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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-92- 4.26% |
$11.3K - $13.6K
|
2.07K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Ing Groep Nv
|
BUY
|
- |
35.1K+ 55.86% |
$4.33M - $5.18M
|
98K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-62- 34.64% |
$7.65K - $9.14K
|
117
$13.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8New |
$987 - $1.18K
|
8
$951
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.37% |
$740 - $884
|
1.64K
$195K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.06K+ 13.84% |
$254K - $304K
|
16.9K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-142- 3.66% |
$17.5K - $20.9K
|
3.74K
$444K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-418- 11.66% |
$51.5K - $61.6K
|
3.17K
$377K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-374- 19.64% |
$46.1K - $55.1K
|
1.53K
$182K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.46K- 52.53% |
$796K - $951K
|
5.83K
$693K
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
1.54KNew |
$190K - $227K
|
1.54K
$183K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.1K+ 60.31% |
$136K - $162K
|
2.92K
$348K
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
34.6KNew |
$4.27M - $5.1M
|
34.6K
$4.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-46.3K- 80.22% |
$5.71M - $6.83M
|
11.4K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
5K+ 50.0% |
$617K - $737K
|
15K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-984- 4.08% |
$121K - $145K
|
23.1K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5New |
$617 - $737
|
5
$594
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
516New |
$63.6K - $76K
|
516
$61.3K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
754+ 0.28% |
$93K - $111K
|
269K
$32M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$61.7K - $73.7K
|
500
$59.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-245- 3.37% |
$30.2K - $36.1K
|
7.03K
$836K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.52K- 4.68% |
$188K - $225K
|
31K
$3.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
393New |
$48.5K - $57.9K
|
393
$46.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2.96K- 0.85% |
$365K - $437K
|
345K
$41M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
48.4K+ 36.73% |
$5.97M - $7.14M
|
180K
$21.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
35.4K+ 290.16% |
$4.37M - $5.22M
|
47.6K
$5.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
276+ 5.93% |
$34K - $40.7K
|
4.93K
$586K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.3K+ 63.51% |
$531K - $634K
|
11.1K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-60- 3.92% |
$7.4K - $8.84K
|
1.47K
$175K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.19K- 13.16% |
$146K - $175K
|
7.84K
$931K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-16- 4.04% |
$1.97K - $2.36K
|
380
$45.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-151- 10.7% |
$18.6K - $22.3K
|
1.26K
$150K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
231New |
$28.5K - $34K
|
231
$27.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$148K - $177K
|
1.2K
$143K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 1.01% |
$2.47K - $2.95K
|
1.96K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-396- 15.24% |
$48.8K - $58.4K
|
2.2K
$262K
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-380- 0.8% |
$46.9K - $56K
|
47K
$5.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-252- 7.94% |
$31.1K - $37.1K
|
2.92K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-440- 21.04% |
$54.3K - $64.8K
|
1.65K
$196K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18New |
$2.22K - $2.65K
|
18
$2.14K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-97- 4.55% |
$12K - $14.3K
|
2.03K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 19.68% |
$48.7K - $58.2K
|
1.61K
$192K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-53- 2.83% |
$6.54K - $7.81K
|
1.82K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-984- 4.95% |
$121K - $145K
|
18.9K
$2.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.08KNew |
$134K - $160K
|
1.08K
$129K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-45- 20.27% |
$5.55K - $6.63K
|
177
$21K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$305K - $364K
|
2.47K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-764- 9.68% |
$94.2K - $113K
|
7.13K
$847K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
8.39K+ 8.33% |
$1.04M - $1.24M
|
109K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-11K- 87.3% |
$1.36M - $1.62M
|
1.6K
$190K
|