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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.2KNew |
$208K - $232K
|
1.2K
$141K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
27+ 9.0% |
$4.69K - $5.24K
|
327
$38.6K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.08KNew |
$187K - $209K
|
1.08K
$127K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.14KNew |
$199K - $222K
|
1.14K
$135K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.07% |
$174 - $194
|
1.4K
$165K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.06KNew |
$184K - $205K
|
1.06K
$125K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
18+ 4.6% |
$3.13K - $3.49K
|
409
$48.3K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25+ 1.86% |
$4.35K - $4.85K
|
1.37K
$162K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-2.08K- 8.02% |
$362K - $403K
|
23.8K
$2.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
80New |
$13.9K - $15.5K
|
80
$9.44K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.9K- 46.71% |
$330K - $368K
|
2.16K
$255K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
22+ 1.84% |
$3.82K - $4.27K
|
1.22K
$144K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-260- 1.32% |
$45.2K - $50.4K
|
19.4K
$2.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Chapman Investment Management, LLC
|
SELL
|
- |
-1.46K- 7.09% |
$254K - $284K
|
19.2K
$2.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
1.08KNew |
$187K - $209K
|
1.08K
$127K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
186+ 16.12% |
$32.3K - $36.1K
|
1.34K
$158K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.07KNew |
$185K - $207K
|
1.07K
$126K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.27K+ 95.5% |
$221K - $247K
|
2.61K
$308K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
109New |
$18.9K - $21.1K
|
109
$12.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
241+ 1.4% |
$41.9K - $46.8K
|
17.5K
$2.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
929New |
$161K - $180K
|
929
$110K
|
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
13.9K+ 5.63% |
$2.42M - $2.7M
|
261K
$30.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.33KNew |
$230K - $257K
|
1.33K
$157K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
200+ 2.41% |
$34.8K - $38.8K
|
8.49K
$1M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
167New |
$29K - $32.4K
|
167
$19.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$130K
|
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
SELL
|
- |
-228- 2.0% |
$39.6K - $44.2K
|
11.2K
$1.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-513- 2.0% |
$89.2K - $99.5K
|
25.1K
$2.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7+ 22.58% |
$1.22K - $1.36K
|
38
$4.49K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-78- 3.64% |
$13.6K - $15.1K
|
2.07K
$244K
|
|
|
Apr 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-556- 26.44% |
$96.6K - $108K
|
1.55K
$183K
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-30- 2.48% |
$5.21K - $5.82K
|
1.18K
$139K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.07KNew |
$185K - $207K
|
1.07K
$126K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
51+ 1.51% |
$8.86K - $9.89K
|
3.43K
$404K
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
75+ 4.17% |
$13K - $14.5K
|
1.88K
$221K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-74- 1.11% |
$12.9K - $14.4K
|
6.62K
$782K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.09KNew |
$189K - $211K
|
1.09K
$128K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
14+ 0.89% |
$2.43K - $2.72K
|
1.6K
$188K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-395- 23.06% |
$68.7K - $76.6K
|
1.32K
$156K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
58+ 56.86% |
$10.1K - $11.3K
|
160
$18.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.29KNew |
$225K - $251K
|
1.29K
$153K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-79- 3.79% |
$13.7K - $15.3K
|
2.01K
$237K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.19KNew |
$206K - $230K
|
1.19K
$140K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-375- 23.19% |
$65.2K - $72.7K
|
1.24K
$147K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.47KNew |
$256K - $285K
|
1.47K
$174K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.55K- 2.54% |
$618K - $689K
|
137K
$16.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.09KNew |
$190K - $212K
|
1.09K
$129K
|
|
| Q4 2022 | |||||||
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.5KClosed |
$239K - $286K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3.61K- 32.55% |
$574K - $687K
|
7.48K
$883K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.31KNew |
$368K - $440K
|
2.31K
$273K
|
|