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 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-199- 9.69% |
$24.4K - $27.5K
|
1.85K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
200+ 0.22% |
$24.5K - $27.7K
|
90.7K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
852+ 9.3% |
$104K - $118K
|
10K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.3K+ 18.18% |
$650K - $733K
|
34.4K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-55- 1.39% |
$6.75K - $7.61K
|
3.9K
$464K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
38+ 2.24% |
$4.66K - $5.26K
|
1.74K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.75K+ 4.75% |
$583K - $658K
|
105K
$12.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
131+ 5.96% |
$16.1K - $18.1K
|
2.33K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.83KNew |
$592K - $668K
|
4.83K
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.62K- 16.56% |
$199K - $224K
|
8.16K
$970K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-70- 2.42% |
$8.59K - $9.68K
|
2.82K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.33% |
$1.84K - $2.08K
|
4.59K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-998- 29.99% |
$122K - $138K
|
2.33K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-213- 2.04% |
$26.1K - $29.5K
|
10.2K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
7.37K+ 34.22% |
$904K - $1.02M
|
28.9K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.94K- 8.4% |
$606K - $684K
|
53.9K
$6.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-3.46K- 36.51% |
$424K - $479K
|
6.02K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Guardian Investment Management
|
SELL
|
- |
-275- 6.75% |
$33.7K - $38K
|
3.8K
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-807- 9.14% |
$99K - $112K
|
8.03K
$954K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-400- 5.84% |
$49.1K - $55.3K
|
6.45K
$767K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-949- 21.04% |
$116K - $131K
|
3.56K
$423K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
SELL
|
- |
-40- 1.53% |
$4.91K - $5.53K
|
2.57K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-501- 2.64% |
$61.4K - $69.3K
|
18.5K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.5K- 64.02% |
$1.66M - $1.87M
|
7.59K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-10.1K- 66.64% |
$1.24M - $1.4M
|
5.05K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.45K- 11.57% |
$423K - $477K
|
26.3K
$3.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.14K- 6.43% |
$262K - $295K
|
31.1K
$3.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-455- 1.38% |
$55.8K - $62.9K
|
32.6K
$3.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
740+ 9.84% |
$90.8K - $102K
|
8.26K
$982K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.4K+ 62.79% |
$294K - $332K
|
6.23K
$740K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-98- 11.88% |
$12K - $13.6K
|
727
$86.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-2.48K- 6.83% |
$304K - $343K
|
33.8K
$4.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$368 - $415
|
7.82K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.45% |
$123 - $138
|
222
$26.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 34.69% |
$152K - $172K
|
2.34K
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.67K- 29.55% |
$205K - $231K
|
3.99K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
285+ 1.57% |
$35K - $39.4K
|
18.4K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66+ 0.14% |
$8.09K - $9.13K
|
46.8K
$5.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
4.1K+ 24.05% |
$503K - $567K
|
21.2K
$2.51M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-644- 27.18% |
$79K - $89.1K
|
1.73K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-121- 0.28% |
$14.8K - $16.7K
|
42.5K
$5.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
435+ 1.55% |
$53.4K - $60.2K
|
28.4K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
193+ 4.13% |
$23.7K - $26.7K
|
4.87K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.8K- 29.52% |
$1.33M - $1.5M
|
25.9K
$3.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.55K- 3.86% |
$190K - $214K
|
38.6K
$4.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 8.77% |
$145K - $164K
|
12.3K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
5.69K+ 26.5% |
$698K - $787K
|
27.2K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
300New |
$36.8K - $41.5K
|
300
$35.7K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.05K- 19.17% |
$128K - $145K
|
4.41K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-302- 15.54% |
$37K - $41.8K
|
1.64K
$195K
|