Latest Institutional Transactions on Ultrapar Holdings Inc (UGP)
This table provides information on the latest institutional transactions involving Ultrapar Holdings Inc (UGP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.82K- 8.02% |
$5.16K - $7.47K
|
20.9K
$87.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13K- 17.0% |
$36.7K - $53.2K
|
63.3K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-3.9K- 12.15% |
$11K - $16K
|
28.2K
$118K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-27- 0.09% |
$76.4 - $111
|
28.7K
$120K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
10.2K+ 31.03% |
$28.8K - $41.7K
|
43K
$179K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-160- 1.51% |
$453 - $656
|
10.5K
$43.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.63K+ 14.23% |
$7.45K - $10.8K
|
21.1K
$88.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
82+ 1.44% |
$232 - $336
|
5.76K
$24K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.15K+ 3376.47% |
$3.17K - $3.77K
|
1.18K
$4.93K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
195New |
$538 - $640
|
195
$813
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$3.03K - $3.6K
|
1.1K
$4.57K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
43New |
$119 - $141
|
43
$179
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
60K+ 15.0% |
$166K - $197K
|
460K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.61KNew |
$7.2K - $8.55K
|
2.61K
$10.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.7K- 51.89% |
$159K - $189K
|
53.5K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-40K- 36.62% |
$111K - $131K
|
69.3K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.52KNew |
$4.19K - $4.98K
|
1.52K
$6.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
13.7KNew |
$37.7K - $44.8K
|
13.7K
$57K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
45.9KNew |
$127K - $151K
|
45.9K
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.78K+ 5.67% |
$4.92K - $5.85K
|
33.2K
$139K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.15KNew |
$3.17K - $3.77K
|
1.15K
$4.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
52.4KNew |
$145K - $172K
|
52.4K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
175K+ 39.59% |
$482K - $573K
|
616K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
55.1KNew |
$152K - $181K
|
55.1K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-1.14K- 3.71% |
$3.15K - $3.74K
|
29.6K
$123K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-41- 50.0% |
$113 - $134
|
41
$171
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
88.7KNew |
$245K - $291K
|
88.7K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
326+ 56.6% |
$900 - $1.07K
|
902
$3.76K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.52K+ 5.62% |
$6.96K - $8.27K
|
47.4K
$198K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.91K- 93.17% |
$8.02K - $9.53K
|
213
$888
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
2.42K+ 1573.38% |
$6.69K - $7.95K
|
2.58K
$10.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-993- 7.27% |
$2.74K - $3.26K
|
12.7K
$52.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
4.34KNew |
$12K - $14.2K
|
4.34K
$18.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.5KNew |
$34.4K - $40.9K
|
12.5K
$52K
|
|
|
Jul 10, 2025
Q2 2025
|
Polunin Capital Partners LTD
London, X0 |
BUY
|
- |
777K+ 8.95% |
$2.14M - $2.55M
|
9.46M
$39.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
382+ 1.79% |
$1.05K - $1.25K
|
21.7K
$90.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.01K- 5.33% |
$2.59K - $3.24K
|
18K
$75K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
360+ 7.17% |
$922 - $1.15K
|
5.38K
$22.4K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
447+ 4.04% |
$1.14K - $1.43K
|
11.5K
$48K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.09KNew |
$13K - $16.3K
|
5.09K
$21.2K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
3.52KNew |
$9.01K - $11.3K
|
3.52K
$14.7K
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-78.3K- 8.52% |
$200K - $251K
|
841K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.85KNew |
$7.29K - $9.12K
|
2.85K
$11.9K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
SELL
|
- |
-20.3K- 54.19% |
$52K - $65K
|
17.2K
$71.6K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.02K+ 83.69% |
$7.74K - $9.67K
|
6.64K
$27.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
82New |
$210 - $262
|
82
$342
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
4.58KNew |
$11.7K - $14.7K
|
4.58K
$19.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
14.6KNew |
$37.4K - $46.7K
|
14.6K
$60.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 1.94% |
$12.8 - $16
|
253
$1.06K
|
|