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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
341+ 8.66% |
$47.4K - $55K
|
4.28K
$508K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-12K- 7.62% |
$1.67M - $1.94M
|
146K
$17.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-73- 4.98% |
$10.2K - $11.8K
|
1.39K
$166K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.79KNew |
$249K - $289K
|
1.79K
$213K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
29New |
$4.03K - $4.68K
|
29
$3.45K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-19- 0.94% |
$2.64K - $3.06K
|
2.01K
$239K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.53KNew |
$213K - $247K
|
1.53K
$182K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2+ 0.15% |
$278 - $322
|
1.37K
$163K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
232+ 1933.33% |
$32.3K - $37.4K
|
244
$29K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2.66KNew |
$370K - $429K
|
2.66K
$316K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
PUT |
2K+ 28.57% |
$278K - $322K
|
9K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.3K- 23.21% |
$181K - $210K
|
4.3K
$511K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 61.54% |
$4.45K - $5.16K
|
20
$2.38K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.51KNew |
$210K - $243K
|
1.51K
$179K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-134- 5.3% |
$18.6K - $21.6K
|
2.4K
$285K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
219+ 35.15% |
$30.5K - $35.3K
|
842
$100K
|
|
| Q4 2023 | |||||||
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.14KClosed |
$559K - $675K
|
0
$0
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.15KNew |
$425K - $513K
|
3.15K
$375K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
774New |
$104K - $126K
|
774
$92K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-819Closed |
$110K - $133K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$809 - $978
|
6
$713
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
394+ 19700.0% |
$53.1K - $64.2K
|
396
$47.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
554New |
$74.7K - $90.3K
|
554
$65.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$195K - $236K
|
1.45K
$172K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
6+ 0.39% |
$809 - $978
|
1.55K
$184K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$270 - $326
|
1.39K
$165K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
610New |
$82.2K - $99.4K
|
610
$72.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35+ 0.07% |
$4.72K - $5.7K
|
48.2K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Albar Capital LTD
London, X0 |
BUY
|
- |
34.9KNew |
$4.7M - $5.69M
|
34.9K
$4.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.28K- 34.58% |
$712K - $861K
|
10K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Viking Global Investors LP
|
BUY
|
- |
1.54M+ 23.1% |
$207M - $251M
|
8.2M
$975M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 11.58% |
$218K - $264K
|
12.4K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$2.68M - $3.24M
|
19.9K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15.1KNew |
$2.04M - $2.46M
|
15.1K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-29- 0.68% |
$3.91K - $4.73K
|
4.25K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-500- 18.52% |
$67.4K - $81.5K
|
2.2K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
29.8KNew |
$4.02M - $4.86M
|
29.8K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
189KNew |
$25.5M - $30.8M
|
189K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-906- 33.93% |
$122K - $148K
|
1.76K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-15.1K- 35.87% |
$2.04M - $2.46M
|
27K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
102New |
$13.8K - $16.6K
|
102
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
18.8KNew |
$2.53M - $3.06M
|
18.8K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
26.6KNew |
$3.59M - $4.34M
|
26.6K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.94KNew |
$262K - $316K
|
1.94K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-50- 1.58% |
$6.74K - $8.15K
|
3.11K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
200New |
$27K - $32.6K
|
200
$23.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-200- 35.4% |
$27K - $32.6K
|
365
$43.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$10.1K - $12.2K
|
75
$8.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
710New |
$95.7K - $116K
|
710
$84.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
965New |
$130K - $157K
|
965
$115K
|
|