Latest Institutional Transactions on Ugi Corp (UGI)

UGI Quotes by TradingView

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
Jul 11, 2022 Q2 2022
Center Star Asset Management, LLC

BUY
 PUT
100
New
$3.43K - $4.45K
100 $3.2K
Jul 08, 2022 Q2 2022
Redpoint Investment Management Pty LTD

SELL
 -
-5.33K
- 30.99%
$183K - $237K
11.9K $380K
Q1 2022
Sep 20, 2022 Q1 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
104K
New
$3.45M - $4.83M
104K $3.34M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-1.97K
Closed
$65.1K - $91.1K
0 $0
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-3K
Closed
$99.3K - $139K
0 $0
May 17, 2022 Q1 2022
Meiji Yasuda Life Insurance CO

Tokyo, M0
SELL
 -
-5.22K
- 48.52%
$173K - $242K
5.54K $177K
May 17, 2022 Q1 2022
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-8.24K
Closed
$273K - $382K
0 $0
May 16, 2022 Q1 2022
Elmwood Wealth Management, Inc.

SELL
 -
-109
Closed
$3.61K - $5.05K
0 $0
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
44.7K
New
$1.48M - $2.07M
44.7K $1.43M
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-6.89K
Closed
$228K - $319K
0 $0
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-14.1K
Closed
$467K - $653K
0 $0
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
2.15K
New
$71.2K - $99.6K
2.15K $68.8K
May 13, 2022 Q1 2022
Robeco Schweiz Ag

SELL
 -
-878K
Closed
$29.1M - $40.7M
0 $0
May 13, 2022 Q1 2022
Beaton Management Co. Inc.

Haverhill, MA
SELL
 -
-4.5K
Closed
$149K - $208K
0 $0
May 13, 2022 Q1 2022
Quantedge Capital Pte LTD

Singapore, U0
SELL
 -
-5.1K
Closed
$169K - $236K
0 $0
May 13, 2022 Q1 2022
Hancock Whitney Investment Services Inc.

New Orleans, LA
SELL
 -
-7.61K
Closed
$252K - $352K
0 $0
May 13, 2022 Q1 2022
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-4.78K
Closed
$158K - $222K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-5.14K
Closed
$170K - $238K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.36K
Closed
$44.9K - $62.8K
0 $0
May 13, 2022 Q1 2022
Mork Capital Management, LLC

Healdsburg, CA
SELL
 -
-29K
Closed
$960K - $1.34M
0 $0
May 13, 2022 Q1 2022
Epoch Investment Partners, Inc.

New York, NY
BUY
 -
11.9K
New
$394K - $551K
11.9K $381K
May 12, 2022 Q1 2022
Tompkins Financial Corp

SELL
 -
-400
- 13.68%
$13.2K - $18.5K
2.52K $80.8K
May 12, 2022 Q1 2022
Banco Bilbao Vizcaya Argentaria, S.A.

SELL
 -
-30.9K
Closed
$1.02M - $1.43M
0 $0
May 12, 2022 Q1 2022
Eagle Asset Management Inc

St Petersburg, FL
SELL
 -
-38K
Closed
$1.26M - $1.76M
0 $0
May 12, 2022 Q1 2022
Quadrant Private Wealth Management, LLC

Bethlehem, PA
SELL
 -
-4.99K
Closed
$165K - $231K
0 $0
May 12, 2022 Q1 2022
Gyon Technologies Capital Management, LP

Denville, NJ
SELL
 -
-17.5K
Closed
$580K - $811K
0 $0
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-63
Closed
$2.09K - $2.92K
0 $0
May 11, 2022 Q1 2022
Glenview Trust CO

Louisville, KY
SELL
 -
-7.4K
Closed
$245K - $343K
0 $0
May 10, 2022 Q1 2022
Ascent Group, LLC

SELL
 -
-4.9K
Closed
$162K - $227K
0 $0
May 10, 2022 Q1 2022
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-13.5K
Closed
$446K - $624K
0 $0
May 10, 2022 Q1 2022
Agf Investments LLC

Boston, MA
SELL
 -
-5.73K
Closed
$190K - $265K
0 $0
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

SELL
 -
-4.82K
Closed
$159K - $223K
0 $0
May 09, 2022 Q1 2022
Amplius Wealth Advisors, LLC

SELL
 -
-3.65K
Closed
$121K - $169K
0 $0
May 09, 2022 Q1 2022
Financial Advantage, Inc.

SELL
 -
-637
Closed
$21.1K - $29.5K
0 $0
May 09, 2022 Q1 2022
Lincoln National Corp

SELL
 -
-4.62K
Closed
$153K - $214K
0 $0
May 06, 2022 Q1 2022
Sageworth Trust CO

SELL
 -
-132
Closed
$4.37K - $6.12K
0 $0
May 06, 2022 Q1 2022
Sageworth Trust CO Of South Dakota

SELL
 -
-358
- 81.92%
$11.9K - $16.6K
79 $2.53K
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-4.55K
Closed
$151K - $211K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-2.17K
Closed
$71.8K - $101K
0 $0
May 05, 2022 Q1 2022
Camden National Bank

Camden, ME
SELL
 -
-8.23K
Closed
$272K - $381K
0 $0
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
2.25K
New
$74.5K - $104K
2.25K $72K
May 04, 2022 Q1 2022
Widmann Financial Services, Inc.

SELL
 -
-1.16K
Closed
$38.5K - $53.9K
0 $0
May 04, 2022 Q1 2022
All Square Wealth Management LLC

Albany, NY
BUY
 -
307
New
$10.2K - $14.2K
307 $9.82K
May 04, 2022 Q1 2022
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-1.62K
Closed
$53.5K - $74.9K
0 $0
May 04, 2022 Q1 2022
Hussman Strategic Advisors, Inc.

Ellicott City, MD
BUY
 -
5K
+ 20.0%
$166K - $232K
30K $960K
May 02, 2022 Q1 2022
Gilbert & Cook, Inc.

SELL
 -
-6.8K
Closed
$225K - $315K
0 $0
Apr 29, 2022 Q1 2022
Gratus Capital LLC

SELL
 -
-5.96K
Closed
$197K - $276K
0 $0
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-7.6K
Closed
$252K - $352K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-1.73K
Closed
$57.3K - $80.2K
0 $0

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