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 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
81New |
$2.61K - $3.31K
|
81
$2.47K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
77+ 4.96% |
$2.49K - $3.15K
|
1.63K
$49.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
74New |
$2.39K - $3.02K
|
74
$2.26K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
73New |
$2.36K - $2.98K
|
73
$2.23K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
71+ 17.23% |
$2.29K - $2.9K
|
483
$14.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
68New |
$2.2K - $2.78K
|
68
$2.08K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
65New |
$2.1K - $2.66K
|
65
$1.99K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65New |
$2.1K - $2.66K
|
65
$1.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
57+ 2.53% |
$1.84K - $2.33K
|
2.31K
$70.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.73% |
$1.81K - $2.29K
|
7.74K
$236K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
54New |
$1.74K - $2.21K
|
54
$1.65K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
50New |
$1.61K - $2.04K
|
50
$1.53K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
39New |
$1.26K - $1.59K
|
39
$1.19K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
38+ 1.14% |
$1.23K - $1.55K
|
3.36K
$103K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37New |
$1.19K - $1.51K
|
37
$1.13K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
30+ 157.89% |
$968 - $1.23K
|
49
$1.5K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
28+ 0.02% |
$904 - $1.14K
|
150K
$4.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
26New |
$839 - $1.06K
|
26
$794
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
25New |
$807 - $1.02K
|
25
$764
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20+ 11.43% |
$646 - $817
|
195
$5.96K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
18+ 2.68% |
$581 - $735
|
690
$21.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
16+ 1.02% |
$516 - $654
|
1.59K
$48.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$452 - $572
|
14
$428
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
13+ 0.9% |
$420 - $531
|
1.45K
$44.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 0.38% |
$291 - $368
|
2.39K
$72.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
9New |
$291 - $368
|
9
$275
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
9+ 0.41% |
$291 - $368
|
2.23K
$68.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4New |
$129 - $163
|
4
$122
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$129 - $163
|
4
$122
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
2+ 5.13% |
$64.6 - $81.7
|
41
$1.25K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 3.13% |
$32.3 - $40.9
|
33
$1.01K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 1.96% |
$32.3 - $40.9
|
52
$1.59K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$32.3 - $40.9
|
1
$30.6
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1- 1.56% |
$32.3 - $40.9
|
63
$1.92K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-3- 3.06% |
$96.8 - $123
|
95
$2.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 11.43% |
$129 - $163
|
31
$947
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8- 0.12% |
$258 - $327
|
6.62K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$291 - $368
|
5.89K
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-15- 5.54% |
$484 - $613
|
256
$7.82K
|
|
|
Feb 07, 2023
Q4 2022
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-17- -0.0% |
$549 - $694
|
583K
$17.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27- 0.27% |
$872 - $1.1K
|
9.98K
$305K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-32- 39.02% |
$1.03K - $1.31K
|
50
$1.53K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-50- 9.71% |
$1.61K - $2.04K
|
465
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-53- 20.78% |
$1.71K - $2.17K
|
202
$6.17K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-60- 2.14% |
$1.94K - $2.45K
|
2.75K
$84K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-66- 3.4% |
$2.13K - $2.7K
|
1.88K
$57.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-90- 58.44% |
$2.91K - $3.68K
|
64
$1.96K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-124- 0.52% |
$4K - $5.07K
|
23.8K
$728K
|
|
|
Feb 03, 2023
Q4 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-126- 0.35% |
$4.07K - $5.15K
|
35.5K
$1.09M
|