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 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
626+ 17.58% |
$76.8K - $86.6K
|
4.19K
$555K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-155- 14.93% |
$19K - $21.4K
|
883
$117K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.75K- 1.83% |
$705K - $795K
|
309K
$41M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 6.33% |
$1.84K - $2.08K
|
222
$29.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$5.4K - $6.09K
|
5.51K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 25.46% |
$142K - $160K
|
3.39K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-176- 9.87% |
$21.6K - $24.3K
|
1.61K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.16% |
$1.35K - $1.52K
|
6.88K
$912K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
166+ 7.5% |
$20.4K - $23K
|
2.38K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-63- 31.03% |
$7.73K - $8.72K
|
140
$18.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
582+ 16.78% |
$71.4K - $80.5K
|
4.05K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 6.59% |
$6.01K - $6.78K
|
695
$92.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 0.09% |
$368 - $415
|
3.39K
$450K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-103- 0.12% |
$12.6K - $14.3K
|
88K
$11.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.49K+ 0.51% |
$305K - $344K
|
487K
$64.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
954+ 61.51% |
$117K - $132K
|
2.51K
$332K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 13.54% |
$7.36K - $8.3K
|
383
$50.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
756+ 5.87% |
$92.7K - $105K
|
13.6K
$1.81M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.31K- 7.58% |
$406K - $458K
|
40.3K
$5.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-6- 7.06% |
$736 - $830
|
79
$10.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.84K+ 150.08% |
$226K - $255K
|
3.07K
$407K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-132- 6.61% |
$16.2K - $18.3K
|
1.86K
$247K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
691+ 0.78% |
$84.8K - $95.6K
|
88.7K
$11.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
14+ 0.49% |
$1.72K - $1.94K
|
2.9K
$384K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-24- 1.01% |
$2.94K - $3.32K
|
2.36K
$313K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-132- 11.53% |
$16.2K - $18.3K
|
1.01K
$134K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41+ 164.0% |
$5.03K - $5.67K
|
66
$8.75K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
321+ 10.52% |
$39.4K - $44.4K
|
3.37K
$447K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
SELL
|
- |
-543- 0.96% |
$66.6K - $75.1K
|
55.9K
$7.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-106- 1.09% |
$13K - $14.7K
|
9.63K
$1.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
44+ 0.35% |
$5.4K - $6.09K
|
12.5K
$1.66M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-14.5M- 99.27% |
$1.78B - $2.01B
|
106K
$14.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-115- 0.62% |
$14.1K - $15.9K
|
18.6K
$2.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-186- 6.44% |
$22.8K - $25.7K
|
2.7K
$358K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
38.6KNew |
$4.73M - $5.34M
|
38.6K
$5.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-211- 6.95% |
$25.9K - $29.2K
|
2.83K
$374K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.01K+ 117.57% |
$492K - $555K
|
7.42K
$983K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 1.84% |
$7.11K - $8.02K
|
3.09K
$410K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
72+ 1.0% |
$8.83K - $9.96K
|
7.27K
$964K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
268+ 5.0% |
$32.9K - $37.1K
|
5.63K
$746K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
913+ 54.02% |
$112K - $126K
|
2.6K
$345K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.03K- 17.85% |
$249K - $281K
|
9.36K
$1.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-317- 22.34% |
$38.9K - $43.9K
|
1.1K
$146K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
850+ 1.82% |
$104K - $118K
|
47.6K
$6.31M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 24.56% |
$156K - $176K
|
3.9K
$517K
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-80- 1.03% |
$9.81K - $11.1K
|
7.69K
$1.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.44KNew |
$544K - $614K
|
4.44K
$588K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$11K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-470- 3.53% |
$57.6K - $65K
|
12.8K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
685K+ 30.66% |
$84M - $94.8M
|
2.92M
$387M
|