Latest Institutional Purchases of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
92New |
$12.4K - $15K
|
92
$12.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
86New |
$11.6K - $14K
|
86
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
75New |
$10.1K - $12.2K
|
75
$10K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
69+ 0.27% |
$9.3K - $11.2K
|
25.3K
$3.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
64+ 0.37% |
$8.63K - $10.4K
|
17.5K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
60New |
$8.09K - $9.78K
|
60
$8.04K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47+ 3.31% |
$6.34K - $7.66K
|
1.47K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35+ 0.07% |
$4.72K - $5.7K
|
48.2K
$6.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
33+ 1.88% |
$4.45K - $5.38K
|
1.79K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
24+ 1.1% |
$3.24K - $3.91K
|
2.2K
$294K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
24New |
$3.24K - $3.91K
|
24
$3.21K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
13+ 1.01% |
$1.75K - $2.12K
|
1.31K
$175K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12+ 0.87% |
$1.62K - $1.96K
|
1.39K
$186K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
11+ 6.59% |
$1.48K - $1.79K
|
178
$23.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.12% |
$1.48K - $1.79K
|
8.91K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.69% |
$1.21K - $1.47K
|
1.31K
$176K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
8+ 0.26% |
$1.08K - $1.3K
|
3.07K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
7New |
$944 - $1.14K
|
7
$937
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7+ 0.83% |
$944 - $1.14K
|
852
$114K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
6New |
$809 - $978
|
6
$804
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
6+ 0.39% |
$809 - $978
|
1.55K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6New |
$809 - $978
|
6
$804
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.3% |
$809 - $978
|
2.04K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5+ 2.86% |
$674 - $815
|
180
$24.1K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.5% |
$404 - $489
|
607
$81.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$270 - $326
|
1.39K
$186K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.14% |
$270 - $326
|
1.42K
$190K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$135 - $163
|
165K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$135 - $163
|
1
$134
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 4.35% |
$135 - $163
|
24
$3.21K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
1+ 0.08% |
$135 - $163
|
1.32K
$177K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
300KNew |
$45.6M - $56.5M
|
300K
$40.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
136KNew |
$20.6M - $25.6M
|
136K
$18.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
118K+ 4412.01% |
$18M - $22.3M
|
121K
$16.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
106KNew |
$16.2M - $20.1M
|
106K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
100KNew |
$15.2M - $18.8M
|
100K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
70KNew |
$10.6M - $13.2M
|
70K
$9.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
66.9KNew |
$10.2M - $12.6M
|
66.9K
$8.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
37.8KNew |
$5.74M - $7.12M
|
37.8K
$5.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
32.4K+ 30.51% |
$4.92M - $6.1M
|
139K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
25.4K+ 244.54% |
$3.86M - $4.79M
|
35.8K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
23.5KNew |
$3.57M - $4.43M
|
23.5K
$3.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Bill Gates
Bill & Melinda Gates Foundation Trust | Kirkland, Wa
|
BUY
|
- |
14.4K+ 1.94% |
$2.19M - $2.71M
|
755K
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13.8KNew |
$2.1M - $2.61M
|
13.8K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$1.84M - $2.28M
|
12.1K
$1.62M
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
BUY
|
CALL |
11.7KNew |
$1.78M - $2.2M
|
11.7K
$1.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
BUY
|
- |
11K+ 23.63% |
$1.67M - $2.07M
|
57.5K
$7.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
10.9K+ 765.01% |
$1.66M - $2.06M
|
12.4K
$1.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
7.82K+ 271.35% |
$1.19M - $1.47M
|
10.7K
$1.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.23KNew |
$1.1M - $1.36M
|
7.23K
$968K
|
|