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 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.03KNew |
$127K - $143K
|
1.03K
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-600- 6.16% |
$73.6K - $83K
|
9.15K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-84- 4.61% |
$10.3K - $11.6K
|
1.74K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
84+ 1.28% |
$10.3K - $11.6K
|
6.66K
$792K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
317+ 205.84% |
$38.9K - $43.9K
|
471
$56K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.21K+ 484.74% |
$148K - $167K
|
1.46K
$173K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
790+ 3.96% |
$96.9K - $109K
|
20.8K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
247+ 1.5% |
$30.3K - $34.2K
|
16.7K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
427+ 12.39% |
$52.4K - $59.1K
|
3.87K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-7.99K- 43.03% |
$979K - $1.1M
|
10.6K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-769- 7.7% |
$94.3K - $106K
|
9.22K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
4+ 0.24% |
$491 - $553
|
1.69K
$201K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.36K- 1.24% |
$166K - $187K
|
108K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.13KNew |
$261K - $294K
|
2.13K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.09% |
$3.07K - $3.46K
|
2.28K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
626+ 17.58% |
$76.8K - $86.6K
|
4.19K
$498K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-155- 14.93% |
$19K - $21.4K
|
883
$105K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.75K- 1.83% |
$705K - $795K
|
309K
$36.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 6.33% |
$1.84K - $2.08K
|
222
$26.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$5.4K - $6.09K
|
5.51K
$655K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 25.46% |
$142K - $160K
|
3.39K
$402K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-176- 9.87% |
$21.6K - $24.3K
|
1.61K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.16% |
$1.35K - $1.52K
|
6.88K
$818K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
166+ 7.5% |
$20.4K - $23K
|
2.38K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-63- 31.03% |
$7.73K - $8.72K
|
140
$16.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
582+ 16.78% |
$71.4K - $80.5K
|
4.05K
$482K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 6.59% |
$6.01K - $6.78K
|
695
$82.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 0.09% |
$368 - $415
|
3.39K
$403K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
954+ 61.51% |
$117K - $132K
|
2.51K
$298K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 13.54% |
$7.36K - $8.3K
|
383
$45.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
756+ 5.87% |
$92.7K - $105K
|
13.6K
$1.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.31K- 7.58% |
$406K - $458K
|
40.3K
$4.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 7.06% |
$736 - $830
|
79
$9.39K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.84K+ 150.08% |
$226K - $255K
|
3.07K
$365K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-132- 6.61% |
$16.2K - $18.3K
|
1.86K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
691+ 0.78% |
$84.8K - $95.6K
|
88.7K
$10.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
14+ 0.49% |
$1.72K - $1.94K
|
2.9K
$344K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-24- 1.01% |
$2.94K - $3.32K
|
2.36K
$281K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-132- 11.53% |
$16.2K - $18.3K
|
1.01K
$120K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41+ 164.0% |
$5.03K - $5.67K
|
66
$7.84K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
321+ 10.52% |
$39.4K - $44.4K
|
3.37K
$401K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-543- 0.96% |
$66.6K - $75.1K
|
55.9K
$6.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-106- 1.09% |
$13K - $14.7K
|
9.63K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
44+ 0.35% |
$5.4K - $6.09K
|
12.5K
$1.49M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-14.5M- 99.27% |
$1.78B - $2.01B
|
106K
$12.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-115- 0.62% |
$14.1K - $15.9K
|
18.6K
$2.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-186- 6.44% |
$22.8K - $25.7K
|
2.7K
$321K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
38.6KNew |
$4.73M - $5.34M
|
38.6K
$4.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-211- 6.95% |
$25.9K - $29.2K
|
2.83K
$336K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.01K+ 117.57% |
$492K - $555K
|
7.42K
$882K
|