A detailed history of Invst, LLC transactions in Ugi Corp stock. As of the latest transaction made, Invst, LLC holds 27,944 shares of UGI stock, worth $923,269. This represents 0.1% of its overall portfolio holdings.

Number of Shares
27,944
Previous 27,470 1.73%
Holding current value
$923,269
Previous $686,000 14.87%
% of portfolio
0.1%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 19, 2025

BUY
$23.24 - $30.37 $11,015 - $14,395
474 Added 1.73%
27,944 $788,000
Q3 2024

Nov 19, 2024

SELL
$22.23 - $25.05 $1,511 - $1,703
-68 Reduced 0.25%
27,470 $686,000
Q2 2024

Aug 16, 2024

SELL
$22.08 - $26.0 $18,701 - $22,022
-847 Reduced 2.98%
27,538 $630,000
Q1 2024

May 24, 2024

BUY
$21.92 - $25.56 $622,199 - $725,520
28,385 New
28,385 $696,000

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $6.92B
  • 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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