Purchases and Sales Made in Q2 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q2 2023. 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 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
330New |
$8.73K - $11.7K
|
330
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
324+ 30.22% |
$8.57K - $11.5K
|
1.4K
$44.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
306+ 0.65% |
$8.09K - $10.8K
|
47.1K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
280New |
$7.41K - $9.9K
|
280
$8.96K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
265+ 3.05% |
$7.01K - $9.37K
|
8.95K
$286K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
262+ 2.3% |
$6.93K - $9.26K
|
11.7K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
231+ 3.38% |
$6.11K - $8.16K
|
7.08K
$226K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
215+ 15.46% |
$5.69K - $7.6K
|
1.61K
$51.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
204+ 23.39% |
$5.4K - $7.21K
|
1.08K
$34.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
129+ 0.67% |
$3.41K - $4.56K
|
19.3K
$616K
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
123New |
$3.25K - $4.35K
|
123
$3.94K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
120+ 187.5% |
$3.17K - $4.24K
|
184
$5.89K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
120+ 187.5% |
$3.17K - $4.24K
|
184
$5.89K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
116+ 1.08% |
$3.07K - $4.1K
|
10.8K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
103New |
$2.72K - $3.64K
|
103
$3.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
102+ 32.38% |
$2.7K - $3.6K
|
417
$13.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
89+ 31.67% |
$2.35K - $3.15K
|
370
$11.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
79+ 48.47% |
$2.09K - $2.79K
|
242
$7.74K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
79+ 48.47% |
$2.09K - $2.79K
|
242
$7.74K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
68New |
$1.8K - $2.4K
|
68
$2.18K
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
38+ 0.39% |
$1.01K - $1.34K
|
9.67K
$310K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
35+ 28.0% |
$926 - $1.24K
|
160
$5.12K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.06% |
$767 - $1.02K
|
46.5K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$714 - $954
|
27
$864
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 63.41% |
$688 - $919
|
67
$2.14K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
26+ 63.41% |
$688 - $919
|
67
$2.14K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
19+ 0.08% |
$503 - $671
|
22.5K
$720K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 1.06% |
$450 - $601
|
1.62K
$52K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15+ 0.92% |
$397 - $530
|
1.65K
$52.9K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
14+ 10.45% |
$370 - $495
|
148
$4.74K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
13+ 0.58% |
$344 - $459
|
2.25K
$72K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 0.37% |
$159 - $212
|
1.63K
$52.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 38.46% |
$132 - $177
|
18
$576
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$132 - $177
|
5
$160
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 18.18% |
$106 - $141
|
26
$832
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$106 - $141
|
4
$128
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2New |
$52.9 - $70.7
|
2
$64
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.13% |
$26.5 - $35.3
|
787
$25.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.61% |
$26.5 - $35.3
|
63
$2.02K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 0.2% |
$79.4 - $106
|
1.48K
$47.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-6- 18.18% |
$159 - $212
|
27
$864
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.12% |
$185 - $247
|
5.86K
$188K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.46% |
$317 - $424
|
476
$15.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12- 2.46% |
$317 - $424
|
476
$15.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14- 8.33% |
$370 - $495
|
154
$4.93K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-16- 1.09% |
$423 - $565
|
1.45K
$46.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-22- 3.27% |
$582 - $777
|
650
$20.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-29- 40.85% |
$767 - $1.02K
|
42
$1.34K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-52- 0.07% |
$1.38K - $1.84K
|
69.6K
$2.23M
|