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UGI CORP NEW
UGI CORP NEW. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 356 Institutional holders with a total value of $4,728,689,803.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 QUADRANT CAPITAL GROUP LLC 21 0 0.00%
2 Beacon Capital Management, Inc. 3 0 0.00%
3 SIGNATUREFD, LLC 24 1,000 0.00%
4 Archford Capital Strategies, LLC 21 1,000 0.00%
5 Simplicity Solutions, LLC 49 1,706 0.00%
6 TCI Wealth Advisors, Inc. 51 2,000 0.00%
7 Winslow, Evans & Crocker, Inc. 82 2,822 0.00%
8 SYNOVUS FINANCIAL CORP 97 3,000 0.00%
9 HIGHLAND CAPITAL MANAGEMENT, LLC 74 3,000 0.00%
10 NOMURA HOLDINGS INC 91 3,000 0.00%
11 First Personal Financial Services 105 4,000 0.00%
12 ADVANTAGE INVESTMENT MANAGEMENT, LLC 112 4,000 0.00%
13 SECURITY NATIONAL TRUST CO 105 4,000 0.00%
14 FARMERS & MERCHANTS INVESTMENTS INC 124 4,000 0.00%
15 INTEGRATED WEALTH MANAGEMENT 180 6,000 0.00%
16 ASSETMARK, INC 196 7,000 0.00%
17 BENJAMIN F. EDWARDS & COMPANY, INC. 200 7,000 0.00%
18 Chicago Partners Investment Group LLC 225 8,000 0.00%
19 TRUST DEPARTMENT MB FINANCIAL BANK N A 225 8,000 0.00%
20 KANALY TRUST CO 235 8,000 0.00%
21 Regal Investment Advisors LLC 300 10,000 0.00%
22 Brookstone Capital Management 290 10,000 0.00%
23 D.A. DAVIDSON & CO. 307 10,000 0.00%
24 Walleye Trading LLC 300 10,000 0.00% Call
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 317 11,000 0.00%
26 Cordasco Financial Network 328 11,000 0.00%
27 LBA Wealth Management, LLC 375 13,000 0.00%
28 PRELUDE CAPITAL MANAGEMENT, LLC 375 13,000 0.00%
29 Capital Advisors, Ltd. LLC 399 14,000 0.00%
30 Gemmer Asset Management LLC 398 14,000 0.00%
31 BARCLAYS PLC 500 17,000 0.00% Put
32 VIRTUS CAPITAL ADVISERS, LLC 561 20,000 0.00%
33 FIFTH THIRD BANCORP 571 20,000 0.00%
34 AMERICAN NATIONAL BANK & TRUST 570 20,000 0.00%
35 Lehman Financial Resources, Inc. 600 20,000 0.00%
36 WHITTIER TRUST CO 600 21,000 0.00%
37 Tower Research Capital LLC (TRC) 701 24,000 0.00%
38 BRUDERMAN ASSET MANAGEMENT, LLC 900 31,000 0.00%
39 Brick & Kyle, Associates 903 31,000 0.00%
40 CT Financial Advisors LLC 900 31,338 0.00%
41 Asset Management One Co., Ltd. 930 32,000 0.00%
42 Twin Tree Management, LP 905 32,000 0.00%
43 Weaver C. Barksdale & Associates, Inc. 924 32,000 0.00%
44 SIMPLEX TRADING, LLC 957 33,000 0.00%
45 FIRST MANHATTAN CO. LLC. 979 34,000 0.00%
46 MONETARY MANAGEMENT GROUP INC 1,050 37,000 0.00%
47 Hudock, Inc. 1,100 38,000 0.00%
48 Corbenic Partners LLC 1,116 39,000 0.00%
49 WESTPORT RESOURCES MANAGEMENT INC 1,239 43,000 0.00%
50 Creative Planning 1,291 45,000 0.00%
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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.