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 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.86K+ 6.99% |
$229K - $274K
|
28.5K
$3.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 8.63% |
$3.95K - $4.72K
|
403
$54K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10.3K+ 15.24% |
$1.27M - $1.51M
|
77.7K
$10.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-168- 9.03% |
$20.7K - $24.8K
|
1.69K
$227K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.26% |
$2.47K - $2.95K
|
7.82K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.82KNew |
$472K - $564K
|
3.82K
$512K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-347- 18.89% |
$42.8K - $51.1K
|
1.49K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
230+ 12.74% |
$28.4K - $33.9K
|
2.04K
$273K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-552- 2.51% |
$68.1K - $81.4K
|
21.5K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
3.62K+ 16.12% |
$446K - $533K
|
26K
$3.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $147
|
6.04K
$808K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.84K- 18.35% |
$226K - $271K
|
8.17K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-815- 2.83% |
$101K - $120K
|
28K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-142- 1.7% |
$17.5K - $20.9K
|
8.23K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-615- 0.71% |
$75.8K - $90.6K
|
85.7K
$11.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.27% |
$3.82K - $4.57K
|
2.47K
$330K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
860+ 10.83% |
$106K - $127K
|
8.8K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
210+ 8.5% |
$25.9K - $30.9K
|
2.68K
$359K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.12% |
$493 - $590
|
3.27K
$438K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-73- 3.32% |
$9K - $10.8K
|
2.13K
$285K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.27KNew |
$773K - $924K
|
6.27K
$840K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
200+ 11.4% |
$24.7K - $29.5K
|
1.96K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
676+ 3.1% |
$83.4K - $99.6K
|
22.5K
$3.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
36K+ 135.02% |
$4.43M - $5.3M
|
62.6K
$8.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.01K- 9.52% |
$494K - $590K
|
38K
$5.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-3.61K- 57.9% |
$445K - $532K
|
2.63K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.94K+ 8.21% |
$239K - $286K
|
25.6K
$3.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
563+ 3.77% |
$69.4K - $83K
|
15.5K
$2.07M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.5K+ 160.71% |
$555K - $663K
|
7.3K
$978K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
713+ 3.9% |
$87.9K - $105K
|
19K
$2.54M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-369- 2.85% |
$45.5K - $54.4K
|
12.6K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
66.8K+ 281.24% |
$8.23M - $9.84M
|
90.5K
$12.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
615+ 30.8% |
$75.8K - $90.6K
|
2.61K
$350K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
57+ 1.23% |
$7.03K - $8.4K
|
4.68K
$626K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
474+ 5.45% |
$58.5K - $69.9K
|
9.16K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
25.3K+ 23.65% |
$3.11M - $3.72M
|
132K
$17.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
CALL |
1.5KNew |
$185K - $221K
|
1.5K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.57K+ 23.55% |
$686K - $820K
|
29.2K
$3.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 12.98% |
$126K - $151K
|
8.89K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-48- 2.08% |
$5.92K - $7.07K
|
2.26K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
810+ 6.79% |
$99.9K - $119K
|
12.7K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.77K+ 3608.16% |
$218K - $261K
|
1.82K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 3.62% |
$11.1K - $13.3K
|
2.58K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
8+ 0.53% |
$987 - $1.18K
|
1.53K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21+ 2.09% |
$2.59K - $3.09K
|
1.03K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-57- 3.04% |
$7.03K - $8.4K
|
1.82K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
58+ 2.72% |
$7.15K - $8.55K
|
2.19K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 5.55% |
$127K - $151K
|
17.5K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-31.9K- 42.82% |
$3.93M - $4.7M
|
42.6K
$5.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.37% |
$987 - $1.18K
|
2.2K
$294K
|