Latest Institutional Sells of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-149- 10.39% |
$20.1K - $24.3K
|
1.29K
$173K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-113- 8.09% |
$15.2K - $18.4K
|
1.28K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-103- 3.48% |
$13.9K - $16.8K
|
2.86K
$385K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-103- 7.2% |
$13.9K - $16.8K
|
1.33K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-100- 2.04% |
$13.5K - $16.3K
|
4.8K
$648K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-89- 2.31% |
$12K - $14.5K
|
3.76K
$508K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-83- 60.58% |
$11.2K - $13.5K
|
54
$7.29K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-78- 2.48% |
$10.5K - $12.7K
|
3.07K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-66- 0.09% |
$8.9K - $10.8K
|
76.5K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-64- 4.37% |
$8.63K - $10.4K
|
1.4K
$189K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-59- 3.29% |
$7.95K - $9.61K
|
1.73K
$234K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-58- 4.27% |
$7.82K - $9.45K
|
1.3K
$175K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-54- 0.24% |
$7.28K - $8.8K
|
22.5K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-50- 1.58% |
$6.74K - $8.15K
|
3.11K
$420K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-46- 3.13% |
$6.2K - $7.5K
|
1.42K
$192K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-29- 0.68% |
$3.91K - $4.73K
|
4.25K
$574K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-25- 1.7% |
$3.37K - $4.07K
|
1.45K
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-24- 88.89% |
$3.24K - $3.91K
|
3
$405
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-18- 39.13% |
$2.43K - $2.93K
|
28
$3.78K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
SELL
|
- |
-13- 0.13% |
$1.75K - $2.12K
|
9.69K
$1.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.75% |
$1.35K - $1.63K
|
1.33K
$179K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-6- 0.02% |
$809 - $978
|
39.7K
$5.35M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-6- 0.3% |
$809 - $978
|
2K
$270K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3- 0.14% |
$404 - $489
|
2.18K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 0.16% |
$270 - $326
|
1.21K
$163K
|
|
| Q3 2023 | |||||||
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-135K- 75.71% |
$20.5M - $25.5M
|
43.4K
$5.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-47.7K- 52.05% |
$7.25M - $8.99M
|
44K
$5.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-23.2K- 5.56% |
$3.53M - $4.38M
|
394K
$53.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-12.7K- 3.67% |
$1.92M - $2.38M
|
333K
$44.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.96K- 31.66% |
$1.21M - $1.5M
|
17.2K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-6.03K- 96.06% |
$916K - $1.14M
|
247
$33.3K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.59K- 75.68% |
$849K - $1.05M
|
1.8K
$242K
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.25K- 51.22% |
$797K - $989K
|
5K
$675K
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.7K- 6.45% |
$714K - $885K
|
68.2K
$9.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.6K- 55.62% |
$546K - $677K
|
2.87K
$387K
|
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-3.05K- 69.71% |
$463K - $574K
|
1.33K
$179K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3K- 99.34% |
$456K - $565K
|
20
$2.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-2.91K- 15.79% |
$442K - $548K
|
15.5K
$2.09M
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.74KClosed |
$417K - $517K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.42K- 31.59% |
$368K - $456K
|
5.24K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.2K- 14.51% |
$334K - $414K
|
13K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.11K- 6.08% |
$320K - $397K
|
32.6K
$4.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.91K- 15.9% |
$290K - $359K
|
10.1K
$1.36M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.62K- 10.87% |
$247K - $306K
|
13.3K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.59K- 32.3% |
$241K - $299K
|
3.33K
$449K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.39K- 2.17% |
$211K - $261K
|
62.5K
$8.43M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.28K- 35.17% |
$195K - $241K
|
2.36K
$319K
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.25K- 36.05% |
$189K - $234K
|
2.21K
$298K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-1.19KClosed |
$181K - $225K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.07K- 15.08% |
$163K - $202K
|
6.05K
$816K
|
|