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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.47K- 2.7% |
$48K - $54.6K
|
53K
$1.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-77- 0.88% |
$2.51K - $2.86K
|
8.69K
$303K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
51+ 0.52% |
$1.66K - $1.89K
|
9.86K
$343K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-185- 19.01% |
$6.04K - $6.87K
|
788
$27.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-16.6K- 7.6% |
$541K - $616K
|
201K
$7.02M
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
8.77KNew |
$286K - $326K
|
8.77K
$305K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
485+ 7.26% |
$15.8K - $18K
|
7.16K
$250K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-64.2K- 92.58% |
$2.1M - $2.38M
|
5.14K
$179K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
207+ 0.77% |
$6.76K - $7.69K
|
27.3K
$949K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 1.39% |
$97.9 - $111
|
213
$7.42K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.85K- 17.93% |
$223K - $254K
|
31.3K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.6K- 36.44% |
$573K - $652K
|
30.6K
$1.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.55K+ 5.82% |
$83.1K - $94.5K
|
46.3K
$1.61M
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
73.8K+ 5.0% |
$2.41M - $2.74M
|
1.55M
$53.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
146+ 0.15% |
$4.77K - $5.42K
|
99K
$3.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3K+ 8.82% |
$97.9K - $111K
|
37K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
St. James Investment Company, LLC
|
SELL
|
- |
-2.86K- 1.19% |
$93.5K - $106K
|
237K
$8.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
659New |
$21.5K - $24.5K
|
659
$23K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
15.2KNew |
$496K - $564K
|
15.2K
$529K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-791- 7.2% |
$25.8K - $29.4K
|
10.2K
$355K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
315+ 0.87% |
$10.3K - $11.7K
|
36.3K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15- 71.43% |
$490 - $557
|
6
$209
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-23.6K- 65.43% |
$771K - $878K
|
12.5K
$435K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
102KNew |
$3.32M - $3.77M
|
102K
$3.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
912+ 4.6% |
$29.8K - $33.9K
|
20.7K
$722K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.39KNew |
$241K - $274K
|
7.39K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.45KNew |
$309K - $351K
|
9.45K
$329K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
4.53KNew |
$148K - $168K
|
4.53K
$158K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
81+ 12.07% |
$2.64K - $3.01K
|
752
$26.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.66K- 3.41% |
$250K - $285K
|
217K
$7.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
400+ 1.1% |
$13.1K - $14.9K
|
36.9K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.9KNew |
$160K - $182K
|
4.9K
$171K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 2.34% |
$522 - $594
|
700
$24.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
30.9KNew |
$1.01M - $1.15M
|
30.9K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.12K+ 4.57% |
$134K - $153K
|
94.1K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-14.7K- 9.45% |
$480K - $546K
|
141K
$4.91M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-18- 6.43% |
$588 - $669
|
262
$9.13K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-24.7K- 61.0% |
$805K - $916K
|
15.8K
$549K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.09K- 0.44% |
$35.6K - $40.6K
|
250K
$8.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-198- 2.16% |
$6.46K - $7.35K
|
8.99K
$313K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-267- 3.95% |
$8.71K - $9.92K
|
6.5K
$226K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-12Closed |
$392 - $446
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
44K+ 26.72% |
$1.44M - $1.64M
|
209K
$7.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-234- 1.43% |
$7.64K - $8.69K
|
16.1K
$561K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
11.2K+ 13.66% |
$366K - $416K
|
93.2K
$3.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.61K- 21.84% |
$118K - $134K
|
12.9K
$450K
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-2.43K- 0.84% |
$79.4K - $90.3K
|
287K
$10M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
851+ 7.64% |
$27.8K - $31.6K
|
12K
$418K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.01K+ 61.64% |
$131K - $149K
|
10.5K
$366K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.51K+ 336.3% |
$49.3K - $56.1K
|
1.96K
$68.3K
|
|