Latest Institutional Purchases of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
PUT |
611New |
$111K - $131K
|
611
$81.8K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
400New |
$72.8K - $85.7K
|
400
$53.6K
|
|
|
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
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
85New |
$15.5K - $18.2K
|
85
$11.4K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
CALL |
1+ 0.8% |
$182 - $214
|
126
$16.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
600KNew |
$103M - $130M
|
600K
$80.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Avalon Global Asset Management LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$8.56M - $10.9M
|
50K
$6.7M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
13.8KNew |
$2.36M - $3M
|
13.8K
$1.85M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
6.98KNew |
$1.19M - $1.52M
|
6.98K
$934K
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.06KNew |
$181K - $229K
|
1.06K
$141K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
100+ 5.22% |
$17.1K - $21.8K
|
2.02K
$270K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Shellback Capital, LP
Boston, MA |
BUY
|
PUT |
40KNew |
$6.2M - $6.8M
|
40K
$5.36M
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
1.3K+ 10.08% |
$202K - $221K
|
14.2K
$1.9M
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Corbin Capital Partners, L.P.
New York, NY |
BUY
|
PUT |
4.8KNew |
$748K - $847K
|
4.8K
$643K
|
|
|
Feb 10, 2021
Q4 2020
|
Sargent Investment Group, LLC
|
BUY
|
CALL |
1KNew |
$156K - $177K
|
1K
$134K
|
|
|
Jan 19, 2021
Q4 2020
|
Ritholtz Wealth Management
|
BUY
|
CALL |
500New |
$77.9K - $88.3K
|
500
$67K
|
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
80New |
$12.5K - $14.1K
|
80
$10.7K
|
|
|
Jan 29, 2021
Q4 2020
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
79New |
$12.3K - $13.9K
|
79
$10.6K
|
|
|
Feb 12, 2021
Q4 2020
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
12New |
$1.87K - $2.12K
|
12
$1.61K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
30KNew |
$3.42M - $5.07M
|
30K
$4.02M
|
|
|
Oct 13, 2022
Q3 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.15KNew |
$472K - $700K
|
4.15K
$555K
|
|
|
Oct 26, 2020
Q3 2020
|
Mai Capital Management
|
BUY
|
PUT |
2.1KNew |
$239K - $355K
|
2.1K
$281K
|
|
|
Nov 13, 2020
Q3 2020
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
1.5KNew |
$171K - $253K
|
1.5K
$201K
|
|
|
Oct 21, 2020
Q3 2020
|
Regents Of The University Of California
|
BUY
|
- |
1.35KNew |
$154K - $228K
|
1.35K
$181K
|
|
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
332New |
$37.8K - $56.1K
|
332
$44.5K
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
BUY
|
CALL |
100New |
$11.4K - $16.9K
|
100
$13.4K
|
|
|
Nov 13, 2020
Q3 2020
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
PUT |
2New |
$228 - $338
|
2
$268
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Sandler Capital Management
New York, NY |
BUY
|
- |
167KNew |
$15.1M - $18.6M
|
167K
$22.4M
|
|
| Q1 2020 | |||||||
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
CALL |
500New |
$43.1K - $59.3K
|
500
$67K
|
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
15+ 0.68% |
$1.29K - $1.78K
|
2.24K
$299K
|
|
| Q4 2019 | |||||||
|
Jan 23, 2020
Q4 2019
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
20KNew |
$2.25M - $2.49M
|
20K
$2.68M
|
|
|
Feb 10, 2020
Q4 2019
|
Aptus Capital Advisors, LLC
|
BUY
|
PUT |
5.2K+ 22.03% |
$586K - $646K
|
28.8K
$3.86M
|
|
|
Sep 01, 2023
Q4 2019
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
185New |
$20.9K - $23K
|
185
$24.8K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
PUT |
1.4KNew |
$130K - $160K
|
1.4K
$187K
|
|
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
622New |
$57.8K - $71.2K
|
622
$83.3K
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Holocene Advisors, LP
New York, NY |
BUY
|
CALL |
423KNew |
$39.9M - $47.4M
|
423K
$56.6M
|
|
| Q4 2018 | |||||||
|
Feb 06, 2019
Q4 2018
|
Strateg Iq Financial Group, LLC
|
BUY
|
PUT |
26KNew |
$2.34M - $3.09M
|
26K
$3.48M
|
|
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.81KNew |
$882K - $1.17M
|
9.81K
$1.31M
|
|
|
Feb 07, 2019
Q4 2018
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
2.17KNew |
$195K - $258K
|
2.17K
$291K
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
500New |
$44.9K - $59.4K
|
500
$67K
|
|
|
Jan 30, 2019
Q4 2018
|
Financial Advantage, Inc.
|
BUY
|
- |
400New |
$36K - $47.5K
|
400
$53.6K
|
|
|
Feb 13, 2019
Q4 2018
|
Gratus Capital LLC
|
BUY
|
CALL |
200New |
$18K - $23.8K
|
200
$26.8K
|
|
| Q3 2018 | |||||||
|
Oct 31, 2018
Q3 2018
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
CALL |
9.1KNew |
$962K - $1.13M
|
9.1K
$1.22M
|
|
|
Jan 29, 2020
Q3 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
500New |
$52.9K - $62.3K
|
500
$67K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
CALL |
200KNew |
$20.8M - $23.7M
|
200K
$26.8M
|
|
| Q1 2018 | |||||||
|
May 18, 2018
Q1 2018
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
140KNew |
$14.2M - $18.8M
|
140K
$18.7M
|
|
|
May 15, 2018
Q1 2018
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
CALL |
44.5KNew |
$4.52M - $5.97M
|
44.5K
$5.96M
|
|
|
May 11, 2018
Q1 2018
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
11.8KNew |
$1.2M - $1.58M
|
11.8K
$1.58M
|
|
|
May 15, 2018
Q1 2018
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
4.19KNew |
$426K - $562K
|
4.19K
$561K
|
|
|
May 04, 2018
Q1 2018
|
Salzhauer Michael
|
BUY
|
CALL |
2KNew |
$203K - $268K
|
2K
$268K
|
|