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 |
---|---|---|---|---|---|---|---|
Oct 21, 2019
Q3 2019
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-26.3KClosed |
$2.68M - $3.23M
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-640Closed |
$65K - $78.6K
|
0
$0
|
|
Oct 02, 2019
Q3 2019
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.99KClosed |
$202K - $244K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
622New |
$57.8K - $71.2K
|
622
$83.1K
|
|
Aug 15, 2019
Q2 2019
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.2KClosed |
$390K - $480K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
SELL
|
CALL |
-4- 80.0% |
$372 - $458
|
1
$134
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
1.4KNew |
$130K - $160K
|
1.4K
$187K
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-225Closed |
$20.9K - $25.8K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Masters Capital Management LLC
Atlanta, GA |
SELL
|
- |
-150KClosed |
$13.9M - $17.2M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-500KClosed |
$46.5M - $57.2M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.64KClosed |
$153K - $188K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Parnassus Investments, LLC
|
SELL
|
- |
-4.72MClosed |
$438M - $540M
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.8KClosed |
$1.19M - $1.46M
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-237Closed |
$22K - $27.1K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Gilbert & Cook, Inc.
|
SELL
|
CALL |
-2.6K- 76.47% |
$242K - $298K
|
800
$107K
|
|
Aug 05, 2019
Q2 2019
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.98KClosed |
$184K - $226K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-190Closed |
$17.7K - $21.8K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Wp Advisors, LLC
|
SELL
|
- |
-516Closed |
$47.9K - $59.1K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-4.52KClosed |
$420K - $518K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-5Closed |
$465 - $572
|
0
$0
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-480Closed |
$44.6K - $55K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-16.9KClosed |
$1.6M - $1.9M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Holocene Advisors, LP
New York, NY |
BUY
|
CALL |
423KNew |
$39.9M - $47.4M
|
423K
$56.5M
|
|
May 15, 2019
Q1 2019
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-1.05MClosed |
$99.5M - $118M
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.39KClosed |
$509K - $604K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Close Asset Management LTD
|
SELL
|
- |
-56.6KClosed |
$5.35M - $6.35M
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-112Closed |
$10.6K - $12.6K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-47.7KClosed |
$4.51M - $5.35M
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-104Closed |
$9.82K - $11.7K
|
0
$0
|
|
May 03, 2019
Q1 2019
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-18.3KClosed |
$1.73M - $2.05M
|
0
$0
|
|
May 02, 2019
Q1 2019
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-15.1KClosed |
$1.43M - $1.69M
|
0
$0
|
|
Apr 26, 2019
Q1 2019
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-195KClosed |
$18.4M - $21.9M
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-10.4KClosed |
$980K - $1.16M
|
0
$0
|
|
Q4 2018 | |||||||
Feb 26, 2019
Q4 2018
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-31Closed |
$2.79K - $3.68K
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
American Beacon Advisors, Inc.
|
SELL
|
- |
-760Closed |
$68.3K - $90.3K
|
0
$0
|
|
Feb 15, 2019
Q4 2018
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.83KClosed |
$254K - $336K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-27.6KClosed |
$2.48M - $3.27M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-905KClosed |
$81.4M - $108M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-4.21KClosed |
$378K - $499K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
United American Securities Inc. (D
New York, NY |
SELL
|
- |
-2KClosed |
$180K - $238K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.81KNew |
$882K - $1.17M
|
9.81K
$1.31M
|
|
Feb 13, 2019
Q4 2018
|
Peavine Capital, LLC
|
SELL
|
- |
-195- 6.98% |
$17.5K - $23.2K
|
2.6K
$347K
|
|
Feb 13, 2019
Q4 2018
|
Gratus Capital LLC
|
BUY
|
CALL |
200New |
$18K - $23.8K
|
200
$26.7K
|
|
Feb 13, 2019
Q4 2018
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-82.9KClosed |
$7.45M - $9.84M
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-305Closed |
$27.4K - $36.2K
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.46KClosed |
$401K - $529K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.17KNew |
$195K - $258K
|
2.17K
$290K
|
|
Feb 06, 2019
Q4 2018
|
Strateg Iq Financial Group, LLC
|
BUY
|
PUT |
26KNew |
$2.34M - $3.09M
|
26K
$3.47M
|
|
Feb 05, 2019
Q4 2018
|
Exane Asset Management
|
SELL
|
- |
-586Closed |
$52.7K - $69.6K
|
0
$0
|
|
Feb 05, 2019
Q4 2018
|
American Asset Management Inc.
|
SELL
|
- |
-2.19KClosed |
$197K - $260K
|
0
$0
|