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 13, 2024
Q2 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.79K- 47.49% |
$374K - $424K
|
3.08K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
7K+ 699900.0% |
$939K - $1.07M
|
7K
$718K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10- 0.47% |
$1.34K - $1.52K
|
2.13K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-9- 0.57% |
$1.21K - $1.37K
|
1.58K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.74KNew |
$501K - $569K
|
3.74K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.71K+ 10.14% |
$229K - $260K
|
18.6K
$1.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
14.1KNew |
$1.89M - $2.14M
|
14.1K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-74- 2.06% |
$9.93K - $11.3K
|
3.51K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-227K- 29.31% |
$30.5M - $34.6M
|
548K
$56.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
933K+ 1.71% |
$125M - $142M
|
55.4M
$5.68B
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.56KNew |
$209K - $237K
|
1.56K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-208- 5.17% |
$27.9K - $31.7K
|
3.81K
$391K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-21.7K- 54.13% |
$2.91M - $3.3M
|
18.3K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.92KNew |
$258K - $293K
|
1.92K
$197K
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.43KNew |
$460K - $522K
|
3.43K
$352K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 0.2% |
$6.17K - $7K
|
23.4K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
9.25KNew |
$1.24M - $1.41M
|
9.25K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
48+ 1.88% |
$6.44K - $7.31K
|
2.61K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
800New |
$107K - $122K
|
800
$82K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
CALL |
300New |
$40.3K - $45.7K
|
300
$30.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 4.39% |
$1.34K - $1.52K
|
238
$24.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
8+ 0.09% |
$1.07K - $1.22K
|
9.04K
$926K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.89K+ 2.88% |
$522K - $592K
|
139K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
770New |
$103K - $117K
|
770
$78.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-142- 41.28% |
$19.1K - $21.6K
|
202
$20.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-16- 10.96% |
$2.15K - $2.44K
|
130
$13.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
798New |
$107K - $122K
|
798
$81.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
12KNew |
$1.6M - $1.82M
|
12K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
591New |
$79.3K - $90K
|
591
$60.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.06K- 6.81% |
$142K - $161K
|
14.5K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-5- 0.34% |
$671 - $761
|
1.49K
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.1K- 3.31% |
$148K - $167K
|
32.1K
$3.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
158+ 8.4% |
$21.2K - $24.1K
|
2.04K
$209K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
328+ 5.66% |
$44K - $49.9K
|
6.12K
$628K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-254- 4.01% |
$34.1K - $38.7K
|
6.08K
$624K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 46.54% |
$366K - $415K
|
3.13K
$321K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.85K- 84.91% |
$383K - $434K
|
507
$52K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-190- 7.75% |
$25.5K - $28.9K
|
2.26K
$232K
|
|
|
Aug 08, 2024
Q2 2024
|
Fidelity National Financial, Inc.
Jacksonville, FL |
BUY
|
- |
113K+ 106.18% |
$15.2M - $17.3M
|
220K
$22.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-28- 0.88% |
$3.76K - $4.26K
|
3.15K
$323K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$537 - $609
|
4
$410
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-95- 14.68% |
$12.7K - $14.5K
|
552
$56.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.77KNew |
$237K - $269K
|
1.77K
$181K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$197K - $224K
|
1.47K
$151K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-45.1K- 99.86% |
$6.05M - $6.87M
|
63
$6.46K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.04KNew |
$140K - $159K
|
1.04K
$107K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.39K- 93.93% |
$320K - $363K
|
154
$15.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-9- 0.52% |
$1.21K - $1.37K
|
1.73K
$177K
|
|
|
Aug 05, 2024
Q2 2024
|
Jennison Associates LLC
|
SELL
|
- |
-7.28K- 17.52% |
$977K - $1.11M
|
34.3K
$3.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8New |
$1.07K - $1.22K
|
8
$820
|