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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
71+ 284.0% |
$1.61K - $1.96K
|
96
$3.07K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
8.74K+ 69.73% |
$198K - $241K
|
21.3K
$680K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
32.9KNew |
$746K - $909K
|
32.9K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.5KClosed |
$34K - $41.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48Closed |
$1.09K - $1.32K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
9.4KNew |
$213K - $259K
|
9.4K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
10K+ 100.0% |
$227K - $276K
|
20K
$640K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-14.4K- 42.53% |
$327K - $399K
|
19.5K
$624K
|
|
|
Nov 09, 2023
Q3 2023
|
Tredje Ap Fonden
|
SELL
|
- |
-38.3K- 46.01% |
$869K - $1.06M
|
45K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
26.6K+ 111.33% |
$602K - $733K
|
50.4K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
200KNew |
$4.53M - $5.52M
|
200K
$6.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
84New |
$1.9K - $2.32K
|
84
$2.69K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$6.8K - $8.28K
|
300
$9.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
332New |
$7.53K - $9.16K
|
332
$10.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-696- 0.83% |
$15.8K - $19.2K
|
82.8K
$2.65M
|
|
|
Nov 07, 2023
Q3 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
18.3KNew |
$415K - $505K
|
18.3K
$586K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
177+ 1.48% |
$4.01K - $4.89K
|
12.1K
$387K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-65.9K- 53.16% |
$1.49M - $1.82M
|
58.1K
$1.86M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-259K- 95.87% |
$5.87M - $7.15M
|
11.2K
$357K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.29K- 20.34% |
$51.9K - $63.2K
|
8.97K
$287K
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.05K+ 9.7% |
$23.8K - $29K
|
11.9K
$381K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
128New |
$2.9K - $3.53K
|
128
$4.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
108New |
$2.45K - $2.98K
|
108
$3.46K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
37.1KNew |
$841K - $1.02M
|
37.1K
$1.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
14KNew |
$317K - $386K
|
14K
$448K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7New |
$159 - $193
|
7
$224
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 10.53% |
$227 - $276
|
85
$2.72K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 138.89% |
$567 - $690
|
43
$1.38K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
68New |
$1.54K - $1.88K
|
68
$2.18K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-95.5K- 73.95% |
$2.16M - $2.64M
|
33.6K
$1.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-523- 11.44% |
$11.9K - $14.4K
|
4.05K
$130K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
975New |
$22.1K - $26.9K
|
975
$31.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-940- 8.09% |
$21.3K - $25.9K
|
10.7K
$342K
|
|
| Q2 2023 | |||||||
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
9.12KNew |
$241K - $322K
|
9.12K
$292K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
70K+ 14.06% |
$1.85M - $2.48M
|
568K
$18.2M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
50.3KNew |
$1.33M - $1.78M
|
50.3K
$1.61M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27K- 59.96% |
$715K - $956K
|
18.1K
$578K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.6KNew |
$95.2K - $127K
|
3.6K
$115K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
398New |
$10.5K - $14.1K
|
398
$12.7K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
330New |
$8.73K - $11.7K
|
330
$10.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.03K- 9.59% |
$27.1K - $36.2K
|
9.66K
$309K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
8.84KNew |
$234K - $312K
|
8.84K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-84- 0.31% |
$2.22K - $2.97K
|
27.4K
$877K
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
459+ 2.73% |
$12.1K - $16.2K
|
17.3K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.4K+ 10.16% |
$63.5K - $84.8K
|
26K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-84- 0.36% |
$2.22K - $2.97K
|
23K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.49K- 10.57% |
$39.5K - $52.8K
|
12.6K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
33.3KNew |
$881K - $1.18M
|
33.3K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
9.43KNew |
$250K - $333K
|
9.43K
$302K
|
|