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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.38KNew |
$230K - $271K
|
1.38K
$185K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8.06K- 82.96% |
$1.34M - $1.58M
|
1.66K
$222K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 17.56% |
$8.16K - $9.61K
|
328
$43.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-257- 5.58% |
$42.8K - $50.4K
|
4.35K
$582K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 9.33% |
$20.3K - $23.9K
|
1.19K
$159K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.35% |
$666 - $784
|
1.13K
$152K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
78+ 1.47% |
$13K - $15.3K
|
5.4K
$723K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
390+ 37.5% |
$65K - $76.5K
|
1.43K
$192K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-145- 57.09% |
$24.2K - $28.4K
|
109
$14.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.61% |
$167 - $196
|
165
$22.1K
|
|
| Q1 2023 | |||||||
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-16.6K- 91.71% |
$2.89M - $3.22M
|
1.5K
$201K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.05KNew |
$182K - $203K
|
1.05K
$140K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2.89K- 71.04% |
$503K - $561K
|
1.18K
$158K
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.08K- 7.12% |
$535K - $597K
|
40.1K
$5.37M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-5.58K- 48.72% |
$970K - $1.08M
|
5.87K
$787K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-4.25K- 1.89% |
$739K - $825K
|
221K
$29.6M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
400+ 26.67% |
$69.5K - $77.6K
|
1.9K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-270- 20.47% |
$46.9K - $52.4K
|
1.05K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
384KNew |
$66.7M - $74.4M
|
384K
$51.4M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-23- 0.99% |
$4K - $4.46K
|
2.3K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 20.0% |
$34.8K - $38.8K
|
800
$107K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.09KNew |
$363K - $405K
|
2.09K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.47K+ 261.95% |
$1.47M - $1.64M
|
11.7K
$1.57M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.9KNew |
$1.89M - $2.11M
|
10.9K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.51KNew |
$262K - $293K
|
1.51K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
9+ 0.05% |
$1.56K - $1.75K
|
16.8K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-167- 7.01% |
$29K - $32.4K
|
2.22K
$297K
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.06KNew |
$185K - $206K
|
1.06K
$142K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-386- 13.53% |
$67.1K - $74.9K
|
2.47K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.5KNew |
$261K - $291K
|
1.5K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.05KNew |
$182K - $203K
|
1.05K
$140K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$147K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$147K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-199- 16.09% |
$34.6K - $38.6K
|
1.04K
$139K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
19.9K+ 1012.1% |
$3.46M - $3.86M
|
21.9K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.21% |
$521 - $582
|
1.45K
$194K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-100- 1.7% |
$17.4K - $19.4K
|
5.79K
$775K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50+ 100.0% |
$8.69K - $9.7K
|
100
$13.4K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.16KNew |
$202K - $226K
|
1.16K
$156K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.5KNew |
$1.82M - $2.03M
|
10.5K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.6K+ 109.67% |
$974K - $1.09M
|
10.7K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
CALL |
-495K- 69.33% |
$86M - $96M
|
219K
$29.3M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
355New |
$61.7K - $68.9K
|
355
$47.5K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$147K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
1.09KNew |
$189K - $211K
|
1.09K
$146K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
170+ 14.31% |
$29.5K - $33K
|
1.36K
$182K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
23+ 25.0% |
$4K - $4.46K
|
115
$15.4K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19+ 57.58% |
$3.3K - $3.69K
|
52
$6.96K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.13KNew |
$197K - $220K
|
1.13K
$152K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.03KNew |
$179K - $200K
|
1.03K
$138K
|
|