Latest Institutional Purchases of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.84K+ 1021.67% |
$279K - $346K
|
2.02K
$190K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.7KNew |
$258K - $319K
|
1.7K
$160K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.59KNew |
$242K - $299K
|
1.59K
$150K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.53KNew |
$232K - $287K
|
1.53K
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.44KNew |
$219K - $271K
|
1.44K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
1.42KNew |
$216K - $268K
|
1.42K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.38KNew |
$210K - $261K
|
1.38K
$130K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.34KNew |
$203K - $252K
|
1.34K
$126K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.03KNew |
$157K - $195K
|
1.03K
$97.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1K+ 73.1% |
$152K - $188K
|
2.37K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
910+ 9.64% |
$138K - $171K
|
10.3K
$974K
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
700+ 2.82% |
$106K - $132K
|
25.5K
$2.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
670+ 11.03% |
$102K - $126K
|
6.74K
$635K
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
667New |
$101K - $126K
|
667
$62.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
652+ 0.87% |
$99K - $123K
|
75.4K
$7.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
600New |
$91.1K - $113K
|
600
$56.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
332+ 28.5% |
$50.4K - $62.5K
|
1.5K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
320+ 26.58% |
$48.6K - $60.3K
|
1.52K
$144K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
303+ 5.74% |
$46K - $57.1K
|
5.58K
$526K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
256New |
$38.9K - $48.2K
|
256
$24.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
237+ 10.47% |
$36K - $44.6K
|
2.5K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
215+ 8.4% |
$32.7K - $40.5K
|
2.78K
$261K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
111+ 9.3% |
$16.9K - $20.9K
|
1.31K
$123K
|
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
106+ 8.86% |
$16.1K - $20K
|
1.3K
$123K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
83+ 1.7% |
$12.6K - $15.6K
|
4.96K
$467K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
78+ 0.89% |
$11.8K - $14.7K
|
8.83K
$832K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
78+ 6.42% |
$11.8K - $14.7K
|
1.29K
$122K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
63New |
$9.57K - $11.9K
|
63
$5.93K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
58New |
$8.81K - $10.9K
|
58
$5.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
46+ 2.3% |
$6.99K - $8.66K
|
2.05K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
43+ 0.95% |
$6.53K - $8.1K
|
4.59K
$433K
|
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
40+ 2.89% |
$6.08K - $7.53K
|
1.43K
$134K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
30+ 0.41% |
$4.56K - $5.65K
|
7.31K
$688K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
26+ 1.57% |
$3.95K - $4.9K
|
1.69K
$159K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
19+ 1.5% |
$2.89K - $3.58K
|
1.29K
$121K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
12New |
$1.82K - $2.26K
|
12
$1.13K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
11+ 0.78% |
$1.67K - $2.07K
|
1.42K
$134K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11New |
$1.67K - $2.07K
|
11
$1.04K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
7+ 0.95% |
$1.06K - $1.32K
|
747
$70.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
6New |
$911 - $1.13K
|
6
$565
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
5+ 0.38% |
$760 - $942
|
1.32K
$125K
|
|
|
Oct 30, 2023
Q3 2023
|
Darrow Company, Inc.
|
BUY
|
- |
3+ 0.15% |
$456 - $565
|
2.03K
$191K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$456 - $565
|
2.62K
$246K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.23% |
$456 - $565
|
1.3K
$122K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.53% |
$152 - $188
|
189
$17.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 4.17% |
$152 - $188
|
25
$2.35K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
420KNew |
$70M - $82.3M
|
420K
$39.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
180KNew |
$30M - $35.3M
|
180K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
162KNew |
$27M - $31.7M
|
162K
$15.2M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
72.9KNew |
$12.2M - $14.3M
|
72.9K
$6.87M
|
|