Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 533 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,091
shares
|
$354,912
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,023
shares
|
$352,736
0.06% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
10,859
shares
|
$347,488
0.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,826
shares
|
$346,432
0.0% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
10,738
shares
|
$343,616
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
10,729
shares
|
$343,328
0.0% of portfolio
|
Q3 2024
Reduced 73.35%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
10,665
shares
|
$341,280
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
10,546
shares
|
$337,472
0.06% of portfolio
|
Q3 2024
Reduced 27.94%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,376
shares
|
$332,032
0.0% of portfolio
|
Q3 2024
Reduced 48.7%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
10,041
shares
|
$321,312
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$320,000
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,775
shares
|
$312,800
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,747
shares
|
$311,904
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,578
shares
|
$306,496
0.0% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
9,561
shares
|
$305,952
0.04% of portfolio
|
Q3 2024
Reduced 22.68%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
9,488
shares
|
$303,616
0.15% of portfolio
|
Q4 2024
Added 848.8%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
9,400
shares
|
$300,800
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
9,389
shares
|
$300,448
0.02% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
9,178
shares
|
$293,696
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,123
shares
|
$291,936
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,079
shares
|
$290,528
0.05% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
8,950
shares
|
$286,400
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,948
shares
|
$286,336
0.03% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,921
shares
|
$285,472
0.02% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
8,829
shares
|
$282,528
0.16% of portfolio
|
Q4 2024
Reduced 0.56%
|