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UGI Corp New

CUSIP: 902681113 | 50 institutional holders

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2024

Infrastructure Capital Advisors, LLC283,217
2.1% of portfolio›$16.5M
Manufacturers Life Insurance Company, the221,455
0.0% of portfolio›$12.9M
BlackRock Inc.216,412
0.0% of portfolio›$12.6M
Ameriprise Financial Inc202,500
0.0% of portfolio›$11.7M
Aequim Alternative Investments LP174,000
0.4% of portfolio›$10.1M
Wells Fargo & Company112,387
0.0% of portfolio›$6.5M
Wolverine Asset Management LLC112,060
0.1% of portfolio›$6.5M
Elequin Capital, LP78,979
0.9% of portfolio›$4.6M
Mirae Asset Global Investments Co., Ltd.41,929
0.0% of portfolio›$3.3M
Macquarie Group LTD35,757
0.0% of portfolio›$2.1M
Laffer Tengler Investments, Inc.30,590
0.5% of portfolio›$1.8M
Thrivent Financial for Lutherans28,726
0.0% of portfolio›$1.7K
JPMorgan Chase & Co27,856
0.0% of portfolio›$1.6M
Two Sigma Investments, LP21,900
0.0% of portfolio›$1.3M
Maren Capital LLC9,524
0.1% of portfolio›$553.7K
PFG Investments, LLC8,300
0.0% of portfolio›$482.6K
Cambridge Investment Research Advisors, Inc.3,595
0.0% of portfolio›$209
Osaic Holdings, Inc.700
0.0% of portfolio›$40.7K
Sandy Spring Bank500
0.0% of portfolio›$29.1K
Royal Bank of Canada222
0.0% of portfolio›$13.0K
Lanark Financial, Inc.195
0.0% of portfolio›$11
Morgan Stanley190
0.0% of portfolio›$11.0K
UBS Group AG115
0.0% of portfolio›$6.7K
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Infrastructure Capital Advisors, LLC
283,217$16.5M2.1%YieldMediumNew York, NY2024-05-15
Manufacturers Life Insurance Company, the
221,455$12.9M0.0%GARPMediumToronto, Australia2024-05-14
BlackRock Inc.
216,412$12.6M0.0%N/AN/ANew York, NY2024-05-10
Ameriprise Financial Inc
202,500$11.7M0.0%CoreMediumMinneapolis, MN2024-05-15
Aequim Alternative Investments LP
174,000$10.1M0.4%CoreHighMill Valley, CA2024-05-13
Wells Fargo & Company
112,387$6.5M0.0%CoreLowSan Francisco, CA2024-05-10
Wolverine Asset Management LLC
112,060$6.5M0.1%Deep ValueVery HighChicago, IL2024-05-13
Elequin Capital, LP
78,979$4.6M0.9%GrowthVery HighNew York, NY2025-03-11
Mirae Asset Global Investments Co., Ltd.
41,929$3.3M0.0%GrowthLowSeoul, Malaysia2024-05-01
Macquarie Group LTD
35,757$2.1M0.0%CoreMediumSydney, Nsw 2000, China2024-05-14
Laffer Tengler Investments, Inc.
30,590$1.8M0.5%GrowthMediumScottsdale, AZ2024-05-15
Thrivent Financial for Lutherans
28,726$1.7K0.0%GARPMediumMinneapolis, MN2024-05-14
JPMorgan Chase & Co
27,856$1.6M0.0%GrowthMediumNew York, NY2024-12-26
Two Sigma Investments, LP
21,900$1.3M0.0%ValueHighNew York, NY2024-05-15
Maren Capital LLC
9,524$553.7K0.1%CoreLowChicago, IL2024-05-14
PFG Investments, LLC
8,300$482.6K0.0%CoreLowWoodbury, NY2024-04-22
Cambridge Investment Research Advisors, Inc.
3,595$2090.0%ETFLowFairfield, IA2024-04-24
Osaic Holdings, Inc.
700$40.7K0.0%IndexLowScottsdale, AZ2024-05-10
Sandy Spring Bank
500$29.1K0.0%N/AN/AOlney, MD2024-05-08
Royal Bank of Canada
222$13.0K0.0%CoreLowToronto, Australia2024-11-05
Lanark Financial, Inc.
195$110.0%CoreMediumBirmingham, AL2024-04-05
Morgan Stanley
190$11.0K0.0%CoreLowNew York, NY2024-10-17
UBS Group AG
115$6.7K0.0%CoreMediumZurich, Switzerland2024-05-13
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-05-01