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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-320- 11.96% |
$44.5K - $51.6K
|
2.36K
$320K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
1.41KNew |
$197K - $228K
|
1.41K
$192K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-674- 28.06% |
$93.7K - $109K
|
1.73K
$234K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
239+ 17.28% |
$33.2K - $38.5K
|
1.62K
$220K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-6.67K- 98.52% |
$928K - $1.08M
|
100
$13.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-68- 4.71% |
$9.46K - $11K
|
1.38K
$187K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-13- 4.89% |
$1.81K - $2.1K
|
253
$34.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$13.9K - $16.1K
|
100
$13.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1.2KNew |
$167K - $193K
|
1.2K
$163K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
933+ 179.42% |
$130K - $150K
|
1.45K
$197K
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.58KNew |
$637K - $738K
|
4.58K
$621K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
38+ 1.26% |
$5.29K - $6.13K
|
3.05K
$413K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.02K- 62.49% |
$419K - $486K
|
1.81K
$246K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.52KNew |
$212K - $246K
|
1.52K
$207K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 34.48% |
$13.9K - $16.1K
|
190
$25.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
35+ 1.35% |
$4.87K - $5.64K
|
2.62K
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
341+ 8.66% |
$47.4K - $55K
|
4.28K
$580K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-12K- 7.62% |
$1.67M - $1.94M
|
146K
$19.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-73- 4.98% |
$10.2K - $11.8K
|
1.39K
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-50- 23.04% |
$6.95K - $8.06K
|
167
$22.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.79KNew |
$249K - $289K
|
1.79K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
29New |
$4.03K - $4.68K
|
29
$3.93K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-150- 30.86% |
$20.9K - $24.2K
|
336
$45.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-19- 0.94% |
$2.64K - $3.06K
|
2.01K
$273K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.53KNew |
$213K - $247K
|
1.53K
$208K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2+ 0.15% |
$278 - $322
|
1.37K
$186K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
232+ 1933.33% |
$32.3K - $37.4K
|
244
$33.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2.66KNew |
$370K - $429K
|
2.66K
$361K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-19- 0.53% |
$2.64K - $3.06K
|
3.54K
$480K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
PUT |
2K+ 28.57% |
$278K - $322K
|
9K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
16+ 0.45% |
$2.23K - $2.58K
|
3.54K
$480K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.3K- 23.21% |
$181K - $210K
|
4.3K
$583K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
80+ 2.33% |
$11.1K - $12.9K
|
3.51K
$477K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-32- 61.54% |
$4.45K - $5.16K
|
20
$2.71K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.51KNew |
$210K - $243K
|
1.51K
$204K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-134- 5.3% |
$18.6K - $21.6K
|
2.4K
$325K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.09K+ 36.24% |
$151K - $176K
|
4.09K
$555K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.31% |
$139 - $161
|
328
$44.5K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
219+ 35.15% |
$30.5K - $35.3K
|
842
$114K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-293K- 47.69% |
$39.5M - $47.7M
|
321K
$43.6M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-4.14KClosed |
$559K - $675K
|
0
$0
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.15KNew |
$425K - $513K
|
3.15K
$428K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
774New |
$104K - $126K
|
774
$105K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-819Closed |
$110K - $133K
|
0
$0
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$809 - $978
|
6
$814
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
394+ 19700.0% |
$53.1K - $64.2K
|
396
$53.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
554New |
$74.7K - $90.3K
|
554
$75.2K
|
|
|
Feb 20, 2024
Q4 2023
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$195K - $236K
|
1.45K
$196K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6- 0.02% |
$809 - $978
|
39.7K
$5.38M
|
|