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 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-946Closed |
$158K - $195K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-89- 6.71% |
$14.9K - $18.4K
|
1.24K
$168K
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-621- 9.0% |
$104K - $128K
|
6.28K
$852K
|
|
Q1 2022 | |||||||
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-147- 61.25% |
$28.6K - $34.1K
|
93
$12.6K
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-5.19KClosed |
$1.01M - $1.2M
|
0
$0
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
116New |
$22.6K - $26.9K
|
116
$15.7K
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$257K - $306K
|
1.32K
$179K
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
5.69K+ 69.85% |
$1.11M - $1.32M
|
13.8K
$1.88M
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
37New |
$7.21K - $8.59K
|
37
$5.02K
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.67KClosed |
$326K - $388K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-68Closed |
$13.2K - $15.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-2.92KClosed |
$569K - $678K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-51Closed |
$9.94K - $11.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
209+ 7.11% |
$40.7K - $48.5K
|
3.15K
$427K
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.58KClosed |
$307K - $366K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-75- 37.13% |
$14.6K - $17.4K
|
127
$17.2K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-15Closed |
$2.92K - $3.48K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
CALL |
5.1KNew |
$994K - $1.18M
|
5.1K
$692K
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.22KClosed |
$238K - $283K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-10KClosed |
$1.95M - $2.32M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 17.32% |
$39K - $46.4K
|
1.36K
$184K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.11KClosed |
$217K - $259K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-149- 10.35% |
$29K - $34.6K
|
1.29K
$175K
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
23K+ 42.59% |
$4.48M - $5.34M
|
77K
$10.4M
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.74KClosed |
$338K - $403K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.02KClosed |
$200K - $238K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Impala Asset Management LLC
New Canaan, CT |
SELL
|
- |
-49KClosed |
$9.55M - $11.4M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-975Closed |
$190K - $226K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-4.99KClosed |
$972K - $1.16M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-50KClosed |
$9.74M - $11.6M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-11.3KClosed |
$2.21M - $2.63M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.16KClosed |
$225K - $268K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-46KClosed |
$8.96M - $10.7M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1- 0.03% |
$195 - $232
|
3K
$407K
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
1+ 4.35% |
$195 - $232
|
24
$3.26K
|
|
May 11, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
4.15K+ 922.22% |
$809K - $963K
|
4.6K
$624K
|
|
May 11, 2022
Q1 2022
|
Park Circle CO
|
SELL
|
- |
-2KClosed |
$390K - $464K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-14.3KClosed |
$2.79M - $3.32M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-4.03KClosed |
$786K - $936K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.47KClosed |
$286K - $341K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-9Closed |
$1.75K - $2.09K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.99KClosed |
$388K - $462K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.16KClosed |
$226K - $270K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.88KClosed |
$1.53M - $1.83M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.13KClosed |
$414K - $493K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-33- 9.24% |
$6.43K - $7.66K
|
324
$44K
|
|
May 05, 2022
Q1 2022
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-211KClosed |
$41.1M - $49M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.78KClosed |
$541K - $645K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-7.97KClosed |
$1.55M - $1.85M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-952Closed |
$185K - $221K
|
0
$0
|