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 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
13.9K+ 10.6% |
$453K - $516K
|
145K
$5.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.76K- 10.5% |
$90.1K - $103K
|
23.5K
$820K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
254New |
$8.29K - $9.43K
|
254
$8.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
49.1K+ 66.09% |
$1.6M - $1.82M
|
123K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-570- 2.37% |
$18.6K - $21.2K
|
23.5K
$818K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 0.69% |
$9.79K - $11.1K
|
43.3K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.5K- 5.47% |
$474K - $539K
|
251K
$8.74M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.3K+ 7.24% |
$108K - $123K
|
48.9K
$1.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58- 0.88% |
$1.89K - $2.15K
|
6.52K
$227K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.11K+ 37.91% |
$102K - $116K
|
11.3K
$394K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
160+ 123.08% |
$5.22K - $5.94K
|
290
$10.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.83% |
$16.3K - $18.6K
|
59.8K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
1.16K+ 3.56% |
$37.9K - $43.1K
|
33.7K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.22K+ 2455.73% |
$105K - $119K
|
3.35K
$117K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.57K- 35.85% |
$51.2K - $58.3K
|
2.81K
$97.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.02K- 2.17% |
$98.7K - $112K
|
136K
$4.75M
|
|
|
Oct 21, 2025
Q3 2025
|
Edmp, Inc.
|
SELL
|
- |
-395- 0.31% |
$12.9K - $14.7K
|
129K
$4.48M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 0.84% |
$131 - $149
|
478
$16.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-146- 0.7% |
$4.77K - $5.42K
|
20.6K
$717K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-681- 7.62% |
$22.2K - $25.3K
|
8.25K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.23% |
$522 - $594
|
6.85K
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-621- 6.1% |
$20.3K - $23.1K
|
9.56K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.21K+ 69.85% |
$105K - $119K
|
7.8K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
106+ 1.43% |
$3.46K - $3.94K
|
7.52K
$262K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-324- 2.14% |
$10.6K - $12K
|
14.8K
$517K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
475New |
$15.5K - $17.6K
|
475
$16.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4.2K+ 4.5% |
$137K - $156K
|
97.6K
$3.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.9K+ 111.48% |
$453K - $515K
|
26.3K
$916K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.89M- 83.33% |
$61.7M - $70.3M
|
378K
$13.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
38.6K+ 15.52% |
$1.26M - $1.43M
|
287K
$10M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.38K- 14.25% |
$45K - $51.2K
|
8.3K
$289K
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-5- 0.04% |
$163 - $186
|
11.7K
$408K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
987New |
$32.2K - $36.7K
|
987
$34.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
183+ 1.05% |
$5.97K - $6.8K
|
17.6K
$613K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-85- 1.39% |
$2.77K - $3.16K
|
6.05K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
7.09K+ 7.93% |
$231K - $263K
|
96.4K
$3.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
67New |
$2.19K - $2.49K
|
67
$2.33K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 4.52% |
$261 - $297
|
185
$6.45K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 9.09% |
$163 - $186
|
60
$2.09K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
885+ 21.02% |
$28.9K - $32.9K
|
5.1K
$178K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-412- 3.17% |
$13.4K - $15.3K
|
12.6K
$438K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-32.4K- 5.2% |
$1.06M - $1.2M
|
590K
$20.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
14New |
$457 - $520
|
14
$488
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
495K+ 42.35% |
$16.2M - $18.4M
|
1.66M
$58M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-510- 3.45% |
$16.6K - $18.9K
|
14.3K
$498K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.49K- 2.59% |
$81.2K - $92.4K
|
93.6K
$3.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
115+ 1.62% |
$3.75K - $4.27K
|
7.22K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-40- 5.2% |
$1.31K - $1.49K
|
729
$25.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-252- 3.67% |
$8.23K - $9.36K
|
6.61K
$230K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
37.3KNew |
$1.22M - $1.39M
|
37.3K
$1.3M
|
|