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 03, 2024
Q1 2024
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
62.3KNew |
$8.67M - $10M
|
62.3K
$7.84M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-5- 0.17% |
$695 - $806
|
2.86K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 7.25% |
$3.48K - $4.03K
|
320
$40.2K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
150New |
$20.9K - $24.2K
|
150
$18.9K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
2KNew |
$278K - $322K
|
2K
$252K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13+ 0.95% |
$1.81K - $2.1K
|
1.38K
$174K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.63KNew |
$226K - $262K
|
1.63K
$205K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.89K+ 12.63% |
$262K - $304K
|
16.8K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-1.36K- 38.73% |
$190K - $220K
|
2.16K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 0.63% |
$4.03K - $4.68K
|
4.61K
$579K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
101+ 183.64% |
$14K - $16.3K
|
156
$19.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 12.52% |
$211K - $245K
|
13.7K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.73K- 8.01% |
$240K - $278K
|
19.8K
$2.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12+ 0.74% |
$1.67K - $1.93K
|
1.63K
$205K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
133+ 1.23% |
$18.5K - $21.4K
|
10.9K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.41KNew |
$195K - $227K
|
1.41K
$177K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
710+ 4.09% |
$98.7K - $114K
|
18.1K
$2.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-100- 0.4% |
$13.9K - $16.1K
|
24.8K
$3.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-222- 11.54% |
$30.9K - $35.8K
|
1.7K
$214K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-50- 1.96% |
$6.95K - $8.06K
|
2.51K
$315K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
314New |
$43.7K - $50.6K
|
314
$39.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
881New |
$123K - $142K
|
881
$111K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-134- 22.79% |
$18.6K - $21.6K
|
454
$57.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-822- 5.24% |
$114K - $133K
|
14.9K
$1.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
873+ 6.69% |
$121K - $141K
|
13.9K
$1.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
381+ 17.85% |
$53K - $61.4K
|
2.52K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.96K+ 16.82% |
$1.25M - $1.45M
|
62.3K
$7.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-92- 2.86% |
$12.8K - $14.8K
|
3.12K
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$210K - $243K
|
1.51K
$190K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-300- 60.0% |
$41.7K - $48.4K
|
200
$25.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-883- 29.09% |
$123K - $142K
|
2.15K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-7- 0.51% |
$974 - $1.13K
|
1.37K
$173K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 10.53% |
$278 - $322
|
17
$2.14K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-139- 3.27% |
$19.3K - $22.4K
|
4.12K
$517K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
662+ 18.42% |
$92.1K - $107K
|
4.26K
$535K
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.45K+ 23.91% |
$898K - $1.04M
|
33.4K
$4.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
8.55KNew |
$1.19M - $1.38M
|
8.55K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-95- 65.52% |
$13.2K - $15.3K
|
50
$6.29K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$184K
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
40+ 1.33% |
$5.56K - $6.45K
|
3.05K
$383K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
216+ 1.65% |
$30K - $34.8K
|
13.3K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
50New |
$6.95K - $8.06K
|
50
$6.29K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-17.3K- 86.07% |
$2.41M - $2.79M
|
2.8K
$352K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
43New |
$5.98K - $6.93K
|
43
$5.41K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
834+ 27.77% |
$116K - $134K
|
3.84K
$483K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.49KNew |
$763K - $884K
|
5.49K
$690K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
135+ 21.57% |
$18.8K - $21.8K
|
761
$95.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-18- 8.26% |
$2.5K - $2.9K
|
200
$25.2K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-272- 16.05% |
$37.8K - $43.9K
|
1.42K
$179K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-114- 6.86% |
$15.9K - $18.4K
|
1.55K
$195K
|