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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
30+ 0.61% |
$1.27K - $1.44K
|
4.97K
$143K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20+ 0.37% |
$844 - $962
|
5.4K
$155K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
15+ 3.11% |
$633 - $721
|
498
$14.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14New |
$591 - $673
|
14
$403
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 0.33% |
$506 - $577
|
3.7K
$107K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
11+ 0.11% |
$464 - $529
|
9.61K
$277K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
9+ 4.02% |
$380 - $433
|
233
$6.71K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7+ 0.32% |
$295 - $337
|
2.19K
$63K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
4New |
$169 - $192
|
4
$115
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.2% |
$169 - $192
|
2.05K
$58.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.71% |
$84.4 - $96.2
|
285
$8.21K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.72% |
$42.2 - $48.1
|
59
$1.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1New |
$42.2 - $48.1
|
1
$28.8
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.06% |
$42.2 - $48.1
|
1.62K
$46.7K
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4- 2.67% |
$169 - $192
|
146
$4.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-5- 0.08% |
$211 - $240
|
6.42K
$185K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7- 0.01% |
$295 - $337
|
82.4K
$2.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-21- 0.01% |
$886 - $1.01K
|
182K
$5.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-24- 0.18% |
$1.01K - $1.15K
|
13.5K
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32Closed |
$1.35K - $1.54K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-48- 0.75% |
$2.02K - $2.31K
|
6.39K
$184K
|
|
|
Nov 15, 2021
Q3 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-48- 0.04% |
$2.02K - $2.31K
|
137K
$3.93M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-56- 0.28% |
$2.36K - $2.69K
|
19.8K
$571K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-56- 3.36% |
$2.36K - $2.69K
|
1.61K
$46.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-59- 0.54% |
$2.49K - $2.84K
|
10.9K
$315K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 1.82% |
$2.62K - $2.98K
|
3.34K
$96.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-80- 0.17% |
$3.37K - $3.85K
|
46.3K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-92- 0.93% |
$3.88K - $4.42K
|
9.78K
$281K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-96- 1.61% |
$4.05K - $4.62K
|
5.85K
$169K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-99- 1.35% |
$4.18K - $4.76K
|
7.25K
$209K
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-100- 1.47% |
$4.22K - $4.81K
|
6.7K
$193K
|
|
|
Nov 12, 2021
Q3 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-100- 0.88% |
$4.22K - $4.81K
|
11.3K
$325K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-100Closed |
$4.22K - $4.81K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-100- 1.53% |
$4.22K - $4.81K
|
6.43K
$185K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-101- 1.59% |
$4.26K - $4.86K
|
6.25K
$180K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-105- 0.13% |
$4.43K - $5.05K
|
80.8K
$2.33M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-111Closed |
$4.68K - $5.34K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-140- 1.23% |
$5.91K - $6.73K
|
11.3K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-148- 0.15% |
$6.24K - $7.12K
|
99.5K
$2.87M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-156- 7.1% |
$6.58K - $7.5K
|
2.04K
$58.8K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-172Closed |
$7.25K - $8.27K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-187- 2.84% |
$7.89K - $8.99K
|
6.39K
$184K
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
SELL
|
- |
-190- 3.61% |
$8.01K - $9.14K
|
5.08K
$146K
|
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.01% |
$8.44K - $9.62K
|
3.12M
$89.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Gratus Capital LLC
|
SELL
|
- |
-200- 3.25% |
$8.44K - $9.62K
|
5.96K
$172K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-216- 0.75% |
$9.11K - $10.4K
|
28.4K
$819K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-217- 0.62% |
$9.15K - $10.4K
|
34.5K
$994K
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-225- 2.66% |
$9.49K - $10.8K
|
8.23K
$237K
|