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 |
|---|---|---|---|---|---|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
201
shares
|
$6,641
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
200
shares
|
$6,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
193
shares
|
$6,376
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
163
shares
|
$5,385
0.0% of portfolio
|
Q1 2024
Reduced 32.64%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
163
shares
|
$5,385
0.0% of portfolio
|
Q4 2023
Added 1064.29%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
151
shares
|
$4,989
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
150
shares
|
$4,956
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
150
shares
|
$4,956
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
140
shares
|
$4,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
139
shares
|
$4,592
0.0% of portfolio
|
Q4 2023
Added 39.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
137
shares
|
$4,526
0.0% of portfolio
|
Q3 2024
Added 426.92%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
132
shares
|
$4,361
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
131
shares
|
$4,328
0.0% of portfolio
|
Q4 2024
Reduced 96.53%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
130
shares
|
$4,295
0.0% of portfolio
|
Q1 2024
Reduced 72.69%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
127
shares
|
$4,196
0.0% of portfolio
|
Q4 2024
Added 1487.5%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
127
shares
|
$4,196
0.0% of portfolio
|
Q4 2024
Added 81.43%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
122
shares
|
$4,030
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
121
shares
|
$3,997
0.0% of portfolio
|
Q4 2024
Reduced 28.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
115
shares
|
$3,799
0.0% of portfolio
|
Q4 2024
Reduced 45.24%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
100
shares
|
$3,304
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
100
shares
|
$3,304
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
97
shares
|
$3,204
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
97
shares
|
$3,204
0.0% of portfolio
|
Q4 2023
Reduced 54.25%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
91
shares
|
$3,006
0.0% of portfolio
|
Q4 2024
Reduced 70.83%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
85
shares
|
$2,808
0.0% of portfolio
|
Q3 2023
Reduced 10.53%
|