Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 554 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
7,140
shares
|
$235,905
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,102
shares
|
$234,650
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
7,089
shares
|
$234,220
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
6,999
shares
|
$231,246
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,840
shares
|
$225,993
0.0% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,381
shares
|
$210,828
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
6,090
shares
|
$201,213
0.0% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,882
shares
|
$194,341
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,995
shares
|
$165,034
0.02% of portfolio
|
Q4 2024
Added 84.93%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,816
shares
|
$159,120
0.0% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,746
shares
|
$156,807
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
4,500
shares
|
$148,680
0.0% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,324
shares
|
$142,864
0.0% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,207
shares
|
$138,999
0.0% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
4,150
shares
|
$137,116
0.0% of portfolio
|
Q4 2024
Added 100.19%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$132,160
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
3,755
shares
|
$124,065
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,749
shares
|
$123,866
0.01% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,600
shares
|
$118,944
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,600
shares
|
$118,944
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
3,425
shares
|
$113,162
0.0% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
3,412
shares
|
$112,732
0.0% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,278
shares
|
$108,305
0.0% of portfolio
|
Q4 2024
Reduced 22.17%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,185
shares
|
$105,232
0.04% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
3,037
shares
|
$100,342
0.02% of portfolio
|
Q3 2022
Reduced 6.18%
|