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 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-40- 60.61% |
$883 - $1.04K
|
26
$737
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-63- 19.94% |
$1.39K - $1.64K
|
253
$7.17K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-73- 3.54% |
$1.61K - $1.9K
|
1.99K
$56.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-116- 5.83% |
$2.56K - $3.02K
|
1.88K
$53.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-121- 6.69% |
$2.67K - $3.15K
|
1.69K
$47.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-121- 1.35% |
$2.67K - $3.15K
|
8.83K
$250K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-131- 1.28% |
$2.89K - $3.41K
|
10.1K
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-162- 0.13% |
$3.58K - $4.21K
|
129K
$3.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-212- 1.76% |
$4.68K - $5.51K
|
11.8K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-225Closed |
$4.97K - $5.85K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-265- 0.91% |
$5.85K - $6.89K
|
28.8K
$817K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-268- 54.14% |
$5.92K - $6.97K
|
227
$6.44K
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
SELL
|
- |
-300- 50.0% |
$6.62K - $7.8K
|
300
$8.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-315- 0.18% |
$6.96K - $8.19K
|
173K
$4.9M
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-326- 2.98% |
$7.2K - $8.48K
|
10.6K
$301K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-340- 70.98% |
$7.51K - $8.84K
|
139
$3.94K
|
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-347- 3.65% |
$7.66K - $9.02K
|
9.15K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-372- 2.04% |
$8.21K - $9.67K
|
17.9K
$507K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-431- 12.25% |
$9.52K - $11.2K
|
3.09K
$87.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-513- 2.98% |
$11.3K - $13.3K
|
16.7K
$474K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-637- 50.0% |
$14.1K - $16.6K
|
637
$18.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-751- 6.66% |
$16.6K - $19.5K
|
10.5K
$299K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-778- 6.05% |
$17.2K - $20.2K
|
12.1K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-809- 4.63% |
$17.9K - $21K
|
16.7K
$472K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-847- 2.98% |
$18.7K - $22K
|
27.5K
$781K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-866Closed |
$19.1K - $22.5K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-959- 0.85% |
$21.2K - $24.9K
|
112K
$3.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-984- 16.6% |
$21.7K - $25.6K
|
4.94K
$140K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-1K- 1.94% |
$22.1K - $26K
|
50.5K
$1.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 1.66% |
$22.1K - $26K
|
59.3K
$1.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.04K- 4.69% |
$23K - $27K
|
21.2K
$600K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.08K- 1.04% |
$23.9K - $28.1K
|
103K
$2.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.1K- 7.22% |
$24.3K - $28.6K
|
14.1K
$401K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.47K- 23.02% |
$32.4K - $38.1K
|
4.9K
$139K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.48K- 67.29% |
$32.7K - $38.5K
|
720
$20.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.5K- 5.52% |
$33.1K - $39K
|
25.7K
$728K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.55K- 17.37% |
$34.1K - $40.2K
|
7.35K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.66K- 5.42% |
$36.7K - $43.2K
|
29K
$822K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.68K- 98.71% |
$37.1K - $43.7K
|
22
$624
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.69K- 3.65% |
$37.3K - $43.9K
|
44.6K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.99K- 4.46% |
$43.9K - $51.6K
|
42.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.99K- 2.14% |
$44K - $51.8K
|
91.3K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.11K- 5.47% |
$46.6K - $54.9K
|
36.5K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.29K- 12.47% |
$50.7K - $59.6K
|
16.1K
$457K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.37K- 2.23% |
$52.3K - $61.6K
|
104K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.4K- 9.76% |
$53K - $62.4K
|
22.2K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-2.4K- 4.62% |
$53K - $62.4K
|
49.6K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.47K- 1.97% |
$54.5K - $64.1K
|
123K
$3.48M
|
|
|
Jul 24, 2024
Q2 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.64K- 1.06% |
$58.2K - $68.5K
|
247K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.86K- 7.36% |
$63.1K - $74.3K
|
35.9K
$1.02M
|