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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-760- 43.18% |
$17.2K - $21K
|
1K
$32K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-762- 2.63% |
$17.3K - $21K
|
28.2K
$902K
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-905- 4.85% |
$20.5K - $25K
|
17.7K
$568K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-940- 8.09% |
$21.3K - $25.9K
|
10.7K
$342K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-977- 1.76% |
$22.1K - $27K
|
54.7K
$1.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-990- 7.9% |
$22.4K - $27.3K
|
11.5K
$369K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1K- 11.76% |
$22.7K - $27.6K
|
7.5K
$240K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.05K- 4.05% |
$23.8K - $29K
|
24.9K
$797K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.13% |
$24.2K - $29.4K
|
93.3K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.14K- 76.61% |
$25.9K - $31.5K
|
349
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-1.5KClosed |
$34K - $41.4K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.5K- 12.69% |
$34K - $41.4K
|
10.3K
$330K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.57K- 14.69% |
$35.6K - $43.3K
|
9.12K
$292K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.8K- 2.95% |
$40.8K - $49.7K
|
59.3K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.94K- 72.56% |
$44.1K - $53.7K
|
735
$23.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-2.19K- 14.13% |
$49.6K - $60.4K
|
13.3K
$425K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.2K- 1.59% |
$49.9K - $60.7K
|
136K
$4.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.22K- 3.56% |
$50.2K - $61.2K
|
60.1K
$1.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.29K- 20.34% |
$51.9K - $63.2K
|
8.97K
$287K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-2.76K- 9.07% |
$62.5K - $76.1K
|
27.6K
$884K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.78K- 4.41% |
$62.9K - $76.6K
|
60.2K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Snyder Capital Management L P
San Francisco, CA |
SELL
|
- |
-3.05K- 0.08% |
$69.2K - $84.3K
|
3.69M
$118M
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.25K- 2.38% |
$73.6K - $89.6K
|
133K
$4.27M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.35K- 2.02% |
$75.9K - $92.4K
|
162K
$5.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.27K- 32.91% |
$96.9K - $118K
|
8.71K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.42K- 15.72% |
$100K - $122K
|
23.7K
$758K
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.5K- 16.93% |
$102K - $124K
|
22.1K
$707K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.53K- 4.23% |
$103K - $125K
|
102K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-4.64K- 2.5% |
$105K - $128K
|
181K
$5.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-5.36K- 9.6% |
$122K - $148K
|
50.5K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.4K- 4.3% |
$122K - $149K
|
120K
$3.84M
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.4K- 4.3% |
$122K - $149K
|
120K
$3.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.63K- 28.04% |
$128K - $155K
|
14.5K
$463K
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.57K- 3.57% |
$149K - $181K
|
178K
$5.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.01K- 9.94% |
$159K - $193K
|
63.5K
$2.03M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.21K- 38.91% |
$163K - $199K
|
11.3K
$362K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8.2K- 1.63% |
$186K - $226K
|
496K
$15.9M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-8.46K- 6.58% |
$192K - $233K
|
120K
$3.84M
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-8.58K- 4.25% |
$194K - $237K
|
193K
$6.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-8.92K- 0.28% |
$202K - $246K
|
3.13M
$100M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-9.1K- 14.5% |
$206K - $251K
|
53.6K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-9.52K- 48.58% |
$216K - $263K
|
10.1K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-10.3K- 30.71% |
$234K - $284K
|
23.3K
$744K
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-11.1K- 64.18% |
$251K - $306K
|
6.18K
$198K
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-11.5K- 2.94% |
$261K - $318K
|
381K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-12.4K- 51.45% |
$280K - $341K
|
11.7K
$373K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.6K- 1.92% |
$285K - $347K
|
640K
$20.5M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-12.8KClosed |
$291K - $354K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-13.3K- 1.69% |
$301K - $367K
|
773K
$24.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-13.4K- 34.47% |
$304K - $371K
|
25.5K
$817K
|