Stock TransactionsUGI CORP NEW

Total Bought
2,899,864
50 transactions
Total Sold
4,214,969
51 transactions
Net
-1,315,105
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
FULLER & THALER ASSET MANAGEMENT, INC.5,361,5467,113,595+1,752,0490.530.70+0.17buy
LSV ASSET MANAGEMENT3,024,7503,442,351+417,6010.150.18+0.03buy
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,202,6641,401,858+199,1940.030.03+0.01buy
PineBridge Investments, L.P.56,313199,939+143,6260.010.04+0.03buy
ARGA Investment Management, LP53,489115,254+61,7650.040.10+0.05buy
Econ Financial Services Corp38,49884,873+46,3750.551.19+0.64buy
SNYDER CAPITAL MANAGEMENT L P5,009,7165,048,382+38,6662.572.62+0.05buy
Northwest & Ethical Investments L.P.179,772215,809+36,0370.120.14+0.02buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/991,1551,026,717+35,5620.010.01+0.00buy
RPG Investment Advisory, LLC263,422285,949+22,5270.891.02+0.13buy
Entropy Technologies, LP10,22832,429+22,2010.030.09+0.06buy
ZACKS INVESTMENT MANAGEMENT9,59331,572+21,9790.000.01+0.00buy
Inspire Advisors, LLC60,81978,525+17,7060.180.24+0.05buy
Bridgewater Associates, LP14,82928,934+14,1050.000.00+0.00buy
Applied Finance Capital Management, LLC23,28837,101+13,8130.020.04+0.01buy
BURNEY CO/633,764642,835+9,0710.550.57+0.02buy
ROFFMAN MILLER ASSOCIATES INC /PA/176,455183,305+6,8500.270.28+0.01buy
AIA Group Ltd12,06917,724+5,6550.010.01+0.00buy
EDMP, INC.128,923133,458+4,5352.672.74+0.07buy
Oxbow Advisors, LLC216,324219,505+3,1810.580.54-0.04buy
Bragg Financial Advisors, Inc720,564723,159+2,5950.740.74+0.01buy
Kendall Capital Management13,07015,655+2,5850.100.12+0.02buy
Jacobi Capital Management LLC42,55945,068+2,5090.080.09+0.00buy
Csenge Advisory Group20,73623,162+2,4260.030.03+0.00buy
HOURGLASS CAPITAL, LLC79,89082,050+2,1600.540.57+0.03buy
Retirement Systems of Alabama493,125495,196+2,0710.040.05+0.00buy
BAILARD, INC.27,85929,559+1,7000.020.02+0.00buy
NAPLES GLOBAL ADVISORS, LLC25,69527,395+1,7000.060.06+0.00buy
SteelPeak Wealth, LLC8,97010,088+1,1180.010.01+0.00buy
Atlantic Edge Private Wealth Management, LLC8301,830+1,0000.010.01+0.01buy
INGALLS & SNYDER LLC14,28415,284+1,0000.010.01+0.00buy
FIRST CITIZENS BANK & TRUST CO9,90010,853+9530.000.01+0.00buy
FULTON BANK, N.A.14,98315,849+8660.010.02+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC46,78547,632+8470.030.03+0.00buy
Concord Wealth Partners6371,274+6370.000.01+0.00buy
V2 Financial group LLC13,39913,966+5670.220.23+0.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM50,45850,958+5000.010.01+0.00buy
EASTERLY INVESTMENT PARTNERS LLC58,78859,238+4500.120.12+0.00buy
Argyle Capital Management, LLC17,37417,774+4000.160.18+0.01buy
HBK Sorce Advisory LLC8,8039,178+3750.010.01-0.00buy
Deseret Mutual Benefit Administrators737973+2360.010.01+0.00buy
Alpha Omega Wealth Management LLC11,38511,579+1940.050.05+0.00buy
Consolidated Portfolio Review Corp14,13614,304+1680.080.08+0.00buy
Investors Research Corp29,70029,800+1000.160.16+0.00buy
United Community Bank755845+900.010.01+0.00buy
Abel Hall, LLC8,8278,879+520.140.15+0.00buy
LONGFELLOW INVESTMENT MANAGEMENT CO LLC396,131396,180+492.282.48+0.20buy
HAZLETT, BURT & WATSON, INC.4,0924,107+150.050.05-0.00buy
Caitlin John, LLC973975+20.020.01-0.00buy
CBIZ Investment Advisory Services, LLC6667+10.000.00+0.00buy
Belpointe Asset Management LLC9,4479,389-580.020.01-0.00sell
VALLEY NATIONAL ADVISERS INC859766-930.000.00+0.00sell
SECURIAN ASSET MANAGEMENT, INC16,71916,619-1000.010.01+0.00sell
Laird Norton Wetherby Wealth Management, LLC12,45212,299-1530.010.01+0.00sell
MSH Capital Advisors LLC41,84241,622-2200.320.32-0.00sell
NATIXIS32172-2490.000.00-0.00sell
Summit Trail Advisors, LLC9,0588,796-2620.010.01+0.00sell
Ellis Investment Partners, LLC11,85811,557-3010.060.06-0.00sell
IFG Advisory, LLC21,14020,638-5020.030.03+0.00sell
Forvis Mazars Wealth Advisors, LLC13,59613,072-5240.010.01-0.00sell
Kessler Investment Group, LLC862312-5500.010.00-0.01sell
CFS Investment Advisory Services, LLC9,7199,050-6690.020.02+0.00sell
WRIGHT INVESTORS SERVICE INC37,43836,722-7160.230.24+0.01sell
Metis Global Partners, LLC10,0819,191-8900.010.01-0.00sell
BEACON FINANCIAL GROUP11,81710,835-9820.030.03-0.00sell
HEARTLAND ADVISORS INC465,050464,050-1,0000.600.61+0.01sell
HOWLAND CAPITAL MANAGEMENT LLC11,00010,000-1,0000.010.01-0.00sell
Accurate Wealth Management, LLC10,1239,106-1,0170.060.05-0.01sell
Carnegie Investment Counsel16,65115,313-1,3380.010.01-0.00sell
FLPUTNAM INVESTMENT MANAGEMENT CO2,9751,200-1,7750.000.00+0.00sell
Wealthspire Advisors, LLC18,38616,515-1,8710.010.00-0.00sell
HENNESSY ADVISORS INC112,352110,452-1,9000.100.09-0.01sell
Gallagher Fiduciary Advisors, LLC28,68025,837-2,8430.150.13-0.02sell
UNITED SERVICES AUTOMOBILE ASSOCIATION16,93313,710-3,2230.010.01-0.00sell
SHERBROOKE PARK ADVISERS LLC14,63510,546-4,0890.060.06+0.00sell
Bill Few Associates, Inc.110,079105,481-4,5980.970.94-0.03sell
FOSTER & MOTLEY INC112,313106,466-5,8470.180.17-0.01sell
Energy Income Partners, LLC226,659220,204-6,4550.120.12+0.00sell
Cambria Investment Management, L.P.532,844524,937-7,9070.750.79+0.04sell
KENNEDY CAPITAL MANAGEMENT LLC125,942117,936-8,0060.060.07+0.00sell
EMC Capital Management9,4881,000-8,4880.130.17+0.04sell
WORLDQUANT MILLENNIUM ADVISORS LLC28,78719,543-9,2440.010.00-0.00sell
Krane Funds Advisors LLC17,8888,124-9,7640.020.01-0.01sell
Meiji Yasuda Asset Management Co Ltd.487,499474,638-12,8610.450.45-0.00sell
WEDGE CAPITAL MANAGEMENT L L P/NC578,469555,931-22,5380.230.24+0.01sell
INFRASTRUCTURE CAPITAL ADVISORS, LLC706,593682,856-23,7372.092.31+0.22sell
Nebula Research & Development LLC50,59026,525-24,0650.190.08-0.11sell
MANNING & NAPIER ADVISORS LLC91,19165,625-25,5660.020.02-0.01sell
CORNERCAP INVESTMENT COUNSEL INC46,45220,753-25,6990.170.15-0.02sell
AIGEN INVESTMENT MANAGEMENT, LP48,84219,369-29,4730.220.10-0.12sell
MILLER VALUE PARTNERS, LLC237,000202,000-35,0003.472.85-0.61sell
ONTARIO TEACHERS PENSION PLAN BOARD185,180138,542-46,6380.040.03-0.01sell
Scientech Research LLC60,03011,965-48,0650.280.06-0.22sell
DIAMOND HILL CAPITAL MANAGEMENT INC1,585,2421,535,479-49,7630.160.16+0.00sell
Dynamic Technology Lab Private Ltd93,33137,235-56,0960.240.10-0.14sell
Callodine Capital Management, LP364,765293,750-71,0151.951.53-0.42sell
NFJ INVESTMENT GROUP, LLC1,054,459982,728-71,7310.740.72-0.02sell
Quadrature Capital Ltd108,92730,091-78,8360.040.02-0.02sell
DECADE RENEWABLE PARTNERS LP268,300186,679-81,6213.002.45-0.55sell
SIR Capital Management, L.P.215,59852,902-162,6960.490.13-0.36sell
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