Purchases and Sales Made in Q4 2021 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
703+ 5.33% |
$29K - $32.3K
|
13.9K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
701+ 6.35% |
$28.9K - $32.2K
|
11.7K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
690+ 2.94% |
$28.5K - $31.7K
|
24.2K
$731K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
686+ 0.44% |
$28.3K - $31.5K
|
157K
$4.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
677New |
$27.9K - $31.1K
|
677
$20.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
637New |
$26.3K - $29.2K
|
637
$19.3K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
636New |
$26.2K - $29.2K
|
636
$19.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
BUY
|
- |
619+ 43.29% |
$25.5K - $28.4K
|
2.05K
$61.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
600+ 17.65% |
$24.8K - $27.5K
|
4K
$121K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
573New |
$23.6K - $26.3K
|
573
$17.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
509New |
$21K - $23.4K
|
509
$15.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.94% |
$20.6K - $23K
|
53.8K
$1.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$20.6K - $23K
|
500
$15.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
470New |
$19.4K - $21.6K
|
470
$14.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
437New |
$18K - $20.1K
|
437
$13.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
399+ 5.87% |
$16.5K - $18.3K
|
7.2K
$218K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
396+ 6.63% |
$16.3K - $18.2K
|
6.37K
$192K
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
389+ 2.47% |
$16K - $17.9K
|
16.2K
$488K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
382+ 4.33% |
$15.8K - $17.5K
|
9.2K
$278K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
349+ 1.25% |
$14.4K - $16K
|
28.2K
$852K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
348+ 1.58% |
$14.4K - $16K
|
22.3K
$675K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
315New |
$13K - $14.5K
|
315
$9.52K
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
310+ 0.4% |
$12.8K - $14.2K
|
78.3K
$2.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
287+ 4.41% |
$11.8K - $13.2K
|
6.79K
$205K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
284+ 19.76% |
$11.7K - $13K
|
1.72K
$52K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
272+ 0.73% |
$11.2K - $12.5K
|
37.7K
$1.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
264+ 1.23% |
$10.9K - $12.1K
|
21.7K
$656K
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
264+ 4.04% |
$10.9K - $12.1K
|
6.8K
$206K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
242+ 1.87% |
$9.98K - $11.1K
|
13.2K
$398K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
230+ 4.13% |
$9.49K - $10.6K
|
5.8K
$175K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
229+ 6.19% |
$9.45K - $10.5K
|
3.93K
$119K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
227+ 9.3% |
$9.36K - $10.4K
|
2.67K
$80.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
218New |
$8.99K - $10K
|
218
$6.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
215+ 2.48% |
$8.87K - $9.87K
|
8.88K
$268K
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
203+ 2.64% |
$8.37K - $9.32K
|
7.89K
$238K
|
|
|
Jan 28, 2022
Q4 2021
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
200+ 0.01% |
$8.25K - $9.18K
|
1.37M
$41.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
197+ 1.49% |
$8.13K - $9.04K
|
13.5K
$407K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
190+ 4750.0% |
$7.84K - $8.72K
|
194
$5.86K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
185+ 1.75% |
$7.63K - $8.49K
|
10.7K
$325K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
149+ 12.4% |
$6.15K - $6.84K
|
1.35K
$40.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
148New |
$6.11K - $6.79K
|
148
$4.47K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
145+ 2.39% |
$5.98K - $6.66K
|
6.21K
$188K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
133+ 55.42% |
$5.49K - $6.11K
|
373
$11.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
122New |
$5.03K - $5.6K
|
122
$3.69K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
121+ 0.35% |
$4.99K - $5.56K
|
34.7K
$1.05M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
111New |
$4.58K - $5.1K
|
111
$3.36K
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.27% |
$4.13K - $4.59K
|
37.6K
$1.14M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
100+ 1.78% |
$4.13K - $4.59K
|
5.71K
$173K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
80+ 0.3% |
$3.3K - $3.67K
|
26.4K
$797K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
78+ 6.12% |
$3.22K - $3.58K
|
1.35K
$40.9K
|