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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
491+ 15.07% |
$11.4K - $14.9K
|
3.75K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
25.4K+ 298.8% |
$591K - $772K
|
33.9K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-221- 70.83% |
$5.14K - $6.71K
|
91
$3.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
423New |
$9.83K - $12.8K
|
423
$14.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.08KNew |
$48.3K - $63.1K
|
2.08K
$72.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7KNew |
$39.5K - $51.6K
|
1.7K
$59.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.2KNew |
$609K - $796K
|
26.2K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140New |
$3.25K - $4.25K
|
140
$4.88K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-5.9K- 6.95% |
$137K - $179K
|
79K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.95KNew |
$208K - $272K
|
8.95K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-128- 37.54% |
$2.97K - $3.89K
|
213
$7.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
607New |
$14.1K - $18.4K
|
607
$21.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-50- 0.56% |
$1.16K - $1.52K
|
8.83K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-637- 50.0% |
$14.8K - $19.3K
|
637
$22.2K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$163 - $213
|
7
$244
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-73K- 85.68% |
$1.7M - $2.22M
|
12.2K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.47KNew |
$57.4K - $75K
|
2.47K
$86.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 4.99% |
$4.65K - $6.07K
|
4.21K
$147K
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
45.3K+ 351.28% |
$1.05M - $1.38M
|
58.2K
$2.03M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
21KNew |
$488K - $638K
|
21K
$732K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
296K+ 9.06% |
$6.58M - $7.41M
|
3.56M
$124M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.89KNew |
$42K - $47.3K
|
1.89K
$65.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-21.2KClosed |
$472K - $532K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-71.7K- 6.8% |
$1.59M - $1.8M
|
983K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.21KNew |
$49K - $55.2K
|
2.21K
$76.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
648New |
$14.4K - $16.2K
|
648
$22.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
50.9K+ 16.97% |
$1.13M - $1.28M
|
351K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1K+ 7.0% |
$22.2K - $25.1K
|
15.3K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.4K+ 168.62% |
$453K - $511K
|
32.5K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.26K+ 2.22% |
$50.2K - $56.6K
|
104K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.22K- 19.03% |
$71.6K - $80.7K
|
13.7K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21New |
$467 - $526
|
21
$732
|
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
68KNew |
$1.51M - $1.7M
|
68K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.85K- 48.7% |
$219K - $247K
|
10.4K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-57.1K- 99.58% |
$1.27M - $1.43M
|
241
$8.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-99.2K- 76.48% |
$2.21M - $2.48M
|
30.5K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1K- 9.09% |
$22.2K - $25.1K
|
10K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.3K+ 75.44% |
$95.6K - $108K
|
10K
$348K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-16.9KClosed |
$375K - $422K
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.78K- 59.66% |
$39.5K - $44.5K
|
1.2K
$41.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Sasco Capital Inc
|
BUY
|
- |
130+ 0.27% |
$2.89K - $3.26K
|
48.7K
$1.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-25.7K- 55.32% |
$571K - $644K
|
20.8K
$723K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1K+ 120.48% |
$22.2K - $25.1K
|
1.83K
$63.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
97New |
$2.16K - $2.43K
|
97
$3.38K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
30New |
$667 - $752
|
30
$1.05K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
48New |
$1.07K - $1.2K
|
48
$1.67K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63New |
$1.4K - $1.58K
|
63
$2.19K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
84New |
$1.87K - $2.1K
|
84
$2.93K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$66.7 - $75.2
|
3
$105
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
516New |
$11.5K - $12.9K
|
516
$18K
|
|