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 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$537 - $609
|
4
$503
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-95- 14.68% |
$12.7K - $14.5K
|
552
$69.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.77KNew |
$237K - $269K
|
1.77K
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$197K - $224K
|
1.47K
$185K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
187+ 4.4% |
$25.1K - $28.5K
|
4.43K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
845+ 4.54% |
$113K - $129K
|
19.5K
$2.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-45.1K- 99.86% |
$6.05M - $6.87M
|
63
$7.92K
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-80- 1.09% |
$10.7K - $12.2K
|
7.28K
$915K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
47.7KNew |
$6.4M - $7.27M
|
47.7K
$6M
|
|
|
Aug 06, 2024
Q2 2024
|
Paralel Advisors LLC
|
BUY
|
- |
5.49K+ 55.62% |
$737K - $836K
|
15.4K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.04KNew |
$140K - $159K
|
1.04K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
142+ 33.18% |
$19.1K - $21.6K
|
570
$71.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
59+ 0.39% |
$7.92K - $8.98K
|
15.3K
$1.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-29- 55.77% |
$3.89K - $4.42K
|
23
$2.89K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.39K- 93.93% |
$320K - $363K
|
154
$19.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-48- 1.79% |
$6.44K - $7.31K
|
2.63K
$330K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-9- 0.52% |
$1.21K - $1.37K
|
1.73K
$218K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-7.28K- 17.52% |
$977K - $1.11M
|
34.3K
$4.31M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.55KNew |
$209K - $237K
|
1.55K
$195K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8New |
$1.07K - $1.22K
|
8
$1.01K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-139- 8.68% |
$18.7K - $21.2K
|
1.46K
$184K
|
|
|
Aug 05, 2024
Q2 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-100- 0.42% |
$13.4K - $15.2K
|
23.8K
$2.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-13- 10.08% |
$1.74K - $1.98K
|
116
$14.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
93KNew |
$12.5M - $14.2M
|
93K
$11.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-659- 10.85% |
$88.4K - $100K
|
5.41K
$681K
|
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
5.18KNew |
$695K - $789K
|
5.18K
$652K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.68% |
$1.34K - $1.52K
|
1.48K
$186K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-80- 2.34% |
$10.7K - $12.2K
|
3.34K
$420K
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.18K+ 19.7% |
$158K - $180K
|
7.16K
$901K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-536- 3.82% |
$71.9K - $81.6K
|
13.5K
$1.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-2.14K- 55.72% |
$287K - $325K
|
1.7K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-460- 9.58% |
$61.7K - $70K
|
4.34K
$546K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-329- 14.4% |
$44.2K - $50.1K
|
1.96K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
75New |
$10.1K - $11.4K
|
75
$9.43K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
75+ 1.19% |
$10.1K - $11.4K
|
6.38K
$802K
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
434+ 7.85% |
$58.2K - $66.1K
|
5.96K
$750K
|
|
|
Aug 01, 2024
Q2 2024
|
Versor Investments LP
|
BUY
|
- |
13.4K+ 502.59% |
$1.8M - $2.04M
|
16.1K
$2.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
96+ 1.32% |
$12.9K - $14.6K
|
7.37K
$926K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.82K+ 38.06% |
$512K - $581K
|
13.8K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 1.87% |
$6.71K - $7.61K
|
2.62K
$330K
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
12.3KNew |
$1.65M - $1.87M
|
12.3K
$1.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
100+ 4.56% |
$13.4K - $15.2K
|
2.3K
$289K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
791+ 5.18% |
$106K - $120K
|
16.1K
$2.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
25+ 1.19% |
$3.35K - $3.81K
|
2.12K
$267K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.05K- 28.75% |
$275K - $312K
|
5.08K
$639K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$403 - $457
|
14.6K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
6.61KNew |
$886K - $1.01M
|
6.61K
$831K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157+ 5.49% |
$21.1K - $23.9K
|
3.02K
$380K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-651- 4.9% |
$87.4K - $99.1K
|
12.6K
$1.59M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.23KNew |
$702K - $796K
|
5.23K
$657K
|