Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP INC | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DESERET MUTUAL BENEFIT ADMINISTRATORS | COM | 802 | $16,565 | 675 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CRESCENT CAPITAL CONSULTING LLC | Common Stock | 803 | $30,000 | 662 | 0.00 | 0.01 | 0 | 0.00 | 12-31-2021 |
| ASSET DEDICATION LLC | Equities | 804 | $16,000 | 642 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
