Latest Institutional Sells of Ugi Corp (UGI)
This list provides information on the latest institutional transactions involving Ugi Corp (UGI) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-324- 2.14% |
$10.6K - $12K
|
14.8K
$517K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-322- 2.5% |
$10.5K - $12K
|
12.6K
$438K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-315- 10.01% |
$10.3K - $11.7K
|
2.83K
$98.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-300- 48.23% |
$9.79K - $11.1K
|
322
$11.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 0.69% |
$9.79K - $11.1K
|
43.3K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-299- 33.26% |
$9.76K - $11.1K
|
600
$20.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-279- 4.43% |
$9.11K - $10.4K
|
6.02K
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-267- 3.95% |
$8.71K - $9.92K
|
6.5K
$226K
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-252- 3.67% |
$8.23K - $9.36K
|
6.61K
$230K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-240- 6.69% |
$7.83K - $8.91K
|
3.35K
$117K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-234- 1.43% |
$7.64K - $8.69K
|
16.1K
$561K
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-200- 33.33% |
$6.53K - $7.43K
|
400
$13.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 0.05% |
$6.53K - $7.43K
|
416K
$14.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-200- 1.85% |
$6.53K - $7.43K
|
10.6K
$369K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-198- 2.16% |
$6.46K - $7.35K
|
8.99K
$313K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-185- 19.01% |
$6.04K - $6.87K
|
788
$27.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-180- 40.0% |
$5.88K - $6.69K
|
270
$9.41K
|
|
|
Nov 13, 2025
Q3 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-177- 1.34% |
$5.78K - $6.57K
|
13K
$452K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-169- 52.81% |
$5.52K - $6.28K
|
151
$5.26K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-158- 1.66% |
$5.16K - $5.87K
|
9.39K
$327K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-150- 0.49% |
$4.9K - $5.57K
|
30.3K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-146- 0.7% |
$4.77K - $5.42K
|
20.6K
$717K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-138- 0.49% |
$4.5K - $5.13K
|
28.2K
$983K
|
|
|
Nov 14, 2025
Q3 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-136- 1.02% |
$4.44K - $5.05K
|
13.2K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-123- 0.5% |
$4.01K - $4.57K
|
24.4K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-113- 43.63% |
$3.69K - $4.2K
|
146
$5.09K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-85- 1.39% |
$2.77K - $3.16K
|
6.05K
$211K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-82- 3.17% |
$2.68K - $3.05K
|
2.51K
$87.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-77- 0.88% |
$2.51K - $2.86K
|
8.69K
$303K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-73- 27.86% |
$2.38K - $2.71K
|
189
$6.58K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-70- 0.39% |
$2.28K - $2.6K
|
17.9K
$622K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-64- 0.95% |
$2.09K - $2.38K
|
6.67K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-61- 0.86% |
$1.99K - $2.27K
|
7.01K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58- 0.88% |
$1.89K - $2.15K
|
6.52K
$227K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-45- 0.46% |
$1.47K - $1.67K
|
9.73K
$339K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-40- 0.35% |
$1.31K - $1.49K
|
11.3K
$393K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-40- 5.2% |
$1.31K - $1.49K
|
729
$25.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-36- 0.51% |
$1.18K - $1.34K
|
7.06K
$246K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-33- 0.05% |
$1.08K - $1.23K
|
72.4K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-30- 0.17% |
$979 - $1.11K
|
17.6K
$612K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23- 2.66% |
$751 - $854
|
841
$29.3K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-22- 26.83% |
$718 - $817
|
60
$2.09K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-18- 6.43% |
$588 - $669
|
262
$9.13K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$555 - $631
|
5.89K
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 53.33% |
$522 - $594
|
14
$488
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-16- 80.0% |
$522 - $594
|
4
$139
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-15- 71.43% |
$490 - $557
|
6
$209
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-12Closed |
$392 - $446
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 90.91% |
$326 - $371
|
1
$34.8
|
|
|
Oct 20, 2025
Q3 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-5- 0.04% |
$163 - $186
|
11.7K
$408K
|
|