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 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-100- 1.05% |
$2.65K - $3.53K
|
9.42K
$311K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-55K- 75.24% |
$1.45M - $1.94M
|
18.1K
$598K
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.44K- 23.41% |
$170K - $228K
|
21.1K
$696K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
265+ 3.05% |
$7.01K - $9.37K
|
8.95K
$296K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.58% |
$344 - $459
|
2.25K
$74.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-189K- 29.28% |
$5.01M - $6.69M
|
457K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-19.3K- 37.19% |
$510K - $682K
|
32.6K
$1.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11.2K- 55.84% |
$295K - $394K
|
8.83K
$292K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-73- 75.26% |
$1.93K - $2.58K
|
24
$793
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$132 - $177
|
5
$165
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-1.02K- 8.9% |
$27K - $36K
|
10.4K
$345K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
766+ 1.94% |
$20.3K - $27.1K
|
40.3K
$1.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-65.1K- 73.9% |
$1.72M - $2.3M
|
23K
$760K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-82- 27.7% |
$2.17K - $2.9K
|
214
$7.07K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-9.63K- 68.36% |
$255K - $340K
|
4.46K
$147K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-523- 70.49% |
$13.8K - $18.5K
|
219
$7.24K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-522- 3.22% |
$13.8K - $18.4K
|
15.7K
$519K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
901New |
$23.8K - $31.8K
|
901
$29.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
68New |
$1.8K - $2.4K
|
68
$2.25K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 5.32% |
$13.2K - $17.7K
|
8.91K
$294K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
79+ 48.47% |
$2.09K - $2.79K
|
242
$8K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
280New |
$7.41K - $9.9K
|
280
$9.25K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-66.8K- 82.13% |
$1.77M - $2.36M
|
14.5K
$480K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 18.18% |
$159 - $212
|
27
$892
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.51K+ 2.98% |
$49.4K - $64.5K
|
52.3K
$1.73M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
99.9K+ 154.41% |
$3.26M - $4.26M
|
165K
$5.44M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
46.2K+ 131.2% |
$1.51M - $1.97M
|
81.4K
$2.69M
|
|
|
Jun 06, 2023
Q1 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
34.1K+ 2776.81% |
$1.12M - $1.45M
|
35.4K
$1.17M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$32.7 - $42.6
|
1
$33
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
9.07KNew |
$296K - $387K
|
9.07K
$300K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-98- 48.51% |
$3.2K - $4.18K
|
104
$3.44K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.71K- 25.9% |
$121K - $158K
|
10.6K
$351K
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
6.18KNew |
$202K - $263K
|
6.18K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
298+ 3.78% |
$9.74K - $12.7K
|
8.19K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
6.38KNew |
$209K - $272K
|
6.38K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
105+ 1.3% |
$3.43K - $4.48K
|
8.17K
$270K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
6.33KNew |
$207K - $270K
|
6.33K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$32.7 - $42.6
|
1
$33
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-1.82K- 13.12% |
$59.6K - $77.7K
|
12.1K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-975- 14.13% |
$31.9K - $41.6K
|
5.93K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-7.69K- 35.26% |
$251K - $328K
|
14.1K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
389+ 3.05% |
$12.7K - $16.6K
|
13.1K
$434K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-34- 0.18% |
$1.11K - $1.45K
|
18.5K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
306K+ 256.09% |
$10M - $13.1M
|
426K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.74K- 30.74% |
$89.6K - $117K
|
6.18K
$204K
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
113K+ 91.94% |
$3.68M - $4.8M
|
235K
$7.76M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.49K+ 2.54% |
$277K - $362K
|
342K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.5KNew |
$114K - $149K
|
3.5K
$116K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
15.1K+ 27.55% |
$494K - $644K
|
70K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 13.51% |
$65.4K - $85.2K
|
12.8K
$423K
|
|