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UGI Insider Trading (UGI)

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 2.50%

Insider Buying (Last 12 Months): $732,161.24

Insider Selling (Last 12 Months): $2,861,622.14

UGI Insider Trading History Chart

UGI Share Price & Price History

^$46.83

▲ +0.38 (0.82%)

As of 06/24/2021 05:26 PM ET

Days: 30 | 90 | 365

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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
6/23/2021	John L Walsh	CEO	Sell	14,949	$46.56	$696,025.44	535,787
6/16/2021	M Shawn Bort	Director	Sell	12,750	$46.58	$593,895.00	27,095
5/28/2021	Laurie Bergman	CAO	Sell	8,830	$45.74	$403,884.20	4,516
2/9/2021	Ted A Dosch	Director	Buy	10,000	$37.46	$374,600.00
11/25/2020	M Shawn Bort	Director	Sell	12,750	$37.89	$483,097.50	27,095
11/24/2020	Joseph L Hartz	Insider	Sell	18,000	$38.04	$684,720.00
8/21/2020	Laurie Bergman	CAO	Buy	598	$33.38	$19,961.24	3,401
8/6/2020	Ted A Dosch	Director	Buy	10,000	$33.76	$337,600.00	12,000
6/12/2020	Thaddeus J. Jastrzebski	CFO	Buy	7,650	$32.29	$247,018.50
5/11/2020	John L Walsh	CEO	Buy	8,000	$29.80	$238,400.00
1/29/2020	Ted A Dosch	Director	Buy	2,000	$42.53	$85,060.00	2,000
11/14/2019	Frank S Hermance	Director	Buy	93,731	$42.48	$3,981,692.88	343,731
11/14/2019	Roger Perreault	EVP	Buy	2,357	$42.45	$100,054.65	25,481
6/14/2019	M Shawn Bort	Director	Sell	25,500	$52.97	$1,350,735.00	27,095
6/12/2019	Anne Pol	Director	Sell	6,750	$52.92	$357,210.00	7,952
6/10/2019	Anne Pol	Director	Sell	2,421	$52.94	$128,167.74	7,952
5/10/2019	Frank S Hermance	Director	Buy	100,000	$54.10	$5,410,000.00	250,000
5/10/2019	John L Walsh	CEO	Sell	50,000	$54.19	$2,709,500.00	502,226
11/28/2018	M Shawn Bort	Director	Sell	9,184	$57.23	$525,600.32	14,345
11/19/2018	Anne Pol	Director	Sell	3,000	$57.24	$171,720.00	8,478
11/16/2018	John L Walsh	CEO	Sell	87,500	$56.91	$4,979,625.00	517,666
11/15/2018	Ann P Kelly	CAO	Sell	9,595	$56.80	$544,996.00
8/20/2018	Joseph L. Hartz	Insider	Sell	18,000	$55.51	$999,180.00

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

78.35% 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
6/21/2021	Coe Capital Management LLC	11,814	$0.48M	0.5%	-2.5%	0.006%
6/5/2021	Advisory Services Network LLC	30,732	$1.26M	0.0%	+34.5%	0.015%
6/3/2021	Hoylecohen LLC	5,364	$0.22M	0.0%	N/A	0.003%
5/24/2021	Principal Financial Group Inc.	729,863	$29.93M	0.0%	+18.2%	0.350%
5/22/2021	Teachers Retirement System of The State of Kentucky	212,568	$8.72M	0.1%	-1.8%	0.102%
5/21/2021	Colony Group LLC	5,939	$0.24M	0.0%	-7.2%	0.003%
5/19/2021	SkyView Investment Advisors LLC	10,022	$0.41M	0.2%	N/A	0.005%
5/19/2021	Squarepoint Ops LLC	5,767	$0.24M	0.0%	N/A	0.003%
5/18/2021	Paloma Partners Management Co	6,104	$0.25M	0.0%	-34.4%	0.003%
5/18/2021	Oppenheimer Asset Management Inc.	49,274	$2.02M	0.0%	+13.5%	0.024%
5/18/2021	Utah Retirement Systems	39,838	$1.63M	0.0%	-4.3%	0.019%
5/18/2021	D. E. Shaw & Co. Inc.	31,569	$1.30M	0.0%	-79.6%	0.015%
5/18/2021	Eaton Vance Management	78,223	$3.21M	0.0%	+1.0%	0.037%
5/18/2021	Amundi Asset Management US Inc.	194,163	$7.96M	0.0%	+7.4%	0.093%
5/18/2021	Deprince Race & Zollo Inc.	9,420	$0.39M	0.0%	-33.8%	0.005%
5/18/2021	Verition Fund Management LLC	135,742	$5.57M	0.1%	+1,574.0%	0.065%
5/18/2021	State of Wisconsin Investment Board	501,782	$20.58M	0.0%	+17.6%	0.240%
5/18/2021	Morgan Stanley	314,194	$12.89M	0.0%	-14.6%	0.151%
5/18/2021	Cubist Systematic Strategies LLC	86,771	$3.56M	0.0%	+157.6%	0.042%
5/18/2021	Optimal Asset Management Inc.	38,803	$1.59M	0.2%	+10.9%	0.019%
5/18/2021	Glenmede Trust Co. NA	409,549	$16.79M	0.1%	+34.9%	0.196%
5/18/2021	Man Group plc	39,500	$1.62M	0.0%	-85.6%	0.019%
5/18/2021	California State Teachers Retirement System	418,142	$17.15M	0.0%	+1.9%	0.200%
5/18/2021	Ameritas Investment Company LLC	1,610	$66K	0.0%	N/A	0.001%
5/17/2021	Great West Life Assurance Co. Can	639,210	$26.07M	0.1%	+8.6%	0.306%
5/17/2021	AQR Capital Management LLC	655,554	$26.88M	0.0%	+133.3%	0.314%
5/17/2021	Royal Bank of Canada	105,588	$4.33M	0.0%	-7.2%	0.051%
5/17/2021	Veritable L.P.	11,118	$0.46M	0.0%	-4.6%	0.005%
5/17/2021	Price T Rowe Associates Inc. MD	98,862	$4.05M	0.0%	+8.6%	0.047%
5/17/2021	Captrust Financial Advisors	15,117	$0.63M	0.0%	+5.8%	0.007%
5/17/2021	Quadrature Capital Ltd	8,749	$0.36M	0.0%	-31.3%	0.004%
5/17/2021	Ameriprise Financial Inc.	441,922	$18.13M	0.0%	-2.9%	0.212%
5/17/2021	Hennion & Walsh Asset Management Inc.	5,800	$0.24M	0.0%	N/A	0.003%
5/17/2021	Nomura Holdings Inc.	22,000	$0.90M	0.0%	N/A	0.011%
5/17/2021	HRT Financial LP	38,324	$1.57M	0.0%	N/A	0.018%
5/17/2021	Nuveen Asset Management LLC	688,690	$28.24M	0.0%	-1.5%	0.330%
5/17/2021	Quadrant Private Wealth Management LLC	4,994	$0.21M	0.1%	N/A	0.002%
5/17/2021	Aurora Investment Counsel	27,777	$1.14M	0.8%	+3.3%	0.013%
5/17/2021	Fjarde AP Fonden Fourth Swedish National Pension Fund	203,172	$8.33M	0.1%	-6.6%	0.097%
5/17/2021	Thrivent Financial for Lutherans	205,876	$8.44M	0.0%	-3.1%	0.099%
5/17/2021	Centiva Capital LP	16,215	$0.67M	0.0%	N/A	0.008%
5/17/2021	Goldman Sachs Group Inc.	766,201	$31.42M	0.0%	+20.1%	0.367%
5/14/2021	Ontario Teachers Pension Plan Board	15,485	$0.64M	0.0%	N/A	0.007%
5/14/2021	Profund Advisors LLC	19,295	$0.79M	0.0%	+22.9%	0.009%
5/14/2021	MML Investors Services LLC	7,872	$0.32M	0.0%	+8.2%	0.004%
5/14/2021	Stephens Inc. AR	6,394	$0.26M	0.0%	N/A	0.003%
5/14/2021	Gamco Investors INC. ET AL	89,709	$3.68M	0.0%	+476.9%	0.043%
5/14/2021	Gabelli Funds LLC	523,100	$21.45M	0.1%	+11.9%	0.251%
5/14/2021	Caisse DE Depot ET Placement DU Quebec	44,755	$1.84M	0.0%	-3.1%	0.021%
5/14/2021	Eqis Capital Management Inc.	6,032	$0.25M	0.0%	-13.6%	0.003%
5/14/2021	Nomura Asset Management Co. Ltd.	46,331	$1.90M	0.0%	+13.2%	0.022%
5/14/2021	Krane Funds Advisors LLC	19,354	$0.79M	0.0%	+195.3%	0.009%
5/14/2021	AGF Investments LLC	930	$38K	0.0%	N/A	0.000%
5/14/2021	Public Employees Retirement System of Ohio	117,856	$4.83M	0.0%	+7.0%	0.056%
5/14/2021	Lazard Asset Management LLC	6,728	$0.28M	0.0%	N/A	0.003%
5/14/2021	Laurel Wealth Advisors Inc.	5,609	$0.23M	0.0%	-10.7%	0.003%
5/14/2021	Dimensional Fund Advisors LP	1,025,551	$42.06M	0.0%	+3.2%	0.491%
5/14/2021	APG Asset Management N.V.	1,408,464	$49.15M	0.1%	+1.5%	0.675%
5/14/2021	Vident Investment Advisory LLC	51,059	$2.09M	0.1%	N/A	0.024%
5/14/2021	First Mercantile Trust Co.	11,529	$0.47M	0.1%	-3.9%	0.006%
5/14/2021	BDO Wealth Advisors LLC	4,480	$0.18M	0.0%	-19.3%	0.002%
5/14/2021	TD Asset Management Inc.	17,846	$0.73M	0.0%	-4.8%	0.009%
5/14/2021	Hoylecohen LLC	5,364	$0.22M	0.0%	N/A	0.003%
5/14/2021	UBS Asset Management Americas Inc.	740,722	$30.38M	0.0%	+1.2%	0.355%
5/14/2021	Stifel Financial Corp	246,151	$10.10M	0.0%	+19.1%	0.118%
5/14/2021	Credit Suisse AG	303,699	$12.46M	0.0%	-9.6%	0.146%
5/14/2021	Railway Pension Investments Ltd	110,500	$4.53M	0.0%	N/A	0.053%
5/14/2021	HBK Sorce Advisory LLC	10,977	$0.45M	0.0%	+4.9%	0.005%
5/14/2021	Gulf International Bank UK Ltd	39,658	$1.63M	0.0%	-20.2%	0.019%
5/14/2021	Quantbot Technologies LP	11,685	$0.48M	0.0%	N/A	0.006%
5/13/2021	Bessemer Group Inc.	1,198	$49K	0.0%	+33.4%	0.001%
5/13/2021	Guggenheim Capital LLC	135,779	$5.57M	0.0%	+6.8%	0.065%
5/13/2021	Brandywine Global Investment Management LLC	741,253	$30.40M	0.2%	+4.2%	0.355%
5/13/2021	South Dakota Investment Council	107,558	$4.41M	0.1%	+15.8%	0.052%
5/13/2021	Franklin Resources Inc.	118,942	$4.88M	0.0%	-46.0%	0.057%
5/13/2021	SG Americas Securities LLC	50,870	$2.09M	0.0%	-54.0%	0.024%
5/13/2021	AlphaCrest Capital Management LLC	16,231	$0.67M	0.0%	-25.9%	0.008%
5/13/2021	Qtron Investments LLC	15,903	$0.65M	0.2%	+103.9%	0.008%
5/13/2021	Barclays PLC	176,011	$7.22M	0.0%	+66.7%	0.084%
5/13/2021	Sawtooth Solutions LLC	11,351	$0.47M	0.1%	N/A	0.005%
5/13/2021	Mutual of America Capital Management LLC	188,623	$7.74M	0.1%	-3.0%	0.090%
5/13/2021	Amalgamated Bank	25,955	$1.06M	0.0%	-6.2%	0.012%
5/13/2021	Neuberger Berman Group LLC	22,708	$0.92M	0.0%	+69.4%	0.011%
5/13/2021	LS Investment Advisors LLC	7,960	$0.33M	0.0%	-26.1%	0.004%
5/13/2021	First Eagle Investment Management LLC	9,196,730	$377.16M	1.0%	+26.2%	4.407%
5/13/2021	Swaine & Leidel Wealth Services LLC	104,327	$4.28M	2.8%	+5.6%	0.050%
5/13/2021	Avantax Advisory Services Inc.	6,578	$0.27M	0.0%	N/A	0.003%
5/13/2021	Penn Mutual Asset Management LLC	5,935	$0.24M	0.3%	-6.8%	0.003%
5/13/2021	Bank of New York Mellon Corp	2,873,093	$117.83M	0.0%	+1.8%	1.377%
5/13/2021	Citigroup Inc.	182,301	$7.48M	0.0%	+14.4%	0.087%
5/13/2021	Massachusetts Financial Services Co. MA	746,760	$30.62M	0.0%	-9.3%	0.358%
5/13/2021	Martingale Asset Management L P	65,293	$2.68M	0.0%	+9.7%	0.031%
5/13/2021	Blair William & Co. IL	7,816	$0.32M	0.0%	-38.1%	0.004%
5/13/2021	Federated Hermes Inc.	793,779	$32.55M	0.1%	+1.4%	0.380%
5/13/2021	Mirae Asset Global Investments Co. Ltd.	6,769	$0.28M	0.0%	N/A	0.003%
5/13/2021	Bank of Montreal Can	111,712	$4.72M	0.0%	+9.3%	0.054%
5/13/2021	Cobblestone Capital Advisors LLC NY	5,125	$0.21M	0.0%	N/A	0.002%
5/13/2021	Korea Investment CORP	46,900	$1.92M	0.0%	-4.3%	0.022%
5/13/2021	Godshalk Welsh Capital Management Inc.	11,650	$0.48M	0.3%	+5.4%	0.006%
5/13/2021	Westpac Banking Corp	147,933	$6.07M	0.1%	+0.2%	0.071%

Data available starting January 2016

UGI Corporation 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 1.5 million residential, commercial/industrial, motor fuel, agricultural, and wholesale customers through 1,800 propane distribution locations; and sells, installs, and services propane appliances, including heating systems and propane-powered generators. The company also 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 14,000 residential, commercial, and industrial customers at 45,000 locations. Further, the company distributes natural gas to approximately 670,000 customers in the portions of 46 eastern and central Pennsylvania counties through its distribution system of 12,300 miles of gas mains; and supplies electricity to approximately 62,500 customers in northeastern Pennsylvania through 2,500 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 also manages natural gas pipeline and storage contracts; develops, owns, and operates pipelines, gathering infrastructure, and gas storage facilities. UGI Corporation was founded in 1882 and is headquartered in King of Prussia, Pennsylvania.

Today's Range

Now: $46.83

$46.14

$46.99

50 Day Range

MA: $45.34

$43.63

$47.88

52 Week Range

Now: $46.83

$29.63

$48.20

Volume

1,062,378 shs

Average Volume

1,012,679 shs

Market Capitalization

$9.77 billion

P/E Ratio

11.10

Dividend Yield

2.97%

Beta

0.97

Who are the company insiders with the largest holdings of UGI?

UGI's top insider investors include:

John L Walsh (CEO)
Frank S Hermance (Director)
M Shawn Bort (Director)
Roger Perreault (EVP)
Ted A Dosch (Director)
Laurie Bergman (CAO)
Joseph L Hartz (Insider)
Thaddeus J Jastrzebski (CFO)

Who are the major institutional investors of UGI?

UGI's top institutional shareholders include:

BlackRock Inc. — 10.39%
First Eagle Investment Management LLC — 4.41%
State of Michigan Retirement System — 1.51%
Mitsubishi UFJ Trust & Banking Corp — 1.50%
Diamond Hill Capital Management Inc. — 1.41%
Bank of New York Mellon Corp — 1.38%

Which major investors are selling UGI stock?

Within the last quarter, UGI stock was sold by these institutional investors:

Prudential Financial Inc.
Thompson Siegel & Walmsley LLC
Mitsubishi UFJ Trust & Banking Corp
Wedge Capital Management L L P NC
Ensign Peak Advisors Inc
Man Group plc
Jupiter Asset Management Ltd.
D. E. Shaw & Co. Inc.

In the previous year, company insiders that have sold UGI company stock include:

John L Walsh (CEO)
Frank S Hermance (Director)
M Shawn Bort (Director)
Roger Perreault (EVP)

Which major investors are buying UGI stock?

Within the last quarter, UGI stock was bought by institutional investors including:

First Eagle Investment Management LLC
BlackRock Inc.
AQR Capital Management LLC
LSV Asset Management
Pinnacle Advisory Group Inc.
Northern Trust Corp
Robeco Institutional Asset Management B.V.
JPMorgan Chase & Co.

Within the previous year, these company insiders have bought UGI stock:

John L Walsh (CEO)
Frank S Hermance (Director)
M Shawn Bort (Director)
Roger Perreault (EVP)
Ted A Dosch (Director)
Laurie Bergman (CAO)

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