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UGI Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.42%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $0.00

UGI Insider Trading History Chart

UGI Share Price & Price History

^$23.25

▼ -0.24 (-1.02%)

As of 11/14/2024 01:00 AM ET

Days: 30 | 90 | 365

625,000% Gain

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UGI Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/24/2023	Roger Perreault	CEO	Buy	3,565	$27.98	$99,748.70	41,125
11/1/2022	Monica M. Gaudiosi	VP	Sell	75,000	$35.31	$2,648,250.00	61,109
10/28/2022	Roger Perreault	CEO	Sell	16,341	$35.01	$572,098.41	37,560
5/27/2022	John L. Walsh	Director	Sell	105,000	$42.36	$4,447,800.00	429,734
2/18/2022	John L. Walsh	Director	Sell	0	$38.31	$0.00
2/16/2022	Frank S. Hermance	Director	Buy	65,000	$38.15	$2,479,750.00
1/11/2022	John L. Walsh	Director	Sell	78,500	$45.09	$3,539,565.00
12/14/2021	Monica M. Gaudiosi	VP	Sell	53,663	$44.93	$2,411,078.59
11/23/2021	John L. Walsh	Director	Sell	129,000	$44.74	$5,771,460.00
11/23/2021	Monica M. Gaudiosi	VP	Sell	1,500	$45.02	$67,530.00

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SEC Filings (Institutional Ownership Changes) for UGI (NYSE:UGI)

82.34% of UGI stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

UGI Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/14/2024	ARGA Investment Management LP	115,254	$2.88M	0.1%	+115.5%	0.054%
11/14/2024	Captrust Financial Advisors	11,947	$0.30M	0.0%	+13.4%	0.006%
11/14/2024	Infrastructure Capital Advisors LLC	682,856	$17.09M	2.3%	-3.4%	0.318%
11/14/2024	Northwest & Ethical Investments L.P.	215,809	$5.40M	0.1%	+20.0%	0.101%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	566,794	$14.18M	0.0%	+1.8%	0.264%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	46,782	$1.17M	0.0%	-3.4%	0.022%
11/14/2024	MetLife Investment Management LLC	110,875	$2.77M	0.0%	+0.4%	0.052%
11/13/2024	Glenmede Trust Co. NA	22,034	$0.55M	0.0%	+2.5%	0.010%
11/13/2024	Bridgewater Associates LP	28,934	$0.72M	0.0%	+95.1%	0.013%
11/13/2024	BNP Paribas Financial Markets	436,755	$10.93M	0.0%	+24.5%	0.203%
11/13/2024	Quantbot Technologies LP	145,987	$3.65M	0.1%	-46.2%	0.068%
11/13/2024	FMR LLC	9,418,865	$235.66M	0.0%	+42.0%	4.387%
11/13/2024	The Manufacturers Life Insurance Company	555,332	$13.89M	0.0%	-0.2%	0.259%
11/13/2024	Bank of Montreal Can	110,275	$2.75M	0.0%	+199.7%	0.051%
11/13/2024	Dynamic Technology Lab Private Ltd	37,235	$0.93M	0.1%	-60.1%	0.017%
11/13/2024	Daiwa Securities Group Inc.	10,000	$0.25M	0.0%	+75.4%	0.005%
11/12/2024	Pitcairn Co.	11,811	$0.30M	0.0%	N/A	0.006%
11/12/2024	Algert Global LLC	479,885	$12.01M	0.3%	+15.5%	0.224%
11/12/2024	Cerity Partners LLC	53,538	$1.34M	0.0%	N/A	0.025%
11/12/2024	CFS Investment Advisory Services LLC	9,050	$0.23M	0.0%	-6.9%	0.004%
11/12/2024	Citigroup Inc.	203,313	$5.09M	0.0%	+33.0%	0.095%
11/12/2024	Charles Schwab Investment Management Inc.	2,503,214	$62.63M	0.0%	+47.7%	1.166%
11/12/2024	Massachusetts Financial Services Co. MA	1,026,717	$25.69M	0.0%	+3.6%	0.478%
11/9/2024	Foundry Partners LLC	383,680	$9.60M	0.5%	N/A	0.179%
11/9/2024	Intech Investment Management LLC	17,522	$0.44M	0.0%	-54.7%	0.008%
11/8/2024	Ontario Teachers Pension Plan Board	138,542	$3.47M	0.0%	-25.2%	0.065%
11/8/2024	Advisors Asset Management Inc.	469,701	$11.75M	0.2%	+6.8%	0.219%
11/8/2024	Commerce Bank	25,793	$0.65M	0.0%	N/A	0.012%
11/7/2024	Meeder Asset Management Inc.	3,770	$94K	0.0%	N/A	0.002%
11/7/2024	Quest Partners LLC	17,327	$0.43M	0.0%	-18.1%	0.008%
11/7/2024	Swiss National Bank	409,200	$10.24M	0.0%	-0.9%	0.191%
11/7/2024	Thrivent Financial for Lutherans	1,507,263	$37.71M	0.1%	+105.8%	0.702%
11/6/2024	Mutual of America Capital Management LLC	116,028	$2.90M	0.0%	-3.3%	0.054%
11/6/2024	Natixis Advisors LLC	40,281	$1.01M	0.0%	+37.8%	0.019%
11/6/2024	Empowered Funds LLC	137,597	$3.44M	0.1%	+3.4%	0.064%
11/6/2024	Connable Office Inc.	10,041	$0.25M	0.0%	N/A	0.005%
11/6/2024	Cornercap Investment Counsel Inc.	20,753	$0.52M	0.2%	-55.3%	0.010%
11/6/2024	Metis Global Partners LLC	9,191	$0.23M	0.0%	-8.8%	0.004%
11/6/2024	KBC Group NV	104,291	$2.61M	0.0%	+7.5%	0.049%
11/6/2024	Hourglass Capital LLC	82,050	$2.05M	0.6%	+2.7%	0.038%
11/6/2024	Oppenheimer & Co. Inc.	53,618	$1.34M	0.0%	-34.4%	0.025%
11/5/2024	RPG Investment Advisory LLC	285,949	$7.15M	1.0%	+8.6%	0.133%
11/5/2024	Victory Capital Management Inc.	1,471,142	$36.81M	0.0%	+9.0%	0.685%
11/5/2024	Aigen Investment Management LP	19,369	$0.49M	0.1%	-60.3%	0.009%
11/5/2024	V2 Financial group LLC	13,966	$0.35M	0.2%	+4.2%	0.007%
11/5/2024	GSA Capital Partners LLP	11,254	$0.28M	0.0%	-53.2%	0.005%
11/5/2024	Entropy Technologies LP	32,429	$0.81M	0.1%	+217.1%	0.015%
11/4/2024	Venturi Wealth Management LLC	3,258	$82K	0.0%	+1,537.2%	0.002%
11/4/2024	Diamond Hill Capital Management Inc.	1,535,479	$38.42M	0.2%	-3.1%	0.715%
11/4/2024	Crossmark Global Holdings Inc.	15,099	$0.38M	0.0%	-6.2%	0.007%
11/4/2024	Sigma Planning Corp	10,181	$0.26M	0.0%	-15.2%	0.005%
11/1/2024	Atria Investments Inc	31,443	$0.79M	0.0%	-4.0%	0.015%
11/1/2024	Oxbow Advisors LLC	219,505	$5.49M	0.5%	+1.5%	0.102%
11/1/2024	Applied Finance Capital Management LLC	14,083	$0.35M	0.0%	-39.5%	0.007%
11/1/2024	CWA Asset Management Group LLC	14,996	$0.38M	0.0%	N/A	0.007%
11/1/2024	Easterly Investment Partners LLC	59,238	$1.48M	0.1%	+0.8%	0.028%
11/1/2024	AIA Group Ltd	17,724	$0.44M	0.0%	+46.9%	0.008%
10/31/2024	Principal Financial Group Inc.	497,194	$12.44M	0.0%	-28.8%	0.232%
10/30/2024	Foster & Motley Inc.	106,466	$2.66M	0.2%	-5.2%	0.050%
10/30/2024	Amalgamated Bank	101,917	$2.55M	0.0%	-22.5%	0.047%
10/29/2024	Janney Montgomery Scott LLC	250,613	$6.27M	0.0%	-3.7%	0.117%
10/29/2024	Farther Finance Advisors LLC	2,073	$52K	0.0%	+189.9%	0.001%
10/28/2024	US Bancorp DE	10,438	$0.26M	0.0%	-13.7%	0.005%
10/25/2024	SteelPeak Wealth LLC	10,088	$0.26M	0.0%	+12.5%	0.005%
10/25/2024	New York State Teachers Retirement System	241,339	$6.04M	0.0%	-2.3%	0.112%
10/24/2024	Nisa Investment Advisors LLC	91,490	$2.32M	0.0%	+10.0%	0.043%
10/24/2024	Concord Wealth Partners	1,274	$32K	0.0%	+100.0%	0.001%
10/24/2024	State of Alaska Department of Revenue	24,311	$0.61M	0.0%	+7.5%	0.011%
10/24/2024	DekaBank Deutsche Girozentrale	16,635	$0.42M	0.0%	-81.4%	0.008%
10/24/2024	Wealth Enhancement Advisory Services LLC	26,889	$0.67M	0.0%	+13.1%	0.013%
10/23/2024	Impact Partnership Wealth LLC	10,872	$0.27M	0.1%	N/A	0.005%
10/23/2024	CENTRAL TRUST Co	3,925	$98K	0.0%	+40.2%	0.002%
10/22/2024	International Assets Investment Management LLC	26,046	$0.65M	0.0%	+2,402.0%	0.012%
10/22/2024	Private Advisor Group LLC	12,017	$0.30M	0.0%	-29.3%	0.006%
10/22/2024	Symphony Financial Ltd. Co.	56,345	$1.41M	0.2%	N/A	0.026%
10/22/2024	Signaturefd LLC	7,885	$0.20M	0.0%	+7.2%	0.004%
10/21/2024	Krane Funds Advisors LLC	8,124	$0.20M	0.0%	-54.6%	0.004%
10/19/2024	Allspring Global Investments Holdings LLC	51,280	$1.28M	0.0%	+945.9%	0.024%
10/18/2024	Raymond James & Associates	160,451	$4.01M	0.0%	+10.7%	0.075%
10/18/2024	First Citizens Bank & Trust Co.	10,853	$0.27M	0.0%	+9.6%	0.005%
10/18/2024	Blue Trust Inc.	3,311	$76K	0.0%	+64.2%	0.002%
10/17/2024	Inspire Advisors LLC	78,525	$1.97M	0.2%	+29.1%	0.037%
10/16/2024	Bill Few Associates Inc.	105,481	$2.64M	0.9%	-4.2%	0.050%
10/15/2024	NBC Securities Inc.	19,404	$0.49M	0.0%	+6.1%	0.009%
10/11/2024	Creative Planning	44,073	$1.10M	0.0%	+3.5%	0.021%
10/11/2024	Wedge Capital Management L L P NC	555,931	$13.91M	0.2%	-3.9%	0.259%
10/10/2024	Carnegie Investment Counsel	15,313	$0.38M	0.0%	-8.0%	0.007%
10/10/2024	Inspire Investing LLC	47,543	$1.19M	0.1%	N/A	0.022%
10/10/2024	Code Waechter LLC	46,746	$1.17M	1.1%	N/A	0.022%
10/8/2024	CWM LLC	6,196	$0.16M	0.0%	-18.6%	0.003%
10/8/2024	Chesley Taft & Associates LLC	8,280	$0.21M	0.0%	N/A	0.004%
10/7/2024	Fulton Bank N.A.	15,849	$0.40M	0.0%	+5.8%	0.007%
10/7/2024	GAMMA Investing LLC	6,320	$0.16M	0.0%	+140.6%	0.003%
10/5/2024	Wright Investors Service Inc.	36,722	$0.92M	0.2%	-1.9%	0.017%
10/3/2024	Park Avenue Securities LLC	11,248	$0.28M	0.0%	+13.4%	0.005%
10/3/2024	SG Americas Securities LLC	12,053	$0.30M	0.0%	+57.6%	0.006%
9/20/2024	Healthcare of Ontario Pension Plan Trust Fund	58,100	$1.33M	0.0%	N/A	0.027%
9/16/2024	Point72 Asia Singapore Pte. Ltd.	1,760	$40K	0.0%	N/A	0.001%
9/5/2024	Sanctuary Advisors LLC	11,625	$0.30M	0.0%	N/A	0.005%
8/22/2024	Cetera Investment Advisers	41,158	$0.94M	0.0%	+20.0%	0.019%

Data available starting January 2016

UGI Corporation, together with its subsidiaries, distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.3 million residential, commercial/industrial, motor fuel, agricultural, and wholesale customers through 1,400 propane distribution locations. The company distributes liquefied petroleum gases (LPG) to residential, commercial, industrial, agricultural, wholesale and automobile fuel customers; and provides logistics, storage, and other services to third-party LPG distributors. In addition, it engages in the retail sale of natural gas, liquid fuels, and electricity to approximately 12,400 residential, commercial, and industrial customers at 42,000 locations. Further, the company distributes natural gas to approximately 677,000 customers in eastern and central Pennsylvania counties through its distribution system of approximately 12,500 miles of gas mains; and supplies electricity to approximately 62,600 customers in northeastern Pennsylvania through 2,560 miles of lines and 14 substations. Additionally, it operates electric generation facilities, which include coal-fired, landfill gas-fueled, solar-powered, and natural gas-fueled facilities; a natural gas liquefaction, storage, and vaporization facility; propane storage and propane-air mixing stations; and rail transshipment terminals. It manages natural gas pipeline and storage contracts; develops, owns, and operates pipelines, gathering infrastructure, and gas storage facilities. UGI Corporation was incorporated in 1882 and is headquartered in King of Prussia, Pennsylvania.

Today's Range

Now: $23.25

$23.19

$23.70

50 Day Range

MA: $24.27

$23.35

$25.34

52 Week Range

Now: $23.25

$21.47

$26.15

Volume

1,659,012 shs

Average Volume

2,104,842 shs

Market Capitalization

$4.99 billion

P/E Ratio

7.45

Dividend Yield

6.32%

Beta

1.13

Who are the company insiders with the largest holdings of UGI?: UGI's top insider investors include:
Roger Perreault (CEO)
Learn More about top insider investors at UGI.
Who are the major institutional investors of UGI?: UGI's top institutional shareholders include:
FMR LLC — 4.39%
Charles Schwab Investment Management Inc. — 1.17%
Diamond Hill Capital Management Inc. — 0.72%
Thrivent Financial for Lutherans — 0.70%
Victory Capital Management Inc. — 0.69%
Massachusetts Financial Services Co. MA — 0.48%
Learn More about top institutional investors of UGI stock.
Which major investors are selling UGI stock?: Within the last quarter, UGI stock was sold by these institutional investors:
Principal Financial Group Inc.
Quantbot Technologies LP
PEAK6 Investments LLC
DekaBank Deutsche Girozentrale
Dynamic Technology Lab Private Ltd
Diamond Hill Capital Management Inc.
Ontario Teachers Pension Plan Board
Amalgamated Bank
Which major investors are buying UGI stock?: Within the previous quarter, UGI stock was bought by institutional investors including:
FMR LLC
Portman Square Capital LLP
Charles Schwab Investment Management Inc.
Thrivent Financial for Lutherans
Foundry Partners LLC
Victory Capital Management Inc.
BNP Paribas Financial Markets
Bank of Montreal Can