Purchases and Sales Made in Q2 2024 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.85K+ 19.97% |
$151K - $178K
|
41.2K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
5.7KNew |
$126K - $148K
|
5.7K
$162K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.58K+ 14.03% |
$123K - $145K
|
45.3K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.39K+ 442.17% |
$119K - $140K
|
6.61K
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
4.85K+ 51.7% |
$107K - $126K
|
14.2K
$404K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.84K+ 29.03% |
$107K - $126K
|
21.5K
$609K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.58K+ 36.87% |
$101K - $119K
|
17K
$482K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4.5K+ 45.99% |
$99.4K - $117K
|
14.3K
$405K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.37K+ 7.51% |
$96.5K - $114K
|
62.6K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.31K+ 6.83% |
$95.1K - $112K
|
67.3K
$1.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.28K+ 2.02% |
$94.6K - $111K
|
216K
$6.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Arga Investment Management, LP
|
BUY
|
- |
4.05K+ 8.19% |
$89.4K - $105K
|
53.5K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 151.79% |
$87.9K - $103K
|
6.6K
$187K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.96K+ 0.55% |
$87.5K - $103K
|
721K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3.21K+ 336.16% |
$70.8K - $83.4K
|
4.16K
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.17K+ 63.28% |
$70.1K - $82.5K
|
8.19K
$232K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.17K+ 36.07% |
$69.9K - $82.3K
|
11.9K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.98KNew |
$65.7K - $77.4K
|
2.98K
$84.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.91K+ 309.36% |
$64.2K - $75.6K
|
3.85K
$109K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.79K+ 15.57% |
$61.7K - $72.6K
|
20.7K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.57K+ 15.51% |
$56.8K - $66.9K
|
19.2K
$543K
|
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
BUY
|
- |
2.23K+ 20.52% |
$49.1K - $57.9K
|
13.1K
$371K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16KNew |
$47.8K - $56.2K
|
2.16K
$61.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.96K+ 12.06% |
$43.3K - $50.9K
|
18.2K
$516K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 16.47% |
$42.5K - $50K
|
13.6K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
1.76KNew |
$38.9K - $45.8K
|
1.76K
$49.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.72K+ 1.61% |
$38K - $44.8K
|
108K
$3.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 6.5% |
$37.5K - $44.2K
|
27.9K
$790K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.57K+ 13.3% |
$34.7K - $40.9K
|
13.4K
$380K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1.5KNew |
$33.1K - $39K
|
1.5K
$42.5K
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.42K+ 9.13% |
$31.3K - $36.8K
|
16.9K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.41KNew |
$31.1K - $36.6K
|
1.41K
$39.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
1.15K+ 1.46% |
$25.4K - $30K
|
79.9K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.13K+ 24.66% |
$24.9K - $29.3K
|
5.7K
$162K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.09K+ 1.9% |
$24.1K - $28.4K
|
58.7K
$1.66M
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$23.2K - $27.3K
|
1.05K
$29.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04KNew |
$23K - $27.1K
|
1.04K
$29.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
928+ 4.06% |
$20.5K - $24.1K
|
23.8K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
927+ 2.88% |
$20.5K - $24.1K
|
33.1K
$939K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
797+ 789.11% |
$17.6K - $20.7K
|
898
$25.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
796New |
$17.6K - $20.7K
|
796
$22.6K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
733+ 0.4% |
$16.2K - $19.1K
|
185K
$5.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
714+ 1.71% |
$15.8K - $18.6K
|
42.6K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
709+ 94.79% |
$15.7K - $18.4K
|
1.46K
$41.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
694+ 6.13% |
$15.3K - $18K
|
12K
$341K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
684New |
$15.1K - $17.8K
|
684
$19.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
598+ 99.67% |
$13.2K - $15.5K
|
1.2K
$34K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
595+ 12.66% |
$13.1K - $15.5K
|
5.29K
$150K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
586New |
$12.9K - $15.2K
|
586
$16.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
558+ 3.87% |
$12.3K - $14.5K
|
15K
$425K
|