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Get Institutions for : 
UGI Corp (UGI)  
$24.23 1.66 (6.41%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 426    26
Total shares held : 
 171,943,945  
% of shares held : 
 82.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -38  
Amount of shares held : 
 3,486,641  
% of shares held change : 
   1.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $21.96  
Last Quarter's Ending Price : 
 $24.60  
Last Quarter's Average Price : 
 $22.06  
Change from last quarter's     
avg. price to the last closing  : 
2.17 (9.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 6,281,523
 3.65%
 
Increased Positions :
151
 14,513,944
 8.44%
 
Unchanged Positions :
77
 1,238,903
 0.72%
 
Decreased Positions :
163
-14,304,101
-8.32%
 
Closed Positions :
61
-3,004,725
-1.75%
 
Guru Positions :
3
40,731
 0.02%
 
View holdings for period: 3-31-2022 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 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
   INCEPTIONR LLC 348 *Closed 2023-12-31 0 $0 -11,665
   MARSHALL WACE LLP 1763 *Closed 2023-12-31 0 $0 -452,891
   HBK SORCE ADVISORY LLC *Closed 2023-12-31 0 $0 -10,179
   SCBT FINANCIAL CORP 595 *Closed 2023-12-31 0 $0 -209
   REINHART MAHONEY CAPITAL MANAGEMENT INC 82 *Closed 2024-03-31 0 $0 -481,040
   Crewe Advisors LLC 351 *Closed 2023-12-31 0 $0 -5
   Sargent Bickham Lagudis LLC 998 *Closed 2022-12-31 0 $0 -53
   McGlone Suttner Wealth Management Inc. 323 *Closed 2024-03-31 0 $0 -158
   LEVIN CAPITAL STRATEGIES LP 226 *Closed 2023-12-31 0 $0 -14,000
   CULLEN FROST BANKERS INC 1083 *Closed 2023-12-31 0 $0 -7,500
   COASTLINE TRUST CO 243 *Closed 2024-03-31 0 $0 -17,241
   Rosenberg Matthew Hamilton 841 *Closed 2024-03-31 0 $0 -97
   Kingsview Wealth Management LLC 967 *Closed 2023-12-31 0 $0 -109,426
   Kalos Management Inc. 188 *Closed 2023-06-30 0 $0 -55
   HAVERFORD TRUST CO 364 *Closed 2023-12-31 0 $0 -9,674
   Qsemble Capital Management LP 372 *Closed 2023-12-31 0 $0 -18,300
   J. GOLDMAN & CO LP 245 *Closed 2023-12-31 0 $0 -17,625
   GoalVest Advisory LLC 418 *Closed 2024-03-31 0 $0 -136
   Ergoteles LLC 334 *Closed 2023-09-30 0 $0 -221,561
   Lansing Street Advisors 114 *Closed 2023-12-31 0 $0 -53
   TWINBEECH CAPITAL LP 627 *Closed 2023-12-31 0 $0 -169,472
   Compagnie Lombard Odier SCA 582 *Closed 2023-12-31 0 $0 -6,473
   Milestone Investment Advisors LLC 298 *Closed 2023-12-31 0 $0 -300
   H D Vest Advisory Services 1567 *Closed 2023-12-31 0 $0 -12,101
   Psagot Value Holdings Ltd. / (Israel) 569 *Closed 2023-12-31 0 $0 -7
   Efficient Wealth Management LLC *Closed 2023-12-31 0 $0 -43
   SRS Capital Advisors Inc. 1345 *Closed 2023-12-31 0 $0 -147
   GROUP ONE TRADING, L.P. 1854 *Closed 2023-12-31 0 $0 -34,380
   WEBSTER BANK 623 *Closed 2024-03-31 0 $0 -318
   Authentikos Wealth Advisory LLC 264 *Closed 2023-12-31 0 $0 -128
   AlphaCrest Capital Management LLC 482 *Closed 2022-12-31 0 $0 -28,717
   ICON ADVISERS INC/CO 166 *Closed 2023-12-31 0 $0 -22,995
   EARNEST PARTNERS LLC 575 *Closed 2023-12-31 0 $0 -153
   Annis Gardner Whiting Capital Advisors LLC 708 *Closed 2023-12-31 0 $0 -332
   VOLORIDGE INVESTMENT MANAGEMENT LLC 1265 *Closed 2023-12-31 0 $0 -71,704
   USS Investment Management Ltd 563 *Closed 2023-12-31 0 $0 -33,300
   Vontobel Holding Ltd. 1173 *Closed 2023-12-31 0 $0 -18,440
   VERITABLE LP 499 *Closed 2023-09-30 0 $0 -9,901
   DIVIDEND GROWTH ADVISORS LLC 441 *Closed 2023-12-31 0 $0 -2,551
   GRAHAM CAPITAL MANAGEMENT LP 1169 *Closed 2023-12-31 0 $0 -37,264
   BAKER AVENUE ASSET MANAGEMENT, LP 1338 *Closed 2023-12-31 0 $0 -96
   Lighthouse Investment Partners LLC 396 *Closed 2023-12-31 0 $0 -377,293
   AGF MANAGEMENT LTD 737 *Closed 2023-12-31 0 $0 -24,400
   HUSSMAN ECONOMETRICS ADVISORS INC 281 *Closed 2023-12-31 0 $0 -30,000
   MOODY NATIONAL BANK TRUST DIVISION 501 *Closed 2024-03-31 0 $0 -10,739
   Congress Wealth Management LLC / DE / 637 *Closed 2024-03-31 0 $0 -211,852
   Tyler-Stone Wealth Management 877 *Closed 2023-12-31 0 $0 -63
   ISAM Funds (UK) Ltd 349 *Closed 2023-12-31 0 $0 -15,895
   Hexagon Capital Partners LLC 1472 *Closed 2024-03-31 0 $0 -9
   KC Investment Advisors LLC *Closed 2023-12-31 0 $0 -11,898
   FTB Advisors Inc. 2421 *Closed 2024-03-31 0 $0 -744
   BRYN MAWR TRUST CO/PA 350 *Closed 2023-09-30 0 $0 -8,443
   Coppell Advisory Solutions Corp. 1169 *Closed 2023-03-31 0 $0 -4
   Tredje AP-fonden 554 *Closed 2023-12-31 0 $0 -44,984
   DIAM CO. LTD *Closed 2023-12-31 0 $0 -33,636
   Schechter Investment Advisors LLC 625 *Closed 2023-12-31 0 $0 -8,970
   FIRST MANHATTAN CO 1604 *Closed 2023-12-31 0 $0 -104
   FIRST HEARTLAND CONSULTANTS INC 384 *Closed 2023-12-31 0 $0 -50,445
   GAMCO INVESTORS INC ET AL 856 *Closed 2023-12-31 0 $0 -82,753
   WRIGHT INVESTORS SERVICE INC 158 *Closed 2023-12-31 0 $0 -13,294
   Achmea Investment Management B.V. 503 *Closed 2023-12-31 0 $0 -58,051
   Eaton Financial Holdings Company LLC 149 *Closed 2024-03-31 0 $0 -34,007
   ELEMENT CAPITAL MANAGEMENT LLC 161 *Closed 2023-12-31 0 $0 -166,096
   Bayesian Capital Management LP 1091 *Closed 2023-12-31 0 $0 -10,319
   BI Asset Management Fondsmaeglerselskab A/S 798 *Closed 2023-12-31 0 $0 -21,262
   Covalis Capital LLP 79 *Closed 2023-12-31 0 $0 -707,774
   Symmetry Investments LP 162 *Closed 2023-12-31 0 $0 -148,355
   DARK FOREST CAPITAL MANAGEMENT LP 970 *Closed 2023-12-31 0 $0 -32,917
   Legacy Wealth Asset Management LLC 355 *Closed 2024-03-31 0 $0 -13,956
  69 Records found
  1    
  Page 1 of 1
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