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 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-389- 23.24% |
$59.1K - $73.3K
|
1.29K
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-20- 1.53% |
$3.04K - $3.77K
|
1.29K
$127K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-1.39K- 2.17% |
$211K - $261K
|
62.5K
$6.18M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
31New |
$4.71K - $5.84K
|
31
$3.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-259- 6.01% |
$39.3K - $48.8K
|
4.05K
$401K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.23% |
$456 - $565
|
1.3K
$128K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-17- 4.49% |
$2.58K - $3.2K
|
362
$35.8K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.3K- 31.38% |
$3.38M - $3.97M
|
44.3K
$4.38M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
72.9KNew |
$12.2M - $14.3M
|
72.9K
$7.21M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.22K+ 127.72% |
$702K - $826K
|
7.52K
$743K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.28KNew |
$213K - $251K
|
1.28K
$127K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
57+ 1.0% |
$9.5K - $11.2K
|
5.74K
$568K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
38+ 3.5% |
$6.33K - $7.45K
|
1.13K
$111K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9New |
$1.5K - $1.76K
|
9
$890
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
506New |
$84.3K - $99.2K
|
506
$50K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
302New |
$50.3K - $59.2K
|
302
$29.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5- 0.44% |
$833 - $980
|
1.14K
$112K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-493- 94.08% |
$82.1K - $96.6K
|
31
$3.07K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-35- 7.97% |
$5.83K - $6.86K
|
404
$40K
|
|
|
Aug 14, 2023
Q2 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
420KNew |
$70M - $82.3M
|
420K
$41.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
11.4KNew |
$1.9M - $2.23M
|
11.4K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
162KNew |
$27M - $31.7M
|
162K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-90- 4.66% |
$15K - $17.6K
|
1.84K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.01K- 54.03% |
$334K - $393K
|
1.71K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-18- 0.36% |
$3K - $3.53K
|
4.93K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-952- 19.36% |
$159K - $187K
|
3.97K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
47.8KNew |
$7.97M - $9.37M
|
47.8K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
CALL |
65KNew |
$10.8M - $12.7M
|
65K
$6.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
23.4KNew |
$3.9M - $4.59M
|
23.4K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-40- 2.78% |
$6.66K - $7.84K
|
1.4K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
500KNew |
$83.3M - $98M
|
500K
$49.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
148+ 1.41% |
$24.7K - $29K
|
10.7K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-300- 10.4% |
$50K - $58.8K
|
2.59K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
PUT |
10KNew |
$1.67M - $1.96M
|
10K
$989K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
142+ 10.45% |
$23.7K - $27.8K
|
1.5K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
11.9KNew |
$1.98M - $2.33M
|
11.9K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-160K- 63.67% |
$26.6M - $31.3M
|
91K
$9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-223K- 35.02% |
$37.1M - $43.7M
|
413K
$40.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-111- 8.23% |
$18.5K - $21.8K
|
1.24K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.05% |
$500 - $588
|
290
$28.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
26+ 0.39% |
$4.33K - $5.1K
|
6.78K
$670K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.44K- 14.77% |
$1.07M - $1.26M
|
37.2K
$3.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
180KNew |
$30M - $35.3M
|
180K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-172- 0.44% |
$28.7K - $33.7K
|
38.8K
$3.83M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-47- 1.99% |
$7.83K - $9.21K
|
2.31K
$229K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-109K- 93.21% |
$18.2M - $21.4M
|
7.98K
$789K
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2K+ 6.91% |
$333K - $391K
|
30.9K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
8KNew |
$1.33M - $1.57M
|
8K
$791K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-25- 1.78% |
$4.17K - $4.9K
|
1.38K
$136K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.54K+ 2.23% |
$1.09M - $1.28M
|
300K
$29.6M
|
|