Purchases and Sales Made in Q4 2022 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.25KNew |
$266K - $337K
|
8.25K
$252K
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
8.13KNew |
$263K - $332K
|
8.13K
$248K
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
8.08K+ 1.85% |
$261K - $330K
|
445K
$13.6M
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
7.94K+ 7.4% |
$256K - $324K
|
115K
$3.52M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.94KNew |
$256K - $324K
|
7.94K
$242K
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
7.85KNew |
$253K - $321K
|
7.85K
$240K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.85K+ 13.96% |
$253K - $321K
|
64.1K
$1.96M
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
7.78K+ 15.73% |
$251K - $318K
|
57.2K
$1.75M
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.47KNew |
$241K - $305K
|
7.47K
$228K
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.43K+ 4.85% |
$240K - $303K
|
161K
$4.9M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
7.3KNew |
$236K - $298K
|
7.3K
$223K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
7.22KNew |
$233K - $295K
|
7.22K
$220K
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
7.09KNew |
$229K - $290K
|
7.09K
$217K
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.08K+ 22.18% |
$229K - $289K
|
39K
$1.19M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.83KNew |
$221K - $279K
|
6.83K
$209K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.83KNew |
$220K - $279K
|
6.83K
$209K
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.77K+ 22.26% |
$219K - $277K
|
37.2K
$1.14M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.72K+ 85.77% |
$217K - $274K
|
14.6K
$445K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.71K+ 12.26% |
$217K - $274K
|
61.4K
$1.88M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.64KNew |
$214K - $271K
|
6.64K
$203K
|
|
Feb 21, 2023
Q4 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
6.56K+ 10.01% |
$212K - $268K
|
72.1K
$2.2M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
6.31KNew |
$204K - $258K
|
6.31K
$193K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
6.13KNew |
$198K - $250K
|
6.13K
$187K
|
|
Feb 13, 2023
Q4 2022
|
Seven Eight Capital, LP
|
BUY
|
- |
6.08KNew |
$196K - $248K
|
6.08K
$186K
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
6KNew |
$194K - $245K
|
6K
$183K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
6KNew |
$194K - $245K
|
6K
$183K
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
5.99KNew |
$193K - $245K
|
5.99K
$183K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.96K+ 69.39% |
$192K - $244K
|
14.6K
$445K
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.91KNew |
$191K - $241K
|
5.91K
$181K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.87KNew |
$190K - $240K
|
5.87K
$179K
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5.75KNew |
$186K - $235K
|
5.75K
$176K
|
|
Feb 15, 2023
Q4 2022
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
5.63KNew |
$182K - $230K
|
5.63K
$172K
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.63KNew |
$182K - $230K
|
5.63K
$172K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.36K+ 52.82% |
$173K - $219K
|
15.5K
$473K
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
5.28K+ 60.62% |
$170K - $216K
|
14K
$427K
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
5.27K+ 6.04% |
$170K - $215K
|
92.4K
$2.82M
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5K+ 0.63% |
$161K - $204K
|
803K
$24.5M
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5K+ 0.63% |
$161K - $204K
|
803K
$24.5M
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.88K+ 0.6% |
$157K - $199K
|
822K
$25.1M
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
4.73K+ 53.04% |
$153K - $193K
|
13.7K
$417K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.61K+ 7.03% |
$149K - $188K
|
70.1K
$2.14M
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.59K+ 17.45% |
$148K - $187K
|
30.9K
$943K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4.53K+ 14.78% |
$146K - $185K
|
35.1K
$1.07M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
4.52KNew |
$146K - $185K
|
4.52K
$138K
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4.34K+ 15.91% |
$140K - $177K
|
31.6K
$966K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
3.94K+ 15.23% |
$127K - $161K
|
29.8K
$911K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
3.92KNew |
$126K - $160K
|
3.92K
$120K
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
3.78K+ 2.25% |
$122K - $154K
|
172K
$5.25M
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3.77K+ 123.96% |
$122K - $154K
|
6.81K
$208K
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
3.65K+ 7.35% |
$118K - $149K
|
53.3K
$1.63M
|