Stock TransactionsUGI CORP NEW

Total Bought
2,766,959
39 transactions
Total Sold
1,185,566
32 transactions
Net
+1,581,393
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
River Road Asset Management, LLC778,6911,720,788+942,0970.320.66+0.34buy
FULLER & THALER ASSET MANAGEMENT, INC.5,342,3725,882,917+540,5450.660.55-0.10buy
HANCOCK WHITNEY CORP58,900508,978+450,0780.040.29+0.26buy
Bragg Financial Advisors, Inc1,321,7051,732,179+410,4741.521.60+0.08buy
Bridgewater Associates, LP85,312206,386+121,0740.010.03+0.02buy
PRIVATE MANAGEMENT GROUP INC954,4181,057,888+103,4701.000.96-0.04buy
SummitTX Capital, L.P.24,96572,211+47,2460.030.06+0.04buy
Abundance Wealth Counselors33,42768,803+35,3760.170.15-0.02buy
ROFFMAN MILLER ASSOCIATES INC /PA/304,684329,841+25,1570.640.60-0.04buy
Energy Income Partners, LLC1,283,5951,302,403+18,8080.750.71-0.04buy
Hamlin Capital Management, LLC2,639,9892,656,429+16,4402.322.06-0.26buy
Oxbow Advisors, LLC327,315342,559+15,2441.010.96-0.05buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.42,37856,416+14,0380.100.13+0.03buy
Cyndeo Wealth Partners, LLC250,772258,181+7,4090.480.42-0.06buy
Csenge Advisory Group26,07829,349+3,2710.040.04-0.00buy
HARRELL INVESTMENT PARTNERS, LLC12,61315,415+2,8020.110.12+0.01buy
SYM FINANCIAL Corp7,0169,520+2,5040.030.03+0.00buy
GeoWealth Management, LLC5,5897,575+1,9860.010.01+0.00buy
Gallagher Fiduciary Advisors, LLC10,14511,918+1,7730.010.01-0.00buy
CLARK FINANCIAL SERVICES GROUP INC /BD9,39210,987+1,5950.190.18-0.01buy
Nilsine Partners, LLC25,05426,254+1,2000.070.06-0.01buy
Consolidated Planning Corp37,78938,564+7750.220.18-0.04buy
Argyle Capital Management, LLC37,02437,774+7500.440.38-0.06buy
Jacobi Capital Management LLC49,52950,242+7130.100.08-0.02buy
Global Financial Private Client, LLC21,44121,990+5490.260.21-0.05buy
BFSG, LLC6,0376,467+4300.020.02-0.00buy
FLAGSHIP WEALTH ADVISORS, LLC7831,049+2660.010.01-0.00buy
Apella Capital, LLC17,22217,380+1580.010.01-0.00buy
Linden Thomas Advisory Services, LLC6,4216,569+1480.020.02-0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC48,08448,227+1430.030.02-0.01buy
FIRST CITIZENS BANK & TRUST CO29,09329,226+1330.020.02-0.01buy
ARGA Investment Management, LP17,11217,216+1040.020.02-0.01buy
Clearstead Trust, LLC351429+780.000.00-0.00buy
Fifth Third Wealth Advisors LLC7,7337,780+470.010.01-0.00buy
Altshuler Shaham Ltd880922+420.000.00-0.00buy
SECURIAN ASSET MANAGEMENT, INC15,82115,840+190.020.02-0.00buy
Clear Harbor Asset Management, LLC22,78222,797+150.060.05-0.01buy
West Financial Advisors, LLC104105+10.000.00-0.00buy
ARMSTRONG ADVISORY GROUP, INC9798+10.000.00-0.00buy
JNBA Financial Advisors294266-280.000.00-0.00sell
NAPLES GLOBAL ADVISORS, LLC27,03626,943-930.070.06-0.01sell
CFS Investment Advisory Services, LLC8,6938,594-990.020.02-0.00sell
Signature Resources Capital Management, LLC1030-1030.000.00-0.00sell
WBI INVESTMENTS, LLC21,68021,553-1270.220.18-0.03sell
CFO4Life Group, LLC7,0466,861-1850.040.03-0.01sell
First Eagle Investment Management, LLC11,70111,421-2800.000.00-0.00sell
Investors Research Corp27,87527,584-2910.190.17-0.02sell
South Dakota Investment Council38,26637,879-3870.030.02-0.00sell
Beirne Wealth Consulting Services, LLC7,0246,624-4000.070.05-0.03sell
Accurate Wealth Management, LLC6,9486,481-4670.030.02-0.01sell
FULTON BANK, N.A.10,0479,462-5850.010.01-0.00sell
Bill Few Associates, Inc.93,16991,832-1,3370.810.68-0.14sell
STATE OF MICHIGAN RETIREMENT SYSTEM51,65850,158-1,5000.010.01-0.00sell
SNYDER CAPITAL MANAGEMENT L P5,366,6975,365,031-1,6663.793.20-0.59sell
Forvis Mazars Wealth Advisors, LLC10,3588,536-1,8220.010.00-0.00sell
Asset Management One Co., Ltd.17,62415,316-2,3080.000.00-0.00sell
RESTON WEALTH MANAGEMENT LLC10,5118,070-2,4410.120.08-0.04sell
Grantham, Mayo, Van Otterloo & Co. LLC35,23232,274-2,9580.000.00-0.00sell
Loudon Investment Management, LLC29,28526,145-3,1400.570.44-0.13sell
ZACKS INVESTMENT MANAGEMENT10,3986,411-3,9870.000.00-0.00sell
GREAT LAKES ADVISORS, LLC26,82017,215-9,6050.010.00-0.00sell
Aristotle Capital Boston, LLC40,75930,227-10,5320.090.07-0.02sell
WEDGE CAPITAL MANAGEMENT L L P/NC432,725421,348-11,3770.290.24-0.05sell
Synergy Asset Management, LLC101,22488,290-12,9340.390.29-0.10sell
Measured Wealth Private Client Group, LLC24,3294,813-19,5160.240.04-0.20sell
Retirement Systems of Alabama611,393570,004-41,3890.070.06-0.01sell
BURNEY CO/466,361420,531-45,8300.530.39-0.14sell
BW Gestao de Investimentos Ltda.377,800289,830-87,9700.460.20-0.26sell
HENNESSY ADVISORS INC346,152113,952-232,2000.460.13-0.33sell
SIR Capital Management, L.P.352,45091,226-261,2241.200.36-0.84sell
Artisan Partners Limited Partnership1,201,838773,053-428,7850.070.04-0.03sell
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