Dark
Light
System
Security
UGI CORP NEW
UGI CORP NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 380 Institutional holders with a total value of $5,109,454,011.
#
Manager Name
Shares
Value ($)
%
Options
Notes
351 SEVEN EIGHT CAPITAL, LP 833 32,000 0.00%
352 FIRST MANHATTAN CO. LLC. 750 28,000 0.00%
353 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 650 25,000 0.00%
354 Lehman Financial Resources, Inc. 600 23,000 0.00%
355 US FINANCIAL ADVISORS, LLC 571 22,000 0.00%
356 MV CAPITAL MANAGEMENT, INC. 523 20,000 0.00%
357 Financial Architects, Inc 498 19,000 0.00%
358 Simplicity Solutions, LLC 497 18,876 0.00%
359 Chicago Partners Investment Group LLC 450 17,000 0.00%
360 ENTERPRISE FINANCIAL SERVICES CORP 412 16,000 0.00%
361 Gemmer Asset Management LLC 398 15,000 0.00%
362 Cordasco Financial Network 328 12,000 0.00%
363 SYNOVUS FINANCIAL CORP 317 12,000 0.00%
364 UBS Group AG 300 11,000 0.00% Call
365 THOMPSON DAVIS & CO., INC. 295 11,000 0.00%
366 TRUST DEPARTMENT MB FINANCIAL BANK N A 225 9,000 0.00%
367 COLONY GROUP LLC 128 5,000 0.00%
368 FARMERS & MERCHANTS INVESTMENTS INC 124 5,000 0.00%
369 SECURITY NATIONAL TRUST CO 105 4,000 0.00%
370 Winslow, Evans & Crocker, Inc. 82 3,078 0.00%
371 First Personal Financial Services 105 3,000 0.00%
372 NEW ENGLAND SECURITIES CORP /MA/ 51 2,000 0.00%
373 TCI Wealth Advisors, Inc. 51 2,000 0.00%
374 SIGNATUREFD, LLC 16 1,000 0.00%
375 Hirtle Callaghan & Co LLC 37 1,000 0.00%
376 Archford Capital Strategies, LLC 21 1,000 0.00%
377 WFG Advisors, LP 5 0 0.00%
378 Oakworth Capital, Inc. 10 0 0.00%
379 WEALTHFRONT CORP 3 0 0.00%
380 Spot Trading L.L.C 4 0 0.00%
Page 8 of 8

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.