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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
897New |
$20.8K - $27.2K
|
897
$31.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
858+ 45.78% |
$19.9K - $26.1K
|
2.73K
$96.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
804+ 15.21% |
$18.7K - $24.4K
|
6.09K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
800+ 7.37% |
$18.6K - $24.3K
|
11.7K
$411K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
736+ 4.46% |
$17.1K - $22.4K
|
17.3K
$609K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
727+ 2.32% |
$16.9K - $22.1K
|
32K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
654+ 3.02% |
$15.2K - $19.9K
|
22.3K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
611+ 216.67% |
$14.2K - $18.6K
|
893
$31.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
607New |
$14.1K - $18.4K
|
607
$21.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
603New |
$14K - $18.3K
|
603
$21.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
540+ 67.08% |
$12.5K - $16.4K
|
1.35K
$47.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
523+ 2.12% |
$12.2K - $15.9K
|
25.2K
$890K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
505+ 1.74% |
$11.7K - $15.3K
|
29.5K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
491+ 15.07% |
$11.4K - $14.9K
|
3.75K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
484+ 1.32% |
$11.2K - $14.7K
|
37.2K
$1.31M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
474+ 1.73% |
$11K - $14.4K
|
27.9K
$986K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
470+ 0.57% |
$10.9K - $14.3K
|
82.5K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
444+ 4.64% |
$10.3K - $13.5K
|
10K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
433+ 0.15% |
$10.1K - $13.2K
|
286K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
423New |
$9.83K - $12.8K
|
423
$14.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
388+ 3.72% |
$9.02K - $11.8K
|
10.8K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
371+ 95.87% |
$8.62K - $11.3K
|
758
$26.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
338+ 0.15% |
$7.86K - $10.3K
|
220K
$7.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
328New |
$7.62K - $9.96K
|
328
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
323+ 1.82% |
$7.51K - $9.81K
|
18K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
308+ 427.78% |
$7.16K - $9.35K
|
380
$13.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
259+ 0.57% |
$6.02K - $7.87K
|
45.3K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
248+ 0.05% |
$5.76K - $7.53K
|
495K
$17.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
244+ 3.61% |
$5.67K - $7.41K
|
7K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
230New |
$5.35K - $6.99K
|
230
$8.12K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
217New |
$5.04K - $6.59K
|
217
$7.66K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
217+ 84.77% |
$5.04K - $6.59K
|
473
$16.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
213+ 247.67% |
$4.95K - $6.47K
|
299
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
200New |
$4.65K - $6.07K
|
200
$7.06K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 4.99% |
$4.65K - $6.07K
|
4.21K
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.46% |
$4.65K - $6.07K
|
43.7K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
181+ 0.39% |
$4.21K - $5.5K
|
46.9K
$1.66M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
170New |
$3.95K - $5.16K
|
170
$6K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
165+ 0.68% |
$3.83K - $5.01K
|
24.5K
$864K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
163+ 15.18% |
$3.79K - $4.95K
|
1.24K
$43.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
162+ 190.59% |
$3.76K - $4.92K
|
247
$8.72K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
155+ 0.06% |
$3.6K - $4.71K
|
251K
$8.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$3.49K - $4.56K
|
150
$5.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140New |
$3.25K - $4.25K
|
140
$4.94K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
124+ 1.01% |
$2.88K - $3.77K
|
12.4K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
119+ 1487.5% |
$2.77K - $3.61K
|
127
$4.48K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
111+ 0.7% |
$2.58K - $3.37K
|
16K
$563K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
105New |
$2.44K - $3.19K
|
105
$3.71K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.17% |
$2.32K - $3.04K
|
59.6K
$2.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
90New |
$2.09K - $2.73K
|
90
$3.18K
|