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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-13- 0.13% |
$1.75K - $2.12K
|
9.69K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.81K+ 20.94% |
$783K - $946K
|
33.5K
$4.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-392- 20.02% |
$52.9K - $63.9K
|
1.57K
$210K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 0.16% |
$270 - $326
|
1.21K
$162K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28KNew |
$173K - $209K
|
1.28K
$172K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
641New |
$86.4K - $104K
|
641
$85.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.38KNew |
$321K - $388K
|
2.38K
$319K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
124+ 8.34% |
$16.7K - $20.2K
|
1.61K
$216K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-78- 2.48% |
$10.5K - $12.7K
|
3.07K
$411K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-54- 0.24% |
$7.28K - $8.8K
|
22.5K
$3.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-653- 92.49% |
$88K - $106K
|
53
$7.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-7.57K- 84.99% |
$1.02M - $1.23M
|
1.34K
$179K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
CALL |
2KNew |
$270K - $326K
|
2K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-201- 2.35% |
$27.1K - $32.8K
|
8.37K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-66- 0.09% |
$8.9K - $10.8K
|
76.5K
$10.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-6.13K- 68.61% |
$826K - $999K
|
2.8K
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-300- 9.35% |
$40.4K - $48.9K
|
2.91K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
13+ 1.01% |
$1.75K - $2.12K
|
1.31K
$175K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12+ 0.87% |
$1.62K - $1.96K
|
1.39K
$186K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
479+ 1.51% |
$64.6K - $78K
|
32.3K
$4.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
24+ 1.1% |
$3.24K - $3.91K
|
2.2K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 4.08% |
$13.5K - $16.3K
|
2.55K
$341K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.75% |
$1.35K - $1.63K
|
1.33K
$178K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
11.9KNew |
$1.61M - $1.94M
|
11.9K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-83- 60.58% |
$11.2K - $13.5K
|
54
$7.23K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
24New |
$3.24K - $3.91K
|
24
$3.21K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-59- 3.29% |
$7.95K - $9.61K
|
1.73K
$232K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-9.8K- 28.0% |
$1.32M - $1.6M
|
25.2K
$3.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
11+ 6.59% |
$1.48K - $1.79K
|
178
$23.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-149- 10.39% |
$20.1K - $24.3K
|
1.29K
$172K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-6- 0.3% |
$809 - $978
|
2K
$268K
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-460- 3.03% |
$62K - $75K
|
14.7K
$1.97M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-204- 9.26% |
$27.5K - $33.2K
|
2K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-650- 16.19% |
$87.6K - $106K
|
3.36K
$451K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.3K+ 3.54% |
$175K - $211K
|
37.9K
$5.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.07KNew |
$145K - $175K
|
1.07K
$144K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
768+ 11.2% |
$104K - $125K
|
7.62K
$1.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.28KNew |
$172K - $208K
|
1.28K
$171K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-18- 39.13% |
$2.43K - $2.93K
|
28
$3.75K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.81KNew |
$648K - $783K
|
4.81K
$643K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.76K- 17.4% |
$237K - $287K
|
8.35K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.31KNew |
$176K - $213K
|
1.31K
$175K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.12% |
$1.48K - $1.79K
|
8.91K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-151- 10.95% |
$20.4K - $24.6K
|
1.23K
$164K
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
14.7K+ 15.38% |
$1.98M - $2.39M
|
110K
$14.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-230- 4.35% |
$31K - $37.5K
|
5.06K
$678K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
69+ 0.27% |
$9.3K - $11.2K
|
25.3K
$3.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.36KNew |
$184K - $222K
|
1.36K
$182K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.37K- 3.54% |
$454K - $548K
|
91.7K
$12.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
64+ 0.37% |
$8.63K - $10.4K
|
17.5K
$2.35M
|