Latest Institutional Purchases of Ugi Corp (UGI)
This list provides information on the latest institutional transactions involving Ugi Corp (UGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
587KNew |
$18.6M - $20.5M
|
587K
$20.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
99.7KNew |
$3.16M - $3.48M
|
99.7K
$3.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.2K+ 13.92% |
$641K - $705K
|
165K
$5.76M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.7K+ 8.93% |
$592K - $652K
|
227K
$7.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16KNew |
$509K - $560K
|
16K
$558K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.04K+ 3.56% |
$287K - $316K
|
263K
$9.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 10.95% |
$129K - $142K
|
41K
$1.43M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2.77K+ 7.12% |
$87.9K - $96.8K
|
41.7K
$1.45M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.74K+ 22.85% |
$87K - $95.8K
|
14.7K
$513K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2K+ 1.62% |
$63.5K - $69.9K
|
125K
$4.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.94K+ 23.42% |
$61.7K - $67.9K
|
10.2K
$357K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.81K+ 7.73% |
$57.3K - $63.1K
|
25.2K
$877K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 5.9% |
$38.7K - $42.6K
|
21.9K
$763K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
750New |
$23.8K - $26.2K
|
750
$26.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
515+ 4.55% |
$16.4K - $18K
|
11.8K
$412K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$15.9K - $17.5K
|
500
$17.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
492+ 5.15% |
$15.6K - $17.2K
|
10K
$350K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 7.91% |
$15.2K - $16.7K
|
6.52K
$227K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
459New |
$14.6K - $16K
|
459
$16K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
350+ 5.78% |
$11.1K - $12.2K
|
6.41K
$223K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.78% |
$1.46K - $1.61K
|
5.93K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 8.06% |
$1.27K - $1.4K
|
536
$18.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
13New |
$413 - $454
|
13
$453
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 150.0% |
$191 - $210
|
10
$348
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 2.38% |
$31.8 - $35
|
43
$1.5K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$31.8 - $35
|
103
$3.59K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.19M+ 173.64% |
$71.6M - $81.4M
|
3.45M
$120M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
994K+ 20.29% |
$32.5M - $36.9M
|
5.89M
$205M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
722KNew |
$23.6M - $26.8M
|
722K
$25.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
671K+ 1298.52% |
$21.9M - $24.9M
|
723K
$25.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
624K+ 75.32% |
$20.4M - $23.2M
|
1.45M
$50.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
621K+ 163.23% |
$20.3M - $23.1M
|
1M
$34.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Hg Vora Capital Management, LLC
New York, NY |
BUY
|
- |
600K+ 100.0% |
$19.6M - $22.3M
|
1.2M
$41.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
574KNew |
$18.7M - $21.3M
|
574K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Snyder Capital Management L P
San Francisco, CA |
BUY
|
- |
546K+ 11.36% |
$17.8M - $20.3M
|
5.35M
$187M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500K+ 38.7% |
$16.3M - $18.6M
|
1.79M
$62.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
495K+ 42.35% |
$16.2M - $18.4M
|
1.66M
$58M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
486K+ 211.39% |
$15.9M - $18M
|
716K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
403K+ 192.89% |
$13.2M - $15M
|
612K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
379K+ 408.56% |
$12.4M - $14.1M
|
471K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
351KNew |
$11.4M - $13M
|
351K
$12.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
307K+ 1375.91% |
$10M - $11.4M
|
329K
$11.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
288K+ 11.17% |
$9.39M - $10.7M
|
2.86M
$99.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Amundi
Paris, I0 |
BUY
|
- |
282KNew |
$9.19M - $10.5M
|
282K
$9.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
265K+ 319.38% |
$8.64M - $9.83M
|
348K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
262K+ 8.0% |
$8.56M - $9.74M
|
3.54M
$123M
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
260K+ 404.51% |
$8.49M - $9.66M
|
324K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
241KNew |
$7.86M - $8.94M
|
241K
$8.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
237K+ 5.59% |
$7.73M - $8.8M
|
4.48M
$156M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
212K+ 23.6% |
$6.91M - $7.86M
|
1.11M
$38.6M
|
|