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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
6+ 0.39% |
$809 - $978
|
1.55K
$213K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$270 - $326
|
1.39K
$191K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
610New |
$82.2K - $99.4K
|
610
$83.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35+ 0.07% |
$4.72K - $5.7K
|
48.2K
$6.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Albar Capital LTD
London, X0 |
BUY
|
- |
34.9KNew |
$4.7M - $5.69M
|
34.9K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.28K- 34.58% |
$712K - $861K
|
10K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Viking Global Investors LP
|
BUY
|
- |
1.54M+ 23.1% |
$207M - $251M
|
8.2M
$1.13B
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.62K- 11.58% |
$218K - $264K
|
12.4K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$2.68M - $3.24M
|
19.9K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15.1KNew |
$2.04M - $2.46M
|
15.1K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-29- 0.68% |
$3.91K - $4.73K
|
4.25K
$585K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-500- 18.52% |
$67.4K - $81.5K
|
2.2K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
350+ 57.38% |
$47.2K - $57K
|
960
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
29.8KNew |
$4.02M - $4.86M
|
29.8K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-143K- 96.76% |
$19.2M - $23.2M
|
4.78K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
189KNew |
$25.5M - $30.8M
|
189K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-906- 33.93% |
$122K - $148K
|
1.76K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-15.1K- 35.87% |
$2.04M - $2.46M
|
27K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
102New |
$13.8K - $16.6K
|
102
$14K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
18.8KNew |
$2.53M - $3.06M
|
18.8K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
60New |
$8.09K - $9.78K
|
60
$8.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
26.6KNew |
$3.59M - $4.34M
|
26.6K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.94KNew |
$262K - $316K
|
1.94K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-50- 1.58% |
$6.74K - $8.15K
|
3.11K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
200New |
$27K - $32.6K
|
200
$27.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-200- 35.4% |
$27K - $32.6K
|
365
$50.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.33KNew |
$179K - $216K
|
1.33K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$10.1K - $12.2K
|
75
$10.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
710New |
$95.7K - $116K
|
710
$97.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
965New |
$130K - $157K
|
965
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
343New |
$46.2K - $55.9K
|
343
$47.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5+ 2.86% |
$674 - $815
|
180
$24.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
7.5KNew |
$1.01M - $1.22M
|
7.5K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.18K+ 8.92% |
$159K - $193K
|
14.4K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
2.09KNew |
$282K - $340K
|
2.09K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-113- 8.09% |
$15.2K - $18.4K
|
1.28K
$177K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.71KNew |
$365K - $441K
|
2.71K
$372K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-218KClosed |
$29.3M - $35.5M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-550- 21.57% |
$74.2K - $89.6K
|
2K
$275K
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
17.2KNew |
$2.32M - $2.8M
|
17.2K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.3KNew |
$3.69M - $4.45M
|
27.3K
$3.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
7New |
$944 - $1.14K
|
7
$963
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-210- 12.29% |
$28.3K - $34.2K
|
1.5K
$206K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
779+ 22.88% |
$105K - $127K
|
4.18K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.49KNew |
$201K - $243K
|
1.49K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-100- 2.04% |
$13.5K - $16.3K
|
4.8K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-236- 9.76% |
$31.8K - $38.5K
|
2.18K
$300K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-216- 12.15% |
$29.1K - $35.2K
|
1.56K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-580- 73.98% |
$78.2K - $94.5K
|
204
$28.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-204- 18.21% |
$27.5K - $33.2K
|
916
$126K
|