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 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-50- 1.07% |
$6.13K - $6.92K
|
4.61K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.11K- 17.23% |
$259K - $292K
|
10.2K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-13.3K- 9.36% |
$1.63M - $1.83M
|
128K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-404- 90.58% |
$49.6K - $55.9K
|
42
$4.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.47% |
$123 - $138
|
69
$7.88K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
28.8KNew |
$3.53M - $3.98M
|
28.8K
$3.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-23- 3.24% |
$2.82K - $3.18K
|
686
$78.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.33K- 33.83% |
$286K - $322K
|
4.56K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-525- 20.0% |
$64.4K - $72.6K
|
2.1K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.2K- 29.71% |
$147K - $166K
|
2.84K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-606- 13.09% |
$74.3K - $83.8K
|
4.02K
$460K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
6.22K+ 9.09% |
$762K - $860K
|
74.6K
$8.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-23.8K- 10.23% |
$2.91M - $3.29M
|
208K
$23.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
167+ 6.23% |
$20.5K - $23.1K
|
2.85K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-301- 4.35% |
$36.9K - $41.6K
|
6.63K
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-3K- 3.85% |
$368K - $415K
|
75K
$8.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-400- 5.91% |
$49.1K - $55.3K
|
6.37K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.89KNew |
$355K - $400K
|
2.89K
$330K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3+ 0.06% |
$368 - $415
|
5.2K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-286- 3.55% |
$35.1K - $39.6K
|
7.78K
$888K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-868- 15.92% |
$106K - $120K
|
4.58K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-70- 0.8% |
$8.59K - $9.68K
|
8.73K
$998K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.72K+ 2.1% |
$456K - $515K
|
180K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-181- 2.36% |
$22.2K - $25K
|
7.49K
$855K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-11- 0.56% |
$1.35K - $1.52K
|
1.94K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-16- 0.16% |
$1.96K - $2.21K
|
9.96K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-362- 15.18% |
$44.4K - $50.1K
|
2.02K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
32+ 1.01% |
$3.92K - $4.43K
|
3.21K
$367K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.26% |
$736 - $830
|
2.29K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.99K+ 15.36% |
$1.23M - $1.38M
|
75K
$8.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.82K- 13.25% |
$223K - $252K
|
11.9K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-6.19K- 37.3% |
$760K - $857K
|
10.4K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 70.69% |
$406K - $458K
|
8K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
602+ 32.93% |
$73.8K - $83.3K
|
2.43K
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
257+ 6.75% |
$31.5K - $35.6K
|
4.07K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2+ 0.1% |
$245 - $277
|
2.09K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-108- 9.69% |
$13.2K - $14.9K
|
1.01K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.43K- 41.22% |
$175K - $197K
|
2.04K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
2K+ 8.45% |
$245K - $277K
|
25.7K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.56K- 3.63% |
$191K - $216K
|
41.4K
$4.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.36K- 3.52% |
$780K - $879K
|
174K
$19.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-60- 6.25% |
$7.36K - $8.3K
|
900
$103K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-215- 4.69% |
$26.4K - $29.7K
|
4.37K
$499K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
$981 - $1.11K
|
9.48K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-312- 0.78% |
$38.3K - $43.2K
|
39.7K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-570- 5.15% |
$69.9K - $78.9K
|
10.5K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-563- 21.79% |
$69.1K - $77.9K
|
2.02K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-50.6K- 69.9% |
$6.21M - $7M
|
21.8K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.63KNew |
$322K - $363K
|
2.63K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-312- 11.3% |
$38.3K - $43.2K
|
2.45K
$280K
|