Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | Common | 451 | $369,548 | 15,059 | 0.00 | 0.00 | -2,600 | -14.72 | 03-31-2024 |
| GLOBAL ASSETS ADVISORY LLC | COM | 452 | $621,000 | 14,910 | 0.03 | 14,910 | +Inf | 03-31-2024 | |
| CORIENT PRIVATE WEALTH LLC | COM | 453 | $360,121 | 14,675 | 0.00 | 0.00 | 111 | 0.76 | 03-31-2024 |
| SEEYOND | Common Stock | 454 | $471,000 | 14,585 | 0.06 | 0.09 | -10,304 | -41.40 | 09-30-2022 |
