Ifp Advisors, Inc Ugi Corp Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Ugi Corp stock. As of the latest transaction made, Ifp Advisors, Inc holds 16,173 shares of UGI stock, worth $496,996. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,173

Previous 2,252 618.16%

Holding current value

$496,996

Previous $55,000 572.73%

% of portfolio

0.02%

Previous 0.0%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$22.08 - $26.0 $307,375 - $361,946	13,921 Added 618.16%	16,173 $370,000
Q1 2024 Jul 30, 2024	SELL	$21.92 - $25.56 $5,260 - $6,134	-240 Reduced 9.63%	2,252 $55,000
Q4 2023 Jan 09, 2024	SELL	$20.26 - $24.87 $3,464 - $4,252	-171 Reduced 6.42%	2,492 $61,000
Q3 2023 Oct 12, 2023	SELL	$22.67 - $27.6 $13,896 - $16,918	-613 Reduced 18.71%	2,663 $61,000
Q2 2023 Aug 04, 2023	SELL	$26.45 - $35.34 $2,724 - $3,640	-103 Reduced 3.05%	3,276 $88,000
Q1 2023 Apr 18, 2023	SELL	$32.68 - $42.62 $42,778 - $55,789	-1,309 Reduced 27.92%	3,379 $117,000
Q4 2022 Feb 07, 2023	SELL	$32.28 - $40.85 $72,242 - $91,422	-2,238 Reduced 32.31%	4,688 $224,000
Q3 2022 Nov 08, 2022	BUY	$32.33 - $100.2 $30,648 - $94,989	948 Added 15.86%	6,926 $346,000
Q2 2022 Sep 06, 2022	BUY	$34.3 - $44.54 $205,045 - $266,260	5,978 New	5,978 $285,000
Q2 2022 Aug 12, 2022	SELL	$34.3 - $44.54 $205,045 - $266,260	-5,978 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$33.11 - $46.33 $109,660 - $153,444	3,312 Added 124.23%	5,978 $216,000
Q1 2022 Aug 08, 2022	BUY	$33.11 - $46.33 $22,382 - $31,319	676 Added 33.97%	2,666 $96,000
Q4 2021 Jan 12, 2022	SELL	$41.25 - $45.91 $55,605 - $61,886	-1,348 Reduced 40.38%	1,990 $93,000
Q3 2021 Oct 06, 2021	SELL	$42.18 - $48.09 $2,615 - $2,981	-62 Reduced 1.82%	3,338 $142,000
Q2 2021 Jul 13, 2021	BUY	$41.25 - $47.88 $65,546 - $76,081	1,589 Added 87.74%	3,400 $159,000
Q1 2021 Apr 30, 2021	SELL	$34.79 - $41.84 $4,766 - $5,732	-137 Reduced 7.03%	1,811 $75,000
Q4 2020 Jan 25, 2021	BUY	$32.32 - $38.06 $10,148 - $11,950	314 Added 19.22%	1,948 $69,000
Q3 2020 Oct 29, 2020	SELL	$29.87 - $35.56 $5,167 - $6,151	-173 Reduced 9.57%	1,634 $55,000
Q2 2020 Aug 05, 2020	SELL	$24.64 - $36.77 $30,110 - $44,932	-1,222 Reduced 40.34%	1,807 $57,000
Q1 2020 May 12, 2020	BUY	$22.92 - $44.76 $1,879 - $3,670	82 Added 2.78%	3,029 $77,000
Q4 2019 Jan 17, 2020	BUY	$41.44 - $49.3 $48,650 - $57,878	1,174 Added 66.22%	2,947 $132,000
Q3 2019 Nov 07, 2019	BUY	$46.5 - $53.99 $45,198 - $52,478	972 Added 121.35%	1,773 $90,000
Q1 2019 May 15, 2019	SELL	$52.24 - $57.06 $8,619 - $9,414	-165 Reduced 17.08%	801 $45,000
Q4 2018 Jan 23, 2019	SELL	$51.95 - $58.96 $26,338 - $29,892	-507 Reduced 34.42%	966 $51,000
Q3 2018 Oct 25, 2018	SELL	$52.37 - $55.58 $218,854 - $232,268	-4,179 Reduced 73.94%	1,473 $0
Q2 2018 Aug 07, 2018	SELL	$43.95 - $52.24 $5,142 - $6,112	-117 Reduced 2.03%	5,652 $0
Q1 2018 Jun 03, 2019	BUY	$42.53 - $47.93 $4,253 - $4,793	100 Added 1.76%	5,769 $271,000
Q1 2018 May 09, 2018	SELL	$42.53 - $47.93 $4,253 - $4,793	-100 Reduced 1.73%	5,669 $0
Q4 2017 Jan 24, 2018	BUY	$46.48 - $49.64 $3,114 - $3,325	67 Added 1.18%	5,769 $0
Q3 2017 Oct 30, 2017	BUY	$46.86 - $50.93 $6,232 - $6,773	133 Added 2.39%	5,702 $267,000
Q1 2017 Jun 03, 2019	BUY	N/A	523 Added 10.36%	5,569 $275,000
Q4 2016 Jun 03, 2019	BUY	N/A	3,641 Added 259.15%	5,046 $233,000
Q2 2016 Jun 03, 2019	BUY	N/A	604 Added 75.41%	1,405 $64,000
Q1 2016 Jun 03, 2019	BUY	N/A	801	801 $45,000

Others Institutions Holding UGI

# of Institutions

528

Shares Held

168M

Call Options Held

1.26M

Put Options Held

2.54M

View Full List

About UGI CORP

Ticker UGI
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 209,380,992
Market Cap $6.43B
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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