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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
536+ 5.71% |
$11.8K - $13.9K
|
9.92K
$281K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
512+ 24.21% |
$11.3K - $13.3K
|
2.63K
$74.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
500New |
$11K - $13K
|
500
$14.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
433New |
$9.56K - $11.3K
|
433
$12.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
350+ 21.01% |
$7.73K - $9.1K
|
2.02K
$57.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
314+ 14.33% |
$6.93K - $8.16K
|
2.51K
$71K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
311+ 30.22% |
$6.87K - $8.09K
|
1.34K
$38K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
250New |
$5.52K - $6.5K
|
250
$7.09K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
241+ 1.52% |
$5.32K - $6.27K
|
16.1K
$458K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
235+ 0.29% |
$5.19K - $6.11K
|
81.7K
$2.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
218New |
$4.81K - $5.67K
|
218
$6.18K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207+ 40.75% |
$4.57K - $5.38K
|
715
$20.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
201+ 0.64% |
$4.44K - $5.23K
|
31.4K
$891K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
190+ 0.17% |
$4.2K - $4.94K
|
110K
$3.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
187New |
$4.13K - $4.86K
|
187
$5.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
187+ 2.52% |
$4.13K - $4.86K
|
7.62K
$216K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
174+ 193.33% |
$3.84K - $4.52K
|
264
$7.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
160New |
$3.53K - $4.16K
|
160
$4.54K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
132New |
$2.91K - $3.43K
|
132
$3.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
107+ 0.23% |
$2.36K - $2.78K
|
46.5K
$1.32M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
103+ 4.11% |
$2.27K - $2.68K
|
2.61K
$74K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
83+ 0.45% |
$1.83K - $2.16K
|
18.4K
$521K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
73+ 202.78% |
$1.61K - $1.9K
|
109
$3.09K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
62+ 9.19% |
$1.37K - $1.61K
|
737
$20.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
47+ 0.01% |
$1.04K - $1.22K
|
396K
$11.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
46+ 0.1% |
$1.02K - $1.2K
|
46.8K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
45+ 30.2% |
$994 - $1.17K
|
194
$5.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
45New |
$994 - $1.17K
|
45
$1.28K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
43+ 0.05% |
$949 - $1.12K
|
80K
$2.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
40+ 5.06% |
$883 - $1.04K
|
830
$23.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 22.09% |
$795 - $936
|
199
$5.64K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 0.9% |
$751 - $884
|
3.81K
$108K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
34+ 21.12% |
$751 - $884
|
195
$5.53K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.48% |
$618 - $728
|
5.86K
$166K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$486 - $572
|
22
$624
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$442 - $520
|
20
$567
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 2.38% |
$442 - $520
|
859
$24.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 2.82% |
$397 - $468
|
656
$18.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
18+ 10.29% |
$397 - $468
|
193
$5.47K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 0.34% |
$309 - $364
|
4.09K
$116K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8+ 36.36% |
$177 - $208
|
30
$851
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
8New |
$177 - $208
|
8
$227
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 1.49% |
$177 - $208
|
545
$15.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 40.0% |
$177 - $208
|
28
$794
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 1.43% |
$155 - $182
|
496
$14.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 33.33% |
$155 - $182
|
28
$794
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4+ 0.03% |
$88.3 - $104
|
14.7K
$416K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.54% |
$22.1 - $26
|
66
$1.87K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-5- 5.88% |
$110 - $130
|
80
$2.27K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-34- 0.16% |
$751 - $884
|
21.1K
$599K
|