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Get Institutions for : 
Ugi Units (UGIC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    0
Total shares held : 
1,559,475  
% of shares held : 
0.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-53,601  
% of shares held change : 
  -0.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 135,925
 8.72%
 
Increased Positions :
7
 101,706
 6.52%
 
Unchanged Positions :
6
 99,176
 6.36%
 
Decreased Positions :
7
-184,815
-11.85%
 
Closed Positions :
4
-106,417
-6.82%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AMERIPRISE FINANCIAL INC 1626 - 2024-03-31 202,500 $11,739,000 -25,000
   WELLS FARGO & CO/MN 1805 - 2024-03-31 112,387 $6,534,000 -4,191
   WOLVERINE ASSET MANAGEMENT LLC 19 - 2024-03-31 112,060 $6,513,000 -7,884
   THRIVENT FINANCIAL FOR LUTHERANS 1476 - 2024-03-31 28,726 $1,665,000 -4,000
   J P MORGAN CHASE & CO 3099 - 2024-03-31 27,856 $1,620,000 -1,437
   Advisor Group Holdings Inc. 4828 - 2024-03-31 700 $41,000 -1,036
   MORGAN STANLEY 6417 - 2024-03-31 190 $11,000 -120
   NBC SECURITIES INC. 1645 - 2024-03-31 195 $11,000 -85

  8 Records found
  1    
  Page 1 of 1
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