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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.35M - $1.67M
|
12.3K
$1.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 18.15% |
$195K - $242K
|
11.6K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-207- 1.41% |
$22.7K - $28.2K
|
14.4K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
133+ 1.38% |
$14.6K - $18.1K
|
9.77K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
399+ 18.78% |
$43.8K - $54.4K
|
2.52K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-596- 2.12% |
$65.4K - $81.2K
|
27.5K
$3.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.76K+ 76.87% |
$412K - $512K
|
8.64K
$950K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-6.71K- 38.23% |
$736K - $914K
|
10.8K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.09K+ 4.38% |
$230K - $285K
|
49.9K
$5.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
4.36K+ 10.99% |
$478K - $594K
|
44K
$4.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.89K+ 27.88% |
$316K - $393K
|
13.2K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.06K+ 45.32% |
$116K - $144K
|
3.39K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
123+ 0.12% |
$13.5K - $16.8K
|
105K
$11.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
853+ 20.39% |
$93.5K - $116K
|
5.04K
$554K
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
379+ 9.51% |
$41.6K - $51.6K
|
4.36K
$480K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
17+ 0.25% |
$1.86K - $2.32K
|
6.74K
$741K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
25.7K+ 47.78% |
$2.82M - $3.51M
|
79.6K
$8.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
166+ 2.76% |
$18.2K - $22.6K
|
6.18K
$680K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.11K+ 4.55% |
$122K - $151K
|
25.5K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.42K- 13.13% |
$266K - $330K
|
16K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
296+ 12.44% |
$32.5K - $40.3K
|
2.68K
$294K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
66+ 1.44% |
$7.24K - $8.99K
|
4.65K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
337+ 2106.25% |
$37K - $45.9K
|
353
$38.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-972- 28.71% |
$107K - $132K
|
2.41K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.57K+ 73.51% |
$392K - $487K
|
8.44K
$928K
|
|
|
Apr 09, 2025
Q1 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.41K+ 5.93% |
$1.03M - $1.28M
|
168K
$18.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
36+ 0.43% |
$3.95K - $4.91K
|
8.37K
$920K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
48+ 1.41% |
$5.26K - $6.54K
|
3.45K
$379K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-2.42K- 4.1% |
$265K - $329K
|
56.5K
$6.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
BUY
|
- |
4.94K+ 11.83% |
$542K - $674K
|
46.7K
$5.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
BUY
|
- |
12.8K+ 30.04% |
$1.4M - $1.74M
|
55.2K
$6.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-2.82K- 26.65% |
$309K - $384K
|
7.76K
$853K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.86KNew |
$642K - $798K
|
5.86K
$644K
|
|
|
Apr 09, 2025
Q1 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-349- 12.92% |
$38.3K - $47.6K
|
2.35K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
248+ 9.61% |
$27.2K - $33.8K
|
2.83K
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.68K+ 32.84% |
$184K - $228K
|
6.78K
$745K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
3.49K+ 22.84% |
$383K - $476K
|
18.8K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
110+ 4.12% |
$12.1K - $15K
|
2.78K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.2K+ 111540.0% |
$1.22M - $1.52M
|
11.2K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-8.79K- 2.84% |
$963K - $1.2M
|
300K
$33M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
PUT |
73.3KNew |
$8.04M - $9.99M
|
73.3K
$8.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-151- 4.24% |
$16.6K - $20.6K
|
3.41K
$375K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
178+ 7.61% |
$19.5K - $24.3K
|
2.52K
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-32- 1.87% |
$3.51K - $4.36K
|
1.68K
$185K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.68K+ 30.79% |
$185K - $229K
|
7.15K
$787K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.19K+ 7.08% |
$130K - $162K
|
17.9K
$1.97M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-220- 4.8% |
$24.1K - $30K
|
4.36K
$480K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.68K- 10.18% |
$184K - $229K
|
14.8K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-430- 2.32% |
$47.2K - $58.6K
|
18.1K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
584+ 31.33% |
$64K - $79.6K
|
2.45K
$269K
|