Latest Institutional Transactions on Ultrapar Holdings Inc (UGP)
This table provides information on the latest institutional transactions involving Ultrapar Holdings Inc (UGP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-496- 4.18% |
$1.27K - $1.59K
|
11.4K
$37.2K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5- 20.0% |
$12.8 - $16
|
20
$65.4
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
154New |
$394 - $493
|
154
$504
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
591+ 14.09% |
$1.51K - $1.89K
|
4.79K
$15.7K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-17.6K- 4.74% |
$45.1K - $56.4K
|
354K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
9.05K+ 32.55% |
$23.2K - $29K
|
36.9K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
23KNew |
$58.8K - $73.5K
|
23K
$75.2K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.12K+ 20.54% |
$15.7K - $19.6K
|
35.9K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.1K+ 35.78% |
$100K - $125K
|
148K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
306K+ 109.95% |
$782K - $978K
|
584K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
590KNew |
$1.51M - $1.89M
|
590K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
116K+ 6.54% |
$297K - $372K
|
1.89M
$6.19M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-75.4K- 19.12% |
$193K - $241K
|
319K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
13.4K+ 15.8% |
$34.3K - $42.9K
|
98.3K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-20.3K- 54.19% |
$52K - $65K
|
17.2K
$56.1K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-302K- 21.99% |
$774K - $967K
|
1.07M
$3.51M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
32.1K+ 123.51% |
$82.1K - $103K
|
58K
$190K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.5K+ 30.54% |
$31.9K - $39.9K
|
53.4K
$174K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-388K- 16.03% |
$994K - $1.24M
|
2.03M
$6.65M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
267KNew |
$684K - $855K
|
267K
$874K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22K- 46.37% |
$56.4K - $70.5K
|
25.5K
$83.3K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
BUY
|
- |
4.18K+ 30.37% |
$10.7K - $13.4K
|
17.9K
$58.7K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.25K+ 23.08% |
$23.7K - $29.6K
|
49.3K
$161K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.77K+ 6.57% |
$7.08K - $8.85K
|
44.9K
$147K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.02K+ 83.69% |
$7.74K - $9.67K
|
6.64K
$21.7K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
31.5KNew |
$80.5K - $101K
|
31.5K
$103K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
65.7K+ 75.65% |
$168K - $210K
|
153K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.01K- 5.12% |
$2.58K - $3.23K
|
18.7K
$61.1K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
14.7KNew |
$37.7K - $47.2K
|
14.7K
$48.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.38K+ 55.56% |
$8.65K - $10.8K
|
9.46K
$30.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
82New |
$210 - $262
|
82
$268
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
389+ 189.76% |
$996 - $1.24K
|
594
$1.94K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
76.8KNew |
$196K - $246K
|
76.8K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 6.28% |
$5.35K - $6.68K
|
35.4K
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-278- 32.55% |
$712 - $890
|
576
$1.88K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.58KNew |
$11.7K - $14.7K
|
4.58K
$15K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.56K+ 100.0% |
$3.99K - $4.99K
|
3.12K
$10.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-25- 0.07% |
$64 - $80
|
36.6K
$120K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.6KNew |
$37.4K - $46.7K
|
14.6K
$47.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
5.82K+ 28.67% |
$14.9K - $18.6K
|
26.1K
$85.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.9K+ 61.33% |
$51K - $63.7K
|
52.4K
$171K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 1.94% |
$12.8 - $16
|
253
$827
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.42K+ 72.81% |
$13.9K - $17.4K
|
12.9K
$42.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-6.95K- 33.72% |
$17.8K - $22.2K
|
13.7K
$44.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-145K- 59.27% |
$371K - $464K
|
99.6K
$326K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-186K- 10.25% |
$475K - $594K
|
1.63M
$5.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-11.9K- 8.35% |
$30.4K - $38K
|
130K
$426K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
22.3KNew |
$57.2K - $71.5K
|
22.3K
$73.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-36.2K- 67.53% |
$92.7K - $116K
|
17.4K
$56.9K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.33K+ 25.54% |
$3.43K - $5.27K
|
6.56K
$21.4K
|
|