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 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 1.84% |
$7.11K - $8.02K
|
3.09K
$368K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
72+ 1.0% |
$8.83K - $9.96K
|
7.27K
$864K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
268+ 5.0% |
$32.9K - $37.1K
|
5.63K
$669K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
913+ 54.02% |
$112K - $126K
|
2.6K
$309K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.03K- 17.85% |
$249K - $281K
|
9.36K
$1.11M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-317- 22.34% |
$38.9K - $43.9K
|
1.1K
$131K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
850+ 1.82% |
$104K - $118K
|
47.6K
$5.66M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 24.56% |
$156K - $176K
|
3.9K
$463K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-80- 1.03% |
$9.81K - $11.1K
|
7.69K
$914K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.44KNew |
$544K - $614K
|
4.44K
$528K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$9.87K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-470- 3.53% |
$57.6K - $65K
|
12.8K
$1.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
685K+ 30.66% |
$84M - $94.8M
|
2.92M
$347M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-22.6K- 87.32% |
$2.77M - $3.12M
|
3.27K
$389K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.87K+ 58.67% |
$720K - $812K
|
15.9K
$1.89M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.11% |
$123 - $138
|
91
$10.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
SELL
|
- |
-699- 1.17% |
$85.7K - $96.7K
|
58.9K
$7.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 81.82% |
$1.1K - $1.25K
|
20
$2.38K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-399- 4.57% |
$48.9K - $55.2K
|
8.33K
$990K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
396+ 3.29% |
$48.6K - $54.8K
|
12.4K
$1.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.41K- 17.0% |
$172K - $194K
|
6.86K
$816K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
8.81K+ 70.26% |
$1.08M - $1.22M
|
21.4K
$2.54M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-9.03K- 98.03% |
$1.11M - $1.25M
|
182
$21.6K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
75.6KNew |
$9.27M - $10.5M
|
75.6K
$8.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-184- 0.82% |
$22.6K - $25.5K
|
22.3K
$2.66M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.3K- 1.84% |
$1.39M - $1.57M
|
602K
$71.6M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-85- 1.79% |
$10.4K - $11.8K
|
4.67K
$555K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 2.55% |
$10.9K - $12.3K
|
3.58K
$426K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
814+ 14.33% |
$99.8K - $113K
|
6.49K
$772K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
129K+ 3.14% |
$15.9M - $19M
|
4.24M
$504M
|
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
23+ 0.14% |
$2.84K - $3.39K
|
16.8K
$2M
|
|
|
Feb 21, 2025
Q3 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
140+ 1.53% |
$17.3K - $20.6K
|
9.31K
$1.11M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-3K- 1.29% |
$370K - $442K
|
229K
$27.2M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2.33K- 21.67% |
$287K - $343K
|
8.42K
$1M
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
952+ 19.62% |
$117K - $140K
|
5.8K
$690K
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-50- 55.56% |
$6.17K - $7.37K
|
40
$4.75K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
71+ 0.64% |
$8.76K - $10.5K
|
11.1K
$1.32M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11.7KClosed |
$1.44M - $1.73M
|
0
$0
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
37New |
$4.56K - $5.45K
|
37
$4.4K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-695- 29.8% |
$85.7K - $102K
|
1.64K
$195K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.34% |
$2.47K - $2.95K
|
836
$99.4K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
110+ 2.78% |
$13.6K - $16.2K
|
4.06K
$483K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
CALL |
4+ 7.14% |
$493 - $590
|
60
$7.13K
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
101+ 6.37% |
$12.5K - $14.9K
|
1.69K
$201K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-148- 3.4% |
$18.3K - $21.8K
|
4.21K
$501K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
71+ 2.77% |
$8.76K - $10.5K
|
2.64K
$313K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
3.38K+ 4.18% |
$416K - $498K
|
84.2K
$10M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-100- 0.89% |
$12.3K - $14.7K
|
11.1K
$1.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-860- 20.24% |
$106K - $127K
|
3.39K
$403K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-106- 2.23% |
$13.1K - $15.6K
|
4.66K
$553K
|
|