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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
25.3K+ 193.27% |
$555K - $647K
|
38.4K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
SELL
|
- |
-6.38K- 19.69% |
$140K - $163K
|
26K
$833K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.57K- 1.97% |
$122K - $142K
|
277K
$8.88M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
42.7KNew |
$936K - $1.09M
|
42.7K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.59K+ 0.51% |
$34.9K - $40.7K
|
312K
$9.98M
|
|
|
May 09, 2024
Q1 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-18.2K- 95.04% |
$398K - $464K
|
949
$30.4K
|
|
|
May 09, 2024
Q1 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
18K+ 2.63% |
$395K - $460K
|
703K
$22.5M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-5.04K- 26.2% |
$110K - $129K
|
14.2K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-79- 32.64% |
$1.73K - $2.02K
|
163
$5.22K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-8.13K- 98.57% |
$178K - $208K
|
118
$3.78K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2K- 16.57% |
$43.8K - $51.1K
|
10.1K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.99KNew |
$175K - $204K
|
7.99K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
201New |
$4.41K - $5.14K
|
201
$6.43K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-346- 72.69% |
$7.58K - $8.84K
|
130
$4.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-515- 50.0% |
$11.3K - $13.2K
|
515
$16.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.79KNew |
$39.1K - $45.6K
|
1.79K
$57.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.5K- 2.59% |
$98.7K - $115K
|
169K
$5.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.68K+ 32.34% |
$58.7K - $68.5K
|
11K
$351K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
26.1KNew |
$571K - $666K
|
26.1K
$834K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
696New |
$15.3K - $17.8K
|
696
$22.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-1K- 1.93% |
$21.9K - $25.6K
|
50.9K
$1.63M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 0.93% |
$8.77K - $10.2K
|
42.8K
$1.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-169- 21.23% |
$3.7K - $4.32K
|
627
$20.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
700New |
$15.3K - $17.9K
|
700
$22.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
27.1KNew |
$594K - $692K
|
27.1K
$867K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-100- 4.9% |
$2.19K - $2.56K
|
1.94K
$62.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 180.0% |
$197 - $230
|
14
$448
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.9KNew |
$327K - $381K
|
14.9K
$477K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
27New |
$592 - $690
|
27
$864
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.1KNew |
$24.1K - $28.1K
|
1.1K
$35.2K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
28.4KNew |
$575K - $705K
|
28.4K
$908K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
149+ 1064.29% |
$3.02K - $3.71K
|
163
$5.22K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.57KNew |
$31.7K - $39K
|
1.57K
$50.1K
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.62KNew |
$32.9K - $40.4K
|
1.62K
$51.9K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40New |
$810 - $995
|
40
$1.28K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39+ 39.0% |
$790 - $970
|
139
$4.45K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
257New |
$5.21K - $6.39K
|
257
$8.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
51.9KNew |
$1.05M - $1.29M
|
51.9K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-85.4K- 86.79% |
$1.73M - $2.12M
|
13K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Flat Footed LLC
Wilson, WY |
SELL
|
- |
-1.16M- 49.9% |
$23.4M - $28.8M
|
1.16M
$37.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Flat Footed LLC
Wilson, WY |
SELL
|
CALL |
-483K- 77.97% |
$9.79M - $12M
|
137K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.63K+ 9.6% |
$33K - $40.5K
|
18.6K
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
75KNew |
$1.52M - $1.87M
|
75K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
10.7KNew |
$216K - $265K
|
10.7K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 25.9% |
$105K - $129K
|
14.9K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
49.9KNew |
$1.01M - $1.24M
|
49.9K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
151New |
$3.06K - $3.76K
|
151
$4.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-64.7K- 22.91% |
$1.31M - $1.61M
|
218K
$6.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-57.3K- 63.34% |
$1.16M - $1.42M
|
33.2K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-350- 36.84% |
$7.09K - $8.7K
|
600
$19.2K
|
|