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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
401 Weaver C. Barksdale & Associates, Inc. 624 31,000 0.00%
402 WHITTIER TRUST CO 600 30,000 0.00%
403 VERSANT CAPITAL MANAGEMENT, INC 607 29,000 0.00%
404 LOOMIS SAYLES & CO L P 571 28,000 0.00%
405 SPIDERROCK ADVISORS, LLC 518 26,000 0.00% PRN
406 HANSEATIC MANAGEMENT SERVICES INC 518 26,000 0.00%
407 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 517 26,000 0.00%
408 PARALLEL ADVISORS, LLC 522 25,000 0.00%
409 ACROSPIRE INVESTMENT MANAGEMENT LLC 514 25,000 0.00%
410 BRONFMAN E.L. ROTHSCHILD, L.P. 455 22,000 0.00%
411 BESSEMER GROUP INC 450 22,000 0.00%
412 Gemmer Asset Management LLC 426 21,000 0.00%
413 Capital Advisors, Ltd. LLC 399 20,000 0.00%
414 HUNTINGTON NATIONAL BANK 327 16,000 0.00%
415 Cordasco Financial Network 328 16,000 0.00%
416 DUBUQUE BANK & TRUST CO 294 15,000 0.00%
417 HEFTY WEALTH PARTNERS 307 15,000 0.00%
418 Winfield Associates, Inc. 259 12,000 0.00%
419 QUADRANT CAPITAL GROUP LLC 271 12,000 0.00%
420 GLEN EAGLE ADVISORS, LLC 225 11,115 0.00%
421 SARGENT BICKHAM LAGUDIS LLC 227 11,000 0.00%
422 Chicago Partners Investment Group LLC 225 11,000 0.00%
423 Brandywine Global Investment Management, LLC 143 8,000 0.00%
424 EDGE ADVISORS, LLC 142 7,000 0.00%
425 Plante Moran Financial Advisors, LLC 118 6,000 0.00%
426 FARMERS & MERCHANTS INVESTMENTS INC 124 6,000 0.00%
427 INR ADVISORY SERVICES LLC 116 6,000 0.00%
428 SECURITY NATIONAL TRUST CO 105 5,000 0.00%
429 Tower Research Capital LLC (TRC) 100 5,000 0.00%
430 SYNOVUS FINANCIAL CORP 97 5,000 0.00%
431 IHT WEALTH MANAGEMENT, LLC 91 5,000 0.00%
432 Winslow, Evans & Crocker, Inc. 82 4,002 0.00%
433 BB&T INVESTMENT SERVICES, INC. 68 4,000 0.00%
434 ASSETMARK, INC 85 4,000 0.00%
435 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 55 3,000 0.00%
436 DUNCKER STREETT & CO INC 55 3,000 0.00%
437 MV CAPITAL MANAGEMENT, INC. 57 3,000 0.00%
438 TCI Wealth Advisors, Inc. 51 3,000 0.00%
439 SPIDERROCK ADVISORS, LLC 1,000 2,000 0.00% Put PRN
440 OMNIA FAMILY WEALTH, LLC 50 2,000 0.00%
441 Archford Capital Strategies, LLC 21 1,000 0.00%
442 SRS CAPITAL ADVISORS, INC. 35 1,000 0.00% SH
443 Hillsdale Investment Management Inc. 25 1,000 0.00%
444 TREDJE AP-FONDEN 1 0 0.00%
445 Beacon Capital Management, Inc. 1 0 0.00%
446 CUTLER GROUP LLC / CA 400 0 0.00% Call
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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.