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

Institutional Holders (2016Q3)
Portfolio Summary: 439 Institutional holders with a total value of $6,141,635,561.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MU Investments Co., Ltd. 0 0 0.00%
2 Cable Hill Partners, LLC 11 0 0.00%
3 Archford Capital Strategies, LLC 21 0 0.00%
4 DELPHI PRIVATE ADVISORS LLC 30 1,000 0.00%
5 ArrowMark Colorado Holdings LLC 33 1,000 0.00%
6 GLOBEFLEX CAPITAL L P 20 1,000 0.00%
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 24 1,000 0.00%
8 TCI Wealth Advisors, Inc. 51 2,000 0.00%
9 Cornerstone Advisors, Inc. 34 2,000 0.00%
10 CUTLER GROUP LLC / CA 2,200 2,000 0.00% Call
11 DUNCKER STREETT & CO INC 55 2,000 0.00%
12 Winfield Associates, Inc. 50 2,000 0.00%
13 QUADRANT CAPITAL GROUP LLC 66 2,000 0.00%
14 INR ADVISORY SERVICES LLC 51 2,000 0.00%
15 WASHINGTON TRUST BANK 53 2,000 0.00%
16 Hillsdale Investment Management Inc. 70 3,000 0.00%
17 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 55 3,000 0.00%
18 MV CAPITAL MANAGEMENT, INC. 57 3,000 0.00%
19 CITIZENS FINANCIAL GROUP INC/DE 68 3,000 0.00%
20 Winslow, Evans & Crocker, Inc. 82 3,666 0.00%
21 SYNOVUS FINANCIAL CORP 97 4,000 0.00%
22 ASSETMARK, INC 85 4,000 0.00%
23 Brandywine Global Investment Management, LLC 76 4,000 0.00%
24 BANCO ITAU HOLDING FINANCEIRA S A 100 5,000 0.00%
25 SECURITY NATIONAL TRUST CO 105 5,000 0.00%
26 Perkins Coie Trust Co 100 5,000 0.00%
27 FARMERS & MERCHANTS INVESTMENTS INC 124 6,000 0.00%
28 INTEGRATED WEALTH MANAGEMENT 180 8,000 0.00%
29 LOOMIS SAYLES & CO L P 206 9,000 0.00%
30 BARCLAYS PLC 200 9,000 0.00% Put
31 KANALY TRUST CO 206 9,000 0.00%
32 Walleye Trading LLC 200 9,000 0.00% Call
33 Chicago Partners Investment Group LLC 225 10,000 0.00%
34 BRONFMAN E.L. ROTHSCHILD, L.P. 210 10,000 0.00%
35 DUBUQUE BANK & TRUST CO 294 13,000 0.00%
36 HEFTY WEALTH PARTNERS 307 13,000 0.00%
37 D.A. DAVIDSON & CO. 307 13,000 0.00%
38 Cordasco Financial Network 328 15,000 0.00%
39 BARCLAYS PLC 400 18,000 0.00% Call
40 Capital Advisors, Ltd. LLC 399 18,000 0.00%
41 Gemmer Asset Management LLC 426 19,000 0.00%
42 Shinko Asset Management Co., Ltd. 440 20,000 0.00%
43 PROFICIO CAPITAL PARTNERS LLC 500 23,000 0.00%
44 NEW YORK LIFE TRUST CO 519 23,000 0.00%
45 SARGENT BICKHAM LAGUDIS LLC 500 23,000 0.00%
46 HANSEATIC MANAGEMENT SERVICES INC 562 25,000 0.00%
47 Weaver C. Barksdale & Associates, Inc. 598 27,000 0.00%
48 WHITTIER TRUST CO 600 27,000 0.00%
49 VERSANT CAPITAL MANAGEMENT, INC 662 29,000 0.00%
50 Walleye Trading LLC 661 30,000 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.