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 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
25+ 0.61% |
$4.04K - $5.2K
|
4.14K
$554K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-76- 5.6% |
$12.3K - $15.8K
|
1.28K
$172K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
8New |
$1.29K - $1.66K
|
8
$1.07K
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
BUY
|
- |
6.78KNew |
$1.1M - $1.41M
|
6.78K
$908K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.95KNew |
$1.28M - $1.65M
|
7.95K
$1.06M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.27KNew |
$367K - $472K
|
2.27K
$304K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-190- 9.5% |
$30.7K - $39.5K
|
1.81K
$242K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.22K+ 16.17% |
$197K - $254K
|
8.78K
$1.18M
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-20- 80.0% |
$3.23K - $4.16K
|
5
$670
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.39KNew |
$225K - $290K
|
1.39K
$186K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.53KNew |
$247K - $318K
|
1.53K
$205K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-214- 7.86% |
$34.6K - $44.5K
|
2.51K
$336K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
2.49KNew |
$402K - $517K
|
2.49K
$333K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-373- 10.68% |
$60.3K - $77.6K
|
3.12K
$418K
|
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-100- 15.87% |
$16.2K - $20.8K
|
530
$71K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-12- 0.23% |
$1.94K - $2.5K
|
5.23K
$701K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-3.02K- 16.29% |
$488K - $628K
|
15.5K
$2.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-395- 6.33% |
$63.8K - $82.2K
|
5.85K
$783K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
96New |
$15.5K - $20K
|
96
$12.9K
|
|
|
Oct 13, 2022
Q3 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
196+ 2.18% |
$31.7K - $40.8K
|
9.19K
$1.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-826- 2.92% |
$133K - $172K
|
27.5K
$3.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 10.0% |
$162 - $208
|
11
$1.47K
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
2.09K+ 3.46% |
$337K - $434K
|
62.5K
$8.36M
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.92KClosed |
$321K - $396K
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-799- 23.8% |
$134K - $165K
|
2.56K
$343K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
45+ 1.71% |
$7.53K - $9.3K
|
2.67K
$358K
|
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.6K- 67.68% |
$434K - $536K
|
1.24K
$166K
|
|
|
Aug 16, 2022
Q2 2022
|
Empirical Capital Management, LLC
Hendersonville, TN |
SELL
|
- |
-10.1KClosed |
$1.68M - $2.08M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
3.93KNew |
$657K - $811K
|
3.93K
$526K
|
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.05KClosed |
$175K - $216K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
25KNew |
$4.18M - $5.17M
|
25K
$3.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Unio Capital LLC
|
SELL
|
- |
-1.86KClosed |
$312K - $385K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.5KClosed |
$1.26M - $1.55M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
183+ 9.52% |
$30.6K - $37.8K
|
2.11K
$282K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-1- 1.61% |
$167 - $207
|
61
$8.17K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.71KClosed |
$287K - $354K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-3.62KClosed |
$606K - $748K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-159KClosed |
$26.5M - $32.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-1KClosed |
$167K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Shellback Capital, LP
Boston, MA |
SELL
|
- |
-30K- 75.0% |
$5.02M - $6.2M
|
10K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
123New |
$20.6K - $25.4K
|
123
$16.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-165Closed |
$27.6K - $34.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.05K- 8.25% |
$176K - $217K
|
11.7K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
76.6K+ 15.44% |
$12.8M - $15.8M
|
573K
$76.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
PUT |
-700- 31.82% |
$117K - $145K
|
1.5K
$201K
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
29.3KNew |
$4.9M - $6.05M
|
29.3K
$3.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-3.95KClosed |
$660K - $815K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-1.65KClosed |
$277K - $342K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-616K- 84.87% |
$103M - $127M
|
110K
$14.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.05KClosed |
$176K - $217K
|
0
$0
|
|