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 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
740+ 9.84% |
$90.8K - $102K
|
8.26K
$944K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.4K+ 62.79% |
$294K - $332K
|
6.23K
$711K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-98- 11.88% |
$12K - $13.6K
|
727
$83K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-2.48K- 6.83% |
$304K - $343K
|
33.8K
$3.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.04% |
$368 - $415
|
7.82K
$893K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.45% |
$123 - $138
|
222
$25.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.24K- 34.69% |
$152K - $172K
|
2.34K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.67K- 29.55% |
$205K - $231K
|
3.99K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
285+ 1.57% |
$35K - $39.4K
|
18.4K
$2.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66+ 0.14% |
$8.09K - $9.13K
|
46.8K
$5.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
4.1K+ 24.05% |
$503K - $567K
|
21.2K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-644- 27.18% |
$79K - $89.1K
|
1.73K
$197K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-121- 0.28% |
$14.8K - $16.7K
|
42.5K
$4.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
435+ 1.55% |
$53.4K - $60.2K
|
28.4K
$3.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
193+ 4.13% |
$23.7K - $26.7K
|
4.87K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.8K- 29.52% |
$1.33M - $1.5M
|
25.9K
$2.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.55K- 3.86% |
$190K - $214K
|
38.6K
$4.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.18K- 8.77% |
$145K - $164K
|
12.3K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
5.69K+ 26.5% |
$698K - $787K
|
27.2K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
300New |
$36.8K - $41.5K
|
300
$34.3K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-1.05K- 19.17% |
$128K - $145K
|
4.41K
$503K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-302- 15.54% |
$37K - $41.8K
|
1.64K
$187K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.25K+ 8.06% |
$153K - $173K
|
16.7K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-201- 6.01% |
$24.7K - $27.8K
|
3.14K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.21K- 27.33% |
$393K - $444K
|
8.53K
$974K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.44K+ 44.94% |
$422K - $476K
|
11.1K
$1.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
93+ 0.78% |
$11.4K - $12.9K
|
12K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-10- 0.02% |
$1.23K - $1.38K
|
43.4K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-3.07K- 6.85% |
$377K - $425K
|
41.8K
$4.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
290+ 7.62% |
$35.6K - $40.1K
|
4.1K
$468K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$123 - $138
|
3.66K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-635- 40.58% |
$77.9K - $87.9K
|
930
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
120+ 4.35% |
$14.7K - $16.6K
|
2.88K
$329K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.2K- 51.43% |
$1.25M - $1.41M
|
9.62K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10K+ 20.94% |
$1.23M - $1.39M
|
58K
$6.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-3.89K- 4.09% |
$477K - $538K
|
91.3K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
27.5K+ 87.05% |
$3.37M - $3.8M
|
59K
$6.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-377- 77.25% |
$46.2K - $52.2K
|
111
$12.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
79.3KNew |
$9.73M - $11M
|
79.3K
$9.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-194- 8.75% |
$23.8K - $26.8K
|
2.02K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-260- 33.33% |
$31.9K - $36K
|
520
$59.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.32K- 0.65% |
$162K - $182K
|
203K
$23.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.94K+ 6.8% |
$237K - $268K
|
30.4K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-89K- 9.49% |
$10.9M - $12.3M
|
848K
$96.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 31.05% |
$181K - $204K
|
6.23K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 0.82% |
$2.94K - $3.32K
|
2.9K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.81K+ 49.25% |
$221K - $250K
|
5.47K
$625K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 0.56% |
$18.4K - $20.8K
|
26.7K
$3.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.08K- 43.97% |
$133K - $150K
|
1.38K
$158K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.39K- 5.37% |
$170K - $192K
|
24.4K
$2.79M
|