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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.4K+ 11.48% |
$417K - $470K
|
33K
$4.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.5KNew |
$675K - $761K
|
5.5K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-74- 0.71% |
$9.08K - $10.2K
|
10.4K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
481+ 44.66% |
$59K - $66.5K
|
1.56K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-166- 5.88% |
$20.4K - $23K
|
2.66K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-4.52K- 37.64% |
$554K - $625K
|
7.48K
$996K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 41.17% |
$151K - $171K
|
1.76K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.83K+ 2.84% |
$225K - $253K
|
66.4K
$8.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.14K- 1.08% |
$140K - $158K
|
105K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.16K- 0.72% |
$142K - $160K
|
158K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-676- 9.57% |
$82.9K - $93.5K
|
6.39K
$850K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
175New |
$21.5K - $24.2K
|
175
$23.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
109K+ 21.78% |
$13.4M - $15.1M
|
612K
$81.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-9.36K- 13.78% |
$1.15M - $1.29M
|
58.5K
$7.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.24K+ 6.33% |
$151K - $171K
|
20.7K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.8K- 46.85% |
$711K - $802K
|
6.58K
$875K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
352+ 38.81% |
$43.2K - $48.7K
|
1.26K
$167K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-25- 1.07% |
$3.07K - $3.46K
|
2.32K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.93K+ 67.75% |
$359K - $405K
|
7.25K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.26K+ 26.22% |
$155K - $174K
|
6.07K
$808K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-13K- 44.04% |
$1.59M - $1.8M
|
16.5K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-4- 44.44% |
$491 - $553
|
5
$665
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.68K- 1.1% |
$207K - $233K
|
152K
$20.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
16.5KNew |
$2.03M - $2.29M
|
16.5K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.66KNew |
$448K - $506K
|
3.66K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.17K+ 103.05% |
$389K - $439K
|
6.25K
$832K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
553+ 11.91% |
$67.8K - $76.5K
|
5.2K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-123- 58.85% |
$15.1K - $17K
|
86
$11.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
20+ 1.05% |
$2.45K - $2.77K
|
1.93K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 9.69% |
$58.6K - $66.1K
|
5.41K
$720K
|
|
|
Jan 27, 2025
Q4 2024
|
Independent Investors Inc
|
SELL
|
- |
-150- 0.6% |
$18.4K - $20.8K
|
24.7K
$3.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.52K+ 6.91% |
$186K - $210K
|
23.5K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-6.43K- 21.43% |
$788K - $889K
|
23.6K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-9.97K- 9.91% |
$1.22M - $1.38M
|
90.6K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4+ 19.05% |
$491 - $553
|
25
$3.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
50+ 3.25% |
$6.13K - $6.92K
|
1.59K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
200+ 11.95% |
$24.5K - $27.7K
|
1.87K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-28.6K- 45.69% |
$3.51M - $3.96M
|
34K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$11K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.35K- 9.38% |
$166K - $187K
|
13.1K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-152- 4.46% |
$18.6K - $21K
|
3.26K
$433K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
724+ 4.08% |
$88.8K - $100K
|
18.5K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.39K+ 16.85% |
$170K - $192K
|
9.63K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-408- 10.26% |
$50K - $56.4K
|
3.57K
$475K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.38K+ 79.96% |
$292K - $329K
|
5.35K
$712K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
625+ 7.64% |
$76.7K - $86.5K
|
8.81K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.88K+ 0.17% |
$231K - $261K
|
1.09M
$144M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
112KNew |
$13.7M - $15.4M
|
112K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.78K+ 239.7% |
$709K - $800K
|
8.2K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
44.5KNew |
$5.46M - $6.15M
|
44.5K
$5.92M
|