A detailed history of Allworth Financial LP transactions in Ugi Corp stock. As of the latest transaction made, Allworth Financial LP holds 2,475 shares of UGI stock, worth $58,929. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,475
Previous 2,505 1.2%
Holding current value
$58,929
Previous $57,000 7.02%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$22.23 - $25.05 $666 - $751
-30 Reduced 1.2%
2,475 $61,000
Q2 2024

Jul 23, 2024

BUY
$22.08 - $26.0 $6,933 - $8,164
314 Added 14.33%
2,505 $57,000
Q1 2024

Apr 25, 2024

BUY
$21.92 - $25.56 $1,709 - $1,993
78 Added 3.69%
2,191 $53,000
Q4 2023

Jan 24, 2024

BUY
$20.26 - $24.87 $3,707 - $4,551
183 Added 9.48%
2,113 $51,000
Q3 2023

Oct 31, 2023

BUY
$22.67 - $27.6 $10,790 - $13,137
476 Added 32.74%
1,930 $44,000
Q2 2023

Jul 18, 2023

SELL
$26.45 - $35.34 $423 - $565
-16 Reduced 1.09%
1,454 $39,000
Q1 2023

Apr 18, 2023

BUY
$32.68 - $42.62 $555 - $724
17 Added 1.17%
1,470 $51,000
Q4 2022

Jan 13, 2023

BUY
$32.28 - $40.85 $419 - $531
13 Added 0.9%
1,453 $0
Q3 2022

Oct 18, 2022

BUY
$32.33 - $100.2 $16,973 - $52,605
525 Added 57.38%
1,440 $47,000
Q2 2022

Jul 13, 2022

BUY
$34.3 - $44.54 $26,891 - $34,919
784 Added 598.47%
915 $35,000
Q1 2022

Apr 22, 2022

SELL
$33.11 - $46.33 $2,085 - $2,918
-63 Reduced 32.47%
131 $5,000
Q4 2021

Jan 21, 2022

BUY
$41.25 - $45.91 $7,837 - $8,722
190 Added 4750.0%
194 $9,000
Q3 2021

Nov 02, 2021

BUY
$42.18 - $48.09 $168 - $192
4 New
4 $0
Q2 2020

Jul 24, 2020

SELL
$24.64 - $36.77 $3,622 - $5,405
-147 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$22.92 - $44.76 $3,369 - $6,579
147 New
147 $4,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $4.99B
  • Description
  • UGI Corporation distributes, stores, transports, and markets energy products and related services in the United States and internationally. The company operates through four segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. It distributes propane to approximately 1.4 million residential, commercial/indu...
More about UGI
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