Latest Institutional Sells of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-21- 1.15% |
$3.19K - $3.96K
|
1.8K
$179K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-20- 1.53% |
$3.04K - $3.77K
|
1.29K
$128K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-17- 4.49% |
$2.58K - $3.2K
|
362
$36K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-14Closed |
$2.13K - $2.64K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.51% |
$1.97K - $2.45K
|
2.55K
$254K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-10- 0.58% |
$1.52K - $1.88K
|
1.7K
$169K
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-6- 0.38% |
$911 - $1.13K
|
1.57K
$156K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3- 0.2% |
$456 - $565
|
1.47K
$146K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.11% |
$152 - $188
|
911
$90.6K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-223K- 35.02% |
$37.1M - $43.7M
|
413K
$41.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-160K- 63.67% |
$26.6M - $31.3M
|
91K
$9.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-109K- 93.21% |
$18.2M - $21.4M
|
7.98K
$794K
|
|
|
Jul 26, 2023
Q2 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-23.6K- 16.02% |
$3.93M - $4.63M
|
124K
$12.3M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.3K- 31.38% |
$3.38M - $3.97M
|
44.3K
$4.41M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-10.3K- 69.68% |
$1.72M - $2.02M
|
4.48K
$446K
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-9.36K- 78.91% |
$1.56M - $1.83M
|
2.5K
$249K
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8.06K- 82.96% |
$1.34M - $1.58M
|
1.66K
$165K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.44K- 14.77% |
$1.07M - $1.26M
|
37.2K
$3.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Ocean Capital Management, LLC
|
SELL
|
- |
-3.8K- 49.13% |
$634K - $746K
|
3.94K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.01K- 54.03% |
$334K - $393K
|
1.71K
$170K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-952- 19.36% |
$159K - $187K
|
3.97K
$395K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-786- 4.43% |
$131K - $154K
|
17K
$1.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-767- 39.52% |
$128K - $150K
|
1.17K
$117K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-661- 36.34% |
$110K - $130K
|
1.16K
$115K
|
|
|
Jul 17, 2023
Q2 2023
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-530- 2.65% |
$88.3K - $104K
|
19.5K
$1.94M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-493- 94.08% |
$82.1K - $96.6K
|
31
$3.08K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-374- 18.36% |
$62.3K - $73.3K
|
1.66K
$165K
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-364- 20.69% |
$60.6K - $71.4K
|
1.4K
$139K
|
|
|
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
$257K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-257- 5.58% |
$42.8K - $50.4K
|
4.35K
$432K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
SELL
|
- |
-241- 16.01% |
$40.2K - $47.2K
|
1.26K
$126K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-218- 14.39% |
$36.3K - $42.7K
|
1.3K
$129K
|
|
|
Aug 11, 2023
Q2 2023
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-172- 0.44% |
$28.7K - $33.7K
|
38.8K
$3.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-145- 57.09% |
$24.2K - $28.4K
|
109
$10.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-122- 9.33% |
$20.3K - $23.9K
|
1.19K
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-111- 8.23% |
$18.5K - $21.8K
|
1.24K
$123K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-107- 8.32% |
$17.8K - $21K
|
1.18K
$117K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-106- 0.91% |
$17.7K - $20.8K
|
11.5K
$1.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-101- 5.39% |
$16.8K - $19.8K
|
1.77K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-90- 4.66% |
$15K - $17.6K
|
1.84K
$183K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-75- 5.4% |
$12.5K - $14.7K
|
1.31K
$131K
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-67- 0.47% |
$11.2K - $13.1K
|
14.3K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-47- 1.99% |
$7.83K - $9.21K
|
2.31K
$230K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-43- 1.56% |
$7.16K - $8.43K
|
2.72K
$271K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-41- 1.71% |
$6.83K - $8.04K
|
2.36K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-40- 2.78% |
$6.66K - $7.84K
|
1.4K
$139K
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-40- 3.39% |
$6.66K - $7.84K
|
1.14K
$113K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-38- 0.47% |
$6.33K - $7.45K
|
7.98K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-35- 7.97% |
$5.83K - $6.86K
|
404
$40.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-30- 0.45% |
$5K - $5.88K
|
6.64K
$660K
|
|