Purchases and Sales Made in Q3 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
68New |
$1.54K - $1.88K
|
68
$2.18K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
56+ 0.29% |
$1.27K - $1.55K
|
19.3K
$618K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
41+ 39.81% |
$929 - $1.13K
|
144
$4.61K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
38New |
$861 - $1.05K
|
38
$1.22K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
25+ 138.89% |
$567 - $690
|
43
$1.38K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22+ 1.35% |
$499 - $607
|
1.65K
$52.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 8.75% |
$317 - $386
|
174
$5.57K
|
|
|
Nov 06, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
13+ 0.08% |
$295 - $359
|
17.3K
$552K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
12+ 0.35% |
$272 - $331
|
3.42K
$109K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.19% |
$249 - $304
|
5.87K
$188K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 0.49% |
$181 - $221
|
1.64K
$52.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7New |
$159 - $193
|
7
$224
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1+ 0.0% |
$22.7 - $27.6
|
69.6K
$2.23M
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 6.45% |
$45.3 - $55.2
|
29
$928
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 11.54% |
$68 - $82.8
|
23
$736
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5- 1.05% |
$113 - $138
|
471
$15.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-6- 0.01% |
$136 - $166
|
57.7K
$1.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10- 10.53% |
$227 - $276
|
85
$2.72K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25Closed |
$567 - $690
|
0
$0
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-35- 2.37% |
$793 - $966
|
1.44K
$46.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-36- 14.34% |
$816 - $994
|
215
$6.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-48Closed |
$1.09K - $1.32K
|
0
$0
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-53- 79.1% |
$1.2K - $1.46K
|
14
$448
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-53- 79.1% |
$1.2K - $1.46K
|
14
$448
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-63- 0.14% |
$1.43K - $1.74K
|
46.5K
$1.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-72- 0.37% |
$1.63K - $1.99K
|
19.3K
$618K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-74- 88.1% |
$1.68K - $2.04K
|
10
$320
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-96- 2.8% |
$2.18K - $2.65K
|
3.34K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-97- 39.43% |
$2.2K - $2.68K
|
149
$4.77K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-110- 6.63% |
$2.49K - $3.04K
|
1.55K
$49.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-190- 3.63% |
$4.31K - $5.24K
|
5.04K
$161K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-216- 84.71% |
$4.9K - $5.96K
|
39
$1.25K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-226- 1.69% |
$5.12K - $6.24K
|
13.1K
$420K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-247- 5.98% |
$5.6K - $6.82K
|
3.88K
$124K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-255- 2.44% |
$5.78K - $7.04K
|
10.2K
$326K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-302- 46.46% |
$6.85K - $8.34K
|
348
$11.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-338- 1.6% |
$7.66K - $9.33K
|
20.8K
$665K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-352- 95.14% |
$7.98K - $9.72K
|
18
$576
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-355- 35.75% |
$8.05K - $9.8K
|
638
$20.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-382- 27.36% |
$8.66K - $10.5K
|
1.01K
$32.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 0.41% |
$9.07K - $11K
|
97.8K
$3.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-475- 1.5% |
$10.8K - $13.1K
|
31.1K
$995K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-481- 4.45% |
$10.9K - $13.3K
|
10.3K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-487- 1.54% |
$11K - $13.4K
|
31.2K
$998K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-523- 11.44% |
$11.9K - $14.4K
|
4.05K
$130K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-529- 0.47% |
$12K - $14.6K
|
113K
$3.61M
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-600- 0.26% |
$13.6K - $16.6K
|
230K
$7.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-613- 18.71% |
$13.9K - $16.9K
|
2.66K
$85.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-696- 0.83% |
$15.8K - $19.2K
|
82.8K
$2.65M
|