Purchases and Sales Made in Q4 2024 in Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
28New |
$651 - $850
|
28
$896
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
28+ 1.13% |
$651 - $850
|
2.5K
$80.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25+ 1.58% |
$581 - $759
|
1.6K
$51.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 0.84% |
$395 - $516
|
2.05K
$65.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 37.5% |
$349 - $456
|
55
$1.76K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
8New |
$186 - $243
|
8
$256
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
7New |
$163 - $213
|
7
$224
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$116 - $152
|
5.88K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
3+ 12.5% |
$69.7 - $91.1
|
27
$864
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.33% |
$23.2 - $30.4
|
29
$928
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2- 0.01% |
$46.5 - $60.7
|
19.6K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 16.67% |
$116 - $152
|
25
$800
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10- 2.09% |
$232 - $304
|
468
$15K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11- 0.78% |
$256 - $334
|
1.4K
$44.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-13- 0.12% |
$302 - $395
|
10.9K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-15- 1.44% |
$349 - $456
|
1.03K
$32.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.13% |
$465 - $607
|
15.1K
$483K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-48- 28.4% |
$1.12K - $1.46K
|
121
$3.87K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-50- 0.56% |
$1.16K - $1.52K
|
8.83K
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59- 0.41% |
$1.37K - $1.79K
|
14.3K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-95- 45.24% |
$2.21K - $2.89K
|
115
$3.68K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.2% |
$2.32K - $3.04K
|
50.9K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-127- 64.47% |
$2.95K - $3.86K
|
70
$2.24K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-128- 37.54% |
$2.97K - $3.89K
|
213
$6.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-129- 1.43% |
$3K - $3.92K
|
8.92K
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-135- 4.34% |
$3.14K - $4.1K
|
2.98K
$95.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-138- 6.59% |
$3.21K - $4.19K
|
1.96K
$62.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-157- 1.4% |
$3.65K - $4.77K
|
11.1K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-161- 3.59% |
$3.74K - $4.89K
|
4.32K
$138K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-175- 0.59% |
$4.07K - $5.31K
|
29.6K
$948K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-221- 70.83% |
$5.14K - $6.71K
|
91
$2.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-282- 0.53% |
$6.55K - $8.56K
|
53.3K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-316- 1.15% |
$7.34K - $9.6K
|
27.1K
$867K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-382- 3.44% |
$8.88K - $11.6K
|
10.7K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-391- 4.4% |
$9.09K - $11.9K
|
8.49K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-406- 3.99% |
$9.44K - $12.3K
|
9.78K
$313K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500- 12.74% |
$11.6K - $15.2K
|
3.43K
$110K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-637- 50.0% |
$14.8K - $19.3K
|
637
$20.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-733- 48.96% |
$17K - $22.3K
|
764
$24.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-948- 21.74% |
$22K - $28.8K
|
3.41K
$109K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.05K- 11.38% |
$24.3K - $31.8K
|
8.15K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.74K- 2.05% |
$40.5K - $53K
|
83.4K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.91K- 6.07% |
$44.3K - $57.9K
|
29.5K
$945K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.26K- 15.82% |
$52.6K - $68.7K
|
12K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-2.4K- 22.14% |
$55.8K - $72.9K
|
8.44K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.44K- 20.3% |
$56.7K - $74.1K
|
9.58K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.48K- 21.44% |
$57.6K - $75.3K
|
9.08K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.62K- 2.26% |
$60.9K - $79.6K
|
113K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.7K- 57.88% |
$62.7K - $81.9K
|
1.96K
$62.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.88K- 11.99% |
$66.9K - $87.4K
|
21.1K
$676K
|