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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
300+ 2142.86% |
$9.79K - $11.1K
|
314
$10.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
3.72K+ 25.89% |
$121K - $138K
|
18.1K
$630K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-40- 0.35% |
$1.31K - $1.49K
|
11.3K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-531- 5.34% |
$17.3K - $19.7K
|
9.42K
$328K
|
|
|
Oct 14, 2025
Q3 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
40+ 0.66% |
$1.31K - $1.49K
|
6.06K
$211K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-138K- 85.51% |
$4.5M - $5.12M
|
23.4K
$814K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.99% |
$32.6 - $37.1
|
102
$3.55K
|
|
|
Oct 14, 2025
Q3 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
28.8K+ 11.68% |
$940K - $1.07M
|
276K
$9.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-395- 4.46% |
$12.9K - $14.7K
|
8.46K
$295K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-6.2K- 7.81% |
$202K - $230K
|
73.2K
$2.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5- 12.82% |
$163 - $186
|
34
$1.18K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10.4K+ 4.28% |
$340K - $387K
|
254K
$8.83M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
10.6K+ 2.38% |
$346K - $393K
|
456K
$15.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-315- 10.01% |
$10.3K - $11.7K
|
2.83K
$98.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2- 16.67% |
$65.3 - $74.3
|
10
$348
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-29.7K- 21.04% |
$969K - $1.1M
|
111K
$3.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$32.6K - $37.1K
|
1K
$34.8K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.89K- 3.96% |
$94.3K - $107K
|
70.1K
$2.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.32K- 41.06% |
$43.1K - $49K
|
1.9K
$66K
|
|
|
Oct 07, 2025
Q3 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
79.4KNew |
$2.59M - $2.95M
|
79.4K
$2.76M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-322- 2.5% |
$10.5K - $12K
|
12.6K
$438K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.74K+ 9.19% |
$56.8K - $64.6K
|
20.7K
$720K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
57.4K+ 197.81% |
$1.87M - $2.13M
|
86.4K
$3.01M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
661+ 7.76% |
$21.6K - $24.5K
|
9.18K
$320K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
805K+ 878.22% |
$24.3M - $29.4M
|
896K
$31.2M
|
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
11.3KNew |
$341K - $413K
|
11.3K
$393K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
163+ 2328.57% |
$4.92K - $5.96K
|
170
$5.92K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-27.5K- 20.72% |
$829K - $1M
|
105K
$3.66M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.01KNew |
$242K - $293K
|
8.01K
$279K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
51+ 10.63% |
$1.54K - $1.87K
|
531
$18.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.74K+ 152.51% |
$143K - $174K
|
7.85K
$274K
|
|
|
Aug 15, 2025
Q2 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-22K- 18.03% |
$665K - $807K
|
100K
$3.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
195KNew |
$5.89M - $7.14M
|
195K
$6.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
25.9KNew |
$782K - $949K
|
25.9K
$903K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
31.6K+ 23.37% |
$955K - $1.16M
|
167K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
14.4KNew |
$434K - $527K
|
14.4K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-748- 11.76% |
$22.6K - $27.4K
|
5.61K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.55KNew |
$168K - $203K
|
5.55K
$193K
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
31.6KNew |
$954K - $1.16M
|
31.6K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
14.1KNew |
$425K - $516K
|
14.1K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-379- 2.2% |
$11.4K - $13.9K
|
16.9K
$587K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-40.6K- 99.27% |
$1.23M - $1.49M
|
300
$10.5K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
83.9KNew |
$2.53M - $3.07M
|
83.9K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-12.5K- 34.49% |
$378K - $459K
|
23.8K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
5.98KNew |
$181K - $219K
|
5.98K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
22.7KNew |
$686K - $831K
|
22.7K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
39+ 22.94% |
$1.18K - $1.43K
|
209
$7.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
640+ 100.0% |
$19.3K - $23.4K
|
1.28K
$44.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Vennlight Capital Management, LP
Weston, CT |
BUY
|
- |
145KNew |
$4.37M - $5.3M
|
145K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
9New |
$272 - $329
|
9
$314
|
|