Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GOOD LIFE ADVISORS LLC | COM | 551 | $220,908 | 8,980 | 0.00 | 8,980 | +Inf | 12-31-2023 | |
| SCHECHTER INVESTMENT ADVISORS LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,291 | -20.34 | 12-31-2023 |
| ABEL HALL LLC | COM | 553 | $219,584 | 8,948 | 0.00 | 8,948 | +Inf | 03-31-2024 | |
| BDO WEALTH ADVISORS LLC | COM | 554 | $241,326 | 8,948 | 0.00 | 0.00 | 265 | 3.05 | 06-30-2023 |
