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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 0.78% |
$13.1K - $14.9K
|
51.2K
$1.78M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
834+ 9.99% |
$27.2K - $31K
|
9.18K
$320K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 28.02% |
$849K - $966K
|
66.8K
$2.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-80.2K- 6.53% |
$2.62M - $2.98M
|
1.15M
$40M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
326+ 19.17% |
$10.6K - $12.1K
|
2.03K
$70.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
8New |
$261 - $297
|
8
$279
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-45- 0.46% |
$1.47K - $1.67K
|
9.73K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-32.7K- 3.24% |
$1.07M - $1.21M
|
975K
$34M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19.1K+ 28.7% |
$622K - $708K
|
85.5K
$2.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-651- 4.13% |
$21.2K - $24.2K
|
15.1K
$526K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-64- 0.95% |
$2.09K - $2.38K
|
6.67K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.2K- 1.73% |
$628K - $715K
|
1.09M
$38.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
169+ 6.43% |
$5.52K - $6.28K
|
2.8K
$97.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.87K- 1.82% |
$290K - $330K
|
477K
$16.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.51K+ 133.25% |
$310K - $353K
|
16.6K
$580K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.22K+ 11.71% |
$39.9K - $45.3K
|
11.6K
$406K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
9.46K+ 39.48% |
$309K - $351K
|
33.4K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
80+ 4.29% |
$2.61K - $2.97K
|
1.95K
$67.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
10.1KNew |
$329K - $374K
|
10.1K
$351K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
20New |
$653 - $743
|
20
$697
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.85K- 0.3% |
$60.5K - $68.9K
|
609K
$21.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 90.91% |
$326 - $371
|
1
$34.8
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
30New |
$979 - $1.11K
|
30
$1.05K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 40.0% |
$196 - $223
|
21
$732
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
321+ 15.07% |
$10.5K - $11.9K
|
2.45K
$85.4K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
90+ 0.85% |
$2.94K - $3.34K
|
10.7K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.1K+ 7.88% |
$329K - $374K
|
138K
$4.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
172+ 5.36% |
$5.61K - $6.39K
|
3.38K
$118K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
381+ 4.14% |
$12.4K - $14.2K
|
9.59K
$334K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-697K- 22.23% |
$22.7M - $25.9M
|
2.44M
$84.9M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
496+ 0.45% |
$16.2K - $18.4K
|
111K
$3.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
223+ 3.06% |
$7.28K - $8.28K
|
7.52K
$262K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.44KNew |
$79.5K - $90.4K
|
2.44K
$84.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
41KNew |
$1.34M - $1.52M
|
41K
$1.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-23- 2.66% |
$751 - $854
|
841
$29.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-240- 6.69% |
$7.83K - $8.91K
|
3.35K
$117K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.79K+ 11.57% |
$58.3K - $66.4K
|
17.2K
$600K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
32New |
$1.04K - $1.19K
|
32
$1.11K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-36- 0.51% |
$1.18K - $1.34K
|
7.06K
$246K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
764+ 1.22% |
$24.9K - $28.4K
|
63.5K
$2.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
76.3K+ 150.05% |
$2.49M - $2.83M
|
127K
$4.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
121K+ 4.91% |
$3.96M - $4.51M
|
2.59M
$90.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-18.8K- 39.1% |
$613K - $697K
|
29.3K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Arga Investment Management, LP
|
SELL
|
- |
-25K- 38.36% |
$815K - $928K
|
40.1K
$1.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.19K- 17.39% |
$71.5K - $81.4K
|
10.4K
$363K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-3.84K- 1.71% |
$125K - $143K
|
221K
$7.71M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
828+ 2.88% |
$27K - $30.8K
|
29.6K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-299- 33.26% |
$9.76K - $11.1K
|
600
$20.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
112K+ 22.48% |
$3.64M - $4.15M
|
608K
$21.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.38K- 6.92% |
$241K - $274K
|
99.3K
$3.46M
|
|