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 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.24% |
$1.23K - $1.47K
|
4.17K
$559K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.43K+ 3.62% |
$423K - $506K
|
98.2K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.9% |
$123 - $147
|
112
$15K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
6.73KNew |
$830K - $992K
|
6.73K
$901K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 35.96% |
$155K - $185K
|
4.75K
$637K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
238New |
$29.4K - $35.1K
|
238
$31.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-114- 2.28% |
$14.1K - $16.8K
|
4.88K
$654K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
867+ 4.62% |
$107K - $128K
|
19.6K
$2.63M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-52- 2.15% |
$6.41K - $7.66K
|
2.37K
$317K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-21K- 15.66% |
$2.59M - $3.09M
|
113K
$15.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50.6K+ 5.71% |
$6.24M - $7.46M
|
937K
$126M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
601+ 11.67% |
$74.1K - $88.6K
|
5.75K
$770K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 1.27% |
$322K - $385K
|
204K
$27.3M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
346+ 4.48% |
$42.7K - $51K
|
8.06K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
150+ 9.84% |
$18.5K - $22.1K
|
1.67K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.16K- 6.65% |
$636K - $760K
|
72.4K
$9.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.65K+ 23.24% |
$204K - $243K
|
8.76K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.68KNew |
$330K - $395K
|
2.68K
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.69KNew |
$208K - $249K
|
1.69K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-172- 1.14% |
$21.2K - $25.3K
|
14.9K
$1.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
15.8K+ 8.41% |
$1.95M - $2.34M
|
204K
$27.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20.2K+ 76.95% |
$2.49M - $2.98M
|
46.4K
$6.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.09% |
$370 - $442
|
3.26K
$437K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.49KNew |
$553K - $661K
|
4.49K
$601K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-508- 14.49% |
$62.6K - $74.9K
|
3K
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.6K+ 46.71% |
$2.54M - $3.03M
|
64.6K
$8.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 16.62% |
$124K - $148K
|
7.07K
$946K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.1K+ 18.82% |
$135K - $162K
|
6.93K
$928K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.42K+ 89.4% |
$422K - $505K
|
7.25K
$971K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.94KNew |
$240K - $286K
|
1.94K
$260K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
40+ 0.99% |
$4.93K - $5.9K
|
4.06K
$544K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
153+ 5.62% |
$18.9K - $22.5K
|
2.88K
$385K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.06KNew |
$254K - $304K
|
2.06K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.96KNew |
$612K - $731K
|
4.96K
$665K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-316- 10.9% |
$39K - $46.6K
|
2.58K
$346K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
402K+ 1174.9% |
$49.6M - $59.2M
|
436K
$58.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.37K+ 53.78% |
$169K - $201K
|
3.91K
$523K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.84K+ 14.03% |
$227K - $271K
|
15K
$2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$247 - $295
|
3.66K
$490K
|
|
|
Oct 17, 2024
Q3 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-295- 0.78% |
$36.4K - $43.5K
|
37.6K
$5.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-216- 93.1% |
$26.6K - $31.8K
|
16
$2.14K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-772- 0.57% |
$95.2K - $114K
|
135K
$18.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-297- 8.75% |
$36.6K - $43.8K
|
3.1K
$415K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-187- 0.77% |
$23.1K - $27.6K
|
24.2K
$3.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
315+ 2.65% |
$38.8K - $46.4K
|
12.2K
$1.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-67- 1.53% |
$8.26K - $9.87K
|
4.32K
$578K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-623- 10.62% |
$76.8K - $91.8K
|
5.24K
$702K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
91+ 4.36% |
$11.2K - $13.4K
|
2.18K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 5.71% |
$3.33K - $3.98K
|
446
$59.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-13.8K- 43.24% |
$1.7M - $2.03M
|
18.1K
$2.43M
|