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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-164Closed |
$4.04K - $6.03K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Washington Trust CO
|
SELL
|
- |
-43Closed |
$1.06K - $1.58K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Family Capital Trust CO
|
SELL
|
- |
-1.9KClosed |
$46.8K - $69.9K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-127Closed |
$3.13K - $4.67K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Clean Yield Group
|
SELL
|
- |
-348Closed |
$8.57K - $12.8K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-16.3KClosed |
$402K - $599K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.79KClosed |
$216K - $323K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-39.2KClosed |
$966K - $1.44M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-43.6KClosed |
$999K - $1.95M
|
0
$0
|
|
|
May 28, 2020
Q1 2020
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-35.9KClosed |
$824K - $1.61M
|
0
$0
|
|
|
May 22, 2020
Q1 2020
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-440Closed |
$10.1K - $19.7K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Psi Advisors, LLC
|
SELL
|
- |
-79Closed |
$1.81K - $3.54K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-435KClosed |
$9.98M - $19.5M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.9KClosed |
$135K - $264K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-57Closed |
$1.31K - $2.55K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-84.1KClosed |
$1.93M - $3.77M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.16KClosed |
$141K - $276K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-396KClosed |
$9.08M - $17.7M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-9.1K- 95.79% |
$209K - $407K
|
400
$12.8K
|
|
|
May 13, 2020
Q1 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-32.2KClosed |
$738K - $1.44M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.41KClosed |
$124K - $242K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-9.87KClosed |
$226K - $442K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.23KClosed |
$120K - $234K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.55KClosed |
$150K - $293K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-433Closed |
$9.92K - $19.4K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-11Closed |
$252 - $492
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$268K - $524K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8Closed |
$183 - $358
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-58- 18.53% |
$1.33K - $2.6K
|
255
$8.16K
|
|
|
May 05, 2020
Q1 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-10.3KClosed |
$237K - $463K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-21Closed |
$481 - $940
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Univest Financial Corp
|
SELL
|
- |
-5.4KClosed |
$124K - $242K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.96KClosed |
$114K - $222K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-56.6KClosed |
$1.3M - $2.53M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-787Closed |
$18K - $35.2K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Old National Bancorp
|
SELL
|
- |
-27.4KClosed |
$629K - $1.23M
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-180Closed |
$4.13K - $8.06K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-191Closed |
$4.38K - $8.55K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-934Closed |
$21.4K - $41.8K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-3.39KClosed |
$77.6K - $152K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-6.22KClosed |
$143K - $278K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Old Port Advisors
|
SELL
|
- |
-9.88KClosed |
$226K - $442K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
City Holding CO
|
SELL
|
- |
-260Closed |
$5.96K - $11.6K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-382KClosed |
$8.75M - $17.1M
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Rda Financial Network
|
SELL
|
- |
-4.71KClosed |
$108K - $211K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-216Closed |
$4.95K - $9.67K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 20, 2020
Q4 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.58KClosed |
$190K - $226K
|
0
$0
|
|
|
Feb 18, 2020
Q4 2019
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.62KClosed |
$274K - $326K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-3.97KClosed |
$164K - $196K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-16.2KClosed |
$671K - $799K
|
0
$0
|
|