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 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-34- 0.18% |
$1.11K - $1.45K
|
18.5K
$613K
|
|
|
May 12, 2023
Q1 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
306K+ 256.09% |
$10M - $13.1M
|
426K
$14.1M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.74K- 30.74% |
$89.6K - $117K
|
6.18K
$205K
|
|
|
May 12, 2023
Q1 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
113K+ 91.94% |
$3.68M - $4.8M
|
235K
$7.79M
|
|
|
May 11, 2023
Q1 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
8.49K+ 2.54% |
$277K - $362K
|
342K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3.5KNew |
$114K - $149K
|
3.5K
$116K
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
15.1K+ 27.55% |
$494K - $644K
|
70K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 13.51% |
$65.4K - $85.2K
|
12.8K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 15.09% |
$43.2K - $56.3K
|
7.43K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-8.87K- 54.11% |
$290K - $378K
|
7.52K
$249K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.28K+ 7.68% |
$303K - $396K
|
130K
$4.32M
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4.17K- 10.68% |
$136K - $178K
|
34.8K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.42K+ 30.15% |
$79.1K - $103K
|
10.4K
$346K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-6.05K- 7.8% |
$198K - $258K
|
71.5K
$2.37M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
6.6KNew |
$216K - $281K
|
6.6K
$219K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
55New |
$1.8K - $2.34K
|
55
$1.82K
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
SELL
|
- |
-180- 1.97% |
$5.88K - $7.67K
|
8.94K
$296K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
25.9KNew |
$848K - $1.11M
|
25.9K
$860K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
236New |
$7.71K - $10.1K
|
236
$7.82K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
9.73K+ 8.38% |
$318K - $415K
|
126K
$4.17M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 3.45% |
$65.4 - $85.2
|
56
$1.86K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-449- 41.46% |
$14.7K - $19.1K
|
634
$21K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 2.44% |
$32.7 - $42.6
|
40
$1.33K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.09% |
$163 - $213
|
5.75K
$191K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.09K- 14.37% |
$35.5K - $46.3K
|
6.47K
$215K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 1.92% |
$32.7 - $42.6
|
53
$1.76K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.35KNew |
$76.9K - $100K
|
2.35K
$78K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
210New |
$6.86K - $8.95K
|
210
$6.96K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.36K+ 25.1% |
$142K - $186K
|
21.7K
$720K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
708New |
$23.1K - $30.2K
|
708
$23.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-57- 2.47% |
$1.86K - $2.43K
|
2.25K
$74.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
992New |
$32.4K - $42.3K
|
992
$32.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-168K- 30.27% |
$5.49M - $7.16M
|
387K
$12.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-61.4K- 52.66% |
$2.01M - $2.62M
|
55.2K
$1.83M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.4K+ 10.85% |
$111K - $145K
|
34.7K
$1.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-33- 0.06% |
$1.08K - $1.41K
|
57.2K
$1.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
17.9KNew |
$586K - $764K
|
17.9K
$594K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-152- 2.3% |
$4.97K - $6.48K
|
6.46K
$214K
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.31K+ 10.01% |
$75.3K - $98.2K
|
25.3K
$839K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.87K+ 3.61% |
$61.1K - $79.7K
|
53.7K
$1.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
5.74K+ 10.78% |
$188K - $245K
|
59K
$1.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-78- 65.55% |
$2.55K - $3.32K
|
41
$1.36K
|
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-244- 2.88% |
$7.97K - $10.4K
|
8.23K
$273K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-3.35K- 91.32% |
$109K - $143K
|
318
$10.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
320+ 3.34% |
$10.5K - $13.6K
|
9.9K
$328K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.06K+ 17.62% |
$34.5K - $45K
|
7.04K
$234K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
10New |
$327 - $426
|
10
$332
|
|
| Q4 2022 | |||||||
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
23.9KNew |
$772K - $977K
|
23.9K
$793K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.26K+ 1379.12% |
$40.5K - $51.3K
|
1.35K
$44.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
73New |
$2.36K - $2.98K
|
73
$2.42K
|
|