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 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-241- 16.01% |
$40.2K - $47.2K
|
1.26K
$160K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 43.69% |
$15K - $17.6K
|
296
$37.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-43- 1.56% |
$7.16K - $8.43K
|
2.72K
$344K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-786- 4.43% |
$131K - $154K
|
17K
$2.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-9.36K- 78.91% |
$1.56M - $1.83M
|
2.5K
$316K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-101- 5.39% |
$16.8K - $19.8K
|
1.77K
$224K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 4.08% |
$8.33K - $9.8K
|
1.28K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-196- 11.13% |
$32.7K - $38.4K
|
1.57K
$198K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
CALL |
5KNew |
$833K - $980K
|
5K
$631K
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-67- 0.47% |
$11.2K - $13.1K
|
14.3K
$1.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
185+ 10.77% |
$30.8K - $36.3K
|
1.9K
$240K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
34.1KNew |
$5.67M - $6.68M
|
34.1K
$4.3M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
5.31K+ 59.84% |
$885K - $1.04M
|
14.2K
$1.79M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.6KNew |
$267K - $314K
|
1.6K
$202K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-4- 66.67% |
$666 - $784
|
2
$253
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.33% |
$333 - $392
|
601
$75.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-23.6K- 16.02% |
$3.93M - $4.63M
|
124K
$15.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-364- 20.69% |
$60.6K - $71.4K
|
1.4K
$176K
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-20- 1.37% |
$3.33K - $3.92K
|
1.44K
$182K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
220+ 17.24% |
$36.7K - $43.1K
|
1.5K
$189K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
8.8K+ 188.52% |
$1.47M - $1.73M
|
13.5K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-106- 0.91% |
$17.7K - $20.8K
|
11.5K
$1.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.05KNew |
$1.17M - $1.38M
|
7.05K
$890K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$102K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-3- 0.08% |
$500 - $588
|
3.63K
$458K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.57% |
$8.66K - $10.2K
|
2.08K
$262K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$102K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15New |
$2.5K - $2.94K
|
15
$1.89K
|
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-64- 4.0% |
$10.7K - $12.5K
|
1.54K
$194K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.49K+ 53.01% |
$581K - $684K
|
10.1K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
25+ 2.1% |
$4.17K - $4.9K
|
1.21K
$153K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-1- 0.09% |
$167 - $196
|
1.14K
$144K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-10.3K- 69.68% |
$1.72M - $2.02M
|
4.48K
$566K
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
23+ 0.77% |
$3.83K - $4.51K
|
3.02K
$382K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
401New |
$66.8K - $78.6K
|
401
$50.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
391+ 2.01% |
$65.1K - $76.6K
|
19.8K
$2.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-530- 2.65% |
$88.3K - $104K
|
19.5K
$2.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
333+ 9.39% |
$55.5K - $65.3K
|
3.88K
$490K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
15+ 1.25% |
$2.5K - $2.94K
|
1.22K
$154K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-661- 36.34% |
$110K - $130K
|
1.16K
$146K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-21- 1.18% |
$3.5K - $4.12K
|
1.76K
$222K
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-767- 39.52% |
$128K - $150K
|
1.17K
$148K
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-40- 3.39% |
$6.66K - $7.84K
|
1.14K
$144K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
41+ 3.69% |
$6.83K - $8.04K
|
1.15K
$146K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$233K - $274K
|
1.4K
$177K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-41- 1.71% |
$6.83K - $8.04K
|
2.36K
$298K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-218- 14.39% |
$36.3K - $42.7K
|
1.3K
$164K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.38KNew |
$230K - $271K
|
1.38K
$174K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8.06K- 82.96% |
$1.34M - $1.58M
|
1.66K
$209K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 17.56% |
$8.16K - $9.61K
|
328
$41.4K
|