Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INTEGER WEALTH ADVISORS GROUP LLC | COM | 651 | $233,000 | 5,571 | 0.13 | 5,571 | +Inf | 03-31-2021 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 5,535 | +Inf | 03-31-2024 | |
| CIBC PRIVATE WEALTH GROUP LLC | COM | 653 | $120,387 | 5,014 | 0.00 | 5,014 | +Inf | 03-31-2024 | |
| CLEAR STREET MARKETS LLC | COM | Liquidated | $0 | 0 | 0.01 | 5,000 | +Inf | 03-31-2024 |
