Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 562 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
473
shares
|
$15,254
0.0% of portfolio
|
Q4 2024
Added 84.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
469
shares
|
$15,125
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
468
shares
|
$15,093
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
423
shares
|
$13,641
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
400
shares
|
$12,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
400
shares
|
$12,900
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
380
shares
|
$12,255
0.0% of portfolio
|
Q4 2024
Added 427.78%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
330
shares
|
$10,642
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
328
shares
|
$10,578
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
328
shares
|
$10,578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
307
shares
|
$9,900
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
300
shares
|
$9,675
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
299
shares
|
$9,642
0.0% of portfolio
|
Q4 2024
Added 247.67%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
266
shares
|
$8,578
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$8,514
0.0% of portfolio
|
Q2 2024
Added 193.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
255
shares
|
$8,223
0.0% of portfolio
|
Q1 2020
Reduced 18.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
252
shares
|
$8,127
0.0% of portfolio
|
Q4 2023
Added 12500.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
247
shares
|
$7,965
0.0% of portfolio
|
Q4 2024
Added 190.59%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
242
shares
|
$7,804
0.0% of portfolio
|
Q2 2023
Added 48.47%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
241
shares
|
$7,772
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
230
shares
|
$7,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
223
shares
|
$7,191
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219
shares
|
$7,062
0.0% of portfolio
|
Q2 2023
Reduced 70.49%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
218
shares
|
$7,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
215
shares
|
$6,933
0.0% of portfolio
|
Q3 2023
Reduced 14.34%
|