Purchases and Sales Made in Q4 2023 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-890- 54.2% |
$18K - $22.1K
|
752
$24.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-928- 22.49% |
$18.8K - $23.1K
|
3.2K
$102K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-966- 5.0% |
$19.6K - $24K
|
18.3K
$587K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-978- 2.42% |
$19.8K - $24.3K
|
39.4K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.04K- 1.75% |
$21.1K - $25.9K
|
58.6K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 5.54% |
$22.5K - $27.6K
|
18.9K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.16K- 11.22% |
$23.5K - $28.8K
|
9.17K
$293K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.34K- 10.71% |
$27.2K - $33.4K
|
11.2K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.43K- 1.07% |
$29K - $35.5K
|
132K
$4.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-1.45K- 0.36% |
$29.3K - $36K
|
402K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.45K- 10.73% |
$29.4K - $36.1K
|
12.1K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.66K- 7.59% |
$33.6K - $41.2K
|
20.2K
$645K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.93K- 1.61% |
$39.1K - $48K
|
118K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.99K- 19.34% |
$40.3K - $49.4K
|
8.29K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-2.05K- 0.63% |
$41.6K - $51K
|
323K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.09K- 3.48% |
$42.3K - $52K
|
58K
$1.86M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.27K- 9.12% |
$46K - $56.5K
|
22.6K
$724K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.36K- 35.16% |
$47.8K - $58.6K
|
4.35K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.71K- 18.21% |
$54.8K - $67.3K
|
12.2K
$389K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.84K- 5.5% |
$57.5K - $70.6K
|
48.8K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.86K- 3.7% |
$58K - $71.2K
|
74.4K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-3K- 17.65% |
$60.8K - $74.6K
|
14K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-3.33K- 1.99% |
$67.5K - $82.8K
|
164K
$5.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.35K- 66.44% |
$67.9K - $83.3K
|
1.69K
$54.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.45K- 5.47% |
$69.9K - $85.9K
|
59.6K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.49K- 48.37% |
$70.6K - $86.7K
|
3.72K
$119K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-3.5K- 22.73% |
$70.9K - $87K
|
11.9K
$381K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.64K- 0.47% |
$73.8K - $90.6K
|
769K
$24.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.86K- 15.12% |
$78.2K - $96K
|
21.7K
$693K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.08K- 34.76% |
$82.7K - $102K
|
7.66K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.33K- 11.1% |
$87.7K - $108K
|
34.7K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.6K- 40.96% |
$93.2K - $114K
|
6.63K
$212K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-4.8K- 15.43% |
$97.2K - $119K
|
26.3K
$841K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.85K- 21.94% |
$98.2K - $120K
|
17.2K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 25.9% |
$105K - $129K
|
14.9K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.41K- 10.47% |
$110K - $135K
|
46.3K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.43K- 22.94% |
$110K - $135K
|
18.2K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.52K- 23.81% |
$112K - $137K
|
17.7K
$565K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.86K- 10.71% |
$119K - $146K
|
48.8K
$1.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5.91K- 6.5% |
$120K - $147K
|
85K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.12K- 1.31% |
$124K - $152K
|
463K
$14.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.25K- 30.86% |
$127K - $155K
|
14K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.62K- 20.46% |
$134K - $165K
|
25.7K
$823K
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.73K- 4.94% |
$136K - $167K
|
129K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-6.86K- 6.19% |
$139K - $171K
|
104K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.06K- 0.79% |
$143K - $176K
|
892K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Energy Income Partners, LLC
Westport, CT |
SELL
|
- |
-7.53K- 3.83% |
$153K - $187K
|
189K
$6.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.85K- 44.11% |
$159K - $195K
|
9.94K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-7.98K- 21.23% |
$162K - $199K
|
29.6K
$947K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.53K- 7.72% |
$193K - $237K
|
114K
$3.64M
|