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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
CALL |
5.1KNew |
$994K - $1.18M
|
5.1K
$676K
|
|
|
May 11, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
4.15K+ 922.22% |
$809K - $963K
|
4.6K
$610K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$257K - $306K
|
1.32K
$175K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
792New |
$154K - $184K
|
792
$105K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
209+ 7.11% |
$40.7K - $48.5K
|
3.15K
$417K
|
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 17.32% |
$39K - $46.4K
|
1.36K
$180K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
116New |
$22.6K - $26.9K
|
116
$15.4K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
16New |
$3.12K - $3.71K
|
16
$2.12K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 4.0% |
$779 - $928
|
104
$13.8K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
1+ 4.35% |
$195 - $232
|
24
$3.18K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.05KNew |
$723K - $883K
|
4.05K
$537K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.5KNew |
$624K - $763K
|
3.5K
$464K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
CALL |
1.9KNew |
$339K - $414K
|
1.9K
$252K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.62KNew |
$289K - $353K
|
1.62K
$214K
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1.5KNew |
$268K - $327K
|
1.5K
$199K
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
1.49KNew |
$266K - $325K
|
1.49K
$198K
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
CALL |
1.4KNew |
$250K - $305K
|
1.4K
$186K
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
1.18KNew |
$210K - $257K
|
1.18K
$156K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
532New |
$94.9K - $116K
|
532
$70.5K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
338New |
$60.3K - $73.7K
|
338
$44.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
150New |
$26.8K - $32.7K
|
150
$19.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
129New |
$23K - $28.1K
|
129
$17.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
100+ 4.35% |
$17.8K - $21.8K
|
2.4K
$318K
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
53+ 4.24% |
$9.46K - $11.6K
|
1.3K
$173K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2New |
$357 - $436
|
2
$265
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
71KNew |
$12.9M - $15.2M
|
71K
$9.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
3KNew |
$546K - $643K
|
3K
$398K
|
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
BUY
|
- |
2.4KNew |
$437K - $514K
|
2.4K
$318K
|
|
|
Dec 09, 2021
Q3 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2KNew |
$364K - $429K
|
2K
$265K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
611New |
$111K - $131K
|
611
$81K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
400New |
$72.8K - $85.7K
|
400
$53K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
345New |
$62.8K - $73.9K
|
345
$45.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
85New |
$15.5K - $18.2K
|
85
$11.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
1+ 0.8% |
$182 - $214
|
126
$16.7K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
600KNew |
$103M - $130M
|
600K
$79.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$8.56M - $10.9M
|
50K
$6.63M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
13.8KNew |
$2.36M - $3M
|
13.8K
$1.83M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
6.98KNew |
$1.19M - $1.52M
|
6.98K
$925K
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.06KNew |
$181K - $229K
|
1.06K
$140K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
100+ 5.22% |
$17.1K - $21.8K
|
2.02K
$267K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Shellback Capital, LP
Boston, MA |
BUY
|
PUT |
40KNew |
$6.2M - $6.8M
|
40K
$5.3M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
1.3K+ 10.08% |
$202K - $221K
|
14.2K
$1.88M
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Corbin Capital Partners, L.P.
New York, NY |
BUY
|
PUT |
4.8KNew |
$748K - $847K
|
4.8K
$636K
|
|
|
Feb 10, 2021
Q4 2020
|
Sargent Investment Group, LLC
|
BUY
|
CALL |
1KNew |
$156K - $177K
|
1K
$133K
|
|
|
Jan 19, 2021
Q4 2020
|
Ritholtz Wealth Management
|
BUY
|
CALL |
500New |
$77.9K - $88.3K
|
500
$66.3K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
80New |
$12.5K - $14.1K
|
80
$10.6K
|
|
|
Jan 29, 2021
Q4 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
79New |
$12.3K - $13.9K
|
79
$10.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
12New |
$1.87K - $2.12K
|
12
$1.59K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
30KNew |
$3.42M - $5.07M
|
30K
$3.98M
|
|
|
Oct 13, 2022
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.15KNew |
$472K - $700K
|
4.15K
$549K
|
|