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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-377- 77.25% |
$46.2K - $52.2K
|
111
$14.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
79.3KNew |
$9.73M - $11M
|
79.3K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-194- 8.75% |
$23.8K - $26.8K
|
2.02K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-260- 33.33% |
$31.9K - $36K
|
520
$68.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-1.32K- 0.65% |
$162K - $182K
|
203K
$26.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.94K+ 6.8% |
$237K - $268K
|
30.4K
$4.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-89K- 9.49% |
$10.9M - $12.3M
|
848K
$112M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 31.05% |
$181K - $204K
|
6.23K
$826K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-24- 0.82% |
$2.94K - $3.32K
|
2.9K
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.81K+ 49.25% |
$221K - $250K
|
5.47K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 0.56% |
$18.4K - $20.8K
|
26.7K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-1.08K- 43.97% |
$133K - $150K
|
1.38K
$183K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.39K- 5.37% |
$170K - $192K
|
24.4K
$3.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-45- 81.82% |
$5.52K - $6.23K
|
10
$1.33K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7New |
$859 - $968
|
7
$928
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.9K- 21.88% |
$600K - $677K
|
17.5K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
348+ 17.22% |
$42.7K - $48.1K
|
2.37K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
789+ 29.71% |
$96.8K - $109K
|
3.45K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
36.1K+ 27.9% |
$4.43M - $5M
|
166K
$22M
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$223K - $251K
|
1.82K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.7K+ 16.7% |
$1.68M - $1.89M
|
95.5K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-129- 0.44% |
$15.8K - $17.8K
|
29K
$3.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-248- 8.54% |
$30.4K - $34.3K
|
2.66K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.18K+ 18.78% |
$758K - $855K
|
39.1K
$5.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
9.62K+ 109.27% |
$1.18M - $1.33M
|
18.4K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.5K+ 636.8% |
$6.2M - $6.99M
|
58.5K
$7.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
184+ 7.27% |
$22.6K - $25.5K
|
2.71K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-404- 8.77% |
$49.6K - $55.9K
|
4.21K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
1.14K+ 4.36% |
$139K - $157K
|
27.2K
$3.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
477+ 23.14% |
$58.5K - $66K
|
2.54K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
24+ 0.86% |
$2.94K - $3.32K
|
2.82K
$373K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.4KNew |
$1.27M - $1.43M
|
10.4K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-626- 4.1% |
$76.8K - $86.6K
|
14.6K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
401+ 1.66% |
$49.2K - $55.5K
|
24.6K
$3.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
7.55K+ 3.72% |
$925K - $1.04M
|
211K
$27.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-129- 2.06% |
$15.8K - $17.8K
|
6.13K
$813K
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-260- 9.04% |
$31.9K - $36K
|
2.62K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-132- 3.27% |
$16.2K - $18.3K
|
3.91K
$518K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-306- 13.81% |
$37.5K - $42.3K
|
1.91K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
25.6KNew |
$3.14M - $3.54M
|
25.6K
$3.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-866- 4.24% |
$106K - $120K
|
19.6K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-471- 15.42% |
$57.8K - $65.2K
|
2.58K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-275- 0.49% |
$33.7K - $38K
|
55.9K
$7.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
727+ 22.29% |
$89.2K - $101K
|
3.99K
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
150+ 2.86% |
$18.4K - $20.8K
|
5.39K
$715K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-226- 1.01% |
$27.7K - $31.3K
|
22.1K
$2.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
589+ 33.95% |
$72.2K - $81.5K
|
2.32K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$351K - $396K
|
2.86K
$379K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
106+ 5.9% |
$13K - $14.7K
|
1.9K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-65- 1.5% |
$7.97K - $8.99K
|
4.25K
$564K
|