Latest Institutional Transactions on Ugi Corp (UGI)

UGI Quotes by TradingView

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
May 12, 2022 Q1 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-4.99K
Closed
$165K - $231K
0 $0
May 12, 2022 Q1 2022
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-17.5K
Closed
$580K - $811K
0 $0
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-63
Closed
$2.09K - $2.92K
0 $0
May 11, 2022 Q1 2022
Glenview Trust CO

Louisville, KY
SELL
 -
-7.4K
Closed
$245K - $343K
0 $0
May 10, 2022 Q1 2022
Ascent Group, LLC

SELL
 -
-4.9K
Closed
$162K - $227K
0 $0
May 10, 2022 Q1 2022
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-13.5K
Closed
$446K - $624K
0 $0
May 10, 2022 Q1 2022
Agf Investments LLC

Boston, MA
SELL
 -
-5.73K
Closed
$190K - $265K
0 $0
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

SELL
 -
-4.82K
Closed
$159K - $223K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-3.65K
Closed
$121K - $169K
0 $0
May 09, 2022 Q1 2022
Financial Advantage, Inc.

SELL
 -
-637
Closed
$21.1K - $29.5K
0 $0
May 06, 2022 Q1 2022
Sageworth Trust CO

SELL
 -
-132
Closed
$4.37K - $6.12K
0 $0
May 06, 2022 Q1 2022
Sageworth Trust CO Of South Dakota

SELL
 -
-358
- 81.92%
$11.9K - $16.6K
79 $2.61K
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-4.55K
Closed
$151K - $211K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-2.17K
Closed
$71.8K - $101K
0 $0
May 05, 2022 Q1 2022
Camden National Bank

Camden, ME
SELL
 -
-8.23K
Closed
$272K - $381K
0 $0
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
2.25K
New
$74.5K - $104K
2.25K $74.3K
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-1.16K
Closed
$38.5K - $53.9K
0 $0
May 04, 2022 Q1 2022
All Square Wealth Management LLC

Albany, NY
BUY
 -
307
New
$10.2K - $14.2K
307 $10.1K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-1.62K
Closed
$53.5K - $74.9K
0 $0
May 04, 2022 Q1 2022
Hussman Strategic Advisors, Inc.

Ellicott City, MD
BUY
 -
5K
+ 20.0%
$166K - $232K
30K $991K
May 02, 2022 Q1 2022
Gilbert & Cook, Inc.

SELL
 -
-6.8K
Closed
$225K - $315K
0 $0
Apr 29, 2022 Q1 2022
Gratus Capital LLC

SELL
 -
-5.96K
Closed
$197K - $276K
0 $0
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-7.6K
Closed
$252K - $352K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-1.73K
Closed
$57.3K - $80.2K
0 $0
Apr 25, 2022 Q1 2022
Pfg Private Wealth Management, LLC

BUY
 -
2.18K
New
$72.1K - $101K
2.18K $72K
Apr 25, 2022 Q1 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-5.53K
Closed
$183K - $256K
0 $0
Apr 22, 2022 Q1 2022
Bogart Wealth, LLC

BUY
 -
614
New
$20.3K - $28.4K
614 $20.3K
Apr 19, 2022 Q1 2022
Paragon Capital Management LTD

SELL
 -
-1K
Closed
$33.1K - $46.3K
0 $0
Apr 14, 2022 Q1 2022
Woodward Diversified Capital, LLC

SELL
 -
-5.62K
Closed
$186K - $260K
0 $0
Apr 13, 2022 Q1 2022
Ford Financial Group, LLC

SELL
 -
-470
Closed
$15.6K - $21.8K
0 $0
Apr 12, 2022 Q1 2022
A. D. Beadell Investment Counsel, Inc.

SELL
 -
-400
- 3.51%
$13.2K - $18.5K
11K $363K
Apr 06, 2022 Q1 2022
Murphy Capital Management Inc

SELL
 -
-4.43K
Closed
$147K - $205K
0 $0
Q4 2021
Apr 27, 2022 Q4 2021
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
636
New
$26.2K - $29.2K
636 $21K
Feb 22, 2022 Q4 2021
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
63
New
$2.6K - $2.89K
63 $2.08K
Feb 16, 2022 Q4 2021
Milestone Wealth, LLC

Buffalo, NY
BUY
 -
122
New
$5.03K - $5.6K
122 $4.03K
Feb 15, 2022 Q4 2021
Systematic Alpha Investments, LLC

Princeton, NJ
SELL
 -
-1
Closed
$41.3 - $45.9
0 $0
Feb 14, 2022 Q4 2021
Polar Asset Management Partners Inc.

Toronto, A6
SELL
 -
-21.6K
Closed
$893K - $993K
0 $0
Feb 14, 2022 Q4 2021
Tilia Fiduciary Partners, Inc.

BUY
 -
509
New
$21K - $23.4K
509 $16.8K
Feb 14, 2022 Q4 2021
Better Money Decisions, LLC

SELL
 -
-669
Closed
$27.6K - $30.7K
0 $0
Feb 14, 2022 Q4 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-6.06K
Closed
$250K - $278K
0 $0
Feb 14, 2022 Q4 2021
Amp Capital Investors LTD

Sydney Nsw, C3
SELL
 -
-71.6K
Closed
$2.96M - $3.29M
0 $0
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-34
Closed
$1.4K - $1.56K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-329
Closed
$13.6K - $15.1K
0 $0
Feb 11, 2022 Q4 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-233
Closed
$9.61K - $10.7K
0 $0
Feb 10, 2022 Q4 2021
Paradigm Financial Partners, LLC

BUY
 -
5K
New
$206K - $229K
5K $165K
Feb 10, 2022 Q4 2021
Ilmarinen Mutual Pension Insurance CO

Helsinki, H9
SELL
 -
-27K
Closed
$1.11M - $1.24M
0 $0
Feb 09, 2022 Q4 2021
Axs Investments LLC

Port Chester, NY
SELL
 -
-4.97K
Closed
$205K - $228K
0 $0
Feb 09, 2022 Q4 2021
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
924
New
$38.1K - $42.4K
924 $30.5K
Feb 08, 2022 Q4 2021
Lee Financial CO

Dallas, TX
SELL
 -
-300
- 49.83%
$12.4K - $13.8K
302 $9.98K

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