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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99.9K- 1.8% |
$11M - $13.6M
|
5.45M
$532M
|
|
|
May 13, 2025
Q1 2025
|
River Road Asset Management, LLC
|
SELL
|
- |
-156K- 60.73% |
$17.1M - $21.3M
|
101K
$9.86M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-500- 15.05% |
$54.8K - $68.1K
|
2.82K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-835- 3.53% |
$91.6K - $114K
|
22.8K
$2.23M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
231+ 6.95% |
$25.3K - $31.5K
|
3.56K
$347K
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-22.8K- 8.47% |
$2.5M - $3.1M
|
246K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
585+ 5.44% |
$64.2K - $79.7K
|
11.3K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.52K- 12.6% |
$167K - $207K
|
10.6K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.58K- 0.09% |
$174K - $216K
|
1.72M
$167M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 302.95% |
$1.13M - $1.4M
|
13.7K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.48K+ 17.35% |
$601K - $747K
|
37.1K
$3.62M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-777- 3.17% |
$85.2K - $106K
|
23.7K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-86.1K- 45.25% |
$9.44M - $11.7M
|
104K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.17K+ 4.44% |
$128K - $159K
|
27.5K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.85K+ 9.32% |
$313K - $388K
|
33.4K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-3.41K- 47.72% |
$374K - $465K
|
3.74K
$365K
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-699- 13.31% |
$76.7K - $95.2K
|
4.55K
$444K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
12.5K+ 30.19% |
$1.37M - $1.7M
|
53.9K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-375K- 9.46% |
$41.1M - $51M
|
3.58M
$350M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
157K+ 1.0% |
$17.2M - $21.4M
|
15.9M
$1.55B
|
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
26.9K+ 35.69% |
$2.95M - $3.67M
|
102K
$9.98M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.37K+ 72.14% |
$698K - $867K
|
15.2K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
282+ 1.47% |
$30.9K - $38.4K
|
19.5K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
54.6K+ 28.31% |
$5.99M - $7.45M
|
248K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-825K- 60.6% |
$90.5M - $112M
|
536K
$52.3M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-306- 4.11% |
$33.6K - $41.7K
|
7.14K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
630+ 3.42% |
$69.1K - $85.8K
|
19K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
8.61K+ 31.02% |
$944K - $1.17M
|
36.4K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.67% |
$110 - $136
|
150
$14.6K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-6.87K- 17.66% |
$753K - $936K
|
32K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-25- 10.96% |
$2.74K - $3.41K
|
203
$19.8K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-313- 10.97% |
$34.3K - $42.6K
|
2.54K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.8K+ 35.53% |
$855K - $1.06M
|
29.7K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-2.53K- 41.74% |
$277K - $345K
|
3.53K
$345K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-66.4K- 81.75% |
$7.29M - $9.05M
|
14.8K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-2- 7.69% |
$219 - $273
|
24
$2.34K
|
|
|
May 13, 2025
Q1 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-337- 5.22% |
$37K - $45.9K
|
6.11K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-284- 4.11% |
$31.1K - $38.7K
|
6.63K
$647K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
354+ 14.76% |
$38.8K - $48.2K
|
2.75K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 2.54% |
$196K - $243K
|
72.2K
$7.04M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.7K+ 30.8% |
$406K - $504K
|
15.7K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.02K+ 0.74% |
$112K - $140K
|
139K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-18- 0.75% |
$1.97K - $2.45K
|
2.39K
$233K
|
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-35.4K- 1.93% |
$3.88M - $4.82M
|
1.8M
$175M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 2.11% |
$175K - $217K
|
76.9K
$7.5M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.05KNew |
$224K - $279K
|
2.05K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
488+ 11.81% |
$53.5K - $66.5K
|
4.62K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-26.2K- 48.7% |
$2.88M - $3.57M
|
27.6K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-993- 1.68% |
$109K - $135K
|
58.1K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.4MNew |
$1.25B - $1.55B
|
11.4M
$1.11B
|