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 |
---|---|---|---|---|---|---|---|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
1.18KNew |
$210K - $257K
|
1.18K
$158K
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.05KNew |
$723K - $883K
|
4.05K
$542K
|
|
Q3 2021 | |||||||
Dec 09, 2021
Q3 2021
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2KNew |
$364K - $429K
|
2K
$268K
|
|
Nov 16, 2021
Q3 2021
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-7.37KClosed |
$1.34M - $1.58M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-1.85KClosed |
$337K - $396K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-7.86KClosed |
$1.43M - $1.68M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-34Closed |
$6.19K - $7.28K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-818Closed |
$149K - $175K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Steel Canyon Capital, LLC
Phoenix, AZ |
SELL
|
- |
-8.07KClosed |
$1.47M - $1.73M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Steel Canyon Capital, LLC
Phoenix, AZ |
SELL
|
CALL |
-7.4KClosed |
$1.35M - $1.59M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-66.4KClosed |
$12.1M - $14.2M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-12.4KClosed |
$2.26M - $2.66M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-183Closed |
$33.3K - $39.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
71KNew |
$12.9M - $15.2M
|
71K
$9.51M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.9KClosed |
$346K - $407K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cartenna Capital, LP
Stamford, CT |
SELL
|
- |
-48.6KClosed |
$8.85M - $10.4M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.62KClosed |
$295K - $348K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Winslow Capital Management, LLC
Minneapolis, MN |
SELL
|
- |
-1.98MClosed |
$361M - $424M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
85New |
$15.5K - $18.2K
|
85
$11.4K
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-4.32KClosed |
$786K - $925K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-300Closed |
$54.6K - $64.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
3KNew |
$546K - $643K
|
3K
$402K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
345New |
$62.8K - $73.9K
|
345
$46.2K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
611New |
$111K - $131K
|
611
$81.8K
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-16.3KClosed |
$2.96M - $3.49M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-20- 1.34% |
$3.64K - $4.29K
|
1.47K
$197K
|
|
Nov 09, 2021
Q3 2021
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-42.7KClosed |
$7.77M - $9.14M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.12KClosed |
$204K - $240K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-275Closed |
$50.1K - $58.9K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-7.08KClosed |
$1.29M - $1.52M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-500Closed |
$91.1K - $107K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5.59KClosed |
$1.02M - $1.2M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.28KClosed |
$232K - $273K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.58KClosed |
$288K - $339K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
1+ 0.8% |
$182 - $214
|
126
$16.9K
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-8.5KClosed |
$1.55M - $1.82M
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-5Closed |
$911 - $1.07K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.03KClosed |
$188K - $221K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Guild Investment Management, Inc.
|
SELL
|
- |
-1.61KClosed |
$292K - $344K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-435Closed |
$79.2K - $93.2K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-12.5KClosed |
$2.27M - $2.67M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
400New |
$72.8K - $85.7K
|
400
$53.6K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-25Closed |
$4.55K - $5.36K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Edmp, Inc.
|
SELL
|
- |
-10.2KClosed |
$1.85M - $2.18M
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-168Closed |
$30.6K - $36K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
SELL
|
- |
-10.4KClosed |
$1.89M - $2.22M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-1.01KClosed |
$184K - $216K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Marks Wealth, LLC
|
BUY
|
- |
2.4KNew |
$437K - $514K
|
2.4K
$321K
|
|
Q2 2021 | |||||||
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-49.5K- 99.41% |
$8.48M - $10.8M
|
293
$39.2K
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
100+ 5.22% |
$17.1K - $21.8K
|
2.02K
$270K
|