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 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
51.9K+ 2.07% |
$1.21M - $1.58M
|
2.56M
$82.6M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.2% |
$2.32K - $3.04K
|
50.9K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-23.8K- 1.62% |
$554K - $724K
|
1.45M
$46.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 12.5% |
$69.7 - $91.1
|
27
$873
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.91K- 6.07% |
$44.3K - $57.9K
|
29.5K
$955K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.95K+ 3.22% |
$45.2K - $59.1K
|
62.3K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
9.59K+ 49.52% |
$223K - $291K
|
29K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
244+ 3.61% |
$5.67K - $7.41K
|
7K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
25.3KNew |
$588K - $769K
|
25.3K
$818K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1.28KNew |
$29.6K - $38.7K
|
1.28K
$41.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
242KNew |
$5.61M - $7.34M
|
242K
$7.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-135- 4.34% |
$3.14K - $4.1K
|
2.98K
$96.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
126KNew |
$2.94M - $3.84M
|
126K
$4.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
20.6KNew |
$479K - $626K
|
20.6K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
21.2KNew |
$493K - $644K
|
21.2K
$685K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 17.03% |
$720 - $941
|
213
$6.88K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
17.4K+ 97.9% |
$404K - $528K
|
35.2K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-15- 1.44% |
$349 - $456
|
1.03K
$33.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.62K- 2.26% |
$60.9K - $79.6K
|
113K
$3.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.05K- 11.38% |
$24.3K - $31.8K
|
8.15K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
388+ 3.72% |
$9.02K - $11.8K
|
10.8K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
259+ 0.57% |
$6.02K - $7.87K
|
45.3K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.04K+ 130.65% |
$24.2K - $31.6K
|
1.84K
$59.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25+ 1.58% |
$581 - $759
|
1.6K
$51.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
858+ 45.78% |
$19.9K - $26.1K
|
2.73K
$88.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.31KNew |
$30.4K - $39.8K
|
1.31K
$42.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.7K+ 628.89% |
$39.5K - $51.6K
|
1.97K
$63.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-87K- 74.37% |
$2.02M - $2.64M
|
30K
$969K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
433+ 0.15% |
$10.1K - $13.2K
|
286K
$9.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.7K- 57.88% |
$62.7K - $81.9K
|
1.96K
$63.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7.76K+ 125.27% |
$180K - $236K
|
14K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
4.97K+ 2.71% |
$115K - $151K
|
188K
$6.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
75.9KNew |
$1.76M - $2.3M
|
75.9K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.46% |
$4.65K - $6.07K
|
43.7K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-282- 0.53% |
$6.55K - $8.56K
|
53.3K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$318K - $416K
|
13.7K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28New |
$651 - $850
|
28
$905
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
153K+ 53.11% |
$3.55M - $4.64M
|
440K
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-406- 3.99% |
$9.44K - $12.3K
|
9.78K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
338+ 0.15% |
$7.86K - $10.3K
|
220K
$7.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
736+ 4.46% |
$17.1K - $22.4K
|
17.3K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
492KNew |
$11.4M - $14.9M
|
492K
$15.9M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.18K+ 7.73% |
$144K - $188K
|
86.1K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
270K+ 1232.35% |
$6.27M - $8.19M
|
291K
$9.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
491+ 15.07% |
$11.4K - $14.9K
|
3.75K
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.48K+ 1.42% |
$34.3K - $44.9K
|
105K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.52KNew |
$175K - $229K
|
7.52K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-161- 3.59% |
$3.74K - $4.89K
|
4.32K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.44K- 20.3% |
$56.7K - $74.1K
|
9.58K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
7.15KNew |
$166K - $217K
|
7.15K
$231K
|