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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.49K- 12.71% |
$81.1K - $106K
|
24K
$792K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.7K+ 19.44% |
$388K - $506K
|
102K
$3.38M
|
|
|
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
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
603New |
$14K - $18.3K
|
603
$19.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
28.5KNew |
$662K - $866K
|
28.5K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
39K+ 2.96% |
$905K - $1.18M
|
1.36M
$44.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.95K+ 13.49% |
$45.3K - $59.2K
|
16.4K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
Needham Investment Management LLC
New York, NY |
SELL
|
- |
-10K- 50.0% |
$232K - $304K
|
10K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-9.34K- 5.46% |
$217K - $284K
|
162K
$5.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
523+ 2.12% |
$12.2K - $15.9K
|
25.2K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.1K- 2.53% |
$722K - $943K
|
1.2M
$39.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
457KNew |
$10.6M - $13.9M
|
457K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
11.1K+ 18.74% |
$258K - $337K
|
70.3K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.65MNew |
$84.9M - $111M
|
3.65M
$121M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
650KNew |
$15.1M - $19.7M
|
650K
$21.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.71M+ 5776.61% |
$39.7M - $51.9M
|
1.74M
$57.5M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.18KNew |
$190K - $249K
|
8.18K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-114K- 24.58% |
$2.65M - $3.46M
|
350K
$11.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15New |
$349 - $456
|
15
$496
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
804+ 15.21% |
$18.7K - $24.4K
|
6.09K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-493- 0.12% |
$11.5K - $15K
|
396K
$13.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 75.0% |
$139 - $182
|
14
$463
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
260K+ 127.98% |
$6.05M - $7.9M
|
464K
$15.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-150K- 23.85% |
$3.49M - $4.57M
|
480K
$15.9M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-18.6K- 4.65% |
$432K - $564K
|
381K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.52K- 4.25% |
$152K - $198K
|
147K
$4.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-922- 22.45% |
$21.4K - $28K
|
3.19K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
323+ 1.82% |
$7.51K - $9.81K
|
18K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.6K+ 66.89% |
$269K - $351K
|
28.9K
$954K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-8.16K- 1.4% |
$190K - $248K
|
574K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-139- 1.62% |
$3.23K - $4.22K
|
8.44K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-3.64K- 96.53% |
$84.6K - $111K
|
131
$4.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-52.2K- 10.57% |
$1.21M - $1.59M
|
442K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
296K+ 6.22% |
$6.88M - $8.99M
|
5.06M
$167M
|
|
|
Feb 12, 2025
Q4 2024
|
Foundry Partners, LLC
|
SELL
|
- |
-41.2K- 10.75% |
$958K - $1.25M
|
342K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.64KNew |
$38.2K - $49.9K
|
1.64K
$54.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34+ 5.18% |
$790 - $1.03K
|
690
$22.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
431K+ 41.98% |
$10M - $13.1M
|
1.46M
$48.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3K- 25.41% |
$69.7K - $91.1K
|
8.81K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-330K- 51.41% |
$7.68M - $10M
|
312K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.68K- 10.72% |
$225K - $294K
|
80.6K
$2.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-74- 1.54% |
$1.72K - $2.25K
|
4.75K
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12.8KNew |
$296K - $387K
|
12.8K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-45.8K- 64.77% |
$1.06M - $1.39M
|
24.9K
$823K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
46K+ 21.3% |
$1.07M - $1.4M
|
262K
$8.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
90+ 0.19% |
$2.09K - $2.73K
|
47.4K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
54.6K+ 37.38% |
$1.27M - $1.66M
|
201K
$6.63M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
26.3K+ 62.05% |
$612K - $799K
|
68.7K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.21K- 1.64% |
$51.3K - $67.1K
|
132K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
83.3KNew |
$1.94M - $2.53M
|
83.3K
$2.75M
|