Purchases and Sales Made in Q4 2024 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 2024. 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 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.27M+ 2050.94% |
$52.6M - $68.8M
|
2.38M
$76M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
492KNew |
$11.4M - $14.9M
|
492K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
270K+ 1232.35% |
$6.27M - $8.19M
|
291K
$9.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
256KNew |
$5.95M - $7.77M
|
256K
$8.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
242KNew |
$5.61M - $7.34M
|
242K
$7.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
153K+ 53.11% |
$3.55M - $4.64M
|
440K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
130K+ 254.3% |
$3.03M - $3.96M
|
182K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
126KNew |
$2.94M - $3.84M
|
126K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
84.4K+ 128.57% |
$1.96M - $2.56M
|
150K
$4.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
75.9KNew |
$1.76M - $2.3M
|
75.9K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
51.9K+ 2.07% |
$1.21M - $1.58M
|
2.56M
$81.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
45.3K+ 351.28% |
$1.05M - $1.38M
|
58.2K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.2KNew |
$609K - $796K
|
26.2K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
25.4K+ 298.8% |
$591K - $772K
|
33.9K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
25.3KNew |
$588K - $769K
|
25.3K
$810K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
21.2KNew |
$493K - $644K
|
21.2K
$678K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
21KNew |
$488K - $638K
|
21K
$672K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.9K+ 90.08% |
$485K - $634K
|
44K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.6KNew |
$479K - $626K
|
20.6K
$659K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
19.2K+ 2.98% |
$446K - $582K
|
662K
$21.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
17.4K+ 97.9% |
$404K - $528K
|
35.2K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.9K+ 1174.67% |
$370K - $483K
|
17.3K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14.5K+ 31.0% |
$337K - $440K
|
61.3K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$318K - $416K
|
13.7K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$268K - $351K
|
11.5K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
10.2K+ 12.99% |
$237K - $310K
|
88.7K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
9.59K+ 49.52% |
$223K - $291K
|
29K
$927K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.95KNew |
$208K - $272K
|
8.95K
$286K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
8.49K+ 848.8% |
$197K - $258K
|
9.49K
$304K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 7.6% |
$183K - $240K
|
112K
$3.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.76K+ 125.27% |
$180K - $236K
|
14K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.62KNew |
$177K - $231K
|
7.62K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$177K - $231K
|
7.61K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.52KNew |
$175K - $229K
|
7.52K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.15KNew |
$166K - $217K
|
7.15K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
7.14KNew |
$166K - $217K
|
7.14K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.1KNew |
$165K - $216K
|
7.1K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
6.87K+ 43.85% |
$160K - $208K
|
22.5K
$721K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.18K+ 7.73% |
$144K - $188K
|
86.1K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.59K+ 0.95% |
$130K - $170K
|
596K
$19.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
4.97K+ 2.71% |
$115K - $151K
|
188K
$6.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
3.95K+ 6.96% |
$91.7K - $120K
|
60.6K
$1.94M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.85K+ 25.65% |
$89.4K - $117K
|
18.8K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.81K+ 35.89% |
$88.4K - $116K
|
14.4K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
2.87K+ 2.15% |
$66.7K - $87.1K
|
136K
$4.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.8K+ 24.16% |
$65K - $85K
|
14.4K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.65K+ 16.88% |
$61.5K - $80.4K
|
18.3K
$586K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.47KNew |
$57.4K - $75K
|
2.47K
$79K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.37K+ 2.23% |
$55.1K - $72K
|
109K
$3.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.29K+ 84.93% |
$53.3K - $69.7K
|
5K
$160K
|