Latest Institutional Transactions on Ugi Corp (UGI)
This table provides information on the latest institutional transactions involving Ugi Corp (UGI) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
374+ 19.74% |
$11.9K - $13.1K
|
2.27K
$79.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.8KNew |
$503K - $554K
|
15.8K
$552K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.15% |
$318 - $350
|
6.86K
$239K
|
|
|
Jan 20, 2026
Q4 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.87K+ 1.35% |
$123K - $135K
|
291K
$10.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-84- 1.26% |
$2.67K - $2.94K
|
6.59K
$230K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-211- 4.14% |
$6.7K - $7.38K
|
4.88K
$170K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
459New |
$14.6K - $16K
|
459
$16K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2.77K+ 7.12% |
$87.9K - $96.8K
|
41.7K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.5% |
$9.53K - $10.5K
|
59.5K
$2.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 7.91% |
$15.2K - $16.7K
|
6.52K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 20.0% |
$63.5K - $69.9K
|
8K
$279K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.91K- 0.31% |
$60.7K - $66.9K
|
606K
$21.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-95.4K- 33.22% |
$3.03M - $3.34M
|
192K
$6.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.2K+ 13.92% |
$641K - $705K
|
165K
$5.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 1.2% |
$2.86K - $3.15K
|
7.43K
$259K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2K+ 1.62% |
$63.5K - $69.9K
|
125K
$4.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16KNew |
$509K - $560K
|
16K
$558K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 21.67% |
$413 - $454
|
47
$1.64K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 5.9% |
$38.7K - $42.6K
|
21.9K
$763K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
515+ 4.55% |
$16.4K - $18K
|
11.8K
$412K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 8.82% |
$95.3 - $105
|
31
$1.08K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
13New |
$413 - $454
|
13
$453
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.08K- 2.33% |
$66K - $72.7K
|
87K
$3.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-18.5K- 4.06% |
$587K - $646K
|
437K
$15.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.81K+ 7.73% |
$57.3K - $63.1K
|
25.2K
$877K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-947- 48.34% |
$30.1K - $33.1K
|
1.01K
$35.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$15.9K - $17.5K
|
500
$17.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 1.11% |
$1.17K - $1.29K
|
3.31K
$115K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
750New |
$23.8K - $26.2K
|
750
$26.1K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$31.8 - $35
|
103
$3.59K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
99.7KNew |
$3.16M - $3.48M
|
99.7K
$3.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 2.38% |
$31.8 - $35
|
43
$1.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.78% |
$1.46K - $1.61K
|
5.93K
$207K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.94K+ 23.42% |
$61.7K - $67.9K
|
10.2K
$357K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.47K- 2.64% |
$78.4K - $86.3K
|
91.1K
$3.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
350+ 5.78% |
$11.1K - $12.2K
|
6.41K
$223K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.7K+ 8.93% |
$592K - $652K
|
227K
$7.92M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 150.0% |
$191 - $210
|
10
$348
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 10.95% |
$129K - $142K
|
41K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 8.06% |
$1.27K - $1.4K
|
536
$18.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 0.84% |
$127 - $140
|
474
$16.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
492+ 5.15% |
$15.6K - $17.2K
|
10K
$350K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-957- 34.09% |
$30.4K - $33.5K
|
1.85K
$64.5K
|
|
|
Jan 07, 2026
Q4 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
587KNew |
$18.6M - $20.5M
|
587K
$20.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.04K+ 3.56% |
$287K - $316K
|
263K
$9.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-300- 1.01% |
$9.53K - $10.5K
|
29.3K
$1.02M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.74K+ 22.85% |
$87K - $95.8K
|
14.7K
$513K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-54- 0.59% |
$1.71K - $1.89K
|
9.12K
$318K
|
|
| Q3 2025 | |||||||
|
Jan 20, 2026
Q3 2025
|
Kbc Group Nv
|
SELL
|
- |
-442- 0.59% |
$14.4K - $16.4K
|
74.1K
$2.58M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.44K+ 0.51% |
$46.9K - $53.4K
|
281K
$9.78M
|
|