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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
139KNew |
$3.22M - $4.21M
|
139K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
49.7K+ 187.29% |
$1.15M - $1.51M
|
76.2K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
45.3K+ 351.28% |
$1.05M - $1.38M
|
58.2K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
35.7KNew |
$830K - $1.08M
|
35.7K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
28.5KNew |
$662K - $865K
|
28.5K
$992K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.2KNew |
$609K - $796K
|
26.2K
$913K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
25.4K+ 298.8% |
$591K - $772K
|
33.9K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
25.3KNew |
$588K - $769K
|
25.3K
$882K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
21KNew |
$488K - $638K
|
21K
$732K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.6KNew |
$479K - $626K
|
20.6K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
16.2KNew |
$376K - $492K
|
16.2K
$564K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
11.5KNew |
$267K - $349K
|
11.5K
$401K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.95KNew |
$208K - $272K
|
8.95K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.18KNew |
$190K - $249K
|
8.18K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
7.5KNew |
$174K - $228K
|
7.5K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
6K+ 70.59% |
$139K - $182K
|
14.5K
$505K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4KNew |
$93K - $121K
|
4K
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.47KNew |
$57.4K - $75K
|
2.47K
$86.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.08KNew |
$48.3K - $63.1K
|
2.08K
$72.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.75KNew |
$40.7K - $53.1K
|
1.75K
$61K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7KNew |
$39.5K - $51.6K
|
1.7K
$59.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.7K+ 628.89% |
$39.5K - $51.6K
|
1.97K
$68.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.47KNew |
$34.1K - $44.5K
|
1.47K
$51.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.28KNew |
$29.6K - $38.7K
|
1.28K
$44.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.05KNew |
$24.4K - $31.9K
|
1.05K
$36.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
950New |
$22.1K - $28.9K
|
950
$33.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
607New |
$14.1K - $18.4K
|
607
$21.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
491+ 15.07% |
$11.4K - $14.9K
|
3.75K
$131K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
474+ 1.73% |
$11K - $14.4K
|
27.9K
$974K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
423New |
$9.83K - $12.8K
|
423
$14.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
230New |
$5.35K - $6.99K
|
230
$8.01K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 4.99% |
$4.65K - $6.07K
|
4.21K
$147K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140New |
$3.25K - $4.25K
|
140
$4.88K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
90New |
$2.09K - $2.73K
|
90
$3.14K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
63New |
$1.46K - $1.91K
|
63
$2.19K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
38New |
$883 - $1.15K
|
38
$1.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
19New |
$442 - $577
|
19
$662
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$163 - $213
|
7
$244
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$23.2 - $30.4
|
1
$34.8
|
|
| Q3 2024 | |||||||
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
296K+ 9.06% |
$6.58M - $7.41M
|
3.56M
$124M
|
|
|
Nov 13, 2024
Q3 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
68KNew |
$1.51M - $1.7M
|
68K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
56.3KNew |
$1.25M - $1.41M
|
56.3K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Yaupon Capital Management LP
New York, NY |
BUY
|
CALL |
50.9K+ 16.97% |
$1.13M - $1.28M
|
351K
$12.2M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25K+ 2402.02% |
$556K - $626K
|
26K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
20.4K+ 168.62% |
$453K - $511K
|
32.5K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 10.71% |
$345K - $389K
|
160K
$5.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.28KNew |
$184K - $207K
|
8.28K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.92K+ 3901.97% |
$176K - $198K
|
8.12K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.3K+ 75.44% |
$95.6K - $108K
|
10K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.26K+ 2.22% |
$50.2K - $56.6K
|
104K
$3.62M
|
|