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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.57K+ 0.59% |
$115K - $146K
|
610K
$18.6M
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.33K+ 2.59% |
$107K - $136K
|
132K
$4.03M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.21K+ 13.4% |
$104K - $131K
|
27.2K
$830K
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
3.07K+ 12.3% |
$99.2K - $126K
|
28.1K
$857K
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.92K+ 14.5% |
$94.1K - $119K
|
23K
$703K
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.53KNew |
$81.7K - $103K
|
2.53K
$77.4K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.52K+ 4.59% |
$81.4K - $103K
|
57.4K
$1.75M
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
BUY
|
- |
2.32K+ 9.83% |
$74.9K - $94.7K
|
25.9K
$791K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 595.78% |
$72.9K - $92.2K
|
2.64K
$80.6K
|
|
Feb 13, 2023
Q4 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2.21K+ 55.56% |
$71.3K - $90.2K
|
6.18K
$189K
|
|
Feb 14, 2023
Q4 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.19K+ 14.78% |
$70.6K - $89.4K
|
17K
$519K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.15K+ 2.77% |
$69.5K - $87.9K
|
79.9K
$2.44M
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
2.04K+ 1.27% |
$65.9K - $83.5K
|
162K
$4.96M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.01K+ 2341.86% |
$65K - $82.3K
|
2.1K
$64.2K
|
|
Feb 09, 2023
Q4 2022
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.89K+ 10.36% |
$60.9K - $77.1K
|
20.1K
$614K
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.85K+ 0.36% |
$59.8K - $75.6K
|
510K
$15.6M
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.83K+ 20.57% |
$58.9K - $74.6K
|
10.7K
$327K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.78K+ 7.01% |
$57.4K - $72.6K
|
27.1K
$828K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.77K+ 19688.89% |
$57.2K - $72.4K
|
1.78K
$54.4K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.76K+ 27.9% |
$56.9K - $72K
|
8.08K
$247K
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.73K+ 3.34% |
$55.8K - $70.6K
|
53.5K
$1.63M
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
1.61K+ 2.79% |
$52K - $65.8K
|
59.3K
$1.81M
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
1.6K+ 76.1% |
$51.5K - $65.2K
|
3.69K
$113K
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.58K+ 7.98% |
$50.8K - $64.3K
|
21.3K
$651K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.54K+ 19.11% |
$49.6K - $62.8K
|
9.58K
$293K
|
|
Feb 14, 2023
Q4 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$45.2K - $57.2K
|
1.4K
$42.8K
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.33K+ 11.62% |
$42.9K - $54.2K
|
12.8K
$390K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.3KNew |
$41.9K - $53K
|
1.3K
$39.7K
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.29K+ 14.73% |
$41.7K - $52.8K
|
10.1K
$307K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.26K+ 1379.12% |
$40.5K - $51.3K
|
1.35K
$41.1K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.25K+ 14.98% |
$40.3K - $51K
|
9.58K
$293K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.18K+ 0.93% |
$38.1K - $48.2K
|
128K
$3.92M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$37.6K - $47.6K
|
1.17K
$35.6K
|
|
Feb 14, 2023
Q4 2022
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
1.16K+ 2.61% |
$37.6K - $47.5K
|
45.7K
$1.4M
|
|
Feb 02, 2023
Q4 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
1.15K+ 9.27% |
$37K - $46.8K
|
13.5K
$412K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.12K+ 10.12% |
$36.2K - $45.8K
|
12.2K
$373K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.09K+ 16.78% |
$35.1K - $44.4K
|
7.56K
$231K
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.02K+ 14.84% |
$32.9K - $41.7K
|
7.89K
$241K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.01K+ 13.51% |
$32.5K - $41.1K
|
8.46K
$258K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1K+ 154.56% |
$32.3K - $40.9K
|
1.65K
$50.3K
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
996+ 7.22% |
$32.2K - $40.7K
|
14.8K
$452K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
986+ 65.17% |
$31.8K - $40.3K
|
2.5K
$76.3K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
929+ 88.48% |
$30K - $37.9K
|
1.98K
$60.5K
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
912+ 0.42% |
$29.4K - $37.3K
|
219K
$6.69M
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
893+ 1.36% |
$28.8K - $36.5K
|
66.3K
$2.03M
|
|
Feb 10, 2023
Q4 2022
|
Tredje Ap Fonden
|
BUY
|
- |
886+ 1.03% |
$28.6K - $36.2K
|
87.3K
$2.67M
|
|
Feb 14, 2023
Q4 2022
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
867+ 0.02% |
$28K - $35.4K
|
4.37M
$134M
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
864+ 15.5% |
$27.9K - $35.3K
|
6.44K
$197K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
791+ 2.57% |
$25.5K - $32.3K
|
31.6K
$965K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
785New |
$25.3K - $32.1K
|
785
$24K
|