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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-458- 1.64% |
$72.9K - $87.2K
|
27.5K
$3.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
418+ 5.75% |
$66.5K - $79.6K
|
7.68K
$970K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-144- 4.04% |
$22.9K - $27.4K
|
3.42K
$432K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
267+ 4.29% |
$42.5K - $50.8K
|
6.5K
$820K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
524New |
$83.4K - $99.7K
|
524
$66.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
3.58KNew |
$569K - $681K
|
3.58K
$452K
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-5.2K- 24.44% |
$827K - $989K
|
16.1K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
335New |
$53.3K - $63.8K
|
335
$42.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.38KNew |
$378K - $453K
|
2.38K
$300K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
86+ 1.91% |
$13.7K - $16.4K
|
4.6K
$581K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
17New |
$2.71K - $3.24K
|
17
$2.15K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$3.98K - $4.76K
|
25
$3.16K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.22K+ 21.49% |
$354K - $423K
|
12.6K
$1.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$159K - $190K
|
1K
$126K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-120- 81.08% |
$19.1K - $22.8K
|
28
$3.54K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
120+ 7.99% |
$19.1K - $22.8K
|
1.62K
$205K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
116+ 3.87% |
$18.5K - $22.1K
|
3.11K
$393K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
34New |
$5.41K - $6.47K
|
34
$4.29K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
107New |
$17K - $20.4K
|
107
$13.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
5+ 0.69% |
$796 - $952
|
726
$91.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
3.13KNew |
$497K - $595K
|
3.13K
$395K
|
|
|
Jan 10, 2023
Q4 2022
|
Hoese & CO LLP
|
SELL
|
- |
-20- 43.48% |
$3.18K - $3.81K
|
26
$3.28K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
536New |
$85.3K - $102K
|
536
$67.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
400New |
$63.7K - $76.1K
|
400
$50.5K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
165New |
$26.3K - $31.4K
|
165
$20.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
540New |
$85.9K - $103K
|
540
$68.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-107- 7.08% |
$17K - $20.4K
|
1.4K
$177K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-124Closed |
$20K - $25.8K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-25.9K- 84.93% |
$4.19M - $5.39M
|
4.6K
$581K
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-89Closed |
$14.4K - $18.5K
|
0
$0
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9.87KNew |
$1.6M - $2.05M
|
9.87K
$1.25M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
10KNew |
$1.62M - $2.08M
|
10K
$1.26M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-12.2K- 4.03% |
$1.97M - $2.54M
|
291K
$36.7M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
758New |
$122K - $158K
|
758
$95.7K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-810- 28.36% |
$131K - $169K
|
2.05K
$258K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-588- 0.7% |
$95K - $122K
|
83.6K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.14K- 27.68% |
$669K - $862K
|
10.8K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-4- 0.13% |
$646 - $832
|
3.1K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
66KNew |
$10.7M - $13.7M
|
66K
$8.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-240- 10.36% |
$38.8K - $49.9K
|
2.08K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-338- 63.3% |
$54.6K - $70.3K
|
196
$24.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
140+ 0.65% |
$22.6K - $29.1K
|
21.8K
$2.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
199+ 13.32% |
$32.1K - $41.4K
|
1.69K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
94+ 0.29% |
$15.2K - $19.6K
|
32.9K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.73KClosed |
$441K - $569K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
191+ 4.81% |
$30.9K - $39.7K
|
4.16K
$526K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.88KNew |
$950K - $1.22M
|
5.88K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-315- 3.76% |
$50.9K - $65.5K
|
8.06K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1.77KNew |
$286K - $368K
|
1.77K
$223K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.41K- 6.46% |
$551K - $710K
|
49.4K
$6.24M
|
|