K - $22.6K
|
20.5K
$722K
|
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-696- 0.51% |
$19.5K - $23.8K
|
136K
$4.79M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-718- 1.15% |
$20.1K - $24.5K
|
61.6K
$2.17M
|