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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.55KClosed |
$119K - $138K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 20, 2019
Q2 2019
|
New Square Capital LLC
|
SELL
|
- |
-4.91KClosed |
$251K - $272K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-18.6KClosed |
$952K - $1.03M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-3.7KClosed |
$189K - $205K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-156Closed |
$7.99K - $8.64K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-53Closed |
$2.71K - $2.94K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-12.9KClosed |
$662K - $716K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-17.7KClosed |
$907K - $981K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-12KClosed |
$615K - $665K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-181Closed |
$9.27K - $10K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-113KClosed |
$5.78M - $6.25M
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Trust CO Of Virginia
|
SELL
|
- |
-4.9KClosed |
$251K - $271K
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Arabesque Asset Management LTD
London, X0 |
SELL
|
- |
-24.6KClosed |
$1.26M - $1.36M
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-7.85KClosed |
$402K - $435K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-692Closed |
$35.4K - $38.3K
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Diversified Trust CO
|
SELL
|
- |
-3.65KClosed |
$187K - $202K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-23.3KClosed |
$1.2M - $1.29M
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-6.79KClosed |
$355K - $388K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-146KClosed |
$7.6M - $8.3M
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-4.23KClosed |
$221K - $241K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-534Closed |
$27.9K - $30.5K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
James Investment Research Inc
|
SELL
|
- |
-19.2KClosed |
$1M - $1.1M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Calamos Advisors LLC
|
SELL
|
- |
-8.56KClosed |
$447K - $488K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3Closed |
$157 - $171
|
0
$0
|
|
|
Apr 04, 2019
Q1 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.07KClosed |
$160K - $175K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 15, 2019
Q4 2018
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.58KClosed |
$81.8K - $92.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-9.47KClosed |
$492K - $558K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-34.5KClosed |
$1.79M - $2.03M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-23.8KClosed |
$1.24M - $1.4M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.92KClosed |
$204K - $231K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-23.1KClosed |
$1.2M - $1.36M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-37.1K- 82.08% |
$1.93M - $2.19M
|
8.1K
$259K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-9.74KClosed |
$506K - $574K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-200Closed |
$10.4K - $11.8K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-70Closed |
$3.64K - $4.13K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.69KClosed |
$192K - $218K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-29.1KClosed |
$1.51M - $1.72M
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Norway Savings Bank
|
SELL
|
- |
-536- 38.29% |
$27.8K - $31.6K
|
864
$27.6K
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-200Closed |
$10.4K - $11.8K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
49.6KNew |
$2.6M - $2.76M
|
49.6K
$1.59M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.67KNew |
$349K - $371K
|
6.67K
$213K
|
|
|
Nov 14, 2018
Q3 2018
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-21Closed |
$1.1K - $1.17K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
87.9KNew |
$4.6M - $4.88M
|
87.9K
$2.81M
|
|
|
Nov 14, 2018
Q3 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-60Closed |
$3.14K - $3.33K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
170New |
$8.9K - $9.45K
|
170
$5.44K
|
|
|
Nov 14, 2018
Q3 2018
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-16KClosed |
$838K - $890K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-108KClosed |
$5.67M - $6.01M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-8.68KClosed |
$455K - $482K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
720New |
$37.7K - $40K
|
720
$23K
|
|
|
Nov 09, 2018
Q3 2018
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-900Closed |
$47.1K - $50K
|
0
$0
|
|