Cambridge Investment Research Advisors, Inc. Ugi Corp Transaction History

Cambridge Investment Research Advisors, Inc.

$29.6 Billion
Q1 2025

A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Ugi Corp stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 88,547 shares of UGI stock, worth $3.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

88,547

Previous 81,984 8.01%

Holding current value

$3.16 Million

Previous $2.31 Million 26.53%

% of portfolio

0.01%

Previous 0.01%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$28.0 - $34.16 $183,764 - $224,192	6,563 Added 8.01%	88,547 $2.93 Million
Q4 2024 Feb 14, 2025	BUY	$23.24 - $30.37 $457,618 - $598,015	19,691 Added 31.61%	81,984 $2.31 Million
Q3 2024 Oct 28, 2024	SELL	$22.23 - $25.05 $6,046 - $6,813	-272 Reduced 0.43%	62,293 $1.56 Million
Q2 2024 Jul 26, 2024	BUY	$22.08 - $26.0 $96,511 - $113,646	4,371 Added 7.51%	62,565 $1.43 Million
Q1 2024 Apr 24, 2024	BUY	$21.92 - $25.56 $4,230 - $4,933	193 Added 0.33%	58,194 $1.43 Million
Q4 2023 Feb 09, 2024	SELL	$20.26 - $24.87 $42,343 - $51,978	-2,090 Reduced 3.48%	58,001 $1.43 Million
Q3 2023 Oct 24, 2023	SELL	$22.67 - $27.6 $50,236 - $61,161	-2,216 Reduced 3.56%	60,091 $1.38 Million
Q2 2023 Jul 13, 2023	BUY	$26.45 - $35.34 $476,443 - $636,579	18,013 Added 40.67%	62,307 $1.68 Million
Q1 2023 May 11, 2023	SELL	$32.68 - $42.62 $205,916 - $268,548	-6,301 Reduced 12.45%	44,294 $1.54 Million
Q4 2022 Feb 08, 2023	BUY	$32.28 - $40.85 $952,808 - $1.21 Million	29,517 Added 140.04%	50,595 $1.88 Million
Q3 2022 Oct 17, 2022	BUY	$32.33 - $100.2 $118,812 - $368,235	3,675 Added 21.12%	21,078 $681,000
Q2 2022 Jul 13, 2022	BUY	$34.3 - $44.54 $70,760 - $91,886	2,063 Added 13.45%	17,403 $671,000
Q1 2022 May 12, 2022	BUY	$33.11 - $46.33 $4,370 - $6,115	132 Added 0.87%	15,340 $555,000
Q4 2021 Feb 03, 2022	BUY	$41.25 - $45.91 $30,566 - $34,019	741 Added 5.12%	15,208 $698,000
Q3 2021 Nov 02, 2021	BUY	$42.18 - $48.09 $99,165 - $113,059	2,351 Added 19.4%	14,467 $616,000
Q2 2021 Aug 10, 2021	SELL	$41.25 - $47.88 $45,168 - $52,428	-1,095 Reduced 8.29%	12,116 $561,000
Q1 2021 May 07, 2021	BUY	$34.79 - $41.84 $20,978 - $25,229	603 Added 4.78%	13,211 $541,000
Q4 2020 Feb 04, 2021	SELL	$32.32 - $38.06 $45,248 - $53,284	-1,400 Reduced 9.99%	12,608 $440,000
Q3 2020 Oct 29, 2020	SELL	$29.87 - $35.56 $746 - $889	-25 Reduced 0.18%	14,008 $461,000
Q2 2020 Jul 27, 2020	SELL	$24.64 - $36.77 $51,891 - $77,437	-2,106 Reduced 13.05%	14,033 $446,000
Q1 2020 May 08, 2020	SELL	$22.92 - $44.76 $104,583 - $204,239	-4,563 Reduced 22.04%	16,139 $430,000
Q4 2019 Feb 04, 2020	SELL	$41.44 - $49.3 $173,053 - $205,876	-4,176 Reduced 16.79%	20,702 $934,000
Q3 2019 Nov 06, 2019	BUY	$46.5 - $53.99 $767,994 - $891,698	16,516 Added 197.51%	24,878 $1.25 Million
Q3 2019 Oct 28, 2019	BUY	$46.5 - $53.99 $11,299 - $13,119	243 Added 2.99%	8,362 $420,000
Q2 2019 Aug 15, 2019	SELL	$51.21 - $55.39 $167,712 - $181,402	-3,275 Reduced 28.74%	8,119 $0
Q1 2019 May 08, 2019	SELL	$52.24 - $57.06 $3,134 - $3,423	-60 Reduced 0.52%	11,394 $0
Q4 2018 Feb 05, 2019	SELL	$51.95 - $58.96 $153,044 - $173,696	-2,946 Reduced 20.46%	11,454 $611,000
Q3 2018 Nov 02, 2018	BUY	$52.37 - $55.58 $174,496 - $185,192	3,332 Added 30.1%	14,400 $0
Q2 2018 Aug 10, 2018	SELL	$43.95 - $52.24 $3,472 - $4,126	-79 Reduced 0.71%	11,068 $0
Q1 2018 May 09, 2018	SELL	$42.53 - $47.93 $25,092 - $28,278	-590 Reduced 5.03%	11,147 $0
Q4 2017 Feb 22, 2018	BUY	$46.48 - $49.64 $110,622 - $118,143	2,380 Added 25.44%	11,737 $0
Q3 2017 Nov 07, 2017	BUY	$46.86 - $50.93 $27,459 - $29,844	586 Added 6.68%	9,357 $438,000
Q2 2017 Aug 08, 2017	BUY	N/A	8,771	8,771 $425,000

Others Institutions Holding UGI

# of Institutions

635

Shares Held

181M

Call Options Held

910K

Put Options Held

2.82M

View Full List

About UGI CORP

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $7.47B
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...

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Cambridge Investment Research Advisors, Inc. Ugi Corp Transaction History