Purchases and Sales Made in Q3 2021 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
646+ 0.84% |
$27.2K - $31.1K
|
77.5K
$2.22M
|
|
|
Nov 05, 2021
Q3 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 6.57% |
$25.3K - $28.9K
|
9.74K
$279K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
582+ 6.6% |
$24.5K - $28K
|
9.4K
$269K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
558+ 3.34% |
$23.5K - $26.8K
|
17.3K
$495K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
552+ 31.94% |
$23.3K - $26.5K
|
2.28K
$65.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
530+ 9.86% |
$22.4K - $25.5K
|
5.91K
$169K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
521+ 1.91% |
$22K - $25.1K
|
27.8K
$797K
|
|
|
Oct 12, 2021
Q3 2021
|
Denali Advisors LLC
|
BUY
|
- |
498+ 53.43% |
$21K - $23.9K
|
1.43K
$41K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
475+ 10.73% |
$20K - $22.8K
|
4.9K
$140K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
455+ 12.29% |
$19.2K - $21.9K
|
4.16K
$119K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
408New |
$17.2K - $19.6K
|
408
$11.7K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
393+ 8.57% |
$16.6K - $18.9K
|
4.98K
$143K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
374+ 6.85% |
$15.8K - $18K
|
5.84K
$167K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
344New |
$14.5K - $16.5K
|
344
$9.85K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
341+ 7.39% |
$14.4K - $16.4K
|
4.96K
$142K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
335+ 30.4% |
$14.1K - $16.1K
|
1.44K
$41.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
329New |
$13.9K - $15.8K
|
329
$9.42K
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
319+ 1.8% |
$13.5K - $15.3K
|
18.1K
$517K
|
|
|
Oct 13, 2021
Q3 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
312+ 5.01% |
$13.2K - $15K
|
6.54K
$187K
|
|
|
Mar 22, 2023
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
305+ 0.29% |
$12.9K - $14.7K
|
105K
$3M
|
|
|
Nov 15, 2021
Q3 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
305+ 0.29% |
$12.9K - $14.7K
|
105K
$3M
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
300+ 99.34% |
$12.7K - $14.4K
|
602
$17.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
288+ 3.0% |
$12.1K - $13.8K
|
9.89K
$283K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
260+ 27.6% |
$11K - $12.5K
|
1.2K
$34.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
253+ 4.35% |
$10.7K - $12.2K
|
6.07K
$174K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
240New |
$10.1K - $11.5K
|
240
$6.87K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
236New |
$9.95K - $11.3K
|
236
$6.76K
|
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
236+ 12.95% |
$9.95K - $11.3K
|
2.06K
$59K
|
|
|
Nov 03, 2021
Q3 2021
|
Van Eck Associates Corp
|
BUY
|
- |
202+ 12.67% |
$8.52K - $9.71K
|
1.8K
$51.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
199+ 0.23% |
$8.39K - $9.57K
|
85.6K
$2.45M
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
191New |
$8.06K - $9.19K
|
191
$5.47K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
188+ 5.18% |
$7.93K - $9.04K
|
3.82K
$109K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
180+ 2.77% |
$7.59K - $8.66K
|
6.68K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
164+ 13.51% |
$6.92K - $7.89K
|
1.38K
$39.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 8.32% |
$6.58K - $7.5K
|
2.03K
$58.2K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
150New |
$6.33K - $7.21K
|
150
$4.3K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
136New |
$5.74K - $6.54K
|
136
$3.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
135+ 0.86% |
$5.69K - $6.49K
|
15.8K
$452K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
129+ 2.75% |
$5.44K - $6.2K
|
4.82K
$138K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
129+ 10.77% |
$5.44K - $6.2K
|
1.33K
$38K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
105New |
$4.43K - $5.05K
|
105
$3.01K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
103+ 1.7% |
$4.34K - $4.95K
|
6.17K
$177K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
95+ 82.61% |
$4.01K - $4.57K
|
210
$6.01K
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
88New |
$3.71K - $4.23K
|
88
$2.52K
|
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
87+ 1.17% |
$3.67K - $4.18K
|
7.51K
$215K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
76+ 39.38% |
$3.21K - $3.65K
|
269
$7.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
63New |
$2.66K - $3.03K
|
63
$1.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
44+ 0.73% |
$1.86K - $2.12K
|
6.06K
$174K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
37New |
$1.56K - $1.78K
|
37
$1.06K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
31+ 0.02% |
$1.31K - $1.49K
|
184K
$5.28M
|