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 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18+ 0.45% |
$2.21K - $2.49K
|
4.04K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-192- 8.91% |
$23.5K - $26.6K
|
1.96K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
121New |
$14.8K - $16.7K
|
121
$13.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 3.94% |
$613 - $692
|
132
$15.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.98K- 5.89% |
$242K - $274K
|
31.6K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-446- 19.23% |
$54.7K - $61.7K
|
1.87K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.83K+ 27.71% |
$838K - $945K
|
31.5K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.2K+ 42.51% |
$1.25M - $1.41M
|
34.1K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-63- 2.45% |
$7.73K - $8.72K
|
2.51K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.34K- 16.49% |
$165K - $186K
|
6.81K
$778K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
125+ 1.93% |
$15.3K - $17.3K
|
6.6K
$753K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.0% |
$123 - $138
|
51
$5.83K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
192+ 4.23% |
$23.5K - $26.6K
|
4.73K
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
59New |
$7.24K - $8.16K
|
59
$6.74K
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.45K+ 5.59% |
$546K - $616K
|
84.2K
$9.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
120+ 6.59% |
$14.7K - $16.6K
|
1.94K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-204- 6.78% |
$25K - $28.2K
|
2.81K
$321K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-101- 1.35% |
$12.4K - $14K
|
7.41K
$846K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
308+ 308.0% |
$37.8K - $42.6K
|
408
$46.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
855+ 13.9% |
$105K - $118K
|
7.01K
$800K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.19KNew |
$636K - $717K
|
5.19K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
11+ 0.88% |
$1.35K - $1.52K
|
1.26K
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-12.7K- 94.39% |
$1.56M - $1.75M
|
753
$86K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.24KNew |
$643K - $725K
|
5.24K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
495+ 18.88% |
$60.7K - $68.5K
|
3.12K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
3+ 0.06% |
$368 - $415
|
4.62K
$528K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
80+ 16.74% |
$9.81K - $11.1K
|
558
$63.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.61% |
$233K - $263K
|
39.3K
$4.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
30+ 0.4% |
$3.68K - $4.15K
|
7.44K
$850K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-873- 1.9% |
$107K - $121K
|
45.1K
$5.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-697- 11.72% |
$85.5K - $96.4K
|
5.25K
$600K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-530- 3.54% |
$65K - $73.3K
|
14.4K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-390- 2.17% |
$47.8K - $54K
|
17.6K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
315+ 6.3% |
$38.6K - $43.6K
|
5.31K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
3.5KNew |
$430K - $485K
|
3.5K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
17+ 1.0% |
$2.09K - $2.35K
|
1.71K
$195K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-2.59K- 28.16% |
$318K - $359K
|
6.61K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
327+ 1.18% |
$40.1K - $45.2K
|
28.1K
$3.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
431+ 3.29% |
$52.9K - $59.6K
|
13.5K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
337+ 12.92% |
$41.3K - $46.6K
|
2.95K
$337K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
172+ 5.61% |
$21.1K - $23.8K
|
3.24K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.1K+ 27.15% |
$3.45M - $3.89M
|
132K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.32K+ 7.63% |
$162K - $183K
|
18.6K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
415+ 1152.78% |
$50.9K - $57.4K
|
451
$51.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.38M+ 77.74% |
$169M - $191M
|
3.15M
$360M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.23K+ 2.63% |
$150K - $170K
|
47.8K
$5.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
4+ 2.45% |
$491 - $553
|
167
$19.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
270+ 180.0% |
$33.1K - $37.4K
|
420
$48K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-89- 4.52% |
$10.9K - $12.3K
|
1.88K
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-3.04K- 11.71% |
$372K - $420K
|
22.9K
$2.61M
|