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 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-346- 4.46% |
$37.9K - $47.1K
|
7.41K
$727K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
5.1K+ 4.8% |
$559K - $695K
|
111K
$10.9M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.36K- 24.15% |
$150K - $186K
|
4.29K
$420K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.27K- 10.07% |
$139K - $173K
|
11.3K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
30K+ 86.71% |
$3.29M - $4.09M
|
64.6K
$6.34M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
632+ 17.99% |
$69.3K - $86.1K
|
4.15K
$407K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.1K+ 38.29% |
$230K - $286K
|
7.59K
$744K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-610- 0.56% |
$66.9K - $83.1K
|
108K
$10.6M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.49K- 34.38% |
$273K - $340K
|
4.76K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-2- 0.07% |
$219 - $273
|
2.79K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
29.7K+ 14.27% |
$3.26M - $4.05M
|
238K
$23.4M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-47- 2.9% |
$5.15K - $6.4K
|
1.57K
$154K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-114- 4.23% |
$12.5K - $15.5K
|
2.58K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.64K- 6.09% |
$180K - $223K
|
25.3K
$2.48M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-16- 0.82% |
$1.75K - $2.18K
|
1.93K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-488- 0.35% |
$53.5K - $66.5K
|
138K
$13.6M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
206+ 10.0% |
$22.6K - $28.1K
|
2.27K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.47KNew |
$710K - $882K
|
6.47K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-40.3K- 16.72% |
$4.42M - $5.49M
|
201K
$19.7M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-775- 22.65% |
$85K - $106K
|
2.65K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.22K- 25.74% |
$134K - $166K
|
3.52K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-689- 5.92% |
$75.6K - $93.9K
|
10.9K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-30- 1.22% |
$3.29K - $4.09K
|
2.44K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
455+ 3.94% |
$49.9K - $62K
|
12K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
657+ 5.31% |
$72K - $89.5K
|
13K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-53- 2.81% |
$5.81K - $7.22K
|
1.84K
$180K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
435+ 15.81% |
$47.7K - $59.3K
|
3.19K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-67- 7.73% |
$7.35K - $9.13K
|
800
$78.5K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-61.7K- 82.17% |
$6.76M - $8.4M
|
13.4K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.08% |
$219 - $273
|
2.58K
$253K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
5.68K+ 274.93% |
$623K - $774K
|
7.75K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-639- 5.11% |
$70.1K - $87.1K
|
11.9K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.94K+ 69.24% |
$651K - $809K
|
14.5K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-461- 1.02% |
$50.6K - $62.8K
|
44.6K
$4.38M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
116+ 2.04% |
$12.7K - $15.8K
|
5.81K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.25KNew |
$357K - $443K
|
3.25K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
127+ 0.34% |
$13.9K - $17.3K
|
38K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-81- 0.46% |
$8.88K - $11K
|
17.6K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$11K - $13.6K
|
100
$9.81K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.13K- 21.84% |
$124K - $155K
|
4.06K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
694+ 3.08% |
$76.1K - $94.6K
|
23.3K
$2.28M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15+ 0.76% |
$1.64K - $2.04K
|
1.99K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
11+ 0.93% |
$1.21K - $1.5K
|
1.2K
$118K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.01K- 16.62% |
$110K - $137K
|
5.05K
$495K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-97.9K- 13.49% |
$10.7M - $13.3M
|
628K
$61.6M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-28.7K- 60.93% |
$3.15M - $3.91M
|
18.4K
$1.8M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
125+ 5.21% |
$13.7K - $17K
|
2.53K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-155- 0.92% |
$17K - $21.1K
|
16.6K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.62K- 4.15% |
$287K - $356K
|
60.4K
$5.92M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-293- 7.9% |
$32.1K - $39.9K
|
3.41K
$335K
|