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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
523+ 19.9% |
$64.5K - $77.1K
|
3.15K
$422K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.94K- 12.22% |
$362K - $433K
|
21.1K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 1.33% |
$6.17K - $7.37K
|
3.71K
$497K
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.06% |
$123 - $147
|
1.65K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.28K+ 42.16% |
$404K - $483K
|
11.1K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
149+ 5.48% |
$18.4K - $22K
|
2.87K
$384K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
26+ 0.81% |
$3.21K - $3.83K
|
3.24K
$433K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.16K- 12.42% |
$143K - $171K
|
8.2K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-11- 0.4% |
$1.36K - $1.62K
|
2.76K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11- 0.51% |
$1.36K - $1.62K
|
2.16K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-23- 0.09% |
$2.84K - $3.39K
|
25.9K
$3.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.06M+ 5136.19% |
$131M - $156M
|
1.08M
$145M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
75.9K+ 17.8% |
$9.37M - $11.2M
|
503K
$67.3M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-201- 4.63% |
$24.8K - $29.6K
|
4.14K
$554K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
620+ 18.47% |
$76.5K - $91.4K
|
3.98K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.24% |
$12.3K - $14.7K
|
41.2K
$5.52M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.8K- 5.73% |
$222K - $265K
|
29.6K
$3.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-25K- 94.4% |
$3.08M - $3.68M
|
1.48K
$198K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-162- 2.14% |
$20K - $23.9K
|
7.4K
$991K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.14KNew |
$634K - $757K
|
5.14K
$688K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.65K+ 4.12% |
$203K - $243K
|
41.7K
$5.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.2K+ 2.32% |
$395K - $472K
|
141K
$18.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-740- 15.38% |
$91.3K - $109K
|
4.07K
$545K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-22.3K- 71.47% |
$2.75M - $3.28M
|
8.9K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-389- 8.97% |
$48K - $57.3K
|
3.95K
$529K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-7.39K- 7.15% |
$911K - $1.09M
|
95.9K
$12.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
7.09K+ 19.65% |
$875K - $1.05M
|
43.2K
$5.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.99K- 50.51% |
$246K - $293K
|
1.95K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 0.27% |
$4.44K - $5.31K
|
13.5K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-180- 3.55% |
$22.2K - $26.5K
|
4.89K
$655K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 5.1% |
$139K - $167K
|
21K
$2.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-139- 5.26% |
$17.1K - $20.5K
|
2.5K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.81K+ 10.68% |
$347K - $414K
|
29.1K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-67- 3.96% |
$8.26K - $9.87K
|
1.62K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-269- 4.84% |
$33.2K - $39.6K
|
5.29K
$709K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 0.03% |
$2.47K - $2.95K
|
59.7K
$8M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
136+ 3.72% |
$16.8K - $20K
|
3.79K
$508K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
11.6K+ 20.56% |
$1.43M - $1.71M
|
67.9K
$9.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
469+ 1.83% |
$57.8K - $69.1K
|
26K
$3.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-3.45K- 59.5% |
$425K - $508K
|
2.35K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-53.2K- 67.34% |
$6.56M - $7.85M
|
25.8K
$3.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
383+ 23.69% |
$47.2K - $56.4K
|
2K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.18K- 42.1% |
$146K - $174K
|
1.62K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.15K- 41.11% |
$141K - $169K
|
1.64K
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.38K+ 1.59% |
$170K - $203K
|
88.1K
$11.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83K+ 20.67% |
$10.2M - $12.2M
|
484K
$64.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
20.4KNew |
$2.52M - $3.01M
|
20.4K
$2.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-6- 3.08% |
$740 - $884
|
189
$25.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.47K+ 12.23% |
$182K - $217K
|
13.5K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.41KNew |
$298K - $356K
|
2.41K
$323K
|