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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-300- 10.4% |
$50K - $58.8K
|
2.59K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
PUT |
10KNew |
$1.67M - $1.96M
|
10K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
64.5K+ 160.92% |
$10.7M - $12.6M
|
105K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.01KNew |
$335K - $394K
|
2.01K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
142+ 10.45% |
$23.7K - $27.8K
|
1.5K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
11.9KNew |
$1.98M - $2.33M
|
11.9K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-149- 10.96% |
$24.8K - $29.2K
|
1.21K
$167K
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-160K- 63.67% |
$26.6M - $31.3M
|
91K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-223K- 35.02% |
$37.1M - $43.7M
|
413K
$56.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-111- 8.23% |
$18.5K - $21.8K
|
1.24K
$170K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.05% |
$500 - $588
|
290
$39.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
26+ 0.39% |
$4.33K - $5.1K
|
6.78K
$932K
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.98KNew |
$496K - $583K
|
2.98K
$409K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.44K- 14.77% |
$1.07M - $1.26M
|
37.2K
$5.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
180KNew |
$30M - $35.3M
|
180K
$24.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-172- 0.44% |
$28.7K - $33.7K
|
38.8K
$5.33M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-47- 1.99% |
$7.83K - $9.21K
|
2.31K
$318K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-109K- 93.21% |
$18.2M - $21.4M
|
7.98K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2K+ 6.91% |
$333K - $391K
|
30.9K
$4.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
8KNew |
$1.33M - $1.57M
|
8K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-25- 1.78% |
$4.17K - $4.9K
|
1.38K
$190K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.54K+ 2.23% |
$1.09M - $1.28M
|
300K
$41.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.75KNew |
$791K - $931K
|
4.75K
$653K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.93K+ 1.66% |
$988K - $1.16M
|
363K
$49.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$236K - $278K
|
1.42K
$195K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
55.2KNew |
$9.2M - $10.8M
|
55.2K
$7.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.84K+ 17.15% |
$639K - $752K
|
26.2K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
55+ 2.89% |
$9.16K - $10.8K
|
1.96K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-374- 18.36% |
$62.3K - $73.3K
|
1.66K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-38- 0.47% |
$6.33K - $7.45K
|
7.98K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
1.63KNew |
$272K - $320K
|
1.63K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 3.22% |
$16.7K - $19.6K
|
3.21K
$441K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-107- 8.32% |
$17.8K - $21K
|
1.18K
$162K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-75- 5.4% |
$12.5K - $14.7K
|
1.31K
$181K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.59KNew |
$265K - $311K
|
1.59K
$219K
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
SELL
|
- |
-12- 0.45% |
$2K - $2.35K
|
2.65K
$365K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
119New |
$19.8K - $23.3K
|
119
$16.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 133.33% |
$3.33K - $3.92K
|
35
$4.81K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-28- 2.1% |
$4.67K - $5.49K
|
1.31K
$180K
|
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
1.88KNew |
$314K - $369K
|
1.88K
$259K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-30- 0.45% |
$5K - $5.88K
|
6.64K
$913K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.11KNew |
$518K - $609K
|
3.11K
$427K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
102+ 8.38% |
$17K - $20K
|
1.32K
$181K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
60+ 1200.0% |
$10K - $11.8K
|
65
$8.94K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
106+ 1.31% |
$17.7K - $20.8K
|
8.17K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.8K- 49.13% |
$634K - $746K
|
3.94K
$542K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
77+ 6.84% |
$12.8K - $15.1K
|
1.2K
$165K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-241- 16.01% |
$40.2K - $47.2K
|
1.26K
$174K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 43.69% |
$15K - $17.6K
|
296
$40.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-43- 1.56% |
$7.16K - $8.43K
|
2.72K
$374K
|