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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.07KNew |
$185K - $207K
|
1.07K
$143K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
51+ 1.51% |
$8.86K - $9.89K
|
3.43K
$459K
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
75+ 4.17% |
$13K - $14.5K
|
1.88K
$251K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-74- 1.11% |
$12.9K - $14.4K
|
6.62K
$887K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.09KNew |
$189K - $211K
|
1.09K
$146K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
14+ 0.89% |
$2.43K - $2.72K
|
1.6K
$214K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-395- 23.06% |
$68.7K - $76.6K
|
1.32K
$177K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
58+ 56.86% |
$10.1K - $11.3K
|
160
$21.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.29KNew |
$225K - $251K
|
1.29K
$173K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-79- 3.79% |
$13.7K - $15.3K
|
2.01K
$269K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.19KNew |
$206K - $230K
|
1.19K
$159K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-375- 23.19% |
$65.2K - $72.7K
|
1.24K
$166K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.47KNew |
$256K - $285K
|
1.47K
$197K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-3.55K- 2.54% |
$618K - $689K
|
137K
$18.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.09KNew |
$190K - $212K
|
1.09K
$146K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.31KNew |
$368K - $440K
|
2.31K
$310K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.92KNew |
$306K - $366K
|
1.92K
$258K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
12+ 0.19% |
$1.91K - $2.28K
|
6.26K
$838K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.28KNew |
$682K - $815K
|
4.28K
$574K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
45.6K+ 5714.54% |
$7.26M - $8.68M
|
46.4K
$6.21M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
135+ 7.21% |
$21.5K - $25.7K
|
2.01K
$269K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
818New |
$130K - $156K
|
818
$110K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
434+ 31.68% |
$69.1K - $82.6K
|
1.8K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
24+ 17.65% |
$3.82K - $4.57K
|
160
$21.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42New |
$6.68K - $8K
|
42
$5.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
BUY
|
- |
1.2KNew |
$191K - $228K
|
1.2K
$160K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-238- 3.7% |
$37.9K - $45.3K
|
6.2K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-324- 7.03% |
$51.6K - $61.7K
|
4.28K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.58KNew |
$251K - $300K
|
1.58K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
304+ 6.84% |
$48.4K - $57.9K
|
4.75K
$636K
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
55.5KNew |
$8.83M - $10.6M
|
55.5K
$7.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-610- 1.67% |
$97.1K - $116K
|
35.8K
$4.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
561+ 14.6% |
$89.3K - $107K
|
4.4K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.59KNew |
$730K - $873K
|
4.59K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.9KNew |
$621K - $742K
|
3.9K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
4.82KNew |
$767K - $918K
|
4.82K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.62MNew |
$1.05B - $1.26B
|
6.62M
$887M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
279New |
$44.4K - $53.1K
|
279
$37.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
2.82K+ 24.3% |
$449K - $537K
|
14.4K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
2+ 0.14% |
$318 - $381
|
1.48K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-109- 4.18% |
$17.3K - $20.7K
|
2.5K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
30KNew |
$4.78M - $5.72M
|
30K
$4.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$19.9K - $23.8K
|
125
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
2.75KNew |
$438K - $524K
|
2.75K
$368K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.3KNew |
$1.96M - $2.34M
|
12.3K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
368New |
$58.6K - $70.1K
|
368
$49.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
4+ 0.04% |
$637 - $761
|
9.3K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.4K+ 2.37% |
$1.81M - $2.17M
|
492K
$65.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
176New |
$28K - $33.5K
|
176
$23.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
135+ 126.17% |
$21.5K - $25.7K
|
242
$32.4K
|
|