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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-256K- 9.3% |
$31.6M - $37.7M
|
2.5M
$297M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-556- 0.07% |
$68.6K - $81.9K
|
741K
$88.1M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.8KNew |
$222K - $265K
|
1.8K
$214K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$37K - $44.2K
|
300
$35.7K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-46- 17.1% |
$5.67K - $6.78K
|
223
$26.5K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12- 0.15% |
$1.48K - $1.77K
|
7.89K
$937K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.29KNew |
$1.15M - $1.37M
|
9.29K
$1.1M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-34- 2.23% |
$4.19K - $5.01K
|
1.49K
$177K
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-370- 7.31% |
$45.6K - $54.5K
|
4.69K
$558K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-130- 8.0% |
$16K - $19.2K
|
1.49K
$178K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
238New |
$29.4K - $35.1K
|
238
$28.3K
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.68KNew |
$330K - $395K
|
2.68K
$319K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-216- 93.1% |
$26.6K - $31.8K
|
16
$1.9K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-347- 18.89% |
$42.8K - $51.1K
|
1.49K
$177K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
230+ 12.74% |
$28.4K - $33.9K
|
2.04K
$242K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-142- 1.7% |
$17.5K - $20.9K
|
8.23K
$979K
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.12% |
$493 - $590
|
3.27K
$389K
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-73- 3.32% |
$9K - $10.8K
|
2.13K
$253K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.5K+ 160.71% |
$555K - $663K
|
7.3K
$868K
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
CALL |
1.5KNew |
$185K - $221K
|
1.5K
$178K
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 12.98% |
$126K - $151K
|
8.89K
$1.06M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
8+ 0.53% |
$987 - $1.18K
|
1.53K
$182K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-424- 20.58% |
$52.3K - $62.5K
|
1.64K
$194K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-193- 7.16% |
$23.8K - $28.4K
|
2.5K
$298K
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-123- 6.91% |
$15.2K - $18.1K
|
1.66K
$197K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.44KNew |
$301K - $360K
|
2.44K
$290K
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-67.9K- 97.34% |
$8.38M - $10M
|
1.86K
$221K
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
931+ 27.13% |
$115K - $137K
|
4.36K
$519K
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.3% |
$4.93K - $5.9K
|
13.4K
$1.59M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-64- 10.47% |
$7.89K - $9.43K
|
547
$65K
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-353K- 99.67% |
$43.5M - $52M
|
1.16K
$138K
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 33.33% |
$1.23M - $1.47M
|
40K
$4.75M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-65- 3.96% |
$8.02K - $9.58K
|
1.58K
$187K
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.92K- 30.65% |
$237K - $283K
|
4.34K
$516K
|
|
Oct 11, 2024
Q3 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 16.21% |
$163K - $195K
|
6.85K
$814K
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-36- 1.87% |
$4.44K - $5.31K
|
1.89K
$225K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
72New |
$8.88K - $10.6K
|
72
$8.56K
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.77K+ 257.09% |
$465K - $555K
|
5.24K
$622K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-270- 14.45% |
$33.3K - $39.8K
|
1.6K
$190K
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2.9K- 28.16% |
$358K - $427K
|
7.4K
$880K
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-846- 36.5% |
$104K - $125K
|
1.47K
$175K
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-40- 1.06% |
$4.93K - $5.9K
|
3.72K
$442K
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-70- 3.88% |
$8.63K - $10.3K
|
1.74K
$206K
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-11- 0.53% |
$1.36K - $1.62K
|
2.07K
$246K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-189- 8.73% |
$23.3K - $27.9K
|
1.98K
$235K
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 14.67% |
$1.36K - $1.62K
|
86
$10.2K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-850- 58.62% |
$105K - $125K
|
600
$71.3K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
4.2KNew |
$518K - $619K
|
4.2K
$499K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.89KNew |
$233K - $278K
|
1.89K
$224K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
370New |
$45.6K - $54.5K
|
370
$44K
|