Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| FIRST CAPITAL ADVISORS GROUP LLC | COM | 851 | $8,900 | 330 | 0.00 | 330 | +Inf | 06-30-2023 | |
| CORDASCO FINANCIAL NETWORK | COM | 852 | $12,000 | 328 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2022 |
| WEBSTER BANK N A | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CAPITAL ADVISORS LTD LLC | COM | 854 | $8,000 | 316 | 0.00 | 0.00 | -70 | -18.13 | 03-31-2024 |
