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 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.74K+ 9.15% |
$213K - $240K
|
20.7K
$2.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-245- 6.12% |
$30K - $33.9K
|
3.76K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-314- 7.31% |
$38.5K - $43.4K
|
3.98K
$474K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.77K- 41.39% |
$953K - $1.08M
|
11K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-44.2K- 17.69% |
$5.42M - $6.12M
|
206K
$24.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-9.35K- 20.14% |
$1.15M - $1.29M
|
37.1K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-535- 18.73% |
$65.6K - $74K
|
2.32K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.24K+ 68.1% |
$643K - $725K
|
12.9K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-209- 5.51% |
$25.6K - $28.9K
|
3.59K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-257- 30.52% |
$31.5K - $35.6K
|
585
$69.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-880- 3.49% |
$108K - $122K
|
24.3K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
151+ 232.31% |
$18.5K - $20.9K
|
216
$25.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
634+ 3.45% |
$77.8K - $87.7K
|
19K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-185- 7.85% |
$22.7K - $25.6K
|
2.17K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-900- 5.42% |
$110K - $125K
|
15.7K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-16- 0.8% |
$1.96K - $2.21K
|
1.98K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.16K- 7.09% |
$142K - $160K
|
15.2K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
305+ 9.32% |
$37.4K - $42.2K
|
3.58K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.36K+ 6.27% |
$1.15M - $1.29M
|
159K
$18.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
58.9KNew |
$7.23M - $8.15M
|
58.9K
$7M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35+ 0.75% |
$4.29K - $4.84K
|
4.68K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58KNew |
$316K - $357K
|
2.58K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 10.85% |
$1.31M - $1.47M
|
109K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
33+ 0.72% |
$4.05K - $4.57K
|
4.65K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.27K- 8.36% |
$156K - $176K
|
14K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-12.9K- 6.35% |
$1.59M - $1.79M
|
191K
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
10+ 0.36% |
$1.23K - $1.38K
|
2.77K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-19- 0.46% |
$2.33K - $2.63K
|
4.1K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-157- 43.61% |
$19.3K - $21.7K
|
203
$24.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.79KNew |
$587K - $662K
|
4.79K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
255+ 5.26% |
$31.3K - $35.3K
|
5.1K
$606K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.74K- 59.84% |
$827K - $932K
|
4.52K
$538K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
51.4K+ 353.06% |
$6.3M - $7.11M
|
65.9K
$7.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
726+ 30.16% |
$89K - $100K
|
3.13K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.84K- 79.7% |
$226K - $255K
|
469
$55.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
23.6K+ 137.24% |
$2.89M - $3.26M
|
40.8K
$4.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-5.06K- 48.46% |
$621K - $700K
|
5.38K
$640K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-253- 6.47% |
$31K - $35K
|
3.66K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-81- 0.17% |
$9.93K - $11.2K
|
47.3K
$5.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 16.94% |
$5.03K - $5.67K
|
283
$33.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
467+ 3.33% |
$57.3K - $64.6K
|
14.5K
$1.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-870- 2.41% |
$107K - $120K
|
35.3K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
417+ 9.4% |
$51.1K - $57.7K
|
4.86K
$577K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17+ 0.97% |
$2.09K - $2.35K
|
1.77K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-549- 0.64% |
$67.3K - $76K
|
85.1K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-169- 38.41% |
$20.7K - $23.4K
|
271
$32.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.54K+ 16.31% |
$1.05M - $1.18M
|
60.9K
$7.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-193- 1.01% |
$23.7K - $26.7K
|
19K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3+ 0.02% |
$368 - $415
|
17.9K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-456- 5.94% |
$55.9K - $63.1K
|
7.22K
$858K
|