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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.2K- 9.37% |
$69.9K - $76.9K
|
21.3K
$742K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
SELL
|
- |
-49- 16.72% |
$1.56K - $1.71K
|
244
$8.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
5.42KNew |
$172K - $190K
|
5.42K
$189K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-696- 2.24% |
$22.1K - $24.3K
|
30.3K
$1.06M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.3K- 8.99% |
$200K - $220K
|
63.8K
$2.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-18.2K- 3.08% |
$577K - $636K
|
572K
$19.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-214- 2.59% |
$6.79K - $7.48K
|
8.04K
$280K
|
|
|
Jan 23, 2026
Q4 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-309K- 18.56% |
$9.81M - $10.8M
|
1.36M
$47.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-91- 35.69% |
$2.89K - $3.18K
|
164
$5.71K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 43.18% |
$116K - $128K
|
12.1K
$422K
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
5.41KNew |
$172K - $189K
|
5.41K
$188K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 0.21% |
$191 - $210
|
2.84K
$98.9K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
84New |
$2.67K - $2.94K
|
84
$2.93K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.02% |
$127 - $140
|
17.6K
$614K
|
|
|
Jan 21, 2026
Q4 2025
|
Edmp, Inc.
|
SELL
|
- |
-9.39K- 7.3% |
$298K - $328K
|
119K
$4.16M
|
|
|
Jan 21, 2026
Q4 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-40- 0.35% |
$1.27K - $1.4K
|
11.2K
$392K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.88K- 2.57% |
$59.6K - $65.6K
|
71.3K
$2.48M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.81K+ 639.1% |
$153K - $168K
|
5.56K
$194K
|
|
|
Jan 21, 2026
Q4 2025
|
Oak Thistle LLC
|
SELL
|
- |
-43K- 49.73% |
$1.36M - $1.5M
|
43.4K
$1.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
374+ 19.74% |
$11.9K - $13.1K
|
2.27K
$79.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
15.8KNew |
$503K - $554K
|
15.8K
$552K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.15% |
$318 - $350
|
6.86K
$239K
|
|
|
Jan 20, 2026
Q4 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.87K+ 1.35% |
$123K - $135K
|
291K
$10.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-84- 1.26% |
$2.67K - $2.94K
|
6.59K
$230K
|
|
|
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
|
Trust CO Of Vermont
|
BUY
|
- |
459New |
$14.6K - $16K
|
459
$16K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
2.77K+ 7.12% |
$87.9K - $96.8K
|
41.7K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 0.5% |
$9.53K - $10.5K
|
59.5K
$2.07M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 7.91% |
$15.2K - $16.7K
|
6.52K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-2K- 20.0% |
$63.5K - $69.9K
|
8K
$279K
|
|
|
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
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-95.4K- 33.22% |
$3.03M - $3.34M
|
192K
$6.68M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.2K+ 13.92% |
$641K - $705K
|
165K
$5.76M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-90- 1.2% |
$2.86K - $3.15K
|
7.43K
$259K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2K+ 1.62% |
$63.5K - $69.9K
|
125K
$4.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16KNew |
$509K - $560K
|
16K
$558K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 21.67% |
$413 - $454
|
47
$1.64K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.22K+ 5.9% |
$38.7K - $42.6K
|
21.9K
$763K
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
515+ 4.55% |
$16.4K - $18K
|
11.8K
$412K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3- 8.82% |
$95.3 - $105
|
31
$1.08K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
13New |
$413 - $454
|
13
$453
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.08K- 2.33% |
$66K - $72.7K
|
87K
$3.03M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-18.5K- 4.06% |
$587K - $646K
|
437K
$15.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.81K+ 7.73% |
$57.3K - $63.1K
|
25.2K
$877K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-947- 48.34% |
$30.1K - $33.1K
|
1.01K
$35.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
500New |
$15.9K - $17.5K
|
500
$17.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 1.11% |
$1.17K - $1.29K
|
3.31K
$115K
|
|
|
Jan 13, 2026
Q4 2025
|
First Financial Corp
|
BUY
|
- |
750New |
$23.8K - $26.2K
|
750
$26.1K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$31.8 - $35
|
103
$3.59K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
99.7KNew |
$3.16M - $3.48M
|
99.7K
$3.47M
|
|