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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
783New |
$20.7K - $27.7K
|
783
$25.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
222KNew |
$5.86M - $7.83M
|
222K
$7.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.33KNew |
$61.7K - $82.4K
|
2.33K
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
35.5KNew |
$939K - $1.25M
|
35.5K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
306+ 0.65% |
$8.09K - $10.8K
|
47.1K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
11.4K+ 17.88% |
$301K - $402K
|
75K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
2.75KNew |
$72.7K - $97.1K
|
2.75K
$87.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
3.6KNew |
$95.2K - $127K
|
3.6K
$115K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
19+ 0.08% |
$503 - $671
|
22.5K
$720K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
5.82K+ 60.29% |
$154K - $206K
|
15.5K
$495K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-692K- 94.94% |
$18.3M - $24.5M
|
36.9K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-95.9K- 51.63% |
$2.54M - $3.39M
|
89.8K
$2.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23.7K+ 184.83% |
$628K - $839K
|
36.6K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.58KNew |
$200K - $268K
|
7.58K
$242K
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-1.6K- 1.56% |
$42.3K - $56.5K
|
101K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
10KNew |
$266K - $355K
|
10K
$321K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
574+ 5.11% |
$15.2K - $20.3K
|
11.8K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.36K- 19.26% |
$62.5K - $83.5K
|
9.9K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.01K+ 12.78% |
$53.1K - $71K
|
17.7K
$567K
|
|
|
Aug 08, 2023
Q2 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.23K- 10.67% |
$59K - $78.8K
|
18.7K
$598K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-100- 1.05% |
$2.65K - $3.53K
|
9.42K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-55K- 75.24% |
$1.45M - $1.94M
|
18.1K
$579K
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-6.44K- 23.41% |
$170K - $228K
|
21.1K
$674K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
265+ 3.05% |
$7.01K - $9.37K
|
8.95K
$286K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.58% |
$344 - $459
|
2.25K
$72K
|
|
|
Jul 31, 2023
Q2 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-189K- 29.28% |
$5.01M - $6.69M
|
457K
$14.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-19.3K- 37.19% |
$510K - $682K
|
32.6K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-11.2K- 55.84% |
$295K - $394K
|
8.83K
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-73- 75.26% |
$1.93K - $2.58K
|
24
$768
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$132 - $177
|
5
$160
|
|
|
Jul 27, 2023
Q2 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-1.02K- 8.9% |
$27K - $36K
|
10.4K
$334K
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
766+ 1.94% |
$20.3K - $27.1K
|
40.3K
$1.29M
|
|
|
Jul 27, 2023
Q2 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-65.1K- 73.9% |
$1.72M - $2.3M
|
23K
$736K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-82- 27.7% |
$2.17K - $2.9K
|
214
$6.85K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-9.63K- 68.36% |
$255K - $340K
|
4.46K
$143K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-523- 70.49% |
$13.8K - $18.5K
|
219
$7.01K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-522- 3.22% |
$13.8K - $18.4K
|
15.7K
$502K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
901New |
$23.8K - $31.8K
|
901
$28.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
68New |
$1.8K - $2.4K
|
68
$2.18K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-500- 5.32% |
$13.2K - $17.7K
|
8.91K
$285K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
79+ 48.47% |
$2.09K - $2.79K
|
242
$7.74K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
280New |
$7.41K - $9.9K
|
280
$8.96K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-66.8K- 82.13% |
$1.77M - $2.36M
|
14.5K
$465K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 18.18% |
$159 - $212
|
27
$864
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.51K+ 2.98% |
$49.4K - $64.5K
|
52.3K
$1.67M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
99.9K+ 154.41% |
$3.26M - $4.26M
|
165K
$5.27M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
46.2K+ 131.2% |
$1.51M - $1.97M
|
81.4K
$2.6M
|
|
|
Jun 06, 2023
Q1 2023
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
34.1K+ 2776.81% |
$1.12M - $1.45M
|
35.4K
$1.13M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$32.7 - $42.6
|
1
$32
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
9.07KNew |
$296K - $387K
|
9.07K
$290K
|
|