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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.66% |
$5.16K - $5.87K
|
9.39K
$327K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
98+ 7.74% |
$3.2K - $3.64K
|
1.36K
$47.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$555 - $631
|
5.89K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.28K+ 22.52% |
$41.8K - $47.5K
|
6.96K
$243K
|
|
|
Nov 10, 2025
Q3 2025
|
Chase Investment Counsel Corp
|
SELL
|
- |
-17.2K- 36.2% |
$560K - $637K
|
30.2K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
115+ 0.5% |
$3.75K - $4.27K
|
23.1K
$804K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.71K+ 16.87% |
$55.7K - $63.4K
|
11.8K
$412K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.03K- 3.56% |
$33.5K - $38.1K
|
27.8K
$969K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
403+ 1.38% |
$13.2K - $15K
|
29.6K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.47K+ 37.5% |
$276K - $314K
|
31K
$1.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
685+ 103.79% |
$22.4K - $25.4K
|
1.35K
$46.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.29K- 59.33% |
$173K - $197K
|
3.63K
$126K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.8K+ 16.12% |
$58.7K - $66.7K
|
12.9K
$451K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-16- 80.0% |
$522 - $594
|
4
$139
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-2.33K- 3.45% |
$76.1K - $86.6K
|
65.4K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500K+ 38.7% |
$16.3M - $18.6M
|
1.79M
$62.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
35+ 43.75% |
$1.14K - $1.3K
|
115
$4.01K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
80+ 2.5% |
$2.61K - $2.97K
|
3.28K
$114K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.06% |
$881 - $1K
|
47.9K
$1.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.04M- 7.76% |
$66.7M - $75.9M
|
24.3M
$846M
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
5.3K+ 47.34% |
$173K - $197K
|
16.5K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-50K- 14.29% |
$1.63M - $1.86M
|
300K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.6KNew |
$508K - $578K
|
15.6K
$542K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 53.33% |
$522 - $594
|
14
$488
|
|
|
Nov 07, 2025
Q3 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
440+ 6.26% |
$14.4K - $16.3K
|
7.46K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
457+ 0.95% |
$14.9K - $17K
|
48.8K
$1.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-30.2K- 13.68% |
$986K - $1.12M
|
191K
$6.64M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4K+ 51.63% |
$503K - $572K
|
45.3K
$1.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
14.3KNew |
$465K - $530K
|
14.3K
$497K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.22K+ 10.03% |
$39.8K - $45.3K
|
13.4K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
13.9K+ 29.85% |
$453K - $515K
|
60.3K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-200- 1.85% |
$6.53K - $7.43K
|
10.6K
$369K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
28K+ 126.92% |
$914K - $1.04M
|
50.1K
$1.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-150- 0.49% |
$4.9K - $5.57K
|
30.3K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-77K- 22.27% |
$2.51M - $2.86M
|
269K
$9.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-10.9K- 1.86% |
$354K - $403K
|
571K
$19.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-95.8K- 91.01% |
$3.13M - $3.56M
|
9.45K
$329K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
994K+ 20.29% |
$32.5M - $36.9M
|
5.89M
$205M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
4+ 1.59% |
$131 - $149
|
255
$8.88K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 35.23% |
$337K - $384K
|
39.7K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.79K+ 301.08% |
$90.9K - $103K
|
3.71K
$129K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
9.59K+ 8.1% |
$313K - $356K
|
128K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-82- 3.17% |
$2.68K - $3.05K
|
2.51K
$87.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-383- 17.29% |
$12.5K - $14.2K
|
1.83K
$63.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
8.48KNew |
$277K - $315K
|
8.48K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 35.16% |
$1.48M - $1.68M
|
174K
$6.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
771+ 98.59% |
$25.2K - $28.6K
|
1.55K
$54.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
5.47K+ 66.15% |
$179K - $203K
|
13.7K
$479K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-22- 26.83% |
$718 - $817
|
60
$2.09K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.38K- 6.78% |
$176K - $200K
|
73.9K
$2.58M
|
|