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 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-70- 1.73% |
$7.68K - $9.54K
|
3.98K
$375K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.35K+ 71.88% |
$696K - $865K
|
15.2K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
41.3K+ 202.11% |
$4.53M - $5.63M
|
61.8K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1K- 30.58% |
$110K - $136K
|
2.27K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-24K- 19.93% |
$2.63M - $3.27M
|
96.4K
$9.08M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-16- 0.82% |
$1.75K - $2.18K
|
1.93K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-30- 1.22% |
$3.29K - $4.09K
|
2.44K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-67- 7.73% |
$7.35K - $9.13K
|
800
$75.4K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$11K - $13.6K
|
100
$9.42K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5- 4.24% |
$548 - $681
|
113
$10.6K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
16.3K+ 91.23% |
$1.79M - $2.22M
|
34.1K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
41+ 2.0% |
$4.5K - $5.59K
|
2.09K
$197K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
391+ 1.02% |
$42.9K - $53.3K
|
38.8K
$3.65M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
72+ 0.32% |
$7.9K - $9.81K
|
22.4K
$2.11M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-18- 0.92% |
$1.97K - $2.45K
|
1.94K
$182K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-65- 3.11% |
$7.13K - $8.86K
|
2.03K
$191K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-550- 17.32% |
$60.3K - $74.9K
|
2.63K
$247K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-32- 3.65% |
$3.51K - $4.36K
|
844
$79.5K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
142+ 8.18% |
$15.6K - $19.3K
|
1.88K
$177K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-40.9K- 84.68% |
$4.49M - $5.57M
|
7.4K
$697K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.81K- 4.75% |
$308K - $383K
|
56.4K
$5.31M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.99% |
$219 - $273
|
205
$19.3K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-161- 2.97% |
$17.7K - $21.9K
|
5.26K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-13.6K- 55.01% |
$1.49M - $1.85M
|
11.1K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.16KNew |
$676K - $840K
|
6.16K
$581K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
799+ 24.44% |
$87.6K - $109K
|
4.07K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.64KNew |
$619K - $769K
|
5.64K
$531K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$3.18K - $3.95K
|
29
$2.73K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.24K+ 176.06% |
$465K - $578K
|
6.65K
$627K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
240New |
$26.3K - $32.7K
|
240
$22.6K
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.21K- 43.5% |
$242K - $301K
|
2.87K
$270K
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-250- 5.85% |
$27.4K - $34.1K
|
4.02K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$329 - $409
|
3
$283
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
157+ 6.85% |
$17.2K - $21.4K
|
2.45K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-526- 9.4% |
$57.7K - $71.7K
|
5.07K
$477K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
54+ 3.04% |
$5.92K - $7.36K
|
1.83K
$172K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 16.67% |
$1.1K - $1.36K
|
70
$6.59K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.89KNew |
$207K - $257K
|
1.89K
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
4.23KNew |
$463K - $576K
|
4.23K
$398K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
140+ 0.67% |
$15.4K - $19.1K
|
21.1K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.69K+ 2.54% |
$734K - $912K
|
271K
$25.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-404- 20.1% |
$44.3K - $55K
|
1.61K
$151K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$9.42K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
977+ 3.7% |
$107K - $133K
|
27.4K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
465New |
$51K - $63.4K
|
465
$43.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
128New |
$14K - $17.4K
|
128
$12.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.24% |
$1.21K - $1.5K
|
4.58K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.74% |
$1.64K - $2.04K
|
2.01K
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-200- 16.67% |
$21.9K - $27.3K
|
1K
$94.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 1.96% |
$249K - $310K
|
114K
$10.7M
|
|