Latest Institutional Purchases of Ugi Corp (UGI)
This list provides information on the latest institutional transactions involving Ugi Corp (UGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
2.27M+ 2050.94% |
$52.6M - $68.8M
|
2.38M
$73M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
492KNew |
$11.4M - $14.9M
|
492K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
492K+ 51.37% |
$11.4M - $14.9M
|
1.45M
$44.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
270K+ 1232.35% |
$6.27M - $8.19M
|
291K
$8.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
256KNew |
$5.95M - $7.77M
|
256K
$7.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
130K+ 254.3% |
$3.03M - $3.96M
|
182K
$5.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
84.4K+ 128.57% |
$1.96M - $2.56M
|
150K
$4.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
45.3K+ 351.28% |
$1.05M - $1.38M
|
58.2K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.2KNew |
$609K - $796K
|
26.2K
$806K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
21KNew |
$488K - $638K
|
21K
$646K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
20.9K+ 90.08% |
$485K - $634K
|
44K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
19.2K+ 2.98% |
$446K - $582K
|
662K
$20.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
11.5KNew |
$268K - $351K
|
11.5K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.95KNew |
$208K - $272K
|
8.95K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
8.49K+ 848.8% |
$197K - $258K
|
9.49K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.62KNew |
$177K - $231K
|
7.62K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$177K - $231K
|
7.61K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.52KNew |
$175K - $229K
|
7.52K
$231K
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
7.14KNew |
$166K - $217K
|
7.14K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.1KNew |
$165K - $216K
|
7.1K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.18K+ 7.73% |
$144K - $188K
|
86.1K
$2.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.59K+ 0.95% |
$130K - $170K
|
596K
$18.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.85K+ 25.65% |
$89.4K - $117K
|
18.8K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.81K+ 35.89% |
$88.4K - $116K
|
14.4K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
2.87K+ 2.15% |
$66.7K - $87.1K
|
136K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.8K+ 24.16% |
$65K - $85K
|
14.4K
$442K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.65K+ 16.88% |
$61.5K - $80.4K
|
18.3K
$563K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
2.47KNew |
$57.4K - $75K
|
2.47K
$75.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.37K+ 2.23% |
$55.1K - $72K
|
109K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.29K+ 84.93% |
$53.3K - $69.7K
|
5K
$153K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.08KNew |
$48.3K - $63.1K
|
2.08K
$63.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.92K+ 21.05% |
$44.6K - $58.2K
|
11K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7KNew |
$39.5K - $51.6K
|
1.7K
$52.2K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
1.53K+ 10.98% |
$35.7K - $46.6K
|
15.5K
$476K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.51K+ 23.81% |
$35K - $45.7K
|
7.83K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.48K+ 1.42% |
$34.3K - $44.9K
|
105K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.26KNew |
$29.2K - $38.2K
|
1.26K
$38.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.17K+ 4.37% |
$27.3K - $35.7K
|
28.1K
$862K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
960New |
$22.3K - $29.2K
|
960
$29.5K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
800+ 7.37% |
$18.6K - $24.3K
|
11.7K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
727+ 2.32% |
$16.9K - $22.1K
|
32K
$984K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
607New |
$14.1K - $18.4K
|
607
$18.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
540+ 67.08% |
$12.5K - $16.4K
|
1.35K
$41.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
505+ 1.74% |
$11.7K - $15.3K
|
29.5K
$907K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
491+ 15.07% |
$11.4K - $14.9K
|
3.75K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
484+ 1.32% |
$11.2K - $14.7K
|
37.2K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
470+ 0.57% |
$10.9K - $14.3K
|
82.5K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
423New |
$9.83K - $12.8K
|
423
$13K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
248+ 0.05% |
$5.76K - $7.53K
|
495K
$15.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
217+ 84.77% |
$5.04K - $6.59K
|
473
$14.5K
|