Purchases and Sales Made in Q2 2022 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q2 2022. The information is specifically focused on institutions that hold shares of UGI CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
43New |
$1.47K - $1.92K
|
43
$1.38K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
39+ 2.57% |
$1.34K - $1.74K
|
1.56K
$49.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39New |
$1.34K - $1.74K
|
39
$1.25K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
36+ 225.0% |
$1.23K - $1.6K
|
52
$1.66K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
34+ 178.95% |
$1.17K - $1.51K
|
53
$1.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
25+ 0.39% |
$857 - $1.11K
|
6.5K
$208K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
24+ 0.34% |
$823 - $1.07K
|
7.14K
$229K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
23New |
$789 - $1.02K
|
23
$736
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
21+ 0.07% |
$720 - $935
|
28.2K
$904K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
17+ 12.41% |
$583 - $757
|
154
$4.93K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9+ 12.33% |
$309 - $401
|
82
$2.62K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 0.36% |
$274 - $356
|
2.21K
$70.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.33% |
$274 - $356
|
2.42K
$77.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 58.33% |
$240 - $312
|
19
$608
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 24.14% |
$240 - $312
|
36
$1.15K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 120.0% |
$206 - $267
|
11
$352
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
5New |
$172 - $223
|
5
$160
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 6.45% |
$137 - $178
|
66
$2.11K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 0.69% |
$68.6 - $89.1
|
291
$9.31K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$34.3 - $44.5
|
7.67K
$246K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 100.0% |
$34.3 - $44.5
|
2
$64
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$34.3 - $44.5
|
1
$32
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2- 1.26% |
$68.6 - $89.1
|
157
$5.02K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-10Closed |
$343 - $445
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-30Closed |
$1.03K - $1.34K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-31Closed |
$1.06K - $1.38K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-33- 28.7% |
$1.13K - $1.47K
|
82
$2.62K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-33- 0.41% |
$1.13K - $1.47K
|
8.02K
$257K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-36- 5.8% |
$1.23K - $1.6K
|
585
$18.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-37Closed |
$1.27K - $1.65K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-43- 41.35% |
$1.47K - $1.92K
|
61
$1.95K
|
|
|
Aug 12, 2022
Q2 2022
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-48- 0.14% |
$1.65K - $2.14K
|
34.7K
$1.11M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-49Closed |
$1.68K - $2.18K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-50- 7.69% |
$1.71K - $2.23K
|
600
$19.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-50- 38.46% |
$1.71K - $2.23K
|
80
$2.56K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-50- 0.73% |
$1.71K - $2.23K
|
6.77K
$217K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-60- 19.05% |
$2.06K - $2.67K
|
255
$8.16K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-61Closed |
$2.09K - $2.72K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-63Closed |
$2.16K - $2.81K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-63Closed |
$2.16K - $2.81K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-84- 0.35% |
$2.88K - $3.74K
|
24K
$769K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-89Closed |
$3.05K - $3.96K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-90Closed |
$3.09K - $4.01K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.74% |
$3.43K - $4.45K
|
5.65K
$181K
|
|
|
Aug 15, 2022
Q2 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-101- 0.12% |
$3.46K - $4.5K
|
83.1K
$2.66M
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-122- 0.15% |
$4.18K - $5.43K
|
80.7K
$2.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-127- 16.6% |
$4.36K - $5.66K
|
638
$20.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-129- 1.31% |
$4.42K - $5.75K
|
9.75K
$312K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-153- 61.2% |
$5.25K - $6.81K
|
97
$3.1K
|