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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
67.5K+ 37.99% |
$9.06M - $10.3M
|
245K
$32.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
18.2K+ 69.22% |
$2.45M - $2.78M
|
44.6K
$5.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
13.6K+ 25.19% |
$1.82M - $2.07M
|
67.4K
$9.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-21.7K- 54.13% |
$2.91M - $3.3M
|
18.3K
$2.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.92KNew |
$258K - $293K
|
1.92K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.43KNew |
$460K - $522K
|
3.43K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
74.4K+ 10.86% |
$9.98M - $11.3M
|
759K
$102M
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-750- 3.51% |
$101K - $114K
|
20.6K
$2.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 0.2% |
$6.17K - $7K
|
23.4K
$3.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
42K+ 29.72% |
$5.64M - $6.39M
|
183K
$24.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
16+ 0.07% |
$2.15K - $2.44K
|
23.1K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50- 4.76% |
$6.71K - $7.61K
|
1K
$134K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
563+ 15.01% |
$75.6K - $85.7K
|
4.31K
$579K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 2.7% |
$1.34K - $1.52K
|
361
$48.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
84.4K+ 5.52% |
$11.3M - $12.8M
|
1.61M
$216M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
PUT |
-3.7K- 24.34% |
$497K - $563K
|
11.5K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
7.67K+ 34.52% |
$1.03M - $1.17M
|
29.9K
$4.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
9.25KNew |
$1.24M - $1.41M
|
9.25K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.64K- 6.88% |
$757K - $859K
|
76.3K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.06K+ 3.45% |
$143K - $162K
|
31.9K
$4.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.05K+ 40.15% |
$141K - $160K
|
3.67K
$493K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
48+ 1.88% |
$6.44K - $7.31K
|
2.61K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
269K+ 909.58% |
$36M - $40.9M
|
298K
$40M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3K+ 16.37% |
$403K - $457K
|
21.3K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.18K+ 7.36% |
$158K - $180K
|
17.2K
$2.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
373+ 1.31% |
$50.1K - $56.8K
|
28.9K
$3.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
21.4K+ 29.53% |
$2.87M - $3.26M
|
94K
$12.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.07K+ 34.23% |
$278K - $316K
|
8.13K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
213+ 6.44% |
$28.6K - $32.4K
|
3.52K
$472K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
800New |
$107K - $122K
|
800
$107K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 3.73% |
$266K - $302K
|
55.2K
$7.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-356- 73.55% |
$47.8K - $54.2K
|
128
$17.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-38.2K- 41.11% |
$5.12M - $5.81M
|
54.6K
$7.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
469+ 20.87% |
$62.9K - $71.4K
|
2.72K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-40- 0.84% |
$5.37K - $6.09K
|
4.71K
$631K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.52M+ 7.94% |
$203M - $231M
|
20.6M
$2.76B
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
CALL |
300New |
$40.3K - $45.7K
|
300
$40.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
449+ 0.56% |
$60.3K - $68.4K
|
80.9K
$10.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2.73K+ 28.13% |
$367K - $416K
|
12.5K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-264- 1.84% |
$35.4K - $40.2K
|
14.1K
$1.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.15K- 5.1% |
$154K - $175K
|
21.3K
$2.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-171- 2.46% |
$22.9K - $26K
|
6.78K
$910K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
99+ 5.07% |
$13.3K - $15.1K
|
2.05K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.2M- 8.49% |
$295M - $335M
|
23.7M
$3.18B
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-403- 5.49% |
$54.1K - $61.4K
|
6.94K
$931K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11.5K+ 67.07% |
$1.55M - $1.76M
|
28.7K
$3.86M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.82K- 36.95% |
$781K - $886K
|
9.93K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.18K+ 0.4% |
$159K - $180K
|
300K
$40.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.74% |
$134 - $152
|
136
$18.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 4.39% |
$1.34K - $1.52K
|
238
$31.9K
|