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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
3.46K+ 9.32% |
$80.4K - $105K
|
40.6K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
10+ 0.11% |
$232 - $304
|
9.4K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-339K- 31.4% |
$7.89M - $10.3M
|
742K
$24M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
15KNew |
$348K - $455K
|
15K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01M+ 25.46% |
$23.4M - $30.6M
|
4.96M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.4K- 14.9% |
$382K - $499K
|
93.8K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
49.8KNew |
$1.16M - $1.51M
|
49.8K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
611+ 216.67% |
$14.2K - $18.6K
|
893
$28.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.93K+ 14.82% |
$184K - $241K
|
61.5K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
313K+ 34.64% |
$7.27M - $9.51M
|
1.22M
$39.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-165- 0.39% |
$3.83K - $5.01K
|
42.4K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.14K+ 29.46% |
$96.2K - $126K
|
18.2K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
183KNew |
$4.24M - $5.55M
|
183K
$5.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
12.8K+ 17.36% |
$298K - $390K
|
86.8K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-378K- 17.95% |
$8.79M - $11.5M
|
1.73M
$55.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-12.4K- 2.18% |
$289K - $377K
|
556K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
10.2KNew |
$238K - $311K
|
10.2K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.84K+ 3.1% |
$66K - $86.3K
|
94.5K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-846- 0.72% |
$19.7K - $25.7K
|
117K
$3.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
344K+ 9.99% |
$7.99M - $10.4M
|
3.79M
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
121K+ 5.47% |
$2.81M - $3.67M
|
2.33M
$75.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.53M+ 5215.34% |
$35.6M - $46.5M
|
1.56M
$50.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.35% |
$69.7 - $91.1
|
855
$27.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-443- 1.47% |
$10.3K - $13.5K
|
29.6K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-300- 50.0% |
$6.97K - $9.11K
|
300
$9.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-116K- 37.1% |
$2.71M - $3.54M
|
197K
$6.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.1K+ 65.23% |
$25.6K - $33.5K
|
2.79K
$90.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.05K- 2.37% |
$24.3K - $31.7K
|
43K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
950New |
$22.1K - $28.9K
|
950
$30.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
151K+ 20.87% |
$3.51M - $4.58M
|
874K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
44.1KNew |
$1.03M - $1.34M
|
44.1K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.34K+ 11.39% |
$31.1K - $40.6K
|
13.1K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-9.02K- 41.85% |
$210K - $274K
|
12.5K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-51.7K- 37.33% |
$1.2M - $1.57M
|
86.8K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
10.2K+ 9.16% |
$236K - $308K
|
121K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
897New |
$20.8K - $27.2K
|
897
$29K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.55K- 2.25% |
$82.5K - $108K
|
154K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
22.4K+ 190.78% |
$521K - $681K
|
34.2K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.2K+ 41.61% |
$887K - $1.16M
|
130K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-45.1K- 94.23% |
$1.05M - $1.37M
|
2.76K
$89.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31.1K- 2.53% |
$722K - $943K
|
1.2M
$38.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
457KNew |
$10.6M - $13.9M
|
457K
$14.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
11.1K+ 18.74% |
$258K - $337K
|
70.3K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.65MNew |
$84.9M - $111M
|
3.65M
$118M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
650KNew |
$15.1M - $19.7M
|
650K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.71M+ 5776.61% |
$39.7M - $51.9M
|
1.74M
$56.2M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.18KNew |
$190K - $249K
|
8.18K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-114K- 24.58% |
$2.65M - $3.46M
|
350K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15New |
$349 - $456
|
15
$485
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
804+ 15.21% |
$18.7K - $24.4K
|
6.09K
$197K
|