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

Institutional Holders (2017Q2)
Portfolio Summary: 434 Institutional holders with a total value of $6,596,898,609.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TREDJE AP-FONDEN 1 0 0.00%
2 DELPHI PRIVATE ADVISORS LLC 11 0 0.00%
3 ASSETMARK, INC 23 1,000 0.00%
4 Hillsdale Investment Management Inc. 25 1,000 0.00%
5 Archford Capital Strategies, LLC 288 1,000 0.00%
6 Point72 Hong Kong Ltd 24 1,000 0.00%
7 OMNIA FAMILY WEALTH, LLC 50 2,000 0.00%
8 SRS CAPITAL ADVISORS, INC. 35 2,000 0.00% SH
9 TCI Wealth Advisors, Inc. 51 2,000 0.00%
10 ORRSTOWN FINANCIAL SERVICES INC 50 2,000 0.00%
11 AMERICAN NATIONAL BANK & TRUST 67 3,000 0.00%
12 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 55 3,000 0.00%
13 DUNCKER STREETT & CO INC 55 3,000 0.00%
14 Winslow, Evans & Crocker, Inc. 81 3,921 0.00%
15 BB&T INVESTMENT SERVICES, INC. 68 4,000 0.00%
16 CUTLER GROUP LLC / CA 10,400 4,000 0.00% Call
17 Tower Research Capital LLC (TRC) 101 5,000 0.00%
18 INR ADVISORY SERVICES LLC 102 5,000 0.00%
19 SECURITY NATIONAL TRUST CO 105 5,000 0.00%
20 FARMERS & MERCHANTS INVESTMENTS INC 124 6,000 0.00%
21 Plante Moran Financial Advisors, LLC 118 6,000 0.00%
22 EDGE ADVISORS, LLC 132 6,000 0.00%
23 QUADRANT CAPITAL GROUP LLC 271 7,000 0.00%
24 Brandywine Global Investment Management, LLC 174 9,000 0.00%
25 GLEN EAGLE ADVISORS, LLC 225 10,892 0.00%
26 SARGENT BICKHAM LAGUDIS LLC 227 11,000 0.00%
27 HEFTY WEALTH PARTNERS 307 14,000 0.00%
28 REILLY FINANCIAL ADVISORS, LLC 300 15,000 0.00%
29 Winfield Associates, Inc. 309 15,000 0.00%
30 ADVANTAGE INVESTMENT MANAGEMENT, LLC 335 16,000 0.00%
31 BESSEMER GROUP INC 322 16,000 0.00%
32 Cordasco Financial Network 328 16,000 0.00%
33 IHT WEALTH MANAGEMENT, LLC 91 18,000 0.00%
34 BARCLAYS PLC 400 19,000 0.00% Call
35 Capital Advisors, Ltd. LLC 399 19,000 0.00%
36 Gemmer Asset Management LLC 426 21,000 0.00%
37 BRONFMAN E.L. ROTHSCHILD, L.P. 455 22,000 0.00%
38 LOOMIS SAYLES & CO L P 466 23,000 0.00%
39 PARALLEL ADVISORS, LLC 522 26,000 0.00%
40 VERSANT CAPITAL MANAGEMENT, INC 574 27,000 0.00%
41 HANSEATIC MANAGEMENT SERVICES INC 558 27,000 0.00%
42 WHITTIER TRUST CO 600 29,000 0.00%
43 RESOURCES INVESTMENT ADVISORS, INC. 603 29,000 0.00%
44 ACROSPIRE INVESTMENT MANAGEMENT LLC 615 30,000 0.00%
45 Weaver C. Barksdale & Associates, Inc. 615 30,000 0.00%
46 Gradient Investments LLC 718 35,000 0.00%
47 BDO WEALTH ADVISORS, LLC 730 35,000 0.00%
48 Walleye Trading LLC 725 35,000 0.00%
49 Clearbridge Investments, LLC 750 36,000 0.00%
50 SIMPLEX TRADING, LLC 847 41,000 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.