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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.78KClosed |
$541K - $645K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-7.97KClosed |
$1.55M - $1.85M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-952Closed |
$185K - $221K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-102Closed |
$19.9K - $23.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-6.18KClosed |
$1.2M - $1.43M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 4.0% |
$779 - $928
|
104
$13K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
20.3KNew |
$3.96M - $4.72M
|
20.3K
$2.55M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$1.36K - $1.62K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-88Closed |
$17.1K - $20.4K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
7.9KNew |
$1.54M - $1.83M
|
7.9K
$990K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.15KClosed |
$225K - $268K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-92Closed |
$17.9K - $21.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-177Closed |
$34.5K - $41.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
SELL
|
- |
-3Closed |
$584 - $696
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Narwhal Capital Management
|
SELL
|
- |
-2.3KClosed |
$448K - $533K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Peterson Wealth Management
|
SELL
|
- |
-4.85KClosed |
$946K - $1.13M
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-400- 25.0% |
$77.9K - $92.8K
|
1.2K
$150K
|
|
|
Apr 25, 2022
Q1 2022
|
Pendal Group LTD
|
SELL
|
- |
-3.63KClosed |
$707K - $842K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.06KClosed |
$206K - $246K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-463Closed |
$90.2K - $107K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Grace & White Inc
|
SELL
|
- |
-1.3K- 2.36% |
$253K - $302K
|
53.7K
$6.73M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
16New |
$3.12K - $3.71K
|
16
$2.01K
|
|
|
Apr 21, 2022
Q1 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-71- 5.2% |
$13.8K - $16.5K
|
1.29K
$162K
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-212- 29.24% |
$41.3K - $49.2K
|
513
$64.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.11KClosed |
$215K - $257K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-542Closed |
$106K - $126K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-721- 5.04% |
$140K - $167K
|
13.6K
$1.7M
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
792New |
$154K - $184K
|
792
$99.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-383Closed |
$74.6K - $88.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
SELL
|
- |
-20Closed |
$3.9K - $4.64K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
SELL
|
- |
-993Closed |
$193K - $230K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-75Closed |
$14.6K - $17.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-10.5KClosed |
$2.05M - $2.44M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-1.31KClosed |
$255K - $304K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-1.04KClosed |
$203K - $242K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-100Closed |
$19.5K - $23.2K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 18, 2022
Q4 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.62KClosed |
$1M - $1.23M
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-462Closed |
$82.4K - $101K
|
0
$0
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
2New |
$357 - $436
|
2
$251
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1.5KNew |
$268K - $327K
|
1.5K
$188K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
532New |
$94.9K - $116K
|
532
$66.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.62KNew |
$289K - $353K
|
1.62K
$203K
|
|
|
Feb 15, 2022
Q4 2021
|
Cunning Capital Partners, LP
Morrisville, NC |
SELL
|
- |
-9.4KClosed |
$1.68M - $2.05M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.86KClosed |
$331K - $405K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
CALL |
1.4KNew |
$250K - $305K
|
1.4K
$175K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
CALL |
1.9KNew |
$339K - $414K
|
1.9K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-35Closed |
$6.24K - $7.63K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-50Closed |
$8.92K - $10.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-100- 68.97% |
$17.8K - $21.8K
|
45
$5.64K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-31K- 68.89% |
$5.53M - $6.76M
|
14K
$1.75M
|
|