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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
637+ 2.13% |
$78.1K - $88.1K
|
30.5K
$2.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-246- 7.98% |
$30.2K - $34K
|
2.84K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
145KNew |
$17.8M - $20.1M
|
145K
$13.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-129- 6.49% |
$15.8K - $17.8K
|
1.86K
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-543- 6.03% |
$66.6K - $75.1K
|
8.47K
$798K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-991- 31.95% |
$122K - $137K
|
2.11K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.94K- 52.88% |
$237K - $268K
|
1.73K
$162K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
29New |
$3.56K - $4.01K
|
29
$2.73K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
61+ 1.81% |
$7.48K - $8.44K
|
3.42K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-548- 23.33% |
$67.2K - $75.8K
|
1.8K
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
CALL |
120KNew |
$14.7M - $16.6M
|
120K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
5.4KNew |
$662K - $747K
|
5.4K
$509K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-117- 6.09% |
$14.4K - $16.2K
|
1.8K
$170K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.18KNew |
$268K - $302K
|
2.18K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
237New |
$29.1K - $32.8K
|
237
$22.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Annie E. Casey Foundation, Inc.
Baltimore, MD |
BUY
|
- |
421KNew |
$51.6M - $58.3M
|
421K
$39.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
20.7K+ 66.08% |
$2.53M - $2.86M
|
51.9K
$4.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-40.7K- 93.61% |
$4.99M - $5.63M
|
2.78K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-317- 15.91% |
$38.9K - $43.9K
|
1.68K
$158K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.25K+ 4.71% |
$153K - $172K
|
27.7K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-64- 2.84% |
$7.85K - $8.85K
|
2.19K
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
877+ 14.05% |
$108K - $121K
|
7.12K
$671K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-711- 28.68% |
$87.2K - $98.4K
|
1.77K
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-151- 4.86% |
$18.5K - $20.9K
|
2.95K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-3.32K- 37.3% |
$408K - $460K
|
5.59K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-110- 52.38% |
$13.5K - $15.2K
|
100
$9.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Tredje Ap Fonden
|
SELL
|
- |
-33.5K- 53.41% |
$4.11M - $4.64M
|
29.3K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
11.4KNew |
$1.4M - $1.58M
|
11.4K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
72.3KNew |
$8.87M - $10M
|
72.3K
$6.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-66.5K- 88.63% |
$8.16M - $9.2M
|
8.53K
$804K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4.8KNew |
$589K - $664K
|
4.8K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
66+ 59.46% |
$8.09K - $9.13K
|
177
$16.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-54- 1.88% |
$6.62K - $7.47K
|
2.82K
$265K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.1K+ 7.4% |
$135K - $152K
|
16K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 23.44% |
$3.68K - $4.15K
|
158
$14.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
2.13KNew |
$261K - $294K
|
2.13K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.52KNew |
$432K - $487K
|
3.52K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
9.69KNew |
$1.19M - $1.34M
|
9.69K
$913K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-86- 4.41% |
$10.5K - $11.9K
|
1.86K
$176K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
83+ 36.09% |
$10.2K - $11.5K
|
313
$29.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-142- 77.6% |
$17.4K - $19.6K
|
41
$3.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-60- 11.41% |
$7.36K - $8.3K
|
466
$43.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-904- 22.88% |
$111K - $125K
|
3.05K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.99KNew |
$244K - $275K
|
1.99K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-238- 3.27% |
$29.2K - $32.9K
|
7.05K
$664K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
59New |
$7.24K - $8.16K
|
59
$5.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 4.0% |
$8.71K - $9.82K
|
1.7K
$160K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.91KNew |
$479K - $540K
|
3.91K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-20.8K- 90.25% |
$2.55M - $2.88M
|
2.25K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22New |
$2.7K - $3.04K
|
22
$2.07K
|
|