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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
332+ 28.5% |
$50.4K - $62.5K
|
1.5K
$189K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
3.95KNew |
$600K - $744K
|
3.95K
$498K
|
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.25K- 36.05% |
$189K - $234K
|
2.21K
$279K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-22- 1.21% |
$3.34K - $4.14K
|
1.8K
$228K
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
10.9K+ 765.01% |
$1.66M - $2.06M
|
12.4K
$1.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-14Closed |
$2.13K - $2.64K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-133- 1.47% |
$20.2K - $25K
|
8.93K
$1.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
37.8KNew |
$5.74M - $7.12M
|
37.8K
$4.77M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
256New |
$38.9K - $48.2K
|
256
$32.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-221- 10.28% |
$33.6K - $41.6K
|
1.93K
$244K
|
|
|
Oct 11, 2023
Q3 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-611- 3.43% |
$92.8K - $115K
|
17.2K
$2.17M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-11- 0.42% |
$1.67K - $2.07K
|
2.63K
$332K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-75- 7.56% |
$11.4K - $14.1K
|
917
$116K
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-6.03K- 96.06% |
$916K - $1.14M
|
247
$31.2K
|
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-70- 35.18% |
$10.6K - $13.2K
|
129
$16.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
SELL
|
- |
-3K- 99.34% |
$456K - $565K
|
20
$2.53K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-389- 23.24% |
$59.1K - $73.3K
|
1.29K
$162K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-20- 1.53% |
$3.04K - $3.77K
|
1.29K
$163K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.39K- 2.17% |
$211K - $261K
|
62.5K
$7.89M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
31New |
$4.71K - $5.84K
|
31
$3.91K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-259- 6.01% |
$39.3K - $48.8K
|
4.05K
$511K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
11.7KNew |
$1.78M - $2.2M
|
11.7K
$1.48M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.23% |
$456 - $565
|
1.3K
$164K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-17- 4.49% |
$2.58K - $3.2K
|
362
$45.7K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.01K- 13.95% |
$168K - $198K
|
6.24K
$787K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-78- 91.76% |
$13K - $15.3K
|
7
$884
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.14KNew |
$190K - $223K
|
1.14K
$144K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.3K- 31.38% |
$3.38M - $3.97M
|
44.3K
$5.59M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
72.9KNew |
$12.2M - $14.3M
|
72.9K
$9.21M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.22K+ 127.72% |
$702K - $826K
|
7.52K
$949K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.28KNew |
$213K - $251K
|
1.28K
$162K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
57+ 1.0% |
$9.5K - $11.2K
|
5.74K
$725K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
38+ 3.5% |
$6.33K - $7.45K
|
1.13K
$142K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9New |
$1.5K - $1.76K
|
9
$1.14K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
506New |
$84.3K - $99.2K
|
506
$63.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
302New |
$50.3K - $59.2K
|
302
$38.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5- 0.44% |
$833 - $980
|
1.14K
$144K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-493- 94.08% |
$82.1K - $96.6K
|
31
$3.91K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-35- 7.97% |
$5.83K - $6.86K
|
404
$51K
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
420KNew |
$70M - $82.3M
|
420K
$53M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
11.4KNew |
$1.9M - $2.23M
|
11.4K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
25KNew |
$4.17M - $4.9M
|
25K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
162KNew |
$27M - $31.7M
|
162K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-90- 4.66% |
$15K - $17.6K
|
1.84K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.01K- 54.03% |
$334K - $393K
|
1.71K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-18- 0.36% |
$3K - $3.53K
|
4.93K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-952- 19.36% |
$159K - $187K
|
3.97K
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
47.8KNew |
$7.97M - $9.37M
|
47.8K
$6.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
65KNew |
$10.8M - $12.7M
|
65K
$8.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
23.4KNew |
$3.9M - $4.59M
|
23.4K
$2.96M
|
|