Annis Gardner Whiting Capital Advisors, LLC Ugi Corp Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$289 Billion
Q2 2025

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	BUY	$22.67 - $27.6 $7,526 - $9,163	332 New	332 $7.7 Million

Others Institutions Holding UGI

# of Institutions

655

Shares Held

186M

Call Options Held

679K

Put Options Held

2.24M

Black Rock Inc. New York, NY

27.6M
Shares

$892 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

26.3M
Shares

$850 Million
0.02% of portfolio
State Street Corp Boston, MA

9.7M
Shares

$313 Million
0.01% of portfolio
Fuller & Thaler Asset Management, Inc. San Mateo, CA

6.84M
Shares

$221 Million
0.92% of portfolio
Lsv Asset Management Chicago, IL

4.9M
Shares

$158 Million
0.43% of portfolio

View Full List

About UGI CORP

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $6.76B
Description
UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...

More about UGI

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