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 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1M+ 1.53% |
$110M - $136M
|
66.1M
$6.49B
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-47- 0.92% |
$5.15K - $6.4K
|
5.06K
$496K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.16K+ 12.46% |
$127K - $158K
|
10.5K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
115+ 68.86% |
$12.6K - $15.7K
|
282
$27.7K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
20KNew |
$2.2M - $2.73M
|
20K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.33K+ 20.56% |
$146K - $181K
|
7.79K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.28K+ 47.76% |
$140K - $174K
|
3.95K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1K- 4.39% |
$110K - $137K
|
21.9K
$2.15M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.01% |
$329 - $409
|
300
$29.4K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-70- 1.73% |
$7.68K - $9.54K
|
3.98K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
572+ 4.11% |
$62.7K - $77.9K
|
14.5K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-441- 2.81% |
$48.4K - $60.1K
|
15.3K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-483K- 17.33% |
$53M - $65.8M
|
2.31M
$226M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
2.64K+ 71.27% |
$289K - $359K
|
6.34K
$622K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.35K+ 71.88% |
$696K - $865K
|
15.2K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.78M+ 7.65% |
$195M - $243M
|
25M
$2.46B
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
248+ 5.37% |
$27.2K - $33.8K
|
4.87K
$477K
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
87.2KNew |
$9.57M - $11.9M
|
87.2K
$8.56M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 3.22% |
$15.8K - $19.6K
|
4.62K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19+ 1.39% |
$2.08K - $2.59K
|
1.38K
$136K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
168+ 79.62% |
$18.4K - $22.9K
|
379
$37.2K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-99- 2.02% |
$10.9K - $13.5K
|
4.81K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.42K- 13.71% |
$594K - $738K
|
34.1K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-147- 0.32% |
$16.1K - $20K
|
45.5K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
41.3K+ 202.11% |
$4.53M - $5.63M
|
61.8K
$6.06M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.84K+ 14.25% |
$640K - $795K
|
46.8K
$4.59M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.44KNew |
$487K - $605K
|
4.44K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
443New |
$48.6K - $60.4K
|
443
$43.4K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-109- 99.09% |
$12K - $14.9K
|
1
$98.1
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.61K- 1.52% |
$177K - $220K
|
104K
$10.2M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.47K- 11.03% |
$271K - $337K
|
19.9K
$1.96M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.04K+ 98.67% |
$333K - $414K
|
6.11K
$599K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-343K- 21.09% |
$37.6M - $46.7M
|
1.28M
$126M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23.2K- 64.2% |
$2.55M - $3.16M
|
12.9K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1K- 30.58% |
$110K - $136K
|
2.27K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-61- 0.45% |
$6.69K - $8.31K
|
13.5K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.86K- 4.37% |
$204K - $254K
|
40.8K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-1.39K- 25.77% |
$152K - $189K
|
4K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7.82K+ 1539.17% |
$857K - $1.07M
|
8.33K
$817K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.14K+ 51.61% |
$125K - $155K
|
3.34K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.2K+ 58.48% |
$1.12M - $1.39M
|
27.7K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-620- 4.94% |
$68K - $84.5K
|
11.9K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-24K- 19.93% |
$2.63M - $3.27M
|
96.4K
$9.46M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-13K- 50.33% |
$1.42M - $1.76M
|
12.8K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
15.7K+ 27.62% |
$1.72M - $2.14M
|
72.5K
$7.11M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
599+ 2.74% |
$65.7K - $81.6K
|
22.5K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
382+ 3.23% |
$41.9K - $52.1K
|
12.2K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-245- 3.41% |
$26.9K - $33.4K
|
6.94K
$680K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.54K+ 33.55% |
$169K - $210K
|
6.14K
$602K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-2.15K- 18.06% |
$236K - $293K
|
9.75K
$956K
|