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

Institutional Holders (2017Q1)
Portfolio Summary: 446 Institutional holders with a total value of $6,802,617,511.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Beacon Capital Management, Inc. 1 0 0.00%
2 TREDJE AP-FONDEN 1 0 0.00%
3 CUTLER GROUP LLC / CA 400 0 0.00% Call
4 Archford Capital Strategies, LLC 21 1,000 0.00%
5 SRS CAPITAL ADVISORS, INC. 35 1,000 0.00% SH
6 Hillsdale Investment Management Inc. 25 1,000 0.00%
7 OMNIA FAMILY WEALTH, LLC 50 2,000 0.00%
8 SPIDERROCK ADVISORS, LLC 1,000 2,000 0.00% Put PRN
9 TCI Wealth Advisors, Inc. 51 3,000 0.00%
10 DUNCKER STREETT & CO INC 55 3,000 0.00%
11 MV CAPITAL MANAGEMENT, INC. 57 3,000 0.00%
12 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 55 3,000 0.00%
13 ASSETMARK, INC 85 4,000 0.00%
14 BB&T INVESTMENT SERVICES, INC. 68 4,000 0.00%
15 Winslow, Evans & Crocker, Inc. 82 4,002 0.00%
16 SECURITY NATIONAL TRUST CO 105 5,000 0.00%
17 SYNOVUS FINANCIAL CORP 97 5,000 0.00%
18 IHT WEALTH MANAGEMENT, LLC 91 5,000 0.00%
19 Tower Research Capital LLC (TRC) 100 5,000 0.00%
20 Plante Moran Financial Advisors, LLC 118 6,000 0.00%
21 FARMERS & MERCHANTS INVESTMENTS INC 124 6,000 0.00%
22 INR ADVISORY SERVICES LLC 116 6,000 0.00%
23 EDGE ADVISORS, LLC 142 7,000 0.00%
24 Brandywine Global Investment Management, LLC 143 8,000 0.00%
25 Chicago Partners Investment Group LLC 225 11,000 0.00%
26 SARGENT BICKHAM LAGUDIS LLC 227 11,000 0.00%
27 GLEN EAGLE ADVISORS, LLC 225 11,115 0.00%
28 QUADRANT CAPITAL GROUP LLC 271 12,000 0.00%
29 Winfield Associates, Inc. 259 12,000 0.00%
30 HEFTY WEALTH PARTNERS 307 15,000 0.00%
31 DUBUQUE BANK & TRUST CO 294 15,000 0.00%
32 HUNTINGTON NATIONAL BANK 327 16,000 0.00%
33 Cordasco Financial Network 328 16,000 0.00%
34 Capital Advisors, Ltd. LLC 399 20,000 0.00%
35 Gemmer Asset Management LLC 426 21,000 0.00%
36 BRONFMAN E.L. ROTHSCHILD, L.P. 455 22,000 0.00%
37 BESSEMER GROUP INC 450 22,000 0.00%
38 ACROSPIRE INVESTMENT MANAGEMENT LLC 514 25,000 0.00%
39 PARALLEL ADVISORS, LLC 522 25,000 0.00%
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 517 26,000 0.00%
41 HANSEATIC MANAGEMENT SERVICES INC 518 26,000 0.00%
42 SPIDERROCK ADVISORS, LLC 518 26,000 0.00% PRN
43 LOOMIS SAYLES & CO L P 571 28,000 0.00%
44 VERSANT CAPITAL MANAGEMENT, INC 607 29,000 0.00%
45 WHITTIER TRUST CO 600 30,000 0.00%
46 Weaver C. Barksdale & Associates, Inc. 624 31,000 0.00%
47 Gradient Investments LLC 718 35,000 0.00%
48 FNY Managed Accounts LLC 720 35,000 0.00%
49 LBA Wealth Management, LLC 730 36,000 0.00%
50 Clearbridge Investments, LLC 750 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.