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 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-129- 2.06% |
$15.8K - $17.8K
|
6.13K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-260- 9.04% |
$31.9K - $36K
|
2.62K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-132- 3.27% |
$16.2K - $18.3K
|
3.91K
$465K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-306- 13.81% |
$37.5K - $42.3K
|
1.91K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
25.6KNew |
$3.14M - $3.54M
|
25.6K
$3.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-866- 4.24% |
$106K - $120K
|
19.6K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-471- 15.42% |
$57.8K - $65.2K
|
2.58K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-275- 0.49% |
$33.7K - $38K
|
55.9K
$6.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
727+ 22.29% |
$89.2K - $101K
|
3.99K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
150+ 2.86% |
$18.4K - $20.8K
|
5.39K
$641K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-226- 1.01% |
$27.7K - $31.3K
|
22.1K
$2.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
589+ 33.95% |
$72.2K - $81.5K
|
2.32K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$351K - $396K
|
2.86K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
106+ 5.9% |
$13K - $14.7K
|
1.9K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-65- 1.5% |
$7.97K - $8.99K
|
4.25K
$506K
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
62+ 1.17% |
$7.6K - $8.58K
|
5.35K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
316+ 2.65% |
$38.8K - $43.7K
|
12.2K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.02K+ 41.26% |
$493K - $556K
|
13.8K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
318+ 5.9% |
$39K - $44K
|
5.71K
$679K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-275K- 25.45% |
$33.7M - $38M
|
805K
$95.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.32K+ 15.64% |
$285K - $322K
|
17.2K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
201+ 12.81% |
$24.7K - $27.8K
|
1.77K
$210K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.35K+ 27.31% |
$166K - $187K
|
6.31K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 0.5% |
$2.58K - $2.91K
|
4.18K
$497K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-14.2K- 48.23% |
$1.75M - $1.97M
|
15.3K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.83K- 15.41% |
$347K - $392K
|
15.6K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.95KNew |
$484K - $546K
|
3.95K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-37- 9.18% |
$4.54K - $5.12K
|
366
$43.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
767+ 4.07% |
$94.1K - $106K
|
19.6K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
605+ 1.72% |
$74.2K - $83.7K
|
35.7K
$4.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45- 2.46% |
$5.52K - $6.23K
|
1.79K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-246- 12.06% |
$30.2K - $34K
|
1.79K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-797- 3.52% |
$97.8K - $110K
|
21.8K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.88K+ 2.8% |
$476K - $537K
|
142K
$16.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-40- 0.83% |
$4.91K - $5.53K
|
4.79K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.03% |
$123 - $138
|
3.51K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.98K- 9.28% |
$855K - $965K
|
68.2K
$8.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2+ 0.08% |
$245 - $277
|
2.63K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.72KNew |
$334K - $376K
|
2.72K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 3.21% |
$25K - $28.2K
|
6.15K
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
638+ 1.83% |
$78.3K - $88.3K
|
35.6K
$4.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.7KNew |
$208K - $235K
|
1.7K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.2K+ 85.68% |
$269K - $304K
|
4.76K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
160+ 98.77% |
$19.6K - $22.1K
|
322
$38.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-270- 0.63% |
$33.1K - $37.4K
|
42.5K
$5.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-3.15K- 12.04% |
$386K - $436K
|
23K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
262+ 18.22% |
$32.1K - $36.2K
|
1.7K
$202K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-95- 4.94% |
$11.7K - $13.1K
|
1.83K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-244- 3.92% |
$29.9K - $33.8K
|
5.98K
$710K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
172+ 5.33% |
$21.1K - $23.8K
|
3.4K
$404K
|