Purchases and Sales Made in Q2 2023 in Ugi Corp New Corp Unit (UGIC)
This table provides information about the institutional ownership of Ugi Corp New Corp Unit (UGIC) during Q2 2023. The information is specifically focused on institutions that hold shares of UGI CORP NEW CORP UNIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.8K+ 37.49% |
$3.37M - $4.26M
|
190K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.5K+ 16.38% |
$3.09M - $3.9M
|
338K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
28.8K+ 24.85% |
$1.87M - $2.36M
|
145K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
16.1K+ 9.64% |
$1.04M - $1.32M
|
183K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
13.7K+ 60.66% |
$888K - $1.12M
|
36.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
9.46K+ 7.85% |
$615K - $777K
|
130K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
815+ 31.59% |
$53K - $66.9K
|
3.4K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
95+ 2.5% |
$6.18K - $7.8K
|
3.89K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$3.9K - $4.93K
|
60
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44+ 2.41% |
$2.86K - $3.61K
|
1.87K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-689- 75.71% |
$44.8K - $56.6K
|
221
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.56K- 96.24% |
$166K - $210K
|
100
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5K- 97.81% |
$325K - $411K
|
112
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-19.6K- 9.94% |
$1.28M - $1.61M
|
178K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-42.3K- 92.76% |
$2.75M - $3.47M
|
3.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63K- 96.08% |
$4.1M - $5.18M
|
2.57K
$0
|