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 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-12- 0.55% |
$1.32K - $1.64K
|
2.17K
$213K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
950+ 2.7% |
$104K - $129K
|
36.1K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
8.37K+ 12.49% |
$918K - $1.14M
|
75.4K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.94K+ 6.12% |
$212K - $264K
|
33.5K
$3.29M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.23K+ 20.7% |
$135K - $167K
|
7.15K
$702K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-65- 3.11% |
$7.13K - $8.86K
|
2.03K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-115- 0.1% |
$12.6K - $15.7K
|
116K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
9.89KNew |
$1.08M - $1.35M
|
9.89K
$970K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.59K- 19.9% |
$175K - $217K
|
6.41K
$629K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
830+ 24.5% |
$91K - $113K
|
4.22K
$414K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-550- 17.32% |
$60.3K - $74.9K
|
2.63K
$258K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
90+ 1.28% |
$9.87K - $12.3K
|
7.14K
$700K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.02KNew |
$331K - $412K
|
3.02K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.85K- 41.0% |
$202K - $251K
|
2.66K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.29K- 6.17% |
$471K - $585K
|
65.3K
$6.4M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-305- 3.04% |
$33.4K - $41.6K
|
9.72K
$953K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
405+ 9.33% |
$44.4K - $55.2K
|
4.74K
$465K
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-152- 0.9% |
$16.7K - $20.7K
|
16.7K
$1.64M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.6K- 4.26% |
$1.49M - $1.85M
|
306K
$30M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
67KNew |
$7.35M - $9.13M
|
67K
$6.58M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-32- 3.65% |
$3.51K - $4.36K
|
844
$82.8K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-361- 0.24% |
$39.6K - $49.2K
|
151K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-4.75K- 0.77% |
$521K - $647K
|
613K
$60.1M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.1K- 2.17% |
$1.32M - $1.64M
|
544K
$53.3M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-279- 27.73% |
$30.6K - $38K
|
727
$71.3K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-45- 1.11% |
$4.93K - $6.13K
|
4.03K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.17K- 19.46% |
$238K - $296K
|
8.99K
$881K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
217+ 3.44% |
$23.8K - $29.6K
|
6.52K
$639K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
142+ 8.18% |
$15.6K - $19.3K
|
1.88K
$184K
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.2K+ 2.96% |
$790K - $981K
|
250K
$24.5M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-80- 0.36% |
$8.77K - $10.9K
|
22.3K
$2.18M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-40.9K- 84.68% |
$4.49M - $5.57M
|
7.4K
$726K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-328- 0.04% |
$36K - $44.7K
|
784K
$76.9M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-60.8K- 84.06% |
$6.66M - $8.28M
|
11.5K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-400- 3.49% |
$43.9K - $54.5K
|
11.1K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Auto Owners Insurance CO
Lansing, MI |
SELL
|
- |
-6.9K- 56.1% |
$757K - $940K
|
5.4K
$530K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
2.2KNew |
$241K - $300K
|
2.2K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Oak Thistle LLC
|
BUY
|
- |
20KNew |
$2.19M - $2.72M
|
20K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-276- 17.52% |
$30.3K - $37.6K
|
1.3K
$127K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.9K+ 20.76% |
$318K - $395K
|
16.8K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-4- 0.61% |
$439 - $545
|
650
$63.8K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-11.8K- 16.14% |
$1.29M - $1.61M
|
61.3K
$6.01M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26.4K+ 142.74% |
$2.89M - $3.59M
|
44.8K
$4.4M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.4K+ 23.33% |
$373K - $463K
|
18K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5.07K- 97.22% |
$555K - $690K
|
145
$14.2K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
497New |
$54.5K - $67.7K
|
497
$48.7K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.9K+ 26.34% |
$318K - $395K
|
13.9K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-20.4K- 28.77% |
$2.24M - $2.78M
|
50.6K
$4.96M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
23.1K+ 18.65% |
$2.53M - $3.14M
|
147K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-107- 2.14% |
$11.7K - $14.6K
|
4.89K
$480K
|