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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
60.7KNew |
$6.66M - $8.27M
|
60.7K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-1.85KClosed |
$203K - $252K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12+ 63.16% |
$1.32K - $1.64K
|
31
$2.92K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.29% |
$439 - $545
|
313
$29.5K
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-161K- 56.04% |
$17.6M - $21.9M
|
126K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
265+ 0.85% |
$29.1K - $36.1K
|
31.3K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3.08K- 46.95% |
$338K - $420K
|
3.48K
$328K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-78.6K- 94.32% |
$8.62M - $10.7M
|
4.73K
$446K
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-4.27K- 14.08% |
$468K - $582K
|
26.1K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2K+ 26.18% |
$219K - $273K
|
9.64K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
8.18KNew |
$897K - $1.11M
|
8.18K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
14K+ 233.33% |
$1.54M - $1.91M
|
20K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-42- 0.26% |
$4.61K - $5.72K
|
16K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
10KNew |
$1.1M - $1.36M
|
10K
$942K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
74+ 0.55% |
$8.11K - $10.1K
|
13.6K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
300+ 9.38% |
$32.9K - $40.9K
|
3.5K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
16+ 0.24% |
$1.75K - $2.18K
|
6.6K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Summitry LLC
Foster City, CA |
BUY
|
- |
6.03K+ 17.94% |
$662K - $822K
|
39.7K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
24.6KNew |
$2.69M - $3.35M
|
24.6K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-500- 15.05% |
$54.8K - $68.1K
|
2.82K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
231+ 6.95% |
$25.3K - $31.5K
|
3.56K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
282+ 1.47% |
$30.9K - $38.4K
|
19.5K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.53K- 41.74% |
$277K - $345K
|
3.53K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 7.69% |
$219 - $273
|
24
$2.26K
|
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-657- 26.14% |
$72K - $89.5K
|
1.86K
$175K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-100- 5.19% |
$11K - $13.6K
|
1.83K
$172K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
18.3K+ 429.77% |
$2.01M - $2.5M
|
22.6K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
250+ 1.83% |
$27.4K - $34.1K
|
13.9K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-162- 5.18% |
$17.8K - $22.1K
|
2.97K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-65- 2.58% |
$7.13K - $8.86K
|
2.46K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
450New |
$49.3K - $61.3K
|
450
$42.4K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.9KNew |
$208K - $259K
|
1.9K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.19K+ 150.65% |
$240K - $298K
|
3.64K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-10.8K- 15.52% |
$1.18M - $1.47M
|
58.6K
$5.52M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.79KNew |
$415K - $516K
|
3.79K
$357K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-4.77K- 45.42% |
$524K - $651K
|
5.74K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
93.5KNew |
$10.3M - $12.7M
|
93.5K
$8.81M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-361- 12.36% |
$39.6K - $49.2K
|
2.56K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5- 50.0% |
$548 - $681
|
5
$471
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
71+ 3.92% |
$7.79K - $9.67K
|
1.88K
$177K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-4.01K- 0.95% |
$440K - $547K
|
421K
$39.6M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.04K- 11.93% |
$114K - $142K
|
7.67K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 3.5% |
$11K - $13.6K
|
2.76K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
190New |
$20.8K - $25.9K
|
190
$17.9K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9+ 0.22% |
$987 - $1.23K
|
4.09K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-15- 20.0% |
$1.64K - $2.04K
|
60
$5.65K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
15KNew |
$1.64M - $2.04M
|
15K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-897- 20.13% |
$98.4K - $122K
|
3.56K
$335K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 4.0% |
$110 - $136
|
26
$2.45K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-270- 64.29% |
$29.6K - $36.8K
|
150
$14.1K
|
|