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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
65+ 3.2% |
$2.68K - $2.98K
|
2.1K
$59.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
63New |
$2.6K - $2.89K
|
63
$1.79K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
63New |
$2.6K - $2.89K
|
63
$1.79K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
60+ 3.34% |
$2.48K - $2.75K
|
1.86K
$52.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
60+ 0.94% |
$2.48K - $2.75K
|
6.45K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
58New |
$2.39K - $2.66K
|
58
$1.64K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
55+ 0.88% |
$2.27K - $2.53K
|
6.31K
$179K
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
50+ 0.31% |
$2.06K - $2.3K
|
16.1K
$457K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
50+ 18.59% |
$2.06K - $2.3K
|
319
$9.04K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35New |
$1.44K - $1.61K
|
35
$992
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32New |
$1.32K - $1.47K
|
32
$907
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
31+ 0.58% |
$1.28K - $1.42K
|
5.4K
$153K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
25New |
$1.03K - $1.15K
|
25
$709
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
23+ 1.51% |
$949 - $1.06K
|
1.55K
$43.8K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
21New |
$866 - $964
|
21
$595
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
7+ 14.89% |
$289 - $321
|
54
$1.53K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7+ 0.06% |
$289 - $321
|
10.9K
$310K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
6+ 0.27% |
$248 - $275
|
2.2K
$62.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6New |
$248 - $275
|
6
$170
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.7% |
$82.5 - $91.8
|
287
$8.14K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1New |
$41.3 - $45.9
|
1
$28.4
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1Closed |
$41.3 - $45.9
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
SELL
|
- |
-3- 0.02% |
$124 - $138
|
16.7K
$475K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 0.59% |
$495 - $551
|
2.03K
$57.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 0.37% |
$578 - $643
|
3.81K
$108K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30- 0.45% |
$1.24K - $1.38K
|
6.67K
$189K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-34Closed |
$1.4K - $1.56K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-37Closed |
$1.53K - $1.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-37Closed |
$1.53K - $1.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-41- 0.81% |
$1.69K - $1.88K
|
5.03K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-52- 0.53% |
$2.15K - $2.39K
|
9.73K
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-53- 0.14% |
$2.19K - $2.43K
|
37.9K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-53- 0.06% |
$2.19K - $2.43K
|
82.3K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-55- 37.93% |
$2.27K - $2.53K
|
90
$2.55K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-61Closed |
$2.52K - $2.8K
|
0
$0
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-63- 71.59% |
$2.6K - $2.89K
|
25
$709
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-65- 0.89% |
$2.68K - $2.98K
|
7.27K
$206K
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.53% |
$4.13K - $4.59K
|
18.7K
$529K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-103- 1.61% |
$4.25K - $4.73K
|
6.28K
$178K
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-121- 0.32% |
$4.99K - $5.56K
|
37.5K
$1.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-131- 0.72% |
$5.4K - $6.01K
|
18.1K
$513K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-136Closed |
$5.61K - $6.24K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-136- 0.45% |
$5.61K - $6.24K
|
30K
$851K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-141- 1.25% |
$5.82K - $6.47K
|
11.1K
$315K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-146Closed |
$6.02K - $6.7K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Hendley & CO Inc
|
SELL
|
- |
-150- 2.92% |
$6.19K - $6.89K
|
4.99K
$141K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-157- 2.69% |
$6.48K - $7.21K
|
5.68K
$161K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-161- 7.06% |
$6.64K - $7.39K
|
2.12K
$60.1K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-163Closed |
$6.72K - $7.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-163- 1.03% |
$6.72K - $7.48K
|
15.6K
$443K
|