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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
509+ 26.9% |
$62.8K - $75K
|
2.4K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.84K+ 239.27% |
$227K - $271K
|
2.61K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
20.9KNew |
$2.57M - $3.07M
|
20.9K
$2.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-662- 2.44% |
$81.6K - $97.6K
|
26.5K
$3.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-62- 34.64% |
$7.65K - $9.14K
|
117
$15.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8New |
$987 - $1.18K
|
8
$1.08K
|
|
|
Nov 06, 2024
Q3 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-67- 0.29% |
$8.26K - $9.87K
|
23.4K
$3.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
221+ 0.75% |
$27.3K - $32.6K
|
29.9K
$4.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.65K+ 9.4% |
$203K - $243K
|
19.2K
$2.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
28.6K+ 1074.77% |
$3.53M - $4.21M
|
31.2K
$4.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.93K- 7.16% |
$485K - $580K
|
51K
$6.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.84K- 7.81% |
$227K - $271K
|
21.7K
$2.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-261- 9.57% |
$32.2K - $38.5K
|
2.47K
$332K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-483- 0.51% |
$59.6K - $71.2K
|
93.7K
$12.6M
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-614- 0.53% |
$75.7K - $90.5K
|
115K
$15.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.9KNew |
$480K - $574K
|
3.9K
$525K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
582+ 3.14% |
$71.8K - $85.8K
|
19.1K
$2.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.4K- 3.73% |
$666K - $796K
|
139K
$18.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.13K- 12.92% |
$879K - $1.05M
|
48.1K
$6.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
525+ 2.15% |
$64.7K - $77.4K
|
25K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-38.6K- 33.8% |
$4.75M - $5.68M
|
75.5K
$10.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.32K+ 5.06% |
$162K - $194K
|
27.3K
$3.68M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-225- 0.55% |
$27.7K - $33.2K
|
40.6K
$5.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.09% |
$370 - $442
|
3.47K
$467K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.37% |
$740 - $884
|
1.64K
$221K
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.8K- 1.96% |
$222K - $266K
|
90.2K
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.47K+ 26.63% |
$428K - $511K
|
16.5K
$2.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
777K+ 9938.68% |
$95.8M - $115M
|
785K
$106M
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.06K+ 13.84% |
$254K - $304K
|
16.9K
$2.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4- 0.2% |
$493 - $590
|
1.97K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-142- 3.66% |
$17.5K - $20.9K
|
3.74K
$504K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-418- 11.66% |
$51.5K - $61.6K
|
3.17K
$427K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-67- 1.97% |
$8.26K - $9.87K
|
3.33K
$449K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
33+ 1.61% |
$4.07K - $4.86K
|
2.09K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-374- 19.64% |
$46.1K - $55.1K
|
1.53K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
72K+ 40.55% |
$8.88M - $10.6M
|
250K
$33.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.25KNew |
$154K - $184K
|
1.25K
$169K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.91% |
$247 - $295
|
221
$29.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-449K- 23.9% |
$55.4M - $66.2M
|
1.43M
$193M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
6.17K+ 40.68% |
$761K - $909K
|
21.3K
$2.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.08K+ 78.25% |
$380K - $454K
|
7.02K
$946K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.46K- 52.53% |
$796K - $951K
|
5.83K
$786K
|
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.6K+ 0.84% |
$1.8M - $2.16M
|
1.75M
$236M
|
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-1.3K- 0.2% |
$160K - $192K
|
656K
$88.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-300- 37.41% |
$37K - $44.2K
|
502
$67.7K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
188+ 0.43% |
$23.2K - $27.7K
|
43.4K
$5.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39- 2.36% |
$4.81K - $5.75K
|
1.61K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-93- 2.87% |
$11.5K - $13.7K
|
3.14K
$424K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.53K+ 68.22% |
$312K - $373K
|
6.24K
$841K
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.88K+ 12.8% |
$478K - $572K
|
34.2K
$4.61M
|