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

Institutional Holders (2016Q2)
Portfolio Summary: 440 Institutional holders with a total value of $6,217,605,689.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Twin Tree Management, LP 1 0 0.00%
2 Archford Capital Strategies, LLC 21 1,000 0.00%
3 DELPHI PRIVATE ADVISORS LLC 30 1,000 0.00%
4 Winfield Associates, Inc. 50 2,000 0.00%
5 INR ADVISORY SERVICES LLC 51 2,000 0.00% SH
6 QUADRANT CAPITAL GROUP LLC 66 2,000 0.00%
7 FIFTH THIRD BANCORP 45 2,000 0.00%
8 TCI Wealth Advisors, Inc. 51 2,000 0.00%
9 Cornerstone Advisors, Inc. 34 2,000 0.00%
10 DUNCKER STREETT & CO INC 55 2,000 0.00%
11 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 55 3,000 0.00%
12 CITIZENS FINANCIAL GROUP INC/DE 76 3,000 0.00%
13 CUTLER GROUP LLC / CA 2,000 3,000 0.00% Call
14 Hillsdale Investment Management Inc. 60 3,000 0.00%
15 MV CAPITAL MANAGEMENT, INC. 57 3,000 0.00%
16 Winslow, Evans & Crocker, Inc. 82 3,666 0.00%
17 ASSETMARK, INC 85 4,000 0.00%
18 SYNOVUS FINANCIAL CORP 97 4,000 0.00%
19 Perkins Coie Trust Co 100 5,000 0.00%
20 SECURITY NATIONAL TRUST CO 105 5,000 0.00%
21 FARMERS & MERCHANTS INVESTMENTS INC 124 6,000 0.00%
22 BRONFMAN E.L. ROTHSCHILD, L.P. 134 6,000 0.00%
23 TRUST DEPARTMENT MB FINANCIAL BANK N A 225 8,000 0.00%
24 INTEGRATED WEALTH MANAGEMENT 180 8,000 0.00%
25 KANALY TRUST CO 206 9,000 0.00%
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 184 9,000 0.00%
27 Chicago Partners Investment Group LLC 225 10,000 0.00%
28 LOOMIS SAYLES & CO L P 240 11,000 0.00%
29 DUBUQUE BANK & TRUST CO 294 13,000 0.00%
30 HEFTY WEALTH PARTNERS 307 13,000 0.00%
31 D.A. DAVIDSON & CO. 307 13,000 0.00%
32 ASSET DEDICATION, LLC 375 15,000 0.00%
33 Cordasco Financial Network 328 15,000 0.00%
34 CWM, LLC 390 18,000 0.00%
35 GOLDMAN SACHS GROUP INC 400 18,000 0.00% Call
36 Capital Advisors, Ltd. LLC 399 18,000 0.00%
37 HANSEATIC MANAGEMENT SERVICES INC 426 19,000 0.00%
38 Gemmer Asset Management LLC 426 19,000 0.00%
39 Shinko Asset Management Co., Ltd. 440 20,000 0.00%
40 PROFICIO CAPITAL PARTNERS LLC 500 23,000 0.00%
41 BARCLAYS PLC 600 27,000 0.00% Call
42 Weaver C. Barksdale & Associates, Inc. 590 27,000 0.00%
43 WHITTIER TRUST CO 600 27,000 0.00%
44 VERSANT CAPITAL MANAGEMENT, INC 662 29,000 0.00%
45 Gradient Investments LLC 718 32,000 0.00%
46 Point72 Hong Kong Ltd 700 32,000 0.00%
47 LBA Wealth Management, LLC 730 33,000 0.00%
48 Clearbridge Investments, LLC 750 34,000 0.00%
49 AMERICAN NATIONAL BANK & TRUST 886 40,000 0.00%
50 CT Financial Advisors LLC 900 40,725 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.