Purchases and Sales Made in Q3 2022 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q3 2022. 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 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.58KNew |
$50.9K - $158K
|
1.58K
$48.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.57KNew |
$50.7K - $157K
|
1.57K
$47.9K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.41K+ 1.64% |
$45.5K - $141K
|
86.9K
$2.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 6.0% |
$43.9K - $136K
|
24K
$732K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.32K+ 5.3% |
$42.8K - $133K
|
26.3K
$803K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.16K+ 16.69% |
$37.4K - $116K
|
8.08K
$247K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.12K+ 12.59% |
$36.2K - $112K
|
10K
$306K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.11K+ 7.09% |
$36K - $112K
|
16.8K
$513K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.09K+ 9.05% |
$35.4K - $110K
|
13.2K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.09K+ 1.15% |
$35.3K - $110K
|
96.4K
$2.95M
|
|
|
Oct 31, 2022
Q3 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
1.07K+ 9.44% |
$34.5K - $107K
|
12.4K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
975+ 11.23% |
$31.5K - $97.7K
|
9.66K
$295K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
948+ 15.86% |
$30.6K - $95K
|
6.93K
$212K
|
|
|
Nov 23, 2022
Q3 2022
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
936+ 2.69% |
$30.3K - $93.8K
|
35.7K
$1.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
856+ 0.79% |
$27.7K - $85.8K
|
110K
$3.35M
|
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
822+ 7.77% |
$26.6K - $82.4K
|
11.4K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
796+ 3.26% |
$25.7K - $79.8K
|
25.2K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
652+ 2.91% |
$21.1K - $65.3K
|
23.1K
$706K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
642New |
$20.8K - $64.3K
|
642
$19.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
639+ 0.4% |
$20.7K - $64K
|
160K
$4.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
624+ 34.84% |
$20.2K - $62.5K
|
2.42K
$73.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
549+ 6.23% |
$17.7K - $55K
|
9.37K
$286K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
525+ 57.38% |
$17K - $52.6K
|
1.44K
$44K
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.91% |
$16.2K - $50.1K
|
55.7K
$1.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
449+ 30.03% |
$14.5K - $45K
|
1.94K
$59.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
449+ 0.53% |
$14.5K - $45K
|
85.6K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
445+ 1.47% |
$14.4K - $44.6K
|
30.8K
$941K
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
424New |
$13.7K - $42.5K
|
424
$13K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
337+ 4.51% |
$10.9K - $33.8K
|
7.81K
$239K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
287+ 123.18% |
$9.28K - $28.8K
|
520
$15.9K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
275New |
$8.89K - $27.6K
|
275
$8.4K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
265New |
$8.57K - $26.6K
|
265
$8.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
260New |
$8.41K - $26.1K
|
260
$7.94K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
260+ 155.69% |
$8.41K - $26.1K
|
427
$13K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
228+ 3.06% |
$7.37K - $22.8K
|
7.68K
$235K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
215+ 46.74% |
$6.95K - $21.5K
|
675
$20.6K
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
215New |
$6.95K - $21.5K
|
215
$6.57K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
204+ 5.28% |
$6.6K - $20.4K
|
4.07K
$124K
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.54% |
$6.47K - $20K
|
37.2K
$1.14M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
186+ 808.7% |
$6.01K - $18.6K
|
209
$6.38K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
154New |
$4.98K - $15.4K
|
154
$4.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Lindenwold Advisors
|
BUY
|
- |
131+ 1.52% |
$4.24K - $13.1K
|
8.77K
$268K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
128New |
$4.14K - $12.8K
|
128
$3.91K
|
|
|
Nov 10, 2022
Q3 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
125+ 0.98% |
$4.04K - $12.5K
|
12.8K
$392K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
122+ 1.88% |
$3.94K - $12.2K
|
6.62K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
121+ 0.45% |
$3.91K - $12.1K
|
27.3K
$834K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
112+ 1.41% |
$3.62K - $11.2K
|
8.05K
$246K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
97+ 30.79% |
$3.14K - $9.72K
|
412
$12.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
86New |
$2.78K - $8.62K
|
86
$2.63K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
82New |
$2.65K - $8.22K
|
82
$2.51K
|