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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
19.2K+ 2.98% |
$446K - $582K
|
662K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.27M+ 2050.94% |
$52.6M - $68.8M
|
2.38M
$78.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
7.14KNew |
$166K - $217K
|
7.14K
$236K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
484+ 1.32% |
$11.2K - $14.7K
|
37.2K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
181+ 0.39% |
$4.21K - $5.5K
|
46.9K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$186 - $243
|
8
$264
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 4.37% |
$27.3K - $35.7K
|
28.1K
$927K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
111+ 0.7% |
$2.58K - $3.37K
|
16K
$527K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.85K+ 25.65% |
$89.4K - $117K
|
18.8K
$623K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
21KNew |
$488K - $638K
|
21K
$694K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
217+ 84.77% |
$5.04K - $6.59K
|
473
$15.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.51K+ 23.81% |
$35K - $45.7K
|
7.83K
$259K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.89KNew |
$42K - $47.3K
|
1.89K
$62.4K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-220- 0.53% |
$4.89K - $5.51K
|
41.6K
$1.38M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-21.2KClosed |
$472K - $532K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
228+ 33.33% |
$5.07K - $5.71K
|
912
$30.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-71.7K- 6.8% |
$1.59M - $1.8M
|
983K
$32.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.75KNew |
$217K - $244K
|
9.75K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
2.21KNew |
$49K - $55.2K
|
2.21K
$72.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-524- 3.85% |
$11.6K - $13.1K
|
13.1K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
648New |
$14.4K - $16.2K
|
648
$21.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
50.9K+ 16.97% |
$1.13M - $1.28M
|
351K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-10.3K- 10.0% |
$229K - $258K
|
92.7K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
50.9KNew |
$1.13M - $1.28M
|
50.9K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Arga Investment Management, LP
|
BUY
|
- |
61.8K+ 115.47% |
$1.37M - $1.55M
|
115K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
476New |
$10.6K - $11.9K
|
476
$15.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.54KNew |
$190K - $214K
|
8.54K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1K+ 7.0% |
$22.2K - $25.1K
|
15.3K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-9.59K- 52.18% |
$213K - $240K
|
8.79K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
PUT |
76KNew |
$1.69M - $1.9M
|
76K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-115K- 78.85% |
$2.55M - $2.87M
|
30.7K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
10.3K+ 46.4% |
$229K - $258K
|
32.5K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.4K+ 168.62% |
$453K - $511K
|
32.5K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-153K- 82.5% |
$3.39M - $3.83M
|
32.4K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
220K+ 218.94% |
$4.89M - $5.51M
|
320K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
57.9KNew |
$1.29M - $1.45M
|
57.9K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-29.5K- 73.35% |
$656K - $740K
|
10.7K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-9.24K- 32.11% |
$205K - $232K
|
19.5K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-4.09K- 27.94% |
$90.9K - $102K
|
10.5K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
469New |
$10.4K - $11.7K
|
469
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-48.1K- 80.07% |
$1.07M - $1.2M
|
12K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.26K+ 2.22% |
$50.2K - $56.6K
|
104K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.22K- 19.03% |
$71.6K - $80.7K
|
13.7K
$453K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21New |
$467 - $526
|
21
$694
|
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
68KNew |
$1.51M - $1.7M
|
68K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.37K- 41.18% |
$74.9K - $84.4K
|
4.82K
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
14.1K+ 95.12% |
$314K - $353K
|
28.9K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-9.85K- 48.7% |
$219K - $247K
|
10.4K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-57.1K- 99.58% |
$1.27M - $1.43M
|
241
$7.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-99.2K- 76.48% |
$2.21M - $2.48M
|
30.5K
$1.01M
|
|