Purchases and Sales Made in Q3 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q3 2023. 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 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
18.3KNew |
$415K - $505K
|
18.3K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17.7K+ 72.71% |
$402K - $489K
|
42.1K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
17.7KNew |
$401K - $488K
|
17.7K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
17.6KNew |
$400K - $486K
|
17.6K
$514K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
16.8KNew |
$380K - $463K
|
16.8K
$488K
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
16.4K+ 115.44% |
$371K - $452K
|
30.6K
$891K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
15.9KNew |
$360K - $438K
|
15.9K
$463K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
15KNew |
$340K - $414K
|
15K
$437K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
14.1KNew |
$319K - $388K
|
14.1K
$410K
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
14KNew |
$317K - $386K
|
14K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
13.9K+ 11.16% |
$315K - $383K
|
138K
$4.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 8.07% |
$305K - $372K
|
180K
$5.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
12.1K+ 31.85% |
$274K - $333K
|
49.9K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
11.6K+ 3.01% |
$264K - $321K
|
399K
$11.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.3K+ 6.12% |
$257K - $313K
|
197K
$5.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
10.3K+ 44.32% |
$234K - $284K
|
33.6K
$978K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10.3KNew |
$233K - $284K
|
10.3K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
10K+ 100.0% |
$227K - $276K
|
20K
$583K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
9.73KNew |
$221K - $268K
|
9.73K
$283K
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
9.4KNew |
$213K - $259K
|
9.4K
$274K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.35KNew |
$212K - $258K
|
9.35K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.91K+ 4.43% |
$202K - $246K
|
210K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
8.74K+ 69.73% |
$198K - $241K
|
21.3K
$620K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.16K+ 10.68% |
$185K - $225K
|
84.5K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.08K+ 10.57% |
$183K - $223K
|
84.5K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
7.65K+ 18.6% |
$174K - $211K
|
48.8K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.43K+ 20.76% |
$168K - $205K
|
43.2K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.32KNew |
$166K - $202K
|
7.32K
$213K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7.31K+ 186.09% |
$166K - $202K
|
11.2K
$327K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
6.6K+ 28.26% |
$150K - $182K
|
29.9K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
6.44K+ 3.38% |
$146K - $178K
|
197K
$5.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.3K+ 11.1% |
$143K - $174K
|
63.1K
$1.84M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.3K+ 9.38% |
$143K - $174K
|
73.5K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.8K+ 4.3% |
$131K - $160K
|
141K
$4.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
5.6K+ 46.93% |
$127K - $155K
|
17.5K
$511K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.51K+ 11.94% |
$125K - $152K
|
51.7K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.27K+ 31.79% |
$119K - $145K
|
21.8K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
5KNew |
$113K - $138K
|
5K
$146K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.27K+ 31.61% |
$96.9K - $118K
|
17.8K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.22K+ 26.28% |
$95.6K - $116K
|
20.3K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4.06K+ 111.07% |
$91.9K - $112K
|
7.71K
$225K
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.8K+ 41.2% |
$86.2K - $105K
|
13K
$380K
|
|
|
Nov 08, 2023
Q3 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.39K+ 39.06% |
$76.9K - $93.6K
|
12.1K
$352K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.34K+ 31.17% |
$75.8K - $92.3K
|
14.1K
$410K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
3.19K+ 1.34% |
$72.3K - $88K
|
241K
$7.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.06K+ 84.15% |
$69.4K - $84.5K
|
6.7K
$195K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.73K+ 30.3% |
$61.9K - $75.4K
|
11.7K
$342K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.63K+ 174.88% |
$59.5K - $72.5K
|
4.13K
$120K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.63K+ 174.88% |
$59.5K - $72.5K
|
4.13K
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.42K+ 1314.67% |
$54.8K - $66.8K
|
2.6K
$75.9K
|