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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$318K - $416K
|
13.7K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28New |
$651 - $850
|
28
$896
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
153K+ 53.11% |
$3.55M - $4.64M
|
440K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-406- 3.99% |
$9.44K - $12.3K
|
9.78K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
338+ 0.15% |
$7.86K - $10.3K
|
220K
$7.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
736+ 4.46% |
$17.1K - $22.4K
|
17.3K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
492KNew |
$11.4M - $14.9M
|
492K
$15.7M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.18K+ 7.73% |
$144K - $188K
|
86.1K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
270K+ 1232.35% |
$6.27M - $8.19M
|
291K
$9.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
491+ 15.07% |
$11.4K - $14.9K
|
3.75K
$120K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.48K+ 1.42% |
$34.3K - $44.9K
|
105K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.52KNew |
$175K - $229K
|
7.52K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-161- 3.59% |
$3.74K - $4.89K
|
4.32K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.44K- 20.3% |
$56.7K - $74.1K
|
9.58K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.15KNew |
$166K - $217K
|
7.15K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
25.4K+ 298.8% |
$591K - $772K
|
33.9K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.81K+ 35.89% |
$88.4K - $116K
|
14.4K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-948- 21.74% |
$22K - $28.8K
|
3.41K
$109K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-30.7K- 12.74% |
$715K - $934K
|
211K
$6.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.59K+ 0.95% |
$130K - $170K
|
596K
$19.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-221- 70.83% |
$5.14K - $6.71K
|
91
$2.91K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.48K- 21.44% |
$57.6K - $75.3K
|
9.08K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
470+ 0.57% |
$10.9K - $14.3K
|
82.5K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 1.13% |
$651 - $850
|
2.5K
$80.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-733- 48.96% |
$17K - $22.3K
|
764
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.9K+ 90.08% |
$485K - $634K
|
44K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$116 - $152
|
5.88K
$188K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
423New |
$9.83K - $12.8K
|
423
$13.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.08KNew |
$48.3K - $63.1K
|
2.08K
$66.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
2.87K+ 2.15% |
$66.7K - $87.1K
|
136K
$4.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.29K+ 84.93% |
$53.3K - $69.7K
|
5K
$160K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.17% |
$2.32K - $3.04K
|
59.6K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.4K- 22.14% |
$55.8K - $72.9K
|
8.44K
$270K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
130K+ 254.3% |
$3.03M - $3.96M
|
182K
$5.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-316- 1.15% |
$7.34K - $9.6K
|
27.1K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
57+ 81.43% |
$1.32K - $1.73K
|
127
$4.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7KNew |
$39.5K - $51.6K
|
1.7K
$54.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.26KNew |
$29.2K - $38.2K
|
1.26K
$40.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.2KNew |
$609K - $796K
|
26.2K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-382- 3.44% |
$8.88K - $11.6K
|
10.7K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-105K- 76.35% |
$2.44M - $3.19M
|
32.5K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
140New |
$3.25K - $4.25K
|
140
$4.48K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.53K+ 10.98% |
$35.7K - $46.6K
|
15.5K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.59K- 27.56% |
$153K - $200K
|
17.3K
$554K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.74K- 2.05% |
$40.5K - $53K
|
83.4K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
248+ 0.05% |
$5.76K - $7.53K
|
495K
$15.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.88K- 11.99% |
$66.9K - $87.4K
|
21.1K
$676K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-5.9K- 6.95% |
$137K - $179K
|
79K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
165+ 0.68% |
$3.83K - $5.01K
|
24.5K
$783K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
213+ 247.67% |
$4.95K - $6.47K
|
299
$9.57K
|