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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
300KNew |
$45.6M - $56.5M
|
300K
$35.7M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-174- 11.25% |
$26.4K - $32.8K
|
1.37K
$163K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
670+ 11.03% |
$102K - $126K
|
6.74K
$802K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.6KNew |
$547K - $678K
|
3.6K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
12New |
$1.82K - $2.26K
|
12
$1.43K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.34KNew |
$203K - $252K
|
1.34K
$159K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
652+ 0.87% |
$99K - $123K
|
75.4K
$8.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.6K- 55.62% |
$546K - $677K
|
2.87K
$341K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-146- 27.97% |
$22.2K - $27.5K
|
376
$44.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-68- 30.49% |
$10.3K - $12.8K
|
155
$18.4K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-884- 2.8% |
$134K - $166K
|
30.7K
$3.65M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
30+ 0.41% |
$4.56K - $5.65K
|
7.31K
$868K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-35- 0.28% |
$5.32K - $6.59K
|
12.5K
$1.49M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
600New |
$91.1K - $113K
|
600
$71.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 1.5% |
$2.89K - $3.58K
|
1.29K
$153K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 4.17% |
$152 - $188
|
25
$2.97K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1KNew |
$152K - $188K
|
1K
$119K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
98+ 0.87% |
$14.9K - $18.5K
|
11.3K
$1.35M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
11K+ 23.63% |
$1.67M - $2.07M
|
57.5K
$6.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.78% |
$1.67K - $2.07K
|
1.42K
$169K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.58% |
$1.52K - $1.88K
|
1.7K
$202K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.97K+ 42.82% |
$603K - $748K
|
13.2K
$1.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-3.05K- 69.71% |
$463K - $574K
|
1.33K
$157K
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.82K+ 271.35% |
$1.19M - $1.47M
|
10.7K
$1.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
3+ 0.15% |
$456 - $565
|
2.03K
$241K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
78+ 0.89% |
$11.8K - $14.7K
|
8.83K
$1.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.59KNew |
$242K - $299K
|
1.59K
$189K
|
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-2.91K- 15.79% |
$442K - $548K
|
15.5K
$1.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-420- 0.99% |
$63.8K - $79.1K
|
42K
$4.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$456 - $565
|
2.62K
$311K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-139- 8.78% |
$21.1K - $26.2K
|
1.45K
$172K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.62K- 10.87% |
$247K - $306K
|
13.3K
$1.58M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11New |
$1.67K - $2.07K
|
11
$1.31K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.11K- 6.08% |
$320K - $397K
|
32.6K
$3.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-444- 0.77% |
$67.4K - $83.6K
|
57.4K
$6.82M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-21- 1.15% |
$3.19K - $3.96K
|
1.8K
$214K
|
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-200- 3.87% |
$30.4K - $37.7K
|
4.96K
$590K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-57- 2.11% |
$8.66K - $10.7K
|
2.64K
$314K
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.07K- 15.08% |
$163K - $202K
|
6.05K
$719K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
2.27KNew |
$345K - $428K
|
2.27K
$270K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
106+ 8.86% |
$16.1K - $20K
|
1.3K
$155K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-6- 0.38% |
$911 - $1.13K
|
1.57K
$186K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-54- 0.9% |
$8.2K - $10.2K
|
5.96K
$708K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-128- 34.13% |
$19.4K - $24.1K
|
247
$29.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.59K- 32.3% |
$241K - $299K
|
3.33K
$396K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
78+ 6.42% |
$11.8K - $14.7K
|
1.29K
$154K
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-150- 9.07% |
$22.8K - $28.3K
|
1.5K
$179K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.97KNew |
$603K - $748K
|
3.97K
$472K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
7+ 0.95% |
$1.06K - $1.32K
|
747
$88.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-108- 68.35% |
$16.4K - $20.3K
|
50
$5.94K
|