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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
23.5KNew |
$3.57M - $4.43M
|
23.5K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
14.4K+ 1.94% |
$2.19M - $2.71M
|
755K
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-107- 0.18% |
$16.3K - $20.2K
|
58.8K
$7.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
185+ 9.59% |
$28.1K - $34.8K
|
2.11K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-600- 5.8% |
$91.1K - $113K
|
9.74K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
106KNew |
$16.2M - $20.1M
|
106K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.42K- 31.59% |
$368K - $456K
|
5.24K
$711K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.46KNew |
$221K - $274K
|
1.46K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
43+ 0.95% |
$6.53K - $8.1K
|
4.59K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
46+ 2.3% |
$6.99K - $8.66K
|
2.05K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-385- 23.03% |
$58.5K - $72.5K
|
1.29K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
83+ 1.7% |
$12.6K - $15.6K
|
4.96K
$673K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-227- 38.15% |
$34.5K - $42.8K
|
368
$49.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
320+ 26.58% |
$48.6K - $60.3K
|
1.52K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.2K- 5.56% |
$3.53M - $4.38M
|
394K
$53.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.2K- 14.51% |
$334K - $414K
|
13K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.7KNew |
$258K - $319K
|
1.7K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-25- 1.93% |
$3.8K - $4.71K
|
1.27K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.65KNew |
$707K - $876K
|
4.65K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-316Closed |
$48K - $59.5K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
58New |
$8.81K - $10.9K
|
58
$7.87K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.28K- 35.17% |
$195K - $241K
|
2.36K
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
1.38KNew |
$210K - $261K
|
1.38K
$188K
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
26+ 1.57% |
$3.95K - $4.9K
|
1.69K
$229K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.81% |
$608 - $753
|
495
$67.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.76K+ 5.58% |
$571K - $708K
|
71.1K
$9.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
111+ 9.3% |
$16.9K - $20.9K
|
1.31K
$177K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-158- 0.71% |
$24K - $29.8K
|
22.2K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.84K+ 1021.67% |
$279K - $346K
|
2.02K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
6.29KNew |
$956K - $1.19M
|
6.29K
$854K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
136KNew |
$20.6M - $25.6M
|
136K
$18.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3- 0.2% |
$456 - $565
|
1.47K
$200K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.11% |
$152 - $188
|
911
$124K
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
700+ 2.82% |
$106K - $132K
|
25.5K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.03KNew |
$157K - $195K
|
1.03K
$140K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
250New |
$38K - $47.1K
|
250
$33.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.25K- 51.22% |
$797K - $989K
|
5K
$678K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1K+ 73.1% |
$152K - $188K
|
2.37K
$321K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-302- 1.34% |
$45.9K - $56.9K
|
22.2K
$3.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.53% |
$152 - $188
|
189
$25.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-12.7K- 3.67% |
$1.92M - $2.38M
|
333K
$45.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
300KNew |
$45.6M - $56.5M
|
300K
$40.7M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-174- 11.25% |
$26.4K - $32.8K
|
1.37K
$186K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
BUY
|
- |
670+ 11.03% |
$102K - $126K
|
6.74K
$915K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.6KNew |
$547K - $678K
|
3.6K
$489K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
12New |
$1.82K - $2.26K
|
12
$1.63K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.34KNew |
$203K - $252K
|
1.34K
$182K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
652+ 0.87% |
$99K - $123K
|
75.4K
$10.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.6K- 55.62% |
$546K - $677K
|
2.87K
$389K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-146- 27.97% |
$22.2K - $27.5K
|
376
$51K
|