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 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-231- 2.04% |
$28.3K - $32K
|
11.1K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
60+ 6.82% |
$7.36K - $8.3K
|
940
$112K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2K+ 3.17% |
$245K - $276K
|
65K
$7.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-27.2K- 85.58% |
$3.33M - $3.76M
|
4.58K
$544K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11+ 0.61% |
$1.35K - $1.52K
|
1.83K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
942+ 6.97% |
$116K - $130K
|
14.5K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.8KNew |
$220K - $248K
|
1.8K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
487+ 21.55% |
$59.7K - $67.4K
|
2.75K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.24% |
$19.4K - $21.9K
|
12.9K
$1.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
104K+ 5576.88% |
$12.7M - $14.4M
|
106K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-569- 22.06% |
$69.8K - $78.7K
|
2.01K
$239K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-7.85K- 90.81% |
$962K - $1.09M
|
794
$94.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
9.73K+ 28.27% |
$1.19M - $1.35M
|
44.2K
$5.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-709- 14.15% |
$87K - $98.1K
|
4.3K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-465- 11.23% |
$57K - $64.3K
|
3.67K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
498+ 22.74% |
$61.1K - $68.9K
|
2.69K
$319K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32+ 1.57% |
$3.92K - $4.43K
|
2.07K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-277- 0.97% |
$34K - $38.3K
|
28.3K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.08% |
$736 - $830
|
7.53K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-49- 2.25% |
$6.01K - $6.78K
|
2.13K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
183+ 12.12% |
$22.4K - $25.3K
|
1.69K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 3.46% |
$6.99K - $7.89K
|
1.7K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-8- 0.31% |
$981 - $1.11K
|
2.55K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
4.81K+ 29.91% |
$589K - $665K
|
20.9K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-215- 6.54% |
$26.4K - $29.7K
|
3.07K
$365K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-304- 3.36% |
$37.3K - $42.1K
|
8.76K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.96K+ 6.08% |
$486K - $548K
|
69.1K
$8.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.42K+ 47.66% |
$665K - $750K
|
16.8K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.07K- 5.38% |
$745K - $840K
|
107K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-50- 1.07% |
$6.13K - $6.92K
|
4.61K
$548K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.11K- 17.23% |
$259K - $292K
|
10.2K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-13.3K- 9.36% |
$1.63M - $1.83M
|
128K
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-404- 90.58% |
$49.6K - $55.9K
|
42
$4.99K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.47% |
$123 - $138
|
69
$8.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
28.8KNew |
$3.53M - $3.98M
|
28.8K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 3.24% |
$2.82K - $3.18K
|
686
$81.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.33K- 33.83% |
$286K - $322K
|
4.56K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-525- 20.0% |
$64.4K - $72.6K
|
2.1K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2K- 29.71% |
$147K - $166K
|
2.84K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-606- 13.09% |
$74.3K - $83.8K
|
4.02K
$478K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
6.22K+ 9.09% |
$762K - $860K
|
74.6K
$8.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-23.8K- 10.23% |
$2.91M - $3.29M
|
208K
$24.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
167+ 6.23% |
$20.5K - $23.1K
|
2.85K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-301- 4.35% |
$36.9K - $41.6K
|
6.63K
$787K
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3K- 3.85% |
$368K - $415K
|
75K
$8.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 5.91% |
$49.1K - $55.3K
|
6.37K
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.89KNew |
$355K - $400K
|
2.89K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.06% |
$368 - $415
|
5.2K
$619K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-286- 3.55% |
$35.1K - $39.6K
|
7.78K
$924K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-868- 15.92% |
$106K - $120K
|
4.58K
$545K
|