UGI — Ugi Corp New 机构持仓 · 2026年Q3
谁持有 Ugi Corp New(UGI)?2026年Q3(报告期截至 2026-09-30)共有 22 家机构在 SEC 13F 申报中报告持有,合计 9,951.54 万美元。前几大持有机构:Hamlin Capital Management, LLC(9,110.00 万美元)、Bill Few Associates, Inc.(320.00 万美元)、Farther Finance Advisors, LLC(140.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Hamlin Capital Management, LLC | $91.1M | 2.6M | 减持 |
| 2 | Bill Few Associates, Inc. | $3.2M | 89,414 | 减持 |
| 3 | Farther Finance Advisors, LLC | $1.4M | 39,705 | 增持 |
| 4 | Investors Research Corp | $955,671 | 26,792 | 减持 |
| 5 | VISTA INVESTMENT PARTNERS LLC | $662,178 | 18,564 | 新建仓 |
| 6 | Apella Capital, LLC | $640,569 | 17,478 | 增持 |
| 7 | Wedmont Private Capital | $397,622 | 10,764 | 新建仓 |
| 8 | GAMMA Investing LLC | $386,377 | 10,832 | 增持 |
| 9 | Partnership Wealth Management, LLC | $240,773 | 6,750 | 持平 |
| 10 | CX Institutional | $149,000 | 4,179 | 增持 |
| 11 | Quintet Private Bank (Europe) S.A. | $107,010 | 3,000 | 增持 |
| 12 | Miller Global Investments, LLC | $79,829 | 2,238 | 新建仓 |
| 13 | MassMutual Private Wealth & Trust, FSB | $57,322 | 1,607 | 减持 |
| 14 | Planning Strategies Inc. | $48,690 | 1,365 | 持平 |
| 15 | Versant Capital Management, Inc | $48,297 | 1,354 | 增持 |
| 16 | ELEVATION WEALTH PARTNERS, LLC | $10,345 | 290 | 增持 |
| 17 | Paladin Partners, LLC | $4,637 | 130 | 持平 |
| 18 | CoreCap Advisors, LLC | $4,601 | 129 | 减持 |
| 19 | ARMSTRONG ADVISORY GROUP, INC | $3,534 | 99 | 增持 |
| 20 | GoalVest Advisory LLC | $713 | 20 | 减持 |
| 21 | Coastline Trust Co | $0 | 0 | 清仓 |
| 22 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30