Purchases and Sales Made in Q4 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 2023. The information is specifically focused on institutions that hold shares of UGI CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 1.48% |
$304 - $373
|
1.03K
$34K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 0.41% |
$284 - $348
|
3.43K
$113K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 44.83% |
$263 - $323
|
42
$1.39K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
13New |
$263 - $323
|
13
$430
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$101 - $124
|
5
$165
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 6.25% |
$101 - $124
|
85
$2.81K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$81 - $99.5
|
2.61K
$86.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$81 - $99.5
|
2.61K
$86.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 3.17% |
$40.5 - $49.7
|
65
$2.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$20.3 - $24.9
|
1
$33
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 8.7% |
$40.5 - $49.7
|
21
$694
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6- 0.8% |
$122 - $149
|
744
$24.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-9- 50.0% |
$182 - $224
|
9
$297
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-20- 13.89% |
$405 - $497
|
124
$4.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-24- 5.33% |
$486 - $597
|
426
$14.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 1.21% |
$507 - $622
|
2.04K
$67.4K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-34- 2.36% |
$689 - $846
|
1.41K
$46.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.68% |
$810 - $995
|
5.83K
$193K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 0.52% |
$810 - $995
|
7.67K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-40- 11.17% |
$810 - $995
|
318
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-40- 22.99% |
$810 - $995
|
134
$4.43K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-50- 34.01% |
$1.01K - $1.24K
|
97
$3.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-100- 14.29% |
$2.03K - $2.49K
|
600
$19.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.56% |
$2.03K - $2.49K
|
17.6K
$583K
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-108- 0.24% |
$2.19K - $2.69K
|
44.4K
$1.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-115- 54.25% |
$2.33K - $2.86K
|
97
$3.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-119- 63.98% |
$2.41K - $2.96K
|
67
$2.21K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-130- 0.99% |
$2.63K - $3.23K
|
13K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-156- 0.88% |
$3.16K - $3.88K
|
17.6K
$583K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-171- 6.42% |
$3.46K - $4.25K
|
2.49K
$82.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-180- 8.67% |
$3.65K - $4.48K
|
1.9K
$62.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-195- 55.87% |
$3.95K - $4.85K
|
154
$5.09K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-278- 13.67% |
$5.63K - $6.91K
|
1.76K
$58K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-282- 8.27% |
$5.71K - $7.01K
|
3.13K
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-290- 3.1% |
$5.88K - $7.21K
|
9.06K
$299K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-299- 85.92% |
$6.06K - $7.44K
|
49
$1.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-350- 36.84% |
$7.09K - $8.7K
|
600
$19.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-389- 10.02% |
$7.88K - $9.67K
|
3.49K
$115K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-395- 3.37% |
$8K - $9.82K
|
11.3K
$374K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 0.84% |
$10.1K - $12.4K
|
58.8K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-500- 10.0% |
$10.1K - $12.4K
|
4.5K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-603- 3.26% |
$12.2K - $15K
|
17.9K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-632- 6.93% |
$12.8K - $15.7K
|
8.49K
$280K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-637- 50.0% |
$12.9K - $15.8K
|
637
$21K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-637- 50.0% |
$12.9K - $15.8K
|
637
$21K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-669- 4.55% |
$13.6K - $16.6K
|
14K
$464K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-678- 2.05% |
$13.7K - $16.9K
|
32.4K
$1.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-690- 3.9% |
$14K - $17.2K
|
17K
$561K
|
|
|
Jan 26, 2024
Q4 2023
|
Kendall Capital Management
|
SELL
|
- |
-690- 5.98% |
$14K - $17.2K
|
10.8K
$358K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-798- 48.75% |
$16.2K - $19.8K
|
839
$27.7K
|