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 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
5.2K+ 22.03% |
$586K - $646K
|
28.8K
$3.88M
|
|
Feb 10, 2020
Q4 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-10.6KClosed |
$1.19M - $1.32M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-89Closed |
$10K - $11.1K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
20KNew |
$2.25M - $2.49M
|
20K
$2.7M
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-425Closed |
$47.9K - $52.8K
|
0
$0
|
|
Jan 10, 2020
Q4 2019
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-50Closed |
$5.64K - $6.22K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 15, 2019
Q3 2019
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-20.8KClosed |
$2.12M - $2.56M
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-8.73KClosed |
$887K - $1.07M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-90Closed |
$9.15K - $11.1K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-2.7KClosed |
$274K - $332K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-35.9KClosed |
$3.65M - $4.42M
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-8.75KClosed |
$889K - $1.08M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-141Closed |
$14.3K - $17.3K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-5.65KClosed |
$574K - $694K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
North Fourth Asset Management, LP
New York, NY |
SELL
|
- |
-10.4KClosed |
$1.06M - $1.28M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-88Closed |
$8.94K - $10.8K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Providence First Trust CO
|
SELL
|
- |
-5.44KClosed |
$553K - $669K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.12KClosed |
$215K - $260K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Macroview Investment Management LLC
|
SELL
|
- |
-255- 39.91% |
$25.9K - $31.3K
|
384
$51.8K
|
|
Nov 01, 2019
Q3 2019
|
Sharkey, Howes & Javer
|
SELL
|
- |
-750Closed |
$76.2K - $92.1K
|
0
$0
|
|
Oct 25, 2019
Q3 2019
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.46KClosed |
$250K - $302K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-26.3KClosed |
$2.68M - $3.23M
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-640Closed |
$65K - $78.6K
|
0
$0
|
|
Oct 02, 2019
Q3 2019
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-1.99KClosed |
$202K - $244K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
622New |
$57.8K - $71.2K
|
622
$83.9K
|
|
Aug 15, 2019
Q2 2019
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-4.2KClosed |
$390K - $480K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Kovack Advisors, Inc.
|
SELL
|
CALL |
-4- 80.0% |
$372 - $458
|
1
$135
|
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
1.4KNew |
$130K - $160K
|
1.4K
$189K
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-225Closed |
$20.9K - $25.8K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Masters Capital Management LLC
Atlanta, GA |
SELL
|
- |
-150KClosed |
$13.9M - $17.2M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Southpoint Capital Advisors LP
New York, NY |
SELL
|
- |
-500KClosed |
$46.5M - $57.2M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.64KClosed |
$153K - $188K
|
0
$0
|
|
Aug 08, 2019
Q2 2019
|
Parnassus Investments, LLC
|
SELL
|
- |
-4.72MClosed |
$438M - $540M
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Mainstay Capital Management LLC
|
SELL
|
- |
-12.8KClosed |
$1.19M - $1.46M
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-237Closed |
$22K - $27.1K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
Gilbert & Cook, Inc.
|
SELL
|
CALL |
-2.6K- 76.47% |
$242K - $298K
|
800
$108K
|
|
Aug 05, 2019
Q2 2019
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.98KClosed |
$184K - $226K
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-190Closed |
$17.7K - $21.8K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Wp Advisors, LLC
|
SELL
|
- |
-516Closed |
$47.9K - $59.1K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-4.52KClosed |
$420K - $518K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-5Closed |
$465 - $572
|
0
$0
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-480Closed |
$44.6K - $55K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-16.9KClosed |
$1.6M - $1.9M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Holocene Advisors, LP
New York, NY |
BUY
|
CALL |
423KNew |
$39.9M - $47.4M
|
423K
$57M
|
|
May 15, 2019
Q1 2019
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-1.05MClosed |
$99.5M - $118M
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.39KClosed |
$509K - $604K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Close Asset Management LTD
|
SELL
|
- |
-56.6KClosed |
$5.35M - $6.35M
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-112Closed |
$10.6K - $12.6K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-47.7KClosed |
$4.51M - $5.35M
|
0
$0
|
|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-104Closed |
$9.82K - $11.7K
|
0
$0
|