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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
81New |
$2.61K - $3.31K
|
81
$2.59K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
68New |
$2.2K - $2.78K
|
68
$2.18K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
433New |
$14K - $17.7K
|
433
$13.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
175New |
$5.65K - $7.15K
|
175
$5.6K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
56.7K+ 309.84% |
$1.83M - $5.68M
|
75K
$2.4M
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
215New |
$6.95K - $21.5K
|
215
$6.88K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-379Closed |
$12.3K - $38K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
43.1KNew |
$1.39M - $4.31M
|
43.1K
$1.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-342- 10.37% |
$11.1K - $34.3K
|
2.96K
$94.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
424New |
$13.7K - $42.5K
|
424
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11KNew |
$354K - $1.1M
|
11K
$350K
|
|
|
Nov 14, 2022
Q3 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
96.2KNew |
$3.11M - $9.64M
|
96.2K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
161KNew |
$5.19M - $16.1M
|
161K
$5.14M
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-13.2K- 61.86% |
$425K - $1.32M
|
8.11K
$260K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-38K- 56.93% |
$1.23M - $3.8M
|
28.7K
$919K
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-15.2K- 52.29% |
$491K - $1.52M
|
13.8K
$443K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.94K+ 38.8% |
$127K - $394K
|
14.1K
$451K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
27.5KNew |
$889K - $2.76M
|
27.5K
$880K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
9.34KNew |
$302K - $936K
|
9.34K
$299K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-777Closed |
$25.1K - $77.9K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
154New |
$4.98K - $15.4K
|
154
$4.93K
|
|
|
Nov 08, 2022
Q3 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-200- 6.18% |
$6.47K - $20K
|
3.04K
$97.2K
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
186+ 808.7% |
$6.01K - $18.6K
|
209
$6.69K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.67K+ 13.32% |
$53.9K - $167K
|
14.2K
$454K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
25New |
$808 - $2.51K
|
25
$800
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
25.2KNew |
$815K - $2.53M
|
25.2K
$807K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
642New |
$20.8K - $64.3K
|
642
$20.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-104- 66.24% |
$3.36K - $10.4K
|
53
$1.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.24KNew |
$72.4K - $224K
|
2.24K
$71.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-520- 98.67% |
$16.8K - $52.1K
|
7
$224
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
CALL |
-1.8K- 94.74% |
$58.2K - $180K
|
100
$3.2K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
265New |
$8.57K - $26.6K
|
265
$8.48K
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.8K+ 43.14% |
$155K - $481K
|
15.9K
$510K
|
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
8.9KNew |
$288K - $892K
|
8.9K
$285K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$264K - $817K
|
8.16K
$261K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32+ 48.48% |
$1.03K - $3.21K
|
98
$3.14K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
128New |
$4.14K - $12.8K
|
128
$4.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
49New |
$1.58K - $4.91K
|
49
$1.57K
|
|
|
Oct 11, 2022
Q3 2022
|
Bell Bank
|
SELL
|
- |
-24- 0.34% |
$776 - $2.4K
|
7.12K
$228K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-150- 50.0% |
$4.85K - $15K
|
150
$4.8K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
$1.06K - $1.38K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.1KClosed |
$37.7K - $49K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-16.5KClosed |
$565K - $734K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
20K+ 234.11% |
$685K - $889K
|
28.5K
$912K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-175Closed |
$6K - $7.79K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
65+ 1.01% |
$2.23K - $2.9K
|
6.47K
$207K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-848- 13.49% |
$29.1K - $37.8K
|
5.44K
$174K
|
|