Institutional Ownership Ultrapar Holdings Inc (UGP)
This table provides information about the institutional ownership of Ultrapar Holdings Inc (UGP). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
22,743
shares
|
$68,911
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
22,743
shares
|
$68,911
0.0% of portfolio
|
Q3 2022
Reduced 12.14%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
20,609
shares
|
$62,445
0.0% of portfolio
|
Q4 2024
Added 38.11%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
20,292
shares
|
$61,484
0.0% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
19,716
shares
|
$59,739
0.0% of portfolio
|
Q4 2024
Reduced 29.66%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
19,705
shares
|
$59,706
0.0% of portfolio
|
Q4 2024
Added 23.03%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
19,447
shares
|
$58,924
0.0% of portfolio
|
Q4 2024
Reduced 83.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
19,009
shares
|
$57,597
0.0% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
17,210
shares
|
$52,146
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
14,622
shares
|
$44,304
0.0% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
14,008
shares
|
$42,444
0.01% of portfolio
|
Q4 2024
Reduced 91.61%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
13,760
shares
|
$41,692
0.0% of portfolio
|
Q4 2024
Reduced 15.76%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,575
shares
|
$41,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
12,831
shares
|
$38,877
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
11,867
shares
|
$35,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,782
shares
|
$35,699
0.0% of portfolio
|
Q4 2023
Reduced 74.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,055
shares
|
$33,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
10,615
shares
|
$32,163
0.0% of portfolio
|
Q4 2024
Reduced 33.56%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,306
shares
|
$28,197
0.0% of portfolio
|
Q4 2024
Added 69.94%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
9,025
shares
|
$27,345
0.0% of portfolio
|
Q4 2024
Added 180.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
7,448
shares
|
$22,567
0.0% of portfolio
|
Q4 2024
Reduced 86.96%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
6,557
shares
|
$19,867
0.0% of portfolio
|
Q4 2024
Added 21.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,161
shares
|
$18,667
0.0% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,083
shares
|
$18,431
0.0% of portfolio
|
Q4 2024
Reduced 15.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
6,041
shares
|
$18,304
0.0% of portfolio
|
Q4 2024
New holding
|