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 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.75KNew |
$791K - $931K
|
4.75K
$470K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.93K+ 1.66% |
$988K - $1.16M
|
363K
$35.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$236K - $278K
|
1.42K
$140K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.84K+ 17.15% |
$639K - $752K
|
26.2K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-374- 18.36% |
$62.3K - $73.3K
|
1.66K
$164K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-38- 0.47% |
$6.33K - $7.45K
|
7.98K
$789K
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
1.63KNew |
$272K - $320K
|
1.63K
$161K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 3.22% |
$16.7K - $19.6K
|
3.21K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-107- 8.32% |
$17.8K - $21K
|
1.18K
$117K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-75- 5.4% |
$12.5K - $14.7K
|
1.31K
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.59KNew |
$265K - $311K
|
1.59K
$157K
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
SELL
|
- |
-12- 0.45% |
$2K - $2.35K
|
2.65K
$262K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
119New |
$19.8K - $23.3K
|
119
$11.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 133.33% |
$3.33K - $3.92K
|
35
$3.46K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-28- 2.1% |
$4.67K - $5.49K
|
1.31K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
1.88KNew |
$314K - $369K
|
1.88K
$186K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-30- 0.45% |
$5K - $5.88K
|
6.64K
$656K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.11KNew |
$518K - $609K
|
3.11K
$307K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
106+ 1.31% |
$17.7K - $20.8K
|
8.17K
$808K
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.8K- 49.13% |
$634K - $746K
|
3.94K
$389K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
77+ 6.84% |
$12.8K - $15.1K
|
1.2K
$119K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-241- 16.01% |
$40.2K - $47.2K
|
1.26K
$125K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 43.69% |
$15K - $17.6K
|
296
$29.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-43- 1.56% |
$7.16K - $8.43K
|
2.72K
$269K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-786- 4.43% |
$131K - $154K
|
17K
$1.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-9.36K- 78.91% |
$1.56M - $1.83M
|
2.5K
$247K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-101- 5.39% |
$16.8K - $19.8K
|
1.77K
$175K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 4.08% |
$8.33K - $9.8K
|
1.28K
$126K
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
CALL |
5KNew |
$833K - $980K
|
5K
$495K
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-67- 0.47% |
$11.2K - $13.1K
|
14.3K
$1.42M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
34.1KNew |
$5.67M - $6.68M
|
34.1K
$3.37M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
5.31K+ 59.84% |
$885K - $1.04M
|
14.2K
$1.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-4- 66.67% |
$666 - $784
|
2
$198
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.33% |
$333 - $392
|
601
$59.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-23.6K- 16.02% |
$3.93M - $4.63M
|
124K
$12.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-364- 20.69% |
$60.6K - $71.4K
|
1.4K
$138K
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-20- 1.37% |
$3.33K - $3.92K
|
1.44K
$142K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
220+ 17.24% |
$36.7K - $43.1K
|
1.5K
$148K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-106- 0.91% |
$17.7K - $20.8K
|
11.5K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.05KNew |
$1.17M - $1.38M
|
7.05K
$697K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$80.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-3- 0.08% |
$500 - $588
|
3.63K
$359K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.57% |
$8.66K - $10.2K
|
2.08K
$206K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$80.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.49K+ 53.01% |
$581K - $684K
|
10.1K
$996K
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
25+ 2.1% |
$4.17K - $4.9K
|
1.21K
$120K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-1- 0.09% |
$167 - $196
|
1.14K
$113K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-10.3K- 69.68% |
$1.72M - $2.02M
|
4.48K
$443K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
391+ 2.01% |
$65.1K - $76.6K
|
19.8K
$1.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-530- 2.65% |
$88.3K - $104K
|
19.5K
$1.93M
|