Purchases and Sales Made in Q4 2023 in Ugi Corp New Corp Unit (UGIC)
This table provides information about the institutional ownership of Ugi Corp New Corp Unit (UGIC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
100KNew |
$5.06M - $5.98M
|
100K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
45.1K+ 29.61% |
$2.28M - $2.7M
|
197K
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.3KNew |
$1.48M - $1.75M
|
29.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.9KNew |
$1.11M - $1.31M
|
21.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9K+ 103.42% |
$753K - $891K
|
29.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
13.2K+ 6.98% |
$670K - $792K
|
203K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$538K - $636K
|
10.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Maren Capital LLC
Chicago, IL |
BUY
|
- |
9.52KNew |
$482K - $570K
|
9.52K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.49KNew |
$177K - $209K
|
3.49K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.4KNew |
$172K - $203K
|
3.4K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.84K+ 1.56% |
$93.1K - $110K
|
120K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
584+ 0.26% |
$29.5K - $34.9K
|
221K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
542New |
$27.4K - $32.4K
|
542
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
310New |
$15.7K - $18.6K
|
310
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
91+ 91.0% |
$4.6K - $5.45K
|
191
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-90- 24.32% |
$4.55K - $5.39K
|
280
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149- 7.9% |
$7.54K - $8.92K
|
1.74K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-193- 0.17% |
$9.76K - $11.5K
|
117K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.06K- 77.42% |
$53.8K - $63.6K
|
310
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-5.32K- 15.21% |
$269K - $318K
|
29.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Aequim Alternative Investments LP
Mill Valley, CA |
SELL
|
- |
-63K- 26.58% |
$3.19M - $3.77M
|
174K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-115K- 33.58% |
$5.82M - $6.88M
|
228K
$0
|