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
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
8+ 0.09% |
$1.07K - $1.22K
|
9.04K
$1.21M
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
147+ 7.44% |
$19.7K - $22.4K
|
2.12K
$285K
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
187+ 2.91% |
$25.1K - $28.5K
|
6.62K
$887K
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.53K+ 11.95% |
$206K - $233K
|
14.4K
$1.93M
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-17.3K- 27.2% |
$2.32M - $2.63M
|
46.2K
$6.2M
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
1.35K+ 35.0% |
$181K - $205K
|
5.2K
$697K
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-67.3K- 8.54% |
$9.04M - $10.3M
|
721K
$96.7M
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-842- 16.04% |
$113K - $128K
|
4.41K
$591K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
783+ 4.14% |
$105K - $119K
|
19.7K
$2.64M
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250- 23.81% |
$33.6K - $38.1K
|
800
$107K
|
|
Aug 12, 2024
Q2 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
35.3K+ 37.31% |
$4.73M - $5.37M
|
130K
$17.4M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.52K- 6.27% |
$607K - $689K
|
67.6K
$9.07M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.89K+ 2.88% |
$522K - $592K
|
139K
$18.6M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-11.3K- 79.13% |
$1.52M - $1.72M
|
2.98K
$399K
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
344+ 5.45% |
$46.2K - $52.4K
|
6.66K
$893K
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-869- 2.19% |
$117K - $132K
|
38.8K
$5.2M
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
17+ 0.44% |
$2.28K - $2.59K
|
3.89K
$522K
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
57+ 2.43% |
$7.65K - $8.68K
|
2.4K
$322K
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
770New |
$103K - $117K
|
770
$103K
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-4.01K- 38.36% |
$538K - $611K
|
6.45K
$865K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-142- 41.28% |
$19.1K - $21.6K
|
202
$27.1K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$134 - $152
|
5.99K
$803K
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
159K+ 160.08% |
$21.3M - $24.2M
|
258K
$34.6M
|
|
Aug 12, 2024
Q2 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.49K- 1.47% |
$200K - $227K
|
100K
$13.4M
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
772+ 0.55% |
$104K - $118K
|
142K
$19.1M
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
110K+ 12.64% |
$14.8M - $16.7M
|
980K
$131M
|
|
Aug 12, 2024
Q2 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
6.07K+ 71.81% |
$815K - $925K
|
14.5K
$1.95M
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
7+ 0.31% |
$939 - $1.07K
|
2.27K
$305K
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1+ 0.04% |
$134 - $152
|
2.34K
$313K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-16- 10.96% |
$2.15K - $2.44K
|
130
$17.4K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
798New |
$107K - $122K
|
798
$107K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
424K+ 714.46% |
$56.8M - $64.5M
|
483K
$64.8M
|
|
Aug 09, 2024
Q2 2024
|
Winton Group LTD
London, X0 |
SELL
|
- |
-20.1K- 77.93% |
$2.69M - $3.05M
|
5.68K
$762K
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1- 0.05% |
$134 - $152
|
1.94K
$260K
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-6- 0.07% |
$805 - $914
|
8.49K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.2K- 0.53% |
$966K - $1.1M
|
1.36M
$182M
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
12KNew |
$1.6M - $1.82M
|
12K
$1.6M
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.46K+ 514.44% |
$196K - $222K
|
1.75K
$234K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.75K+ 15.88% |
$369K - $419K
|
20.1K
$2.69M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 14.43% |
$209K - $237K
|
12.3K
$1.65M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-16.5K- 8.78% |
$2.22M - $2.51M
|
171K
$23M
|
|
Aug 09, 2024
Q2 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.36K- 28.26% |
$451K - $512K
|
8.53K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.82K+ 1.79% |
$244K - $276K
|
103K
$13.9M
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-23.2K- 18.36% |
$3.11M - $3.53M
|
103K
$13.8M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
282K+ 1923.26% |
$37.8M - $42.9M
|
296K
$39.8M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.29K- 13.73% |
$307K - $348K
|
14.4K
$1.93M
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-94.7K- 74.88% |
$12.7M - $14.4M
|
31.8K
$4.26M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
483+ 4.25% |
$64.8K - $73.5K
|
11.8K
$1.59M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.29K- 2.64% |
$575K - $653K
|
158K
$21.2M
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-70- 3.53% |
$9.39K - $10.7K
|
1.91K
$257K
|