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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,010
shares
|
$99,450
0.01% of portfolio
|
Q4 2024
Added 222.96%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,978
shares
|
$98,393
0.01% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
2,896
shares
|
$95,683
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,794
shares
|
$92,313
0.0% of portfolio
|
Q4 2024
Added 65.23%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
2,759
shares
|
$91,157
0.0% of portfolio
|
Q4 2024
Reduced 94.23%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,732
shares
|
$90,265
0.0% of portfolio
|
Q4 2024
Added 45.78%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,524
shares
|
$83,392
0.01% of portfolio
|
Q1 2022
Reduced 13.68%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,503
shares
|
$82,699
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,470
shares
|
$81,608
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,395
shares
|
$79,130
0.01% of portfolio
|
Q4 2024
Reduced 86.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,251
shares
|
$74,373
0.01% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,250
shares
|
$74,340
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,250
shares
|
$74,340
0.01% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,240
shares
|
$74,009
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
2,078
shares
|
$68,657
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,052
shares
|
$67,798
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
1,968
shares
|
$65,022
0.01% of portfolio
|
Q4 2024
Added 628.89%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,963
shares
|
$64,857
0.0% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,957
shares
|
$64,659
0.0% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,940
shares
|
$64,097
0.07% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,836
shares
|
$60,661
0.0% of portfolio
|
Q4 2024
Added 130.65%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,830
shares
|
$60,463
0.02% of portfolio
|
Q3 2024
Added 120.48%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,785
shares
|
$58,976
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$57,820
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$56,168
0.13% of portfolio
|
Q4 2024
New holding
|