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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
84
shares
|
$2,775
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
82
shares
|
$2,709
0.0% of portfolio
|
Q2 2022
Reduced 28.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
81
shares
|
$2,676
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
80
shares
|
$2,643
0.0% of portfolio
|
Q2 2022
Reduced 38.46%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
80
shares
|
$2,643
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
80
shares
|
$2,643
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
70
shares
|
$2,312
0.0% of portfolio
|
Q4 2024
Reduced 64.47%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
68
shares
|
$2,246
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
68
shares
|
$2,246
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
63
shares
|
$2,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
57
shares
|
$1,883
0.0% of portfolio
|
Q3 2024
Added 338.46%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
55
shares
|
$1,817
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
43
shares
|
$1,420
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
30
shares
|
$991
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
29
shares
|
$958
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
28
shares
|
$925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
27
shares
|
$892
0.0% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
25
shares
|
$826
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
25
shares
|
$826
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
22
shares
|
$726
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
21
shares
|
$693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
21
shares
|
$693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
19
shares
|
$627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
19
shares
|
$627
0.05% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
15
shares
|
$495
0.0% of portfolio
|
Q4 2024
New holding
|