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
Apr 14, 2021 Q1 2021
Beacon Capital Management, Inc.

SELL
 -
-78
Closed
$2.71K - $3.26K
0 $0
Apr 09, 2021 Q1 2021
Carolina Wealth Advisors, LLC

SELL
 -
-5
Closed
$174 - $209
0 $0
Q4 2020
Aug 30, 2024 Q4 2020
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
6.85K
New
$221K - $261K
6.85K $219K
Jun 07, 2023 Q4 2020
Tucker Asset Management LLC

Littleton, CO
BUY
 -
26
New
$840 - $990
26 $832
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-22
Closed
$711 - $837
0 $0
Feb 16, 2021 Q4 2020
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.8K
Closed
$58.2K - $68.5K
0 $0
Feb 12, 2021 Q4 2020
Asahi Life Asset Management Co., Ltd.

SELL
 -
-10.4K
Closed
$335K - $395K
0 $0
Feb 12, 2021 Q4 2020
F3 Logic, LLC

SELL
 -
-102
Closed
$3.3K - $3.88K
0 $0
Feb 12, 2021 Q4 2020
Andra Ap Fonden

Goteborg, V7
SELL
 -
-205K
Closed
$6.62M - $7.79M
0 $0
Feb 11, 2021 Q4 2020
Burt Wealth Advisors

SELL
 -
-3.6K
Closed
$116K - $137K
0 $0
Feb 09, 2021 Q4 2020
Keybank National Association

SELL
 -
-6.52K
Closed
$211K - $248K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-229
Closed
$7.4K - $8.72K
0 $0
Feb 05, 2021 Q4 2020
Mc Ilrath & Eck, LLC

BUY
 -
100
New
$3.23K - $3.81K
100 $3.2K
Feb 05, 2021 Q4 2020
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-187
Closed
$6.04K - $7.12K
0 $0
Feb 04, 2021 Q4 2020
Clear Harbor Asset Management, LLC

SELL
 -
-100
Closed
$3.23K - $3.81K
0 $0
Feb 04, 2021 Q4 2020
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
1.02K
New
$32.9K - $38.8K
1.02K $32.6K
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-574
Closed
$18.6K - $21.8K
0 $0
Feb 03, 2021 Q4 2020
Farmers & Merchants Trust CO Of Chambersburg Pa

SELL
 -
-50
Closed
$1.62K - $1.9K
0 $0
Feb 01, 2021 Q4 2020
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-127
Closed
$4.1K - $4.83K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-71
Closed
$2.29K - $2.7K
0 $0
Jan 27, 2021 Q4 2020
Cnb Bank

Clearfield, PA
SELL
 -
-318
Closed
$10.3K - $12.1K
0 $0
Jan 22, 2021 Q4 2020
Dividend Assets Capital, LLC

BUY
 -
2.55K
New
$82.4K - $97.1K
2.55K $81.6K
Q3 2020
Dec 10, 2020 Q3 2020
Nvwm, LLC

SELL
 -
-158
Closed
$4.72K - $5.62K
0 $0
Nov 16, 2020 Q3 2020
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
260
+ 120.93%
$7.77K - $9.25K
475 $15.2K
Nov 13, 2020 Q3 2020
Orion Portfolio Solutions, LLC

SELL
 -
-1.63K
Closed
$48.6K - $57.9K
0 $0
Nov 13, 2020 Q3 2020
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
450
New
$13.4K - $16K
450 $14.4K
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-657
Closed
$19.6K - $23.4K
0 $0
Nov 13, 2020 Q3 2020
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-13.1K
Closed
$391K - $465K
0 $0
Nov 13, 2020 Q3 2020
Quantitative Investment Management, LLC

Charlottesville, VA
SELL
 -
-14.1K
Closed
$421K - $502K
0 $0
Nov 12, 2020 Q3 2020
Howard Financial Services, Ltd.

SELL
 -
-7.5K
Closed
$224K - $267K
0 $0
Nov 12, 2020 Q3 2020
Capital Directions Investment Advisors, LLC

SELL
 -
-382
Closed
$11.4K - $13.6K
0 $0
Nov 12, 2020 Q3 2020
Clearbridge Investments, LLC

New York, NY
SELL
 -
-1.24K
Closed
$36.9K - $44K
0 $0
Nov 12, 2020 Q3 2020
Citizens Financial Group Inc

SELL
 -
-3.34K
Closed
$99.8K - $119K
0 $0
Nov 10, 2020 Q3 2020
Blue Square Asset Management, LLC

New York, NY
SELL
 -
-144
Closed
$4.3K - $5.12K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-733
Closed
$21.9K - $26.1K
0 $0
Nov 06, 2020 Q3 2020
Todd Asset Management LLC

SELL
 -
-6.93K
Closed
$207K - $246K
0 $0
Oct 29, 2020 Q3 2020
Semmax Financial Advisors Inc.

Winston Salem, NC
SELL
 -
-71
Closed
$2.12K - $2.52K
0 $0
Oct 29, 2020 Q3 2020
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-268
Closed
$8.01K - $9.53K
0 $0
Oct 28, 2020 Q3 2020
Delta Asset Management LLC

Memphis, TN
SELL
 -
-191
Closed
$5.71K - $6.79K
0 $0
Oct 21, 2020 Q3 2020
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-17
Closed
$508 - $605
0 $0
Oct 08, 2020 Q3 2020
Beese Fulmer Investment Management, Inc.

SELL
 -
-1.2K
Closed
$35.8K - $42.7K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.47K
- 11.29%
$36.2K - $54K
11.5K $369K
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-213
Closed
$5.25K - $7.83K
0 $0
Aug 14, 2020 Q2 2020
Precept Management LLC

Dallas, TX
SELL
 PUT
-40K
Closed
$986K - $1.47M
0 $0
Aug 14, 2020 Q2 2020
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-191
Closed
$4.71K - $7.02K
0 $0
Aug 13, 2020 Q2 2020
Ossiam

Paris, I0
SELL
 -
-11.2K
Closed
$277K - $413K
0 $0
Aug 12, 2020 Q2 2020
Motley Fool Wealth Management, LLC

Alexandria, VA
SELL
 -
-9.66K
Closed
$238K - $355K
0 $0
Aug 10, 2020 Q2 2020
Synovus Financial Corp

Columbus, GA
SELL
 -
-638
Closed
$15.7K - $23.5K
0 $0
Aug 07, 2020 Q2 2020
Royce & Associates LP

SELL
 -
-7K
Closed
$172K - $257K
0 $0

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