Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -259,122 | -95.87 | 12-31-2023 |
| HOWLAND CAPITAL MANAGEMENT LLC | COM | 502 | $274,065 | 11,000 | 0.00 | 0.00 | -900 | -7.56 | 03-31-2024 |
| GREENLEAF TRUST | COM | 503 | $269,106 | 10,966 | 0.00 | 0.00 | 2,680 | 32.34 | 03-31-2024 |
| O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM | 504 | $268,419 | 10,938 | 0.00 | 10,938 | +Inf | 03-31-2024 |
