Institutional Ownership Ultrapar Holdings Inc (UGP)
This table provides information about the institutional ownership of Ultrapar Holdings Inc (UGP). We have compiled data on the 123 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
5,387
shares
|
$16,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,022
shares
|
$15,266
0.0% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,195
shares
|
$12,752
0.0% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
3,612
shares
|
$10,980
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,101
shares
|
$9,427
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,840
shares
|
$8,633
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,413
shares
|
$7,335
0.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,560
shares
|
$4,742
0.0% of portfolio
|
Q4 2024
Added 122.22%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,417
shares
|
$4,307
0.0% of portfolio
|
Q1 2024
Added 61.39%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,209
shares
|
$3,675
0.0% of portfolio
|
Q4 2024
Reduced 47.04%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
854
shares
|
$2,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
330
shares
|
$1,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
258
shares
|
$784
0.0% of portfolio
|
Q4 2024
Reduced 20.37%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
205
shares
|
$623
0.0% of portfolio
|
Q4 2024
Reduced 53.93%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
99
shares
|
$300
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
97
shares
|
$294
0.0% of portfolio
|
Q4 2024
Reduced 90.17%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
82
shares
|
$249
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
64
shares
|
$194
0.0% of portfolio
|
Q2 2024
Reduced 21.95%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
61
shares
|
$185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
41
shares
|
$124
0.0% of portfolio
|
Q4 2024
Reduced 98.94%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
25
shares
|
$76
0.0% of portfolio
|
Q4 2024
Reduced 43.18%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
18
shares
|
$54
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|