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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
401 PROFICIO CAPITAL PARTNERS LLC 500 23,000 0.00%
402 Shinko Asset Management Co., Ltd. 440 20,000 0.00%
403 Gemmer Asset Management LLC 426 19,000 0.00%
404 HANSEATIC MANAGEMENT SERVICES INC 426 19,000 0.00%
405 GOLDMAN SACHS GROUP INC 400 18,000 0.00% Call
406 CWM, LLC 390 18,000 0.00%
407 Capital Advisors, Ltd. LLC 399 18,000 0.00%
408 ASSET DEDICATION, LLC 375 15,000 0.00%
409 Cordasco Financial Network 328 15,000 0.00%
410 D.A. DAVIDSON & CO. 307 13,000 0.00%
411 DUBUQUE BANK & TRUST CO 294 13,000 0.00%
412 HEFTY WEALTH PARTNERS 307 13,000 0.00%
413 LOOMIS SAYLES & CO L P 240 11,000 0.00%
414 Chicago Partners Investment Group LLC 225 10,000 0.00%
415 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 184 9,000 0.00%
416 KANALY TRUST CO 206 9,000 0.00%
417 INTEGRATED WEALTH MANAGEMENT 180 8,000 0.00%
418 TRUST DEPARTMENT MB FINANCIAL BANK N A 225 8,000 0.00%
419 BRONFMAN E.L. ROTHSCHILD, L.P. 134 6,000 0.00%
420 FARMERS & MERCHANTS INVESTMENTS INC 124 6,000 0.00%
421 Perkins Coie Trust Co 100 5,000 0.00%
422 SECURITY NATIONAL TRUST CO 105 5,000 0.00%
423 SYNOVUS FINANCIAL CORP 97 4,000 0.00%
424 ASSETMARK, INC 85 4,000 0.00%
425 Winslow, Evans & Crocker, Inc. 82 3,666 0.00%
426 Hillsdale Investment Management Inc. 60 3,000 0.00%
427 CITIZENS FINANCIAL GROUP INC/DE 76 3,000 0.00%
428 CUTLER GROUP LLC / CA 2,000 3,000 0.00% Call
429 MV CAPITAL MANAGEMENT, INC. 57 3,000 0.00%
430 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 55 3,000 0.00%
431 QUADRANT CAPITAL GROUP LLC 66 2,000 0.00%
432 DUNCKER STREETT & CO INC 55 2,000 0.00%
433 Cornerstone Advisors, Inc. 34 2,000 0.00%
434 TCI Wealth Advisors, Inc. 51 2,000 0.00%
435 INR ADVISORY SERVICES LLC 51 2,000 0.00% SH
436 Winfield Associates, Inc. 50 2,000 0.00%
437 FIFTH THIRD BANCORP 45 2,000 0.00%
438 Archford Capital Strategies, LLC 21 1,000 0.00%
439 DELPHI PRIVATE ADVISORS LLC 30 1,000 0.00%
440 Twin Tree Management, LP 1 0 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.