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 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10- 0.75% |
$1.35K - $1.63K
|
1.33K
$134K
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-6- 0.3% |
$809 - $978
|
2K
$202K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3- 0.14% |
$404 - $489
|
2.18K
$220K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-2- 0.16% |
$270 - $326
|
1.21K
$122K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-47.7K- 52.05% |
$7.25M - $8.99M
|
44K
$4.45M
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-12.7K- 3.67% |
$1.92M - $2.38M
|
333K
$33.6M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-7.96K- 31.66% |
$1.21M - $1.5M
|
17.2K
$1.74M
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-6.03K- 96.06% |
$916K - $1.14M
|
247
$25K
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.59K- 75.68% |
$849K - $1.05M
|
1.8K
$182K
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.25K- 51.22% |
$797K - $989K
|
5K
$506K
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-4.7K- 6.45% |
$714K - $885K
|
68.2K
$6.9M
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.6K- 55.62% |
$546K - $677K
|
2.87K
$290K
|
|
Oct 30, 2023
Q3 2023
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-3.05K- 69.71% |
$463K - $574K
|
1.33K
$134K
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3K- 99.34% |
$456K - $565K
|
20
$2.02K
|
|
Oct 27, 2023
Q3 2023
|
Australian Super Pty LTD
|
SELL
|
- |
-2.91K- 15.79% |
$442K - $548K
|
15.5K
$1.57M
|
|
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
$530K
|
|
Nov 13, 2023
Q3 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.2K- 14.51% |
$334K - $414K
|
13K
$1.31M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-2.11K- 6.08% |
$320K - $397K
|
32.6K
$3.3M
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.91K- 15.9% |
$290K - $359K
|
10.1K
$1.02M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.62K- 10.87% |
$247K - $306K
|
13.3K
$1.35M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.59K- 32.3% |
$241K - $299K
|
3.33K
$337K
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.39K- 2.17% |
$211K - $261K
|
62.5K
$6.32M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.28K- 35.17% |
$195K - $241K
|
2.36K
$239K
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.25K- 36.05% |
$189K - $234K
|
2.21K
$223K
|
|
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
$611K
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-884- 2.8% |
$134K - $166K
|
30.7K
$3.11M
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-866- 37.47% |
$132K - $163K
|
1.45K
$146K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-444- 0.77% |
$67.4K - $83.6K
|
57.4K
$5.8M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-420- 0.99% |
$63.8K - $79.1K
|
42K
$4.25M
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-392- 4.04% |
$59.5K - $73.8K
|
9.31K
$941K
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-389- 23.24% |
$59.1K - $73.3K
|
1.29K
$130K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-385- 23.03% |
$58.5K - $72.5K
|
1.29K
$130K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-316Closed |
$48K - $59.5K
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-302- 1.34% |
$45.9K - $56.9K
|
22.2K
$2.24M
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-300- 14.29% |
$45.6K - $56.5K
|
1.8K
$182K
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-259- 6.01% |
$39.3K - $48.8K
|
4.05K
$410K
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-227- 38.15% |
$34.5K - $42.8K
|
368
$37.2K
|
|
Oct 25, 2023
Q3 2023
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-200- 3.87% |
$30.4K - $37.7K
|
4.96K
$502K
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-174- 11.25% |
$26.4K - $32.8K
|
1.37K
$139K
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-164- 25.39% |
$24.9K - $30.9K
|
482
$48.7K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-158- 0.71% |
$24K - $29.8K
|
22.2K
$2.25M
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-150- 9.07% |
$22.8K - $28.3K
|
1.5K
$152K
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-150- 6.81% |
$22.8K - $28.3K
|
2.05K
$208K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-146- 27.97% |
$22.2K - $27.5K
|
376
$38K
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-133- 1.47% |
$20.2K - $25K
|
8.93K
$903K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-128- 34.13% |
$19.4K - $24.1K
|
247
$25K
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-108- 68.35% |
$16.4K - $20.3K
|
50
$5.06K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-107- 0.18% |
$16.3K - $20.2K
|
58.8K
$5.95M
|