Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CONCORD WEALTH PARTNERS | COM | 751 | $31,264 | 1,274 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PNC MANAGED ACCOUNT SOLUTIONS INC | COM | 753 | $52,000 | 1,127 | 0.01 | 1,127 | +Inf | 06-30-2021 | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 754 | $28,079 | 1,102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
