A detailed history of Mutual Advisors, LLC transactions in Ugi Corp stock. As of the latest transaction made, Mutual Advisors, LLC holds 7,291 shares of UGI stock, worth $220,406. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,291
Previous 17,827 59.1%
Holding current value
$220,406
Previous $445,000 53.93%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 17, 2025

SELL
$23.24 - $30.37 $244,856 - $319,978
-10,536 Reduced 59.1%
7,291 $205,000
Q3 2024

Oct 25, 2024

SELL
$22.23 - $25.05 $8,247 - $9,293
-371 Reduced 2.04%
17,827 $445,000
Q2 2024

Jul 30, 2024

BUY
$22.08 - $26.0 $43,254 - $50,934
1,959 Added 12.06%
18,198 $416,000
Q1 2024

May 02, 2024

BUY
$21.92 - $25.56 $48,947 - $57,075
2,233 Added 15.94%
16,239 $398,000
Q4 2023

Jan 12, 2024

SELL
$20.26 - $24.87 $126,645 - $155,462
-6,251 Reduced 30.86%
14,006 $344,000
Q3 2023

Nov 13, 2023

BUY
$22.67 - $27.6 $95,576 - $116,361
4,216 Added 26.28%
20,257 $465,000
Q2 2023

Jul 31, 2023

BUY
$26.45 - $35.34 $38,855 - $51,914
1,469 Added 10.08%
16,041 $432,000
Q1 2023

Apr 11, 2023

SELL
$32.68 - $42.62 $9,477 - $12,359
-290 Reduced 1.95%
14,572 $506,000
Q4 2022

Jan 12, 2023

BUY
$32.28 - $40.85 $479,745 - $607,112
14,862 New
14,862 $0

Others Institutions Holding UGI

About UGI CORP


  • Ticker UGI
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Gas
  • Shares Outstandng 209,380,992
  • Market Cap $6.33B
  • 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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