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UGI
36.94
USD
+0.29
0.79%
At close
Updated
Oct 8, 4:00 PM EDT
Pre-market
After hours
36.94
0.00
0%
1 day
0.79%
5 days
1.18%
1 month
-3.48%
3 months
3.79%
6 months
-2.25%
Year to date
-1.83%
1 year
14.15%
5 years
-16.44%
10 years
-16.24%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 526 |
PA
526
PSI Advisors
Tampa,
Florida
| – | -$3K | -79 | Closed |
|
| 527 |
1IA
527
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$3K | -57 | Closed |
|
| 528 |
AIS
528
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| – | -$2K | -55 | Closed |
|
| 529 |
TFO
529
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -31 | Closed |
|
| 530 |
OSAM
530
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1K | -25 | Closed |
|
| 531 |
TIM
531
Tortoise Investment Management
White Plains,
New York
| – | -$1K | -21 | Closed |
|
| 532 |
II
532
Inspire Investing
Meridian,
Idaho
| – | +$38 | +1 | New |
|
| 533 |
M
533
MOTCO
San Antonio,
Texas
| – | +$341 | +9 | New |
|
| 534 |
HGWM
534
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | +$492 | +13 | New |
|