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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-98.1K- 91.25% |
$2.17M - $2.55M
|
9.41K
$328K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
250New |
$5.52K - $6.5K
|
250
$8.71K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
132New |
$2.91K - $3.43K
|
132
$4.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$486 - $572
|
22
$766
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.9KNew |
$285K - $336K
|
12.9K
$450K
|
|
| Q1 2024 | |||||||
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
67KNew |
$1.47M - $1.71M
|
67K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-3.22K- 17.11% |
$70.5K - $82.2K
|
15.6K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-3.44K- 14.13% |
$75.5K - $88K
|
20.9K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7New |
$153 - $179
|
7
$244
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-42.5K- 66.2% |
$932K - $1.09M
|
21.7K
$756K
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
21.6KNew |
$474K - $553K
|
21.6K
$754K
|
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
209KNew |
$4.57M - $5.33M
|
209K
$7.27M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-24.6K- 68.18% |
$540K - $630K
|
11.5K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 45.74% |
$477K - $556K
|
69.3K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
9.12KNew |
$200K - $233K
|
9.12K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
24New |
$526 - $613
|
24
$836
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
9.4KNew |
$206K - $240K
|
9.4K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
88K+ 366.44% |
$1.93M - $2.25M
|
112K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
43New |
$943 - $1.1K
|
43
$1.5K
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
10.3KNew |
$225K - $263K
|
10.3K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
45.4KNew |
$995K - $1.16M
|
45.4K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-38.1K- 39.7% |
$835K - $974K
|
57.9K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.97K+ 47.4% |
$197K - $229K
|
27.9K
$972K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
314New |
$6.88K - $8.03K
|
314
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$132 - $153
|
6
$209
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.38K- 19.69% |
$140K - $163K
|
26K
$907K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.57K- 1.97% |
$122K - $142K
|
277K
$9.66M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
42.7KNew |
$936K - $1.09M
|
42.7K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.59K+ 0.51% |
$34.9K - $40.7K
|
312K
$10.9M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-18.2K- 95.04% |
$398K - $464K
|
949
$33.1K
|
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
18K+ 2.63% |
$395K - $460K
|
703K
$24.5M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-5.04K- 26.2% |
$110K - $129K
|
14.2K
$495K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-79- 32.64% |
$1.73K - $2.02K
|
163
$5.68K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2K- 16.57% |
$43.8K - $51.1K
|
10.1K
$351K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
201New |
$4.41K - $5.14K
|
201
$7K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-515- 50.0% |
$11.3K - $13.2K
|
515
$17.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.79KNew |
$39.1K - $45.6K
|
1.79K
$62.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.5K- 2.59% |
$98.7K - $115K
|
169K
$5.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
696New |
$15.3K - $17.8K
|
696
$24.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1K- 1.93% |
$21.9K - $25.6K
|
50.9K
$1.77M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 0.93% |
$8.77K - $10.2K
|
42.8K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-169- 21.23% |
$3.7K - $4.32K
|
627
$21.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
700New |
$15.3K - $17.9K
|
700
$24.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-100- 4.9% |
$2.19K - $2.56K
|
1.94K
$67.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.9KNew |
$327K - $381K
|
14.9K
$519K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27New |
$592 - $690
|
27
$941
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.1KNew |
$24.1K - $28.1K
|
1.1K
$38.3K
|
|
| Q4 2023 | |||||||
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
149+ 1064.29% |
$3.02K - $3.71K
|
163
$5.68K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.57KNew |
$31.7K - $39K
|
1.57K
$54.6K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.62KNew |
$32.9K - $40.4K
|
1.62K
$56.5K
|
|