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 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$66.7 - $75.2
|
3
$96
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
516New |
$11.5K - $12.9K
|
516
$16.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.59K+ 13.47% |
$35.2K - $39.7K
|
13.4K
$427K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
5.66K+ 46.86% |
$126K - $142K
|
17.7K
$567K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
236+ 32.02% |
$5.25K - $5.91K
|
973
$31.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.37% |
$333 - $376
|
4.11K
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-502- 2.37% |
$11.2K - $12.6K
|
20.6K
$660K
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
90+ 11.92% |
$2K - $2.25K
|
845
$27K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-29.6K- 22.49% |
$658K - $741K
|
102K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
1.7K+ 6.1% |
$37.8K - $42.6K
|
29.6K
$946K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
266New |
$5.91K - $6.66K
|
266
$8.51K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-272- 0.43% |
$6.05K - $6.81K
|
62.3K
$1.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 1.6% |
$66.7 - $75.2
|
190
$6.08K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 189.93% |
$30.2K - $34K
|
2.07K
$66.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
925New |
$20.6K - $23.2K
|
925
$29.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
12.7KNew |
$282K - $318K
|
12.7K
$406K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.12K+ 12.46% |
$24.9K - $28K
|
10.1K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-72.6K- 81.37% |
$1.61M - $1.82M
|
16.6K
$532K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-93- 10.83% |
$2.07K - $2.33K
|
766
$24.5K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25K+ 2402.02% |
$556K - $626K
|
26K
$833K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
56.3KNew |
$1.25M - $1.41M
|
56.3K
$1.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-299- 24.96% |
$6.65K - $7.49K
|
899
$28.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
531+ 7.22% |
$11.8K - $13.3K
|
7.89K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
7.92K+ 3901.97% |
$176K - $198K
|
8.12K
$260K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 25.0% |
$111 - $125
|
25
$800
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.85K+ 0.9% |
$63.4K - $71.4K
|
321K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.5K+ 10.71% |
$345K - $389K
|
160K
$5.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.82K- 8.43% |
$85K - $95.8K
|
41.5K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$8.89K - $10K
|
400
$12.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10New |
$222 - $251
|
10
$320
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
111+ 426.92% |
$2.47K - $2.78K
|
137
$4.38K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 3.51% |
$33.3K - $37.5K
|
44.1K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.18% |
$66.7 - $75.2
|
1.69K
$54.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
47.5KNew |
$1.06M - $1.19M
|
47.5K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.34K- 8.04% |
$29.7K - $33.5K
|
15.3K
$490K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
44+ 338.46% |
$978 - $1.1K
|
57
$1.82K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.28KNew |
$184K - $207K
|
8.28K
$265K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21New |
$467 - $526
|
21
$672
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
4.4K+ 57.58% |
$97.9K - $110K
|
12.1K
$386K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
66+ 13.31% |
$1.47K - $1.65K
|
562
$18K
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
7.81K+ 79.16% |
$173K - $203K
|
17.7K
$566K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.2KNew |
$425K - $500K
|
19.2K
$616K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$23.2K - $27.3K
|
1.05K
$33.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.72K+ 1.61% |
$38K - $44.8K
|
108K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-2.4K- 16.44% |
$53K - $62.4K
|
12.2K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
71.7KNew |
$1.58M - $1.86M
|
71.7K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
475K+ 90.48% |
$10.5M - $12.4M
|
1M
$32M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-6.42K- 64.45% |
$142K - $167K
|
3.54K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
2.5K+ 192.31% |
$55.2K - $65K
|
3.8K
$122K
|
|