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 |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.38K- 4.17% |
$151K - $187K
|
31.6K
$3.48M
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
429+ 209.27% |
$47K - $58.5K
|
634
$69.7K
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.85K+ 11.67% |
$313K - $389K
|
27.3K
$3M
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.5KNew |
$274K - $341K
|
2.5K
$275K
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.45K- 37.69% |
$378K - $470K
|
5.7K
$627K
|
|
Apr 11, 2025
Q1 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
27+ 0.96% |
$2.96K - $3.68K
|
2.84K
$313K
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
19+ 0.19% |
$2.08K - $2.59K
|
9.97K
$1.1M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-382- 3.97% |
$41.9K - $52.1K
|
9.24K
$1.02M
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-100- 2.29% |
$11K - $13.6K
|
4.27K
$470K
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
32+ 1.0% |
$3.51K - $4.36K
|
3.24K
$357K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
496+ 6.18% |
$54.4K - $67.6K
|
8.53K
$938K
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-10- 0.43% |
$1.1K - $1.36K
|
2.34K
$257K
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
714+ 14.22% |
$78.3K - $97.3K
|
5.73K
$631K
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
41KNew |
$4.49M - $5.58M
|
41K
$4.51M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$3.07K - $3.82K
|
28
$3.08K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 6.03% |
$35.6K - $44.3K
|
5.72K
$629K
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-385- 0.89% |
$42.2K - $52.5K
|
43K
$4.73M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-133- 0.6% |
$14.6K - $18.1K
|
22K
$2.42M
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$329 - $409
|
3.66K
$403K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.1% |
$110 - $136
|
92
$10.1K
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-334- 11.67% |
$36.6K - $45.5K
|
2.53K
$278K
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$1.1M - $1.37M
|
10K
$1.1M
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-230- 6.88% |
$25.2K - $31.3K
|
3.11K
$343K
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.18K+ 10.45% |
$348K - $433K
|
33.6K
$3.69M
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-36- 0.77% |
$3.95K - $4.91K
|
4.61K
$507K
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-264- 10.32% |
$29K - $36K
|
2.3K
$252K
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
BUY
|
- |
49+ 0.68% |
$5.37K - $6.68K
|
7.24K
$797K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-265- 1.26% |
$29.1K - $36.1K
|
20.8K
$2.29M
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
6.73K+ 3.27% |
$738K - $917K
|
212K
$23.4M
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
113+ 4.01% |
$12.4K - $15.4K
|
2.93K
$322K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-216- 87.8% |
$23.7K - $29.4K
|
30
$3.3K
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-208- 7.95% |
$22.8K - $28.3K
|
2.41K
$265K
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
BUY
|
- |
91+ 1.37% |
$9.98K - $12.4K
|
6.75K
$743K
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
13.7K+ 9.66% |
$1.51M - $1.87M
|
156K
$17.2M
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
2.14K+ 10.94% |
$235K - $292K
|
21.7K
$2.39M
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 20.0% |
$439 - $545
|
24
$2.64K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
76+ 95.0% |
$8.33K - $10.4K
|
156
$17.2K
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-74- 15.71% |
$8.11K - $10.1K
|
397
$43.7K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.96K+ 7.08% |
$434K - $539K
|
59.9K
$6.58M
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-30- 1.58% |
$3.29K - $4.09K
|
1.87K
$206K
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.75K+ 4.96% |
$192K - $239K
|
37K
$4.07M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-341- 2.64% |
$37.4K - $46.5K
|
12.6K
$1.39M
|
|
Apr 10, 2025
Q1 2025
|
Viking Fund Management LLC
|
BUY
|
- |
17K+ 42.5% |
$1.86M - $2.32M
|
57K
$6.27M
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
513+ 6.56% |
$56.3K - $69.9K
|
8.33K
$916K
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
70+ 1.81% |
$7.68K - $9.54K
|
3.94K
$434K
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.41K+ 6.26% |
$265K - $329K
|
41K
$4.51M
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.61K+ 12.73% |
$395K - $491K
|
31.9K
$3.51M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
95+ 3.5% |
$10.4K - $12.9K
|
2.81K
$309K
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
58+ 26.85% |
$6.36K - $7.9K
|
274
$30.1K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
328+ 7.8% |
$36K - $44.7K
|
4.53K
$499K
|