Latest Institutional Transactions on United Parcel Service Inc (UPS)
This table provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-28- 0.88% |
$3.76K - $4.26K
|
3.15K
$374K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
5.1KNew |
$684K - $777K
|
5.1K
$606K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$537 - $609
|
4
$475
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-95- 14.68% |
$12.7K - $14.5K
|
552
$65.6K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.77KNew |
$237K - $269K
|
1.77K
$210K
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$197K - $224K
|
1.47K
$175K
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
187+ 4.4% |
$25.1K - $28.5K
|
4.43K
$527K
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-45.1K- 99.86% |
$6.05M - $6.87M
|
63
$7.49K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.04KNew |
$140K - $159K
|
1.04K
$124K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
142+ 33.18% |
$19.1K - $21.6K
|
570
$67.8K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-29- 55.77% |
$3.89K - $4.42K
|
23
$2.73K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.39K- 93.93% |
$320K - $363K
|
154
$18.3K
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-9- 0.52% |
$1.21K - $1.37K
|
1.73K
$206K
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-7.28K- 17.52% |
$977K - $1.11M
|
34.3K
$4.07M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8New |
$1.07K - $1.22K
|
8
$951
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-139- 8.68% |
$18.7K - $21.2K
|
1.46K
$174K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
93KNew |
$12.5M - $14.2M
|
93K
$11.1M
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-659- 10.85% |
$88.4K - $100K
|
5.41K
$643K
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.18KNew |
$695K - $789K
|
5.18K
$616K
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.68% |
$1.34K - $1.52K
|
1.48K
$176K
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.18K+ 19.7% |
$158K - $180K
|
7.16K
$851K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-536- 3.82% |
$71.9K - $81.6K
|
13.5K
$1.61M
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.14K- 55.72% |
$287K - $325K
|
1.7K
$202K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-329- 14.4% |
$44.2K - $50.1K
|
1.96K
$232K
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
75New |
$10.1K - $11.4K
|
75
$8.91K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
75+ 1.19% |
$10.1K - $11.4K
|
6.38K
$758K
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
434+ 7.85% |
$58.2K - $66.1K
|
5.96K
$709K
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
13.4K+ 502.59% |
$1.8M - $2.04M
|
16.1K
$1.91M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
96+ 1.32% |
$12.9K - $14.6K
|
7.37K
$876K
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.82K+ 38.06% |
$512K - $581K
|
13.8K
$1.65M
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
12.3KNew |
$1.65M - $1.87M
|
12.3K
$1.46M
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
791+ 5.18% |
$106K - $120K
|
16.1K
$1.91M
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$403 - $457
|
14.6K
$1.73M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
6.61KNew |
$886K - $1.01M
|
6.61K
$785K
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-651- 4.9% |
$87.4K - $99.1K
|
12.6K
$1.5M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-30- 8.82% |
$4.03K - $4.57K
|
310
$36.8K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-651- 24.35% |
$87.4K - $99.1K
|
2.02K
$240K
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.5K- 1.67% |
$202K - $229K
|
88.6K
$10.5M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-14.5K- 99.04% |
$1.94M - $2.2M
|
140
$16.6K
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
6.37K+ 7.9% |
$855K - $970K
|
87K
$10.3M
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-373- 15.1% |
$50.1K - $56.8K
|
2.1K
$249K
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.06% |
$134 - $152
|
1.66K
$197K
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-10- 11.24% |
$1.34K - $1.52K
|
79
$9.39K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-200Closed |
$26.8K - $30.5K
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$4.16K - $4.72K
|
31
$3.68K
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
7+ 0.23% |
$939 - $1.07K
|
2.99K
$355K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
400+ 79.68% |
$53.7K - $60.9K
|
902
$107K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-117- 17.23% |
$15.7K - $17.8K
|
562
$66.8K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-17- 0.87% |
$2.28K - $2.59K
|
1.95K
$231K
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-67- 2.11% |
$8.99K - $10.2K
|
3.1K
$369K
|