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

Institutional Holders (2016Q1)
Portfolio Summary: 383 Institutional holders with a total value of $5,454,982,582.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SIGNATUREFD, LLC 8 0 0.00%
2 QUADRANT CAPITAL GROUP LLC 21 0 0.00%
3 DELPHI PRIVATE ADVISORS LLC 11 0 0.00%
4 Twin Tree Management, LP 32 1,000 0.00%
5 SEVEN EIGHT CAPITAL, LP 33 1,000 0.00%
6 PROFICIO CAPITAL PARTNERS LLC 21 1,000 0.00%
7 Plante Moran Financial Advisors, LLC 39 2,000 0.00%
8 DUNCKER STREETT & CO INC 55 2,000 0.00%
9 TCI Wealth Advisors, Inc. 51 2,000 0.00%
10 Winfield Associates, Inc. 50 2,000 0.00%
11 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 55 2,000 0.00%
12 Hillsdale Investment Management Inc. 60 2,000 0.00%
13 FIFTH THIRD BANCORP 45 2,000 0.00%
14 CITIZENS FINANCIAL GROUP INC/DE 41 2,000 0.00%
15 INR ADVISORY SERVICES LLC 51 2,000 0.00%
16 Winslow, Evans & Crocker, Inc. 81 3,263 0.00%
17 Point72 Hong Kong Ltd 100 4,000 0.00%
18 SECURITY NATIONAL TRUST CO 105 4,000 0.00%
19 GOLDMAN SACHS GROUP INC 100 4,000 0.00% Call
20 SYNOVUS FINANCIAL CORP 97 4,000 0.00%
21 FARMERS & MERCHANTS INVESTMENTS INC 124 5,000 0.00%
22 BRONFMAN E.L. ROTHSCHILD, L.P. 139 6,000 0.00%
23 INTEGRATED WEALTH MANAGEMENT 180 7,000 0.00%
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 141 7,000 0.00%
25 Walleye Trading LLC 200 8,000 0.00% Call
26 KANALY TRUST CO 206 8,000 0.00%
27 GUPTA WEALTH MANAGEMENT LLC 212 9,000 0.00%
28 Chicago Partners Investment Group LLC 225 9,000 0.00%
29 ADVANTAGE INVESTMENT MANAGEMENT, LLC 223 9,000 0.00%
30 D.A. DAVIDSON & CO. 307 12,000 0.00%
31 HEFTY WEALTH PARTNERS 307 12,000 0.00%
32 Cordasco Financial Network 328 13,000 0.00%
33 ASSET DEDICATION, LLC 375 15,000 0.00%
34 LOOMIS SAYLES & CO L P 405 16,000 0.00%
35 Vident Investment Advisory, LLC 637,066 16,000 0.00%
36 Capital Advisors, Ltd. LLC 399 16,000 0.00%
37 Gemmer Asset Management LLC 426 17,000 0.00%
38 Financial Architects, Inc 446 18,000 0.00%
39 Archford Capital Strategies, LLC 1 21,000 0.00%
40 AMERICAN NATIONAL BANK & TRUST 570 23,000 0.00%
41 WHITTIER TRUST CO 600 24,000 0.00%
42 LBA Wealth Management, LLC 605 24,000 0.00%
43 Weaver C. Barksdale & Associates, Inc. 654 26,000 0.00%
44 VERSANT CAPITAL MANAGEMENT, INC 672 27,000 0.00%
45 Clearbridge Investments, LLC 750 30,000 0.00%
46 PENSERRA CAPITAL MANAGEMENT LLC 888 35,000 0.00%
47 Brick & Kyle, Associates 903 36,000 0.00%
48 BRUDERMAN ASSET MANAGEMENT, LLC 900 36,000 0.00%
49 CT Financial Advisors LLC 900 36,261 0.00%
50 Asset Management One Co., Ltd. 930 37,000 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.