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 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.05KNew |
$182K - $203K
|
1.05K
$123K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.89K- 71.04% |
$503K - $561K
|
1.18K
$139K
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.08K- 7.12% |
$535K - $597K
|
40.1K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4.25K- 1.89% |
$739K - $825K
|
221K
$26.1M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
400+ 26.67% |
$69.5K - $77.6K
|
1.9K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-270- 20.47% |
$46.9K - $52.4K
|
1.05K
$124K
|
|
|
May 15, 2023
Q1 2023
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
384KNew |
$66.7M - $74.4M
|
384K
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-23- 0.99% |
$4K - $4.46K
|
2.3K
$272K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 20.0% |
$34.8K - $38.8K
|
800
$94.4K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.09KNew |
$363K - $405K
|
2.09K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.9KNew |
$1.89M - $2.11M
|
10.9K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.51KNew |
$262K - $293K
|
1.51K
$178K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
9+ 0.05% |
$1.56K - $1.75K
|
16.8K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-167- 7.01% |
$29K - $32.4K
|
2.22K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.06KNew |
$185K - $206K
|
1.06K
$126K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-386- 13.53% |
$67.1K - $74.9K
|
2.47K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.5KNew |
$261K - $291K
|
1.5K
$177K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.05KNew |
$182K - $203K
|
1.05K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$130K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$130K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-199- 16.09% |
$34.6K - $38.6K
|
1.04K
$123K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
19.9K+ 1012.1% |
$3.46M - $3.86M
|
21.9K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.21% |
$521 - $582
|
1.45K
$171K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.5KNew |
$1.82M - $2.03M
|
10.5K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.6K+ 109.67% |
$974K - $1.09M
|
10.7K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
CALL |
-495K- 69.33% |
$86M - $96M
|
219K
$25.8M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
355New |
$61.7K - $68.9K
|
355
$41.9K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$130K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
170+ 14.31% |
$29.5K - $33K
|
1.36K
$160K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
23+ 25.0% |
$4K - $4.46K
|
115
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19+ 57.58% |
$3.3K - $3.69K
|
52
$6.14K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.13KNew |
$197K - $220K
|
1.13K
$134K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.03KNew |
$179K - $200K
|
1.03K
$122K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.32KNew |
$229K - $256K
|
1.32K
$156K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$1.56K - $1.75K
|
9
$1.06K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.07KNew |
$186K - $207K
|
1.07K
$126K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-84- 7.26% |
$14.6K - $16.3K
|
1.07K
$127K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
48New |
$8.34K - $9.31K
|
48
$5.67K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.04KNew |
$181K - $202K
|
1.04K
$123K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
173+ 14.0% |
$30.1K - $33.6K
|
1.41K
$166K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.05KNew |
$183K - $204K
|
1.05K
$124K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-73- 5.96% |
$12.7K - $14.2K
|
1.15K
$136K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-504- 9.45% |
$87.6K - $97.8K
|
4.83K
$570K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-74- 10.44% |
$12.9K - $14.4K
|
635
$75K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-120- 8.73% |
$20.9K - $23.3K
|
1.25K
$148K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
147+ 76.56% |
$25.6K - $28.5K
|
339
$40K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
154+ 252.46% |
$26.8K - $29.9K
|
215
$25.4K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
4+ 0.27% |
$695 - $776
|
1.48K
$174K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.05K+ 72.65% |
$182K - $203K
|
2.49K
$294K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
869New |
$151K - $169K
|
869
$103K
|