Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NORTHCOAST ASSET MANAGEMENT LLC | COMMON | 601 | $322,000 | 6,956 | 0.01 | 6,956 | +Inf | 06-30-2021 | |
| PARTNERSHIP WEALTH MANAGEMENT LLC | Stock | 602 | $165,645 | 6,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GARRISON POINT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.19 | 0 | 0.00 | 12-31-2023 |
| COMPAGNIE LOMBARD ODIER SCMA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
