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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.21K+ 978.32% |
$308K - $356K
|
2.44K
$306K
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-9.83K- 13.54% |
$1.37M - $1.59M
|
62.8K
$7.9M
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-200- 12.5% |
$27.8K - $32.2K
|
1.4K
$176K
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 4.17% |
$139 - $161
|
25
$3.14K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
SELL
|
- |
-11.5K- 9.52% |
$1.6M - $1.85M
|
109K
$13.7M
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-13.7K- 77.52% |
$1.9M - $2.21M
|
3.97K
$499K
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1K+ 75.87% |
$139K - $161K
|
2.32K
$291K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-201K- 82.61% |
$27.9M - $32.3M
|
42.2K
$5.31M
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-20- 1.26% |
$2.78K - $3.22K
|
1.57K
$198K
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-61- 4.04% |
$8.48K - $9.83K
|
1.45K
$182K
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
108New |
$15K - $17.4K
|
108
$13.6K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
200+ 148.15% |
$27.8K - $32.2K
|
335
$42.1K
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.45K- 34.57% |
$202K - $234K
|
2.74K
$345K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-520- 0.28% |
$72.3K - $83.8K
|
183K
$23M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
21.5K+ 7.2% |
$2.99M - $3.46M
|
320K
$40.2M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.33K- 92.86% |
$603K - $699K
|
333
$41.9K
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-173- 6.22% |
$24.1K - $27.9K
|
2.61K
$328K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-96- 4.81% |
$13.4K - $15.5K
|
1.9K
$239K
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-990- 41.15% |
$138K - $160K
|
1.42K
$178K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
611+ 13.04% |
$85K - $98.5K
|
5.3K
$666K
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.49KNew |
$207K - $240K
|
1.49K
$187K
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
PUT |
1K+ 25.0% |
$139K - $161K
|
5K
$629K
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.61K- 39.03% |
$223K - $259K
|
2.51K
$315K
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.6KNew |
$779K - $903K
|
5.6K
$704K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-28.3K- 1.84% |
$3.94M - $4.56M
|
1.51M
$190M
|
|
May 10, 2024
Q1 2024
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-1.2K- 21.43% |
$167K - $193K
|
4.4K
$553K
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-24- 1.18% |
$3.34K - $3.87K
|
2K
$252K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
29+ 2.02% |
$4.03K - $4.68K
|
1.46K
$184K
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
21+ 1.27% |
$2.92K - $3.39K
|
1.68K
$211K
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-400- 21.88% |
$55.6K - $64.5K
|
1.43K
$180K
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$170K
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
794New |
$110K - $128K
|
794
$99.8K
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-56- 0.75% |
$7.79K - $9.03K
|
7.4K
$931K
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21+ 420.0% |
$2.92K - $3.39K
|
26
$3.27K
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-10- 0.07% |
$1.39K - $1.61K
|
14.6K
$1.83M
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-100- 3.85% |
$13.9K - $16.1K
|
2.5K
$314K
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-41- 14.75% |
$5.7K - $6.61K
|
237
$29.8K
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.47KNew |
$344K - $399K
|
2.47K
$311K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.12K+ 82.59% |
$155K - $180K
|
2.47K
$310K
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-11- 2.93% |
$1.53K - $1.77K
|
365
$45.9K
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-537- 16.36% |
$74.7K - $86.6K
|
2.75K
$345K
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-79.7K- 98.17% |
$11.1M - $12.9M
|
1.49K
$187K
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-950- 38.2% |
$132K - $153K
|
1.54K
$193K
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.99% |
$974 - $1.13K
|
714
$89.8K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
83+ 5.4% |
$11.5K - $13.4K
|
1.62K
$204K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-341- 11.76% |
$47.4K - $55K
|
2.56K
$322K
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-9.72K- 48.62% |
$1.35M - $1.57M
|
10.3K
$1.29M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.24KNew |
$172K - $200K
|
1.24K
$156K
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5+ 11.11% |
$695 - $806
|
50
$6.29K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
19.1K+ 117.86% |
$2.65M - $3.07M
|
35.2K
$4.43M
|