UGI Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.73%

Insider Buying (Last 12 Months): $160,039.80

Insider Selling (Last 12 Months): $0.00

UGI Insider Trading History Chart

UGI Share Price & Price History

^$32.67

▲ +0.04 (0.12%)

As of 04/28/2025 04:59 PM ET

Days: 30 | 90 | 365

UGI Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/27/2025	Michael Sharp	Insider	Buy	4,806	$33.30	$160,039.80	4,806
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

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
4/28/2025	D.A. Davidson & CO.	45,551	$1.51M	0.0%	N/A	0.021%
4/28/2025	Principal Financial Group Inc.	494,327	$16.35M	0.0%	+0.4%	0.230%
4/28/2025	Mutual Advisors LLC	6,917	$0.23M	0.0%	-5.1%	0.003%
4/28/2025	Meritage Portfolio Management	156,510	$5.18M	0.3%	N/A	0.073%
4/28/2025	St. James Investment Company LLC	238,860	$7.90M	1.3%	N/A	0.111%
4/28/2025	Teacher Retirement System of Texas	31,388	$1.04M	0.0%	+26.0%	0.015%
4/28/2025	Private Trust Co. NA	1,395	$46K	0.0%	+36.1%	0.001%
4/25/2025	Red Door Wealth Management LLC	6,966	$0.23M	0.0%	N/A	0.003%
4/25/2025	Kendall Capital Management	23,805	$0.79M	0.2%	+5.7%	0.011%
4/25/2025	New York State Teachers Retirement System	209,967	$6.94M	0.0%	-0.3%	0.098%
4/25/2025	Amalgamated Bank	98,535	$3.26M	0.0%	-3.3%	0.046%
4/25/2025	KBC Group NV	65,273	$2.16M	0.0%	-6.5%	0.030%
4/24/2025	Jeppson Wealth Management LLC	6,862	$0.23M	0.1%	N/A	0.003%
4/24/2025	Allspring Global Investments Holdings LLC	166,234	$5.57M	0.0%	-8.5%	0.077%
4/24/2025	Corundum Trust Company INC	11,373	$0.38M	1.1%	N/A	0.005%
4/23/2025	Sequoia Financial Advisors LLC	10,206	$0.34M	0.0%	N/A	0.005%
4/23/2025	Perigon Wealth Management LLC	6,142	$0.20M	0.0%	N/A	0.003%
4/23/2025	HBK Sorce Advisory LLC	11,634	$0.39M	0.0%	+13.5%	0.005%
4/23/2025	Golden State Wealth Management LLC	2,577	$85K	0.0%	+104.8%	0.001%
4/23/2025	Spire Wealth Management	2,234	$74K	0.0%	+3,961.8%	0.001%
4/23/2025	Edmp Inc.	135,631	$4.49M	3.8%	-0.5%	0.063%
4/23/2025	Oppenheimer & Co. Inc.	55,837	$1.85M	0.0%	+4.7%	0.026%
4/23/2025	Oppenheimer Asset Management Inc.	15,073	$0.50M	0.0%	+10.0%	0.007%
4/22/2025	Cambridge Investment Research Advisors Inc.	88,547	$2.93M	0.0%	+8.0%	0.041%
4/22/2025	Ellis Investment Partners LLC	6,504	$0.22M	0.0%	-28.4%	0.003%
4/22/2025	Manning & Napier Advisors LLC	100,811	$3.33M	0.0%	-32.8%	0.047%
4/22/2025	Nilsine Partners LLC	18,007	$0.60M	0.1%	-1.7%	0.008%
4/22/2025	Advisor Resource Council	35,192	$1.16M	0.1%	N/A	0.016%
4/21/2025	Spirit of America Management Corp NY	10,000	$0.33M	0.1%	-28.6%	0.005%
4/21/2025	Abundance Wealth Counselors	32,629	$1.08M	0.2%	+10.6%	0.015%
4/21/2025	Retirement Systems of Alabama	495,853	$16.40M	0.1%	+0.1%	0.231%
4/21/2025	Blue Trust Inc.	4,049	$0.13M	0.0%	+18.7%	0.002%
4/21/2025	Envestnet Portfolio Solutions Inc.	23,822	$0.79M	0.0%	+63.7%	0.011%
4/21/2025	State of Alaska Department of Revenue	25,171	$0.83M	0.0%	+2.8%	0.012%
4/21/2025	CWA Asset Management Group LLC	16,558	$0.55M	0.0%	-12.1%	0.008%
4/17/2025	QRG Capital Management Inc.	16,142	$0.53M	0.0%	N/A	0.008%
4/17/2025	Janney Montgomery Scott LLC	241,102	$7.97M	0.0%	-3.9%	0.112%
4/17/2025	Cyndeo Wealth Partners LLC	239,401	$7.92M	0.5%	-6.5%	0.111%
4/17/2025	Exchange Traded Concepts LLC	24,109	$0.80M	0.0%	N/A	0.011%
4/17/2025	Sound Income Strategies LLC	2,755	$91K	0.0%	+3,343.8%	0.001%
4/16/2025	Hennessy Advisors Inc.	2,168,952	$71.73M	2.4%	-8.7%	1.010%
4/16/2025	Wealth Enhancement Advisory Services LLC	33,240	$1.10M	0.0%	-3.7%	0.015%
4/16/2025	Quintet Private Bank Europe S.A.	1,880	$62K	0.0%	+25.3%	0.001%
4/15/2025	Alpha Omega Wealth Management LLC	15,153	$0.50M	0.1%	+5.4%	0.007%
4/15/2025	CX Institutional	911	$30K	0.0%	N/A	0.000%
4/15/2025	SG Americas Securities LLC	33,980	$1.12M	0.0%	N/A	0.016%
4/15/2025	Sonora Investment Management Group LLC	6,369	$0.21M	0.0%	N/A	0.003%
4/15/2025	Accurate Wealth Management LLC	10,674	$0.34M	0.1%	-3.2%	0.005%
4/15/2025	GAMMA Investing LLC	8,398	$0.28M	0.0%	+7.3%	0.004%
4/14/2025	Yousif Capital Management LLC	81,298	$2.69M	0.0%	-2.5%	0.038%
4/14/2025	Farther Finance Advisors LLC	9,667	$0.32M	0.0%	+132.9%	0.005%
4/14/2025	Wesbanco Bank Inc.	6,789	$0.23M	0.0%	N/A	0.003%
4/14/2025	First Citizens Bank & Trust Co.	7,703	$0.26M	0.0%	-33.9%	0.004%
4/14/2025	Wedge Capital Management L L P NC	386,226	$12.77M	0.2%	-12.7%	0.180%
4/14/2025	Park Avenue Securities LLC	11,925	$0.39M	0.0%	+7.5%	0.006%
4/14/2025	UMB Bank n.a.	2,442	$81K	0.0%	+81.6%	0.001%
4/10/2025	Salvus Wealth Management LLC	6,060	$0.20M	0.1%	N/A	0.003%
4/10/2025	Naples Global Advisors LLC	26,637	$0.89M	0.1%	-1.6%	0.012%
4/10/2025	Beacon Financial Group	13,324	$0.44M	0.0%	+57.9%	0.006%
4/10/2025	Apella Capital LLC	17,282	$0.54M	0.0%	N/A	0.008%
4/9/2025	Merit Financial Group LLC	9,055	$0.30M	0.0%	+18.8%	0.004%
4/9/2025	NBC Securities Inc.	20,640	$0.68M	0.1%	+108,531.6%	0.010%
4/8/2025	Rhumbline Advisers	606,815	$20.07M	0.0%	+1.8%	0.282%
4/8/2025	Fifth Third Wealth Advisors LLC	6,942	$0.23M	0.0%	N/A	0.003%
4/8/2025	Global Financial Private Client LLC	14,678	$0.49M	0.2%	+183,375.0%	0.007%
4/8/2025	Parallel Advisors LLC	3,931	$0.13M	0.0%	+19.9%	0.002%
4/7/2025	Partnership Wealth Management LLC	6,750	$0.22M	0.2%	N/A	0.003%
4/7/2025	GAMMA Investing LLC	277,722	$8.40M	0.0%	+3,449.2%	0.129%
3/24/2025	Wellington Management Group LLP	574,095	$16.21M	0.0%	-1.4%	0.267%
3/18/2025	California State Teachers Retirement System	200,839	$5.67M	0.0%	-1.0%	0.093%
3/17/2025	Wealth Enhancement Advisory Services LLC	34,532	$0.98M	0.0%	+28.4%	0.016%
3/12/2025	Northstar Financial Companies Inc.	14,695	$0.42M	0.4%	N/A	0.007%
3/12/2025	Wealthedge Investment Advisors LLC	17,267	$0.49M	0.2%	N/A	0.008%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	368,689	$10.41M	0.0%	N/A	0.172%
2/20/2025	Mackenzie Financial Corp	51,392	$1.45M	0.0%	-70.5%	0.024%
2/19/2025	Invst LLC	27,944	$0.79M	0.1%	+1.7%	0.013%
2/19/2025	Public Employees Retirement System of Ohio	78,798	$2.22M	0.0%	-4.0%	0.037%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	669,918	$18.91M	0.0%	+18.2%	0.312%
2/17/2025	Voloridge Investment Management LLC	1,130,129	$31.90M	0.1%	-26.5%	0.526%
2/17/2025	Sourcerock Group LLC	1,025,000	$28.94M	2.1%	+236.8%	0.477%
2/17/2025	WBI Investments LLC	44,747	$1.26M	0.3%	-40.9%	0.021%
2/17/2025	Squarepoint Ops LLC	27,967	$0.79M	0.0%	-41.1%	0.013%
2/17/2025	State of Wyoming	10,005	$0.28M	0.0%	+4.6%	0.005%
2/17/2025	Shell Asset Management Co.	10,537	$0.30M	0.0%	-73.1%	0.005%
2/17/2025	SIR Capital Management L.P.	729,800	$20.60M	2.1%	+1,279.5%	0.340%
2/17/2025	ProShare Advisors LLC	1,356,926	$38.31M	0.1%	+3.0%	0.632%
2/17/2025	Quantinno Capital Management LP	106,574	$3.01M	0.0%	+35.3%	0.050%
2/17/2025	Man Group plc	30,896	$0.87M	0.0%	-82.7%	0.014%
2/17/2025	Nomura Holdings Inc.	28,487	$0.80M	0.0%	N/A	0.013%
2/17/2025	Nuveen Asset Management LLC	618,133	$17.45M	0.0%	-1.4%	0.288%
2/17/2025	Occudo Quantitative Strategies LP	25,548	$0.72M	0.1%	N/A	0.012%
2/17/2025	Mork Capital Management LLC	35,700	$1.01M	0.7%	N/A	0.017%
2/17/2025	Needham Investment Management LLC	10,000	$0.28M	0.0%	-50.0%	0.005%
2/17/2025	Millennium Management LLC	515,518	$14.55M	0.0%	+1,634.8%	0.240%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	72,066	$2.03M	0.0%	+17.5%	0.034%
2/17/2025	Lazard Asset Management LLC	16,297	$0.46M	0.0%	+26.4%	0.008%
2/17/2025	Invenomic Capital Management LP	614,910	$17.36M	0.8%	+118.2%	0.286%
2/17/2025	Hudson Bay Capital Management LP	175,000	$4.94M	0.0%	N/A	0.082%
2/17/2025	Focus Partners Wealth	11,723	$0.33M	0.0%	N/A	0.005%
2/17/2025	Ensign Peak Advisors Inc	161,731	$4.57M	0.0%	-5.5%	0.075%

Data available starting January 2016

See Full Table

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: $32.67

$32.45

$32.83

50 Day Range

MA: $32.61

$30.07

$34.16

52 Week Range

Now: $32.67

$22.01

$34.49

Volume

1,533,892 shs

Average Volume

2,258,403 shs

Market Capitalization

$7.02 billion

P/E Ratio

12.86

Dividend Yield

4.59%

Beta

1.05

Who are the company insiders with the largest holdings of UGI?: UGI's top insider investors include:
Roger Perreault (CEO)
Michael Sharp (Insider)
Learn More about top insider investors at UGI.
Who are the major institutional investors of UGI?: UGI's top institutional shareholders include:
Hennessy Advisors Inc. — 1.01%
Rhumbline Advisers — 0.28%
Retirement Systems of Alabama — 0.23%
Principal Financial Group Inc. — 0.23%
Wedge Capital Management L L P NC — 0.18%
GAMMA Investing LLC — 0.13%
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:
Hennessy Advisors Inc.
Wedge Capital Management L L P NC
Manning & Napier Advisors LLC
Cyndeo Wealth Partners LLC
Allspring Global Investments Holdings LLC
Total Wealth Planning & Management Inc.
Janney Montgomery Scott LLC
KBC Group NV
Which major investors are buying UGI stock?: Within the previous quarter, UGI stock was bought by institutional investors including:
GAMMA Investing LLC
St. James Investment Company LLC
Meritage Portfolio Management
D.A. Davidson & CO.
Advisor Resource Council
SG Americas Securities LLC
Exchange Traded Concepts LLC
NBC Securities Inc.
Within the last year, these company insiders have bought UGI stock:
Roger Perreault (CEO)
Michael Sharp (Insider)
Learn More investors buying UGI stock.