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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
28.7K+ 209.66% |
$865K - $1.05M
|
42.3K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
50+ 50.0% |
$1.51K - $1.83K
|
150
$5.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
149KNew |
$4.5M - $5.46M
|
149K
$5.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-246- 3.1% |
$7.42K - $9K
|
7.7K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-171K- 44.41% |
$5.15M - $6.25M
|
214K
$7.44M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.36K+ 9.12% |
$41K - $49.7K
|
16.2K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
36.6KNew |
$1.1M - $1.34M
|
36.6K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
5.72KNew |
$173K - $209K
|
5.72K
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
645New |
$19.5K - $23.6K
|
645
$22.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 100.0% |
$211 - $256
|
14
$488
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
48New |
$1.45K - $1.76K
|
48
$1.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Nkcfo LLC
|
BUY
|
- |
50.3KNew |
$1.52M - $1.84M
|
50.3K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-98K- 73.01% |
$2.96M - $3.59M
|
36.3K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
342KNew |
$10.3M - $12.5M
|
342K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
195New |
$5.89K - $7.14K
|
195
$6.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-187- 2.87% |
$5.64K - $6.84K
|
6.34K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 0.09% |
$90.5 - $110
|
3.28K
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$419K - $508K
|
13.9K
$484K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.6K- 31.53% |
$109K - $132K
|
7.83K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
849New |
$25.6K - $31.1K
|
849
$29.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-2.37K- 12.39% |
$71.6K - $86.8K
|
16.8K
$585K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-721- 4.2% |
$21.8K - $26.4K
|
16.5K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
369New |
$11.1K - $13.5K
|
369
$12.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-703- 9.99% |
$21.2K - $25.7K
|
6.33K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
185New |
$5.58K - $6.77K
|
185
$6.45K
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.61KNew |
$230K - $278K
|
7.61K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.21KNew |
$278K - $337K
|
9.21K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.45% |
$30.2 - $36.6
|
70
$2.44K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
12+ 4.98% |
$362 - $439
|
253
$8.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
30.6KNew |
$924K - $1.12M
|
30.6K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-13.9K- 54.38% |
$420K - $509K
|
11.7K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
BUY
|
- |
3.58K+ 37.74% |
$108K - $131K
|
13.1K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
318New |
$9.6K - $11.6K
|
318
$11.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-71.2K- 73.91% |
$2.15M - $2.61M
|
25.1K
$876K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
9.29K+ 14.23% |
$280K - $340K
|
74.6K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-50- 0.68% |
$1.51K - $1.83K
|
7.3K
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 13.33% |
$60.4 - $73.2
|
13
$453
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.82K+ 74.11% |
$176K - $213K
|
13.7K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
185New |
$5.58K - $6.77K
|
185
$6.45K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6New |
$181 - $220
|
6
$209
|
|
|
Aug 05, 2025
Q2 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
20KNew |
$604K - $732K
|
20K
$697K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
35New |
$1.06K - $1.28K
|
35
$1.22K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-4.93K- 10.7% |
$149K - $180K
|
41.1K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 62.5% |
$151 - $183
|
3
$105
|
|
|
Aug 05, 2025
Q2 2025
|
Connable Office Inc
|
SELL
|
- |
-339- 3.82% |
$10.2K - $12.4K
|
8.54K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
12+ 10.26% |
$362 - $439
|
129
$4.49K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16New |
$483 - $585
|
16
$557
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.49K- 31.14% |
$75.1K - $91.1K
|
5.5K
$192K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
181+ 0.96% |
$5.46K - $6.62K
|
19K
$661K
|
|