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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-133- 7.97% |
$17.8K - $20.3K
|
1.54K
$206K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-595- 49.92% |
$79.8K - $90.6K
|
597
$80.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-5- 0.17% |
$671 - $761
|
2.96K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
512+ 14.67% |
$68.7K - $78K
|
4K
$537K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-215- 10.74% |
$28.9K - $32.7K
|
1.79K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.58KNew |
$212K - $241K
|
1.58K
$212K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.67KNew |
$358K - $406K
|
2.67K
$358K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-89- 0.73% |
$11.9K - $13.6K
|
12.1K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-741- 66.7% |
$99.4K - $113K
|
370
$49.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
560+ 0.85% |
$75.2K - $85.3K
|
66.1K
$8.87M
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
21.3KNew |
$2.85M - $3.24M
|
21.3K
$2.85M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-30- 16.3% |
$4.03K - $4.57K
|
154
$20.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.15K- 26.93% |
$288K - $327K
|
5.83K
$782K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
22+ 10.23% |
$2.95K - $3.35K
|
237
$31.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-458- 5.89% |
$61.5K - $69.7K
|
7.32K
$982K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-92- 5.84% |
$12.3K - $14K
|
1.48K
$199K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
5+ 0.34% |
$671 - $761
|
1.47K
$197K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-100- 0.56% |
$13.4K - $15.2K
|
17.9K
$2.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
274+ 3.84% |
$36.8K - $41.7K
|
7.4K
$993K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 6.06% |
$13.4K - $15.2K
|
1.55K
$208K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
174New |
$23.4K - $26.5K
|
174
$23.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.04KNew |
$273K - $310K
|
2.04K
$273K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-186- 7.19% |
$25K - $28.3K
|
2.4K
$322K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-599- 65.11% |
$80.4K - $91.2K
|
321
$43.1K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 22.91% |
$121K - $137K
|
3.03K
$406K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
CALL |
98.1KNew |
$13.6M - $15.8M
|
98.1K
$13.2M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
12.8KNew |
$1.79M - $2.07M
|
12.8K
$1.72M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-63.8K- 97.85% |
$8.87M - $10.3M
|
1.4K
$188K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-527- 10.86% |
$73.3K - $85K
|
4.32K
$580K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
737New |
$103K - $119K
|
737
$98.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.77K- 8.77% |
$246K - $285K
|
18.4K
$2.47M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 143.93% |
$307K - $355K
|
3.74K
$501K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.63KNew |
$505K - $585K
|
3.63K
$487K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.06K- 6.16% |
$564K - $654K
|
61.8K
$8.29M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-13.7K- 89.78% |
$1.9M - $2.2M
|
1.56K
$209K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-538- 22.41% |
$74.8K - $86.7K
|
1.86K
$250K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-67- 3.5% |
$9.32K - $10.8K
|
1.85K
$248K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 2.39% |
$1.39K - $1.61K
|
428
$57.4K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.3K+ 255.56% |
$320K - $371K
|
3.2K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
CALL |
70KNew |
$9.74M - $11.3M
|
70K
$9.39M
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
606KNew |
$84.3M - $97.7M
|
606K
$81.3M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
54+ 2.66% |
$7.51K - $8.71K
|
2.09K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
583KNew |
$81M - $93.9M
|
583K
$78.2M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.28KNew |
$317K - $367K
|
2.28K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.37KNew |
$608K - $705K
|
4.37K
$587K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
81+ 5.07% |
$11.3K - $13.1K
|
1.68K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20+ 4.04% |
$2.78K - $3.22K
|
515
$69.1K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-12.7K- 74.94% |
$1.77M - $2.05M
|
4.26K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
111+ 1.03% |
$15.4K - $17.9K
|
10.9K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
32.1KNew |
$4.47M - $5.18M
|
32.1K
$4.31M
|
|