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 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-1.87KClosed |
$313K - $386K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$318K - $393K
|
1.9K
$254K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-6- 1.09% |
$1K - $1.24K
|
542
$72.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
5+ 35.71% |
$837 - $1.03K
|
19
$2.54K
|
|
|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-105KClosed |
$17.6M - $21.7M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
51+ 4.45% |
$8.54K - $10.5K
|
1.2K
$160K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
461New |
$77.2K - $95.3K
|
461
$61.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-1.06KClosed |
$177K - $218K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
J.Safra Asset Management Corp
|
SELL
|
- |
-44Closed |
$7.37K - $9.09K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
927+ 55.61% |
$155K - $192K
|
2.59K
$347K
|
|
|
Jul 29, 2022
Q2 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-2KClosed |
$335K - $413K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.04KClosed |
$174K - $215K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-64- 0.8% |
$10.7K - $13.2K
|
7.92K
$1.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1.93KClosed |
$323K - $398K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-490- 35.74% |
$82K - $101K
|
881
$118K
|
|
|
Jul 28, 2022
Q2 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-1.25KClosed |
$209K - $258K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.42KClosed |
$238K - $294K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.03KClosed |
$173K - $213K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-19KClosed |
$3.18M - $3.93M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-1KClosed |
$167K - $207K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Arnhold LLC
|
BUY
|
- |
7.37KNew |
$1.23M - $1.52M
|
7.37K
$987K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100- 16.67% |
$16.7K - $20.7K
|
500
$67K
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-983Closed |
$165K - $203K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
21New |
$3.52K - $4.34K
|
21
$2.81K
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
61+ 28.37% |
$10.2K - $12.6K
|
276
$37K
|
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
518+ 24.09% |
$86.7K - $107K
|
2.67K
$357K
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-616- 33.85% |
$103K - $127K
|
1.2K
$161K
|
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-979Closed |
$164K - $202K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.08K+ 7.98% |
$181K - $224K
|
14.6K
$1.96M
|
|
|
Jul 22, 2022
Q2 2022
|
Artemis Investment Management LLP
|
SELL
|
- |
-19.4KClosed |
$3.24M - $4M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
70+ 0.63% |
$11.7K - $14.5K
|
11.2K
$1.51M
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-20- 0.29% |
$3.35K - $4.13K
|
6.82K
$913K
|
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.26KClosed |
$211K - $260K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
90New |
$15.1K - $18.6K
|
90
$12.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-496Closed |
$83K - $102K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
45+ 0.81% |
$7.53K - $9.3K
|
5.59K
$748K
|
|
|
Jul 22, 2022
Q2 2022
|
Schroders Is LTD
|
SELL
|
- |
-1.09K- 36.41% |
$182K - $224K
|
1.9K
$254K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-4.34KClosed |
$726K - $896K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
734+ 6.61% |
$123K - $152K
|
11.8K
$1.59M
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
411+ 16.11% |
$68.8K - $84.9K
|
2.96K
$397K
|
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-10Closed |
$1.67K - $2.07K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-11.5KClosed |
$1.93M - $2.38M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-210Closed |
$35.2K - $43.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-54.2KClosed |
$9.07M - $11.2M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-31.1K- 94.11% |
$5.2M - $6.42M
|
1.94K
$260K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-2.75KClosed |
$460K - $568K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
100New |
$16.7K - $20.7K
|
100
$13.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.02KClosed |
$171K - $211K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-350Closed |
$58.6K - $72.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-189- 0.49% |
$31.6K - $39.1K
|
38.2K
$5.11M
|