Latest Institutional Transactions on Ugi Corp (UGI)
This table provides information on the latest institutional transactions involving Ugi Corp (UGI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
SELL
|
- |
-10.1KClosed |
$330K - $376K
|
0
$0
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
10.8K+ 54.63% |
$353K - $401K
|
30.6K
$1.07M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-200- 33.33% |
$6.53K - $7.43K
|
400
$13.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.59K+ 109.56% |
$183K - $208K
|
10.7K
$373K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
185+ 3.04% |
$6.04K - $6.87K
|
6.26K
$218K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-442K- 96.25% |
$14.4M - $16.4M
|
17.2K
$600K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
9.79KNew |
$319K - $363K
|
9.79K
$341K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
375New |
$12.2K - $13.9K
|
375
$13.1K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-169- 52.81% |
$5.52K - $6.28K
|
151
$5.26K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
857+ 28.12% |
$28K - $31.8K
|
3.91K
$136K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.33K- 42.17% |
$109K - $124K
|
4.57K
$159K
|
|
|
Nov 20, 2025
Q3 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-7.94K- 30.68% |
$259K - $295K
|
17.9K
$625K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
540New |
$17.6K - $20.1K
|
540
$18.8K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.52KNew |
$245K - $279K
|
7.52K
$262K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
288K+ 11.17% |
$9.39M - $10.7M
|
2.86M
$99.8M
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
57.3K+ 1.56% |
$1.87M - $2.13M
|
3.72M
$130M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.74K- 6.08% |
$89.3K - $102K
|
42.3K
$1.47M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.69K+ 1.93% |
$87.8K - $99.9K
|
142K
$4.94M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
3New |
$97.9 - $111
|
3
$105
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
6.22KNew |
$203K - $231K
|
6.22K
$217K
|
|
|
Nov 14, 2025
Q3 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
69.1K+ 119.59% |
$2.26M - $2.57M
|
127K
$4.42M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.54K- 3.17% |
$82.9K - $94.4K
|
77.5K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-4.03K- 2.45% |
$131K - $150K
|
160K
$5.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.02K+ 8.67% |
$33.4K - $38K
|
12.8K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-70- 0.39% |
$2.28K - $2.6K
|
17.9K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.2K- 4.76% |
$39.1K - $44.5K
|
23.9K
$834K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.28K+ 121.69% |
$41.7K - $47.5K
|
2.33K
$81.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
260K+ 404.51% |
$8.49M - $9.66M
|
324K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-123- 0.5% |
$4.01K - $4.57K
|
24.4K
$849K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
58.9K+ 108.47% |
$1.92M - $2.19M
|
113K
$3.94M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-224K- 2.31% |
$7.33M - $8.34M
|
9.47M
$330M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
486K+ 211.39% |
$15.9M - $18M
|
716K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
351KNew |
$11.4M - $13M
|
351K
$12.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Sir Capital Management, L.P.
New York, NY |
SELL
|
- |
-314K- 52.97% |
$10.2M - $11.7M
|
279K
$9.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-16.1K- 3.66% |
$525K - $597K
|
423K
$14.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-40.5K- 50.67% |
$1.32M - $1.51M
|
39.5K
$1.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-6.17K- 11.62% |
$201K - $229K
|
46.9K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
12.9K+ 9.96% |
$420K - $477K
|
142K
$4.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20K+ 59.63% |
$654K - $744K
|
53.6K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-2.29K- 0.51% |
$74.6K - $84.9K
|
449K
$15.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-354K- 33.46% |
$11.5M - $13.1M
|
703K
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-181K- 66.46% |
$5.91M - $6.73M
|
91.4K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-61- 0.86% |
$1.99K - $2.27K
|
7.01K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8.11KNew |
$265K - $301K
|
8.11K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.36K- 6.51% |
$44.5K - $50.6K
|
19.6K
$682K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.56KNew |
$149K - $169K
|
4.56K
$159K
|
|
|
Nov 14, 2025
Q3 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
74.4K+ 32.98% |
$2.43M - $2.76M
|
300K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
151K+ 26.83% |
$4.94M - $5.63M
|
716K
$24.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
99K+ 18.73% |
$3.23M - $3.68M
|
627K
$21.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.35K- 18.37% |
$43.9K - $50K
|
5.98K
$208K
|
|