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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
121
shares
|
$3,872
0.0% of portfolio
|
Q4 2024
Reduced 28.4%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
115
shares
|
$3,680
0.0% of portfolio
|
Q4 2024
Reduced 45.24%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
100
shares
|
$3,200
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
100
shares
|
$3,200
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
97
shares
|
$3,104
0.0% of portfolio
|
Q4 2023
Reduced 54.25%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
97
shares
|
$3,104
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
91
shares
|
$2,912
0.0% of portfolio
|
Q4 2024
Reduced 70.83%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
85
shares
|
$2,720
0.0% of portfolio
|
Q3 2023
Reduced 10.53%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
84
shares
|
$2,688
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
82
shares
|
$2,624
0.0% of portfolio
|
Q2 2022
Reduced 28.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
81
shares
|
$2,592
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
80
shares
|
$2,560
0.0% of portfolio
|
Q2 2022
Reduced 38.46%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
80
shares
|
$2,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
80
shares
|
$2,560
0.0% of portfolio
|
Q2 2024
Reduced 5.88%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
72
shares
|
$2,304
0.0% of portfolio
|
Q3 2024
Reduced 77.57%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
70
shares
|
$2,240
0.0% of portfolio
|
Q4 2024
Reduced 64.47%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
68
shares
|
$2,176
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
67
shares
|
$2,144
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
63
shares
|
$2,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
57
shares
|
$1,824
0.0% of portfolio
|
Q3 2024
Added 338.46%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
55
shares
|
$1,760
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
48
shares
|
$1,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
43
shares
|
$1,376
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
29
shares
|
$928
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|