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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
9KNew |
$1.43M - $1.71M
|
9K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-5.8K- 17.9% |
$923K - $1.1M
|
26.6K
$3.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-538- 11.02% |
$85.6K - $102K
|
4.34K
$597K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.24KNew |
$197K - $236K
|
1.24K
$170K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
200New |
$31.8K - $38.1K
|
200
$27.5K
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
SELL
|
- |
-5- 25.0% |
$796 - $952
|
15
$2.06K
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-200- 40.0% |
$31.8K - $38.1K
|
300
$41.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
75New |
$11.9K - $14.3K
|
75
$10.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$186K - $222K
|
1.17K
$160K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
1KNew |
$159K - $190K
|
1K
$138K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
833+ 5.51% |
$133K - $159K
|
16K
$2.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.26KNew |
$200K - $239K
|
1.26K
$173K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.14K- 2.45% |
$341K - $407K
|
85.3K
$11.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-56- 2.83% |
$8.91K - $10.7K
|
1.92K
$264K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.25KNew |
$199K - $238K
|
1.25K
$172K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
PUT |
5New |
$796 - $952
|
5
$688
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
22New |
$3.5K - $4.19K
|
22
$3.03K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.85KNew |
$294K - $352K
|
1.85K
$254K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-84- 2.8% |
$13.4K - $16K
|
2.92K
$401K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-782- 1.26% |
$124K - $149K
|
61.5K
$8.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-60- 4.28% |
$9.55K - $11.4K
|
1.34K
$185K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
253New |
$40.3K - $48.2K
|
253
$34.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-4.33K- 50.07% |
$689K - $824K
|
4.32K
$594K
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7- 0.01% |
$1.11K - $1.33K
|
81.9K
$11.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
746+ 25.29% |
$119K - $142K
|
3.7K
$508K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
158+ 7.2% |
$25.1K - $30.1K
|
2.35K
$324K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7New |
$1.11K - $1.33K
|
7
$963
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$162K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-287- 1.4% |
$45.7K - $54.6K
|
20.2K
$2.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-46- 23.47% |
$7.32K - $8.76K
|
150
$20.6K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-150- 10.17% |
$23.9K - $28.6K
|
1.33K
$182K
|
|
|
Jan 30, 2023
Q4 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-5- 0.3% |
$796 - $952
|
1.69K
$232K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7.87K+ 88.17% |
$1.25M - $1.5M
|
16.8K
$2.31M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
2+ 0.16% |
$318 - $381
|
1.29K
$178K
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-17- 0.75% |
$2.71K - $3.24K
|
2.25K
$310K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
1.74KNew |
$276K - $330K
|
1.74K
$239K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
549New |
$87.4K - $105K
|
549
$75.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$192K - $230K
|
1.21K
$166K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
81+ 1.0% |
$12.9K - $15.4K
|
8.17K
$1.12M
|
|
|
Jan 26, 2023
Q4 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
55KNew |
$8.75M - $10.5M
|
55K
$7.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-380- 12.28% |
$60.5K - $72.3K
|
2.71K
$373K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 0.79% |
$7.96K - $9.52K
|
6.35K
$873K
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
33.4KNew |
$5.31M - $6.35M
|
33.4K
$4.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
334+ 38.43% |
$53.2K - $63.6K
|
1.2K
$165K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-23- 9.39% |
$3.66K - $4.38K
|
222
$30.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
14New |
$2.23K - $2.67K
|
14
$1.93K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-458- 1.64% |
$72.9K - $87.2K
|
27.5K
$3.78M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
418+ 5.75% |
$66.5K - $79.6K
|
7.68K
$1.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-144- 4.04% |
$22.9K - $27.4K
|
3.42K
$471K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
267+ 4.29% |
$42.5K - $50.8K
|
6.5K
$893K
|