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 10, 2022
Q3 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
40+ 0.65% |
$6.46K - $8.32K
|
6.15K
$726K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-312- 1.55% |
$50.4K - $64.9K
|
19.8K
$2.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-225- 14.9% |
$36.3K - $46.8K
|
1.29K
$152K
|
|
|
Nov 10, 2022
Q3 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.3KClosed |
$371K - $478K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
47+ 1.85% |
$7.59K - $9.78K
|
2.59K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-15- 10.71% |
$2.42K - $3.12K
|
125
$14.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
5.55K+ 272.42% |
$897K - $1.16M
|
7.59K
$896K
|
|
|
Nov 08, 2022
Q3 2022
|
Alphasimplex Group, LLC
Boston, MA |
BUY
|
- |
2.13KNew |
$344K - $444K
|
2.13K
$252K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.45K- 49.34% |
$235K - $302K
|
1.49K
$176K
|
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-158- 1.14% |
$25.5K - $32.9K
|
13.7K
$1.62M
|
|
|
Nov 04, 2022
Q3 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
1.5KNew |
$242K - $312K
|
1.5K
$177K
|
|
|
Nov 04, 2022
Q3 2022
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
500+ 27.78% |
$80.8K - $104K
|
2.3K
$272K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
45.4KNew |
$7.33M - $9.44M
|
45.4K
$5.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-293- 2.81% |
$47.3K - $61K
|
10.1K
$1.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-524- 11.25% |
$84.6K - $109K
|
4.13K
$488K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
2.89KNew |
$467K - $601K
|
2.89K
$341K
|
|
|
Nov 03, 2022
Q3 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-395- 20.47% |
$63.8K - $82.2K
|
1.54K
$181K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
162+ 1.94% |
$26.2K - $33.7K
|
8.53K
$1.01M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
256+ 0.63% |
$41.4K - $53.3K
|
41.1K
$4.85M
|
|
|
Nov 01, 2022
Q3 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-94- 5.29% |
$15.2K - $19.6K
|
1.68K
$199K
|
|
|
Nov 01, 2022
Q3 2022
|
Blooom, Inc.
|
BUY
|
- |
278+ 12.05% |
$44.9K - $57.8K
|
2.59K
$305K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
1.63KNew |
$264K - $340K
|
1.63K
$193K
|
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
43+ 143.33% |
$6.95K - $8.95K
|
73
$8.62K
|
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
25+ 0.61% |
$4.04K - $5.2K
|
4.14K
$489K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-76- 5.6% |
$12.3K - $15.8K
|
1.28K
$151K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8New |
$1.29K - $1.66K
|
8
$944
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
6.78KNew |
$1.1M - $1.41M
|
6.78K
$801K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.95KNew |
$1.28M - $1.65M
|
7.95K
$939K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.27KNew |
$367K - $472K
|
2.27K
$268K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-190- 9.5% |
$30.7K - $39.5K
|
1.81K
$214K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.22K+ 16.17% |
$197K - $254K
|
8.78K
$1.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-20- 80.0% |
$3.23K - $4.16K
|
5
$590
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.39KNew |
$225K - $290K
|
1.39K
$164K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.53KNew |
$247K - $318K
|
1.53K
$181K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-214- 7.86% |
$34.6K - $44.5K
|
2.51K
$296K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
2.49KNew |
$402K - $517K
|
2.49K
$294K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-373- 10.68% |
$60.3K - $77.6K
|
3.12K
$368K
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 15.87% |
$16.2K - $20.8K
|
530
$62.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-12- 0.23% |
$1.94K - $2.5K
|
5.23K
$618K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.02K- 16.29% |
$488K - $628K
|
15.5K
$1.83M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-395- 6.33% |
$63.8K - $82.2K
|
5.85K
$690K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
96New |
$15.5K - $20K
|
96
$11.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
196+ 2.18% |
$31.7K - $40.8K
|
9.19K
$1.08M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-826- 2.92% |
$133K - $172K
|
27.5K
$3.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
2.09K+ 3.46% |
$337K - $434K
|
62.5K
$7.37M
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.92KClosed |
$321K - $396K
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-799- 23.8% |
$134K - $165K
|
2.56K
$302K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
45+ 1.71% |
$7.53K - $9.3K
|
2.67K
$316K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.6K- 67.68% |
$434K - $536K
|
1.24K
$146K
|
|
|
Aug 16, 2022
Q2 2022
|
Empirical Capital Management, LLC
Hendersonville, TN |
SELL
|
- |
-10.1KClosed |
$1.68M - $2.08M
|
0
$0
|
|