UGI Corp New

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Infrastructure Capital Advisors, LLC

INCREASED

Shares283,217 from 197,347

Change+85,870 (+44%)

Value$16.5M (+$4.9M)

Filed 2024-05-15

Manufacturers Life Insurance Company, the

INCREASED

Shares221,455 from 221,189

Change+266 (+0%)

Value$12.9M (-$181.4K)

Filed 2024-05-14

BlackRock Inc.

INCREASED

Shares216,412 from 202,860

Change+13,552 (+7%)

Value$12.6M (+$625.6K)

Filed 2024-05-10

Ameriprise Financial Inc

DECREASED

Shares202,500 from 227,500

Change-25,000 (-11%)

Value$11.7M (-$1.7M)

Filed 2024-05-15

Aequim Alternative Investments LP

UNCHANGED

Shares174,000 from 174,000

Change0 (0%)

Value$10.1M (-$139.2K)

Filed 2024-05-13

Wells Fargo & Company

DECREASED

Shares112,387 from 116,578

Change-4,191 (-4%)

Value$6.5M (-$336.9K)

Filed 2024-05-10

Wolverine Asset Management LLC

DECREASED

Shares112,060 from 119,944

Change-7,884 (-7%)

Value$6.5M (-$691.4K)

Filed 2024-05-13

Elequin Capital, LP

DECREASED

Shares78,979 from 100,000

Change-21,021 (-21%)

Value$4.6M (-$1.3M)

Filed 2025-03-11

Mirae Asset Global Investments Co., Ltd.

NEW

Shares41,929

Change+41,929

Value$3.3M

Filed 2024-05-01

Macquarie Group LTD

DECREASED

Shares35,757 from 56,366

Change-20,609 (-37%)

Value$2.1M (-$1.2M)

Filed 2024-05-14

Laffer Tengler Investments, Inc.

INCREASED

Shares30,590 from 29,656

Change+934 (+3%)

Value$1.8M (+$32.2K)

Filed 2024-05-15

Thrivent Financial for Lutherans

DECREASED

Shares28,726 from 32,726

Change-4,000 (-12%)

Value$1.7K (-$261)

Filed 2024-05-14

JPMorgan Chase & Co

DECREASED

Shares27,856 from 29,293

Change-1,437 (-5%)

Value$1.6M (-$107.0K)

Filed 2024-12-26

Two Sigma Investments, LP

UNCHANGED

Shares21,900 from 21,900

Change0 (0%)

Value$1.3M (-$17.5K)

Filed 2024-05-15

Maren Capital LLC

UNCHANGED

Shares9,524 from 9,524

Change0 (0%)

Value$553.7K (-$7.6K)

Filed 2024-05-14

PFG Investments, LLC

NEW

Shares8,300

Change+8,300

Value$482.6K

Filed 2024-04-22

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares3,595 from 3,490

Change+105 (+3%)

Value$209 (+$3)

Filed 2024-04-24

Osaic Holdings, Inc.

DECREASED

Shares700 from 1,736

Change-1,036 (-60%)

Value$40.7K (-$61.6K)

Filed 2024-05-10

Sandy Spring Bank

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$29.1K (-$400)

Filed 2024-05-08

Royal Bank of Canada

DECREASED

Shares222 from 542

Change-320 (-59%)

Value$13.0K (-$19.0K)

Filed 2024-11-05

Lanark Financial, Inc.

DECREASED

Shares195 from 280

Change-85 (-30%)

Value$11 (-$5)

Filed 2024-04-05

Morgan Stanley

DECREASED

Shares190 from 310

Change-120 (-39%)

Value$11.0K (-$7.2K)

Filed 2024-10-17

UBS Group AG

NEW

Shares115

Change+115

Value$6.7K

Filed 2024-05-13

CSS LLC

CLOSED

Shares0 from 10,625

Change-10,625 (-100%)

Value$0 (-$636.7K)

Filed 2024-05-15

Raymond James Financial Services Advisors, Inc.

CLOSED

Shares0 from 3,400

Change-3,400 (-100%)

Value$0 (-$200.4K)

Filed 2024-04-22

Bank of America Corp

CLOSED

Shares0 from 191

Change-191 (-100%)

Value$0 (-$11.3K)

Filed 2025-03-18

Gradient Investments LLC

CLOSED

Shares0 from 60

Change-60 (-100%)

Value$0 (-$3.5K)

Filed 2024-04-23

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2024-05-01

	Status
Infrastructure Capital Advisors, LLC	INCREASED	283,217	197,347	+85,870	+44%	$11.6M	$16.5M	+$4.9M	2024-05-15
Manufacturers Life Insurance Company, the	INCREASED	221,455	221,189	+266	+0%	$13.1M	$12.9M	-$181.4K	2024-05-14
BlackRock Inc.	INCREASED	216,412	202,860	+13,552	+7%	$12.0M	$12.6M	+$625.6K	2024-05-10
Ameriprise Financial Inc	DECREASED	202,500	227,500	-25,000	-11%	$13.4M	$11.7M	-$1.7M	2024-05-15
Aequim Alternative Investments LP	UNCHANGED	174,000	174,000	0	0%	$10.3M	$10.1M	-$139.2K	2024-05-13
Wells Fargo & Company	DECREASED	112,387	116,578	-4,191	-4%	$6.9M	$6.5M	-$336.9K	2024-05-10
Wolverine Asset Management LLC	DECREASED	112,060	119,944	-7,884	-7%	$7.2M	$6.5M	-$691.4K	2024-05-13
Elequin Capital, LP	DECREASED	78,979	100,000	-21,021	-21%	$5.8M	$4.6M	-$1.3M	2025-03-11
Mirae Asset Global Investments Co., Ltd.	NEW	41,929	—	+41,929	—	—	$3.3M	—	2024-05-01
Macquarie Group LTD	DECREASED	35,757	56,366	-20,609	-37%	$3.3M	$2.1M	-$1.2M	2024-05-14
Laffer Tengler Investments, Inc.	INCREASED	30,590	29,656	+934	+3%	$1.7M	$1.8M	+$32.2K	2024-05-15
Thrivent Financial for Lutherans	DECREASED	28,726	32,726	-4,000	-12%	$1.9K	$1.7K	-$261	2024-05-14
JPMorgan Chase & Co	DECREASED	27,856	29,293	-1,437	-5%	$1.7M	$1.6M	-$107.0K	2024-12-26
Two Sigma Investments, LP	UNCHANGED	21,900	21,900	0	0%	$1.3M	$1.3M	-$17.5K	2024-05-15
Maren Capital LLC	UNCHANGED	9,524	9,524	0	0%	$561.3K	$553.7K	-$7.6K	2024-05-14
PFG Investments, LLC	NEW	8,300	—	+8,300	—	—	$482.6K	—	2024-04-22
Cambridge Investment Research Advisors, Inc.	INCREASED	3,595	3,490	+105	+3%	$206	$209	+$3	2024-04-24
Osaic Holdings, Inc.	DECREASED	700	1,736	-1,036	-60%	$102.3K	$40.7K	-$61.6K	2024-05-10
Sandy Spring Bank	UNCHANGED	500	500	0	0%	$29.5K	$29.1K	-$400	2024-05-08
Royal Bank of Canada	DECREASED	222	542	-320	-59%	$32.0K	$13.0K	-$19.0K	2024-11-05
Lanark Financial, Inc.	DECREASED	195	280	-85	-30%	$16	$11	-$5	2024-04-05
Morgan Stanley	DECREASED	190	310	-120	-39%	$18.1K	$11.0K	-$7.2K	2024-10-17
UBS Group AG	NEW	115	—	+115	—	—	$6.7K	—	2024-05-13
CSS LLC	CLOSED	0	10,625	-10,625	-100%	$636.7K	$0	-$636.7K	2024-05-15
Raymond James Financial Services Advisors, Inc.	CLOSED	0	3,400	-3,400	-100%	$200.4K	$0	-$200.4K	2024-04-22
Bank of America Corp	CLOSED	0	191	-191	-100%	$11.3K	$0	-$11.3K	2025-03-18
Gradient Investments LLC	CLOSED	0	60	-60	-100%	$3.5K	$0	-$3.5K	2024-04-23
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2024-05-01

Showing 28 of 28 institutions