Institutional Owners for UGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GUARDIAN WEALTH MANAGEMENT INC | Stock | 901 | $3,699 | 151 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CRIBSTONE CAPITAL MANAGEMENT LLC | CS | 902 | $6,000 | 150 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
| PARKSIDE FINANCIAL BANK & TRUST | COM | 903 | $3,658 | 149 | 0.00 | 0.00 | -154 | -50.83 | 03-31-2024 |
| ASSETMARK INC | COM | 904 | $3,665 | 149 | 0.00 | 0.00 | 110 | 282.05 | 12-31-2023 |
