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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-25- 1.7% |
$3.37K - $4.07K
|
1.45K
$172K
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-736- 27.07% |
$99.2K - $120K
|
1.98K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-724- 1.28% |
$97.6K - $118K
|
55.8K
$6.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-103- 7.2% |
$13.9K - $16.8K
|
1.33K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.81KNew |
$243K - $294K
|
1.81K
$215K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
353+ 5.94% |
$47.6K - $57.5K
|
6.3K
$749K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
CALL |
-10K- 83.33% |
$1.35M - $1.63M
|
2K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-46- 3.13% |
$6.2K - $7.5K
|
1.42K
$169K
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-6.7K- 81.9% |
$903K - $1.09M
|
1.48K
$176K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6.38KNew |
$860K - $1.04M
|
6.38K
$758K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
820+ 24.61% |
$111K - $134K
|
4.15K
$494K
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.42M - $1.71M
|
10.5K
$1.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-2.43K- 60.54% |
$328K - $396K
|
1.58K
$188K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-672- 60.65% |
$90.6K - $109K
|
436
$51.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-859- 22.14% |
$116K - $140K
|
3.02K
$359K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.69% |
$1.21K - $1.47K
|
1.31K
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-324- 8.76% |
$43.7K - $52.8K
|
3.38K
$401K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
33+ 1.88% |
$4.45K - $5.38K
|
1.79K
$213K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-150- 57.69% |
$20.2K - $24.4K
|
110
$13.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-341- 14.02% |
$46K - $55.6K
|
2.09K
$249K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-89- 2.31% |
$12K - $14.5K
|
3.76K
$447K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-332- 9.98% |
$44.8K - $54.1K
|
2.99K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$27K - $32.6K
|
200
$23.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.45KNew |
$196K - $236K
|
1.45K
$172K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-58- 4.27% |
$7.82K - $9.45K
|
1.3K
$155K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
1+ 0.08% |
$135 - $163
|
1.32K
$157K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.14% |
$270 - $326
|
1.42K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-13- 0.13% |
$1.75K - $2.12K
|
9.69K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.81K+ 20.94% |
$783K - $946K
|
33.5K
$3.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-392- 20.02% |
$52.9K - $63.9K
|
1.57K
$186K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 0.16% |
$270 - $326
|
1.21K
$144K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28KNew |
$173K - $209K
|
1.28K
$153K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
641New |
$86.4K - $104K
|
641
$76.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.38KNew |
$321K - $388K
|
2.38K
$283K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
124+ 8.34% |
$16.7K - $20.2K
|
1.61K
$191K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-54- 0.24% |
$7.28K - $8.8K
|
22.5K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-653- 92.49% |
$88K - $106K
|
53
$6.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-7.57K- 84.99% |
$1.02M - $1.23M
|
1.34K
$159K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
2KNew |
$270K - $326K
|
2K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-201- 2.35% |
$27.1K - $32.8K
|
8.37K
$994K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-66- 0.09% |
$8.9K - $10.8K
|
76.5K
$9.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-6.13K- 68.61% |
$826K - $999K
|
2.8K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 9.35% |
$40.4K - $48.9K
|
2.91K
$346K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
13+ 1.01% |
$1.75K - $2.12K
|
1.31K
$155K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12+ 0.87% |
$1.62K - $1.96K
|
1.39K
$165K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
479+ 1.51% |
$64.6K - $78K
|
32.3K
$3.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
24+ 1.1% |
$3.24K - $3.91K
|
2.2K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 4.08% |
$13.5K - $16.3K
|
2.55K
$303K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.75% |
$1.35K - $1.63K
|
1.33K
$158K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.9KNew |
$1.61M - $1.94M
|
11.9K
$1.42M
|