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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
15.2K+ 76.31% |
$1.86M - $2.1M
|
35.1K
$4.18M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.72K+ 63.8% |
$579K - $653K
|
12.1K
$1.44M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
618KNew |
$75.8M - $85.5M
|
618K
$73.6M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
18New |
$2.21K - $2.49K
|
18
$2.14K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
6.18KNew |
$758K - $855K
|
6.18K
$736K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
2.7KNew |
$331K - $374K
|
2.7K
$321K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
106New |
$13K - $14.7K
|
106
$12.6K
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.68KNew |
$452K - $510K
|
3.68K
$438K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
76+ 27.94% |
$9.32K - $10.5K
|
348
$41.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
581+ 13.42% |
$71.3K - $80.4K
|
4.91K
$585K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.05KNew |
$620K - $699K
|
5.05K
$601K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
36New |
$4.42K - $4.98K
|
36
$4.28K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12- 3.37% |
$1.47K - $1.66K
|
344
$40.9K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.92K+ 15.31% |
$236K - $266K
|
14.5K
$1.73M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.13K- 5.32% |
$139K - $157K
|
20.1K
$2.4M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-180- 0.29% |
$22.1K - $24.9K
|
61.5K
$7.32M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.37KNew |
$167K - $189K
|
1.37K
$162K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-8.5K- 40.4% |
$1.04M - $1.18M
|
12.5K
$1.49M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.08KNew |
$255K - $287K
|
2.08K
$247K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
87New |
$10.7K - $12K
|
87
$10.4K
|
|
|
Feb 21, 2025
Q4 2024
|
Value Partners Investments Inc.
|
SELL
|
- |
-531K- 91.81% |
$65.1M - $73.4M
|
47.4K
$5.64M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
16.5KNew |
$2.02M - $2.28M
|
16.5K
$1.96M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
447New |
$54.8K - $61.8K
|
447
$53.2K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-697- 7.68% |
$85.5K - $96.4K
|
8.38K
$997K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-149- 64.22% |
$18.3K - $20.6K
|
83
$9.88K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-2.66K- 11.64% |
$326K - $367K
|
20.1K
$2.4M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-3.47K- 22.58% |
$425K - $480K
|
11.9K
$1.42M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-413- 5.79% |
$50.7K - $57.1K
|
6.72K
$800K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-491- 3.1% |
$60.2K - $67.9K
|
15.4K
$1.83M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.6K- 1.01% |
$319K - $360K
|
254K
$30.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
2.6KNew |
$319K - $360K
|
2.6K
$309K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.5K+ 14.29% |
$429K - $484K
|
28K
$3.33M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-996- 32.2% |
$122K - $138K
|
2.1K
$250K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-435- 2.79% |
$53.4K - $60.2K
|
15.2K
$1.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
225New |
$27.6K - $31.1K
|
225
$26.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
565+ 4.29% |
$69.3K - $78.2K
|
13.7K
$1.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-570- 3.26% |
$69.9K - $78.9K
|
16.9K
$2.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-60.1K- 93.86% |
$7.37M - $8.31M
|
3.93K
$468K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
21New |
$2.58K - $2.91K
|
21
$2.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-125- 5.82% |
$15.3K - $17.3K
|
2.02K
$241K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-14.2K- 4.26% |
$1.74M - $1.97M
|
320K
$38.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-4.96K- 32.25% |
$609K - $687K
|
10.4K
$1.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
211New |
$25.9K - $29.2K
|
211
$25.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.1KNew |
$257K - $290K
|
2.1K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4.63K- 3.36% |
$567K - $640K
|
133K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.27K+ 24.98% |
$646K - $729K
|
26.4K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-91.4K- 1.97% |
$11.2M - $12.6M
|
4.55M
$541M
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
876+ 7.86% |
$107K - $121K
|
12K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.9KNew |
$356K - $401K
|
2.9K
$345K
|