Purchases and Sales Made in Q4 2025 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Hamlin Capital Management, LLC
|
BUY
|
- |
587KNew |
$18.6M - $20.5M
|
587K
$20.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
99.7KNew |
$3.16M - $3.48M
|
99.7K
$3.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.2K+ 13.92% |
$641K - $705K
|
165K
$5.76M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.7K+ 8.93% |
$592K - $652K
|
227K
$7.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16KNew |
$509K - $560K
|
16K
$558K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.8KNew |
$503K - $554K
|
15.8K
$552K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.04K+ 3.56% |
$287K - $316K
|
263K
$9.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 10.95% |
$129K - $142K
|
41K
$1.43M
|
|
|
Jan 20, 2026
Q4 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.87K+ 1.35% |
$123K - $135K
|
291K
$10.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2.77K+ 7.12% |
$87.9K - $96.8K
|
41.7K
$1.45M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.74K+ 22.85% |
$87K - $95.8K
|
14.7K
$513K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2K+ 1.62% |
$63.5K - $69.9K
|
125K
$4.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.94K+ 23.42% |
$61.7K - $67.9K
|
10.2K
$357K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.81K+ 7.73% |
$57.3K - $63.1K
|
25.2K
$877K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 5.9% |
$38.7K - $42.6K
|
21.9K
$763K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
750New |
$23.8K - $26.2K
|
750
$26.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
515+ 4.55% |
$16.4K - $18K
|
11.8K
$412K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$15.9K - $17.5K
|
500
$17.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
492+ 5.15% |
$15.6K - $17.2K
|
10K
$350K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 7.91% |
$15.2K - $16.7K
|
6.52K
$227K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
459New |
$14.6K - $16K
|
459
$16K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
374+ 19.74% |
$11.9K - $13.1K
|
2.27K
$79.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
350+ 5.78% |
$11.1K - $12.2K
|
6.41K
$223K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.78% |
$1.46K - $1.61K
|
5.93K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 8.06% |
$1.27K - $1.4K
|
536
$18.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
13New |
$413 - $454
|
13
$453
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.15% |
$318 - $350
|
6.86K
$239K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6+ 150.0% |
$191 - $210
|
10
$348
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$31.8 - $35
|
103
$3.59K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 2.38% |
$31.8 - $35
|
43
$1.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 8.82% |
$95.3 - $105
|
31
$1.08K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 0.84% |
$127 - $140
|
474
$16.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 21.67% |
$413 - $454
|
47
$1.64K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 1.11% |
$1.17K - $1.29K
|
3.31K
$115K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-54- 0.59% |
$1.71K - $1.89K
|
9.12K
$318K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-84- 1.26% |
$2.67K - $2.94K
|
6.59K
$230K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 1.2% |
$2.86K - $3.15K
|
7.43K
$259K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-211- 4.14% |
$6.7K - $7.38K
|
4.88K
$170K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.5% |
$9.53K - $10.5K
|
59.5K
$2.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-300- 1.01% |
$9.53K - $10.5K
|
29.3K
$1.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-947- 48.34% |
$30.1K - $33.1K
|
1.01K
$35.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-957- 34.09% |
$30.4K - $33.5K
|
1.85K
$64.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.91K- 0.31% |
$60.7K - $66.9K
|
606K
$21.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 20.0% |
$63.5K - $69.9K
|
8K
$279K
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.08K- 2.33% |
$66K - $72.7K
|
87K
$3.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-2.47K- 2.64% |
$78.4K - $86.3K
|
91.1K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-18.5K- 4.06% |
$587K - $646K
|
437K
$15.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-95.4K- 33.22% |
$3.03M - $3.34M
|
192K
$6.68M
|
|