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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
503New |
$67.5K - $76.6K
|
503
$59.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
155+ 0.34% |
$20.8K - $23.6K
|
45.8K
$5.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.2K+ 1673.9% |
$3.25M - $3.69M
|
25.7K
$3.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1+ 2.7% |
$134 - $152
|
38
$4.52K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
730New |
$98K - $111K
|
730
$86.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
868New |
$116K - $132K
|
868
$103K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7+ 5.74% |
$939 - $1.07K
|
129
$15.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-239- 1.94% |
$32.1K - $36.4K
|
12.1K
$1.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-801- 32.19% |
$107K - $122K
|
1.69K
$201K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-200- 10.11% |
$26.8K - $30.5K
|
1.78K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-913- 29.43% |
$123K - $139K
|
2.19K
$260K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19+ 13.19% |
$2.55K - $2.89K
|
163
$19.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
62+ 3.47% |
$8.32K - $9.44K
|
1.85K
$220K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
56New |
$7.52K - $8.53K
|
56
$6.66K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.29K+ 59.15% |
$173K - $196K
|
3.46K
$411K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
27KNew |
$3.62M - $4.11M
|
27K
$3.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.17% |
$20.1K - $22.8K
|
1.69K
$200K
|
|
|
Jul 19, 2024
Q2 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-18.9K- 3.06% |
$2.53M - $2.87M
|
597K
$70.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
13.6KNew |
$1.82M - $2.07M
|
13.6K
$1.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.85K+ 7.08% |
$248K - $281K
|
27.9K
$3.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
111New |
$14.9K - $16.9K
|
111
$13.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.36KClosed |
$183K - $207K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-454- 20.98% |
$60.9K - $69.1K
|
1.71K
$203K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.16K- 36.58% |
$155K - $176K
|
2.01K
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.26K- 29.01% |
$169K - $192K
|
3.08K
$367K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.46KNew |
$330K - $374K
|
2.46K
$292K
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.02KNew |
$406K - $460K
|
3.02K
$359K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3.39K- 95.77% |
$455K - $516K
|
150
$17.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-147- 8.9% |
$19.7K - $22.4K
|
1.51K
$179K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-234- 26.77% |
$31.4K - $35.6K
|
640
$76.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-101- 1.48% |
$13.6K - $15.4K
|
6.7K
$796K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.81KClosed |
$1.18M - $1.34M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.27K- 60.4% |
$573K - $651K
|
2.8K
$333K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$8.72K - $9.9K
|
65
$7.73K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-133- 7.97% |
$17.8K - $20.3K
|
1.54K
$183K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-595- 49.92% |
$79.8K - $90.6K
|
597
$71K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-215- 10.74% |
$28.9K - $32.7K
|
1.79K
$212K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.58KNew |
$212K - $241K
|
1.58K
$188K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.67KNew |
$358K - $406K
|
2.67K
$317K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-741- 66.7% |
$99.4K - $113K
|
370
$44K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
560+ 0.85% |
$75.2K - $85.3K
|
66.1K
$7.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
21.3KNew |
$2.85M - $3.24M
|
21.3K
$2.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.15K- 26.93% |
$288K - $327K
|
5.83K
$693K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-92- 5.84% |
$12.3K - $14K
|
1.48K
$176K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
5+ 0.34% |
$671 - $761
|
1.47K
$175K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
274+ 3.84% |
$36.8K - $41.7K
|
7.4K
$880K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
174New |
$23.4K - $26.5K
|
174
$20.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.04KNew |
$273K - $310K
|
2.04K
$242K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-599- 65.11% |
$80.4K - $91.2K
|
321
$38.2K
|
|
| Q1 2024 | |||||||
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
161New |
$22.4K - $26K
|
161
$19.1K
|
|