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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-4K- 28.57% |
$112K - $137K
|
10K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
35.2KNew |
$985K - $1.2M
|
35.2K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30New |
$840 - $1.02K
|
30
$1.05K
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
380+ 25.33% |
$10.6K - $13K
|
1.88K
$65.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
911New |
$25.5K - $31.1K
|
911
$31.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 66.67% |
$2.8K - $3.42K
|
50
$1.74K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
11New |
$308 - $376
|
11
$383
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-50- 0.17% |
$1.4K - $1.71K
|
29.6K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.75KNew |
$189K - $231K
|
6.75K
$235K
|
|
| Q4 2024 | |||||||
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
183KNew |
$4.24M - $5.55M
|
183K
$6.36M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
38New |
$883 - $1.15K
|
38
$1.32K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
11.5KNew |
$267K - $349K
|
11.5K
$401K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
90New |
$2.09K - $2.73K
|
90
$3.14K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$23.2 - $30.4
|
1
$34.8
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
474+ 1.73% |
$11K - $14.4K
|
27.9K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.68K- 1.39% |
$202K - $264K
|
618K
$21.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
35.7KNew |
$830K - $1.08M
|
35.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-15K- 20.0% |
$349K - $456K
|
60K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
425KNew |
$9.88M - $12.9M
|
425K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
7.5KNew |
$174K - $228K
|
7.5K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Decade Renewable Partners LP
Houston, TX |
SELL
|
- |
-23.5K- 12.59% |
$546K - $714K
|
163K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
49.7K+ 187.29% |
$1.15M - $1.51M
|
76.2K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
6K+ 70.59% |
$139K - $182K
|
14.5K
$505K
|
|
|
Feb 14, 2025
Q4 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
333K+ 118.23% |
$7.74M - $10.1M
|
615K
$21.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28.5KNew |
$662K - $865K
|
28.5K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
63New |
$1.46K - $1.91K
|
63
$2.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Corvex Management LP
New York, NY |
BUY
|
- |
1.96MNew |
$45.6M - $59.5M
|
1.96M
$68.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
16.2KNew |
$376K - $492K
|
16.2K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.47KNew |
$34.1K - $44.5K
|
1.47K
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.75KNew |
$40.7K - $53.1K
|
1.75K
$61K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-52- 8.54% |
$1.21K - $1.58K
|
557
$19.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$442 - $577
|
19
$662
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-443- 1.47% |
$10.3K - $13.5K
|
29.6K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
950New |
$22.1K - $28.9K
|
950
$33.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.31K- 4.74% |
$76.9K - $101K
|
66.5K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-10K- 50.0% |
$232K - $304K
|
10K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.18KNew |
$190K - $249K
|
8.18K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.52K- 4.25% |
$152K - $198K
|
147K
$5.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-922- 22.45% |
$21.4K - $28K
|
3.19K
$111K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.64K- 96.53% |
$84.6K - $111K
|
131
$4.56K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
139KNew |
$3.22M - $4.21M
|
139K
$4.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4KNew |
$93K - $121K
|
4K
$139K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
230New |
$5.35K - $6.99K
|
230
$8.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.05KNew |
$24.4K - $31.9K
|
1.05K
$36.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
25.3KNew |
$588K - $769K
|
25.3K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.28KNew |
$29.6K - $38.7K
|
1.28K
$44.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.6KNew |
$479K - $626K
|
20.6K
$718K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.05K- 11.38% |
$24.3K - $31.8K
|
8.15K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.7K+ 628.89% |
$39.5K - $51.6K
|
1.97K
$68.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
270K+ 1232.35% |
$6.27M - $8.19M
|
291K
$10.2M
|
|