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 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.39% |
$1.23K - $1.47K
|
2.58K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 2.87% |
$4.44K - $5.31K
|
1.29K
$174K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.41K+ 15.71% |
$174K - $208K
|
10.4K
$1.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-77- 1.97% |
$9.5K - $11.3K
|
3.82K
$515K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-111- 1.11% |
$13.7K - $16.4K
|
9.92K
$1.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-700- 87.5% |
$86.3K - $103K
|
100
$13.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
195+ 7.46% |
$24K - $28.7K
|
2.81K
$379K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.55K+ 23.55% |
$438K - $523K
|
18.6K
$2.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
393New |
$48.5K - $57.9K
|
393
$53K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2.96K- 0.85% |
$365K - $437K
|
345K
$46.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
48.4K+ 36.73% |
$5.97M - $7.14M
|
180K
$24.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
35.4K+ 290.16% |
$4.37M - $5.22M
|
47.6K
$6.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
44.8K+ 14.05% |
$5.52M - $6.6M
|
363K
$49M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
197+ 3.9% |
$24.3K - $29K
|
5.25K
$708K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
276+ 5.93% |
$34K - $40.7K
|
4.93K
$665K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.13K- 10.79% |
$385K - $461K
|
25.8K
$3.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.8K+ 176.91% |
$469K - $560K
|
5.95K
$802K
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.3K+ 63.51% |
$531K - $634K
|
11.1K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
BUY
|
- |
11.2K+ 52.78% |
$1.38M - $1.64M
|
32.3K
$4.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
9.53KNew |
$1.18M - $1.4M
|
9.53K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
696+ 5.63% |
$85.8K - $103K
|
13.1K
$1.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.56KNew |
$316K - $378K
|
2.56K
$345K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-60- 3.92% |
$7.4K - $8.84K
|
1.47K
$198K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.14K+ 5.24% |
$264K - $315K
|
43K
$5.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
575+ 4.36% |
$70.9K - $84.7K
|
13.7K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-44- 4.12% |
$5.43K - $6.48K
|
1.02K
$138K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.83K- 7.04% |
$965K - $1.15M
|
103K
$13.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
12+ 0.69% |
$1.48K - $1.77K
|
1.75K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-5.98K- 6.98% |
$737K - $881K
|
79.7K
$10.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.19K- 13.16% |
$146K - $175K
|
7.84K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16.6K- 90.08% |
$2.05M - $2.45M
|
1.83K
$246K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
183+ 9.25% |
$22.6K - $27K
|
2.16K
$291K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-1.16K- 36.19% |
$143K - $171K
|
2.05K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
SELL
|
- |
-167- 2.56% |
$20.6K - $24.6K
|
6.35K
$857K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-16- 4.04% |
$1.97K - $2.36K
|
380
$51.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.71K- 12.26% |
$1.2M - $1.43M
|
69.5K
$9.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
759+ 6.44% |
$93.6K - $112K
|
12.5K
$1.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2+ 0.13% |
$247 - $295
|
1.57K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.73K+ 22.84% |
$337K - $403K
|
14.7K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.08K- 27.88% |
$133K - $159K
|
2.79K
$376K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 7.16% |
$577K - $690K
|
70.1K
$9.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-549- 13.73% |
$67.7K - $80.9K
|
3.45K
$465K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
5.07K+ 6.68% |
$625K - $747K
|
80.9K
$10.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.3K+ 4.42% |
$284K - $339K
|
54.3K
$7.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3.17K- 54.93% |
$391K - $467K
|
2.6K
$351K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-151- 10.7% |
$18.6K - $22.3K
|
1.26K
$170K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-41.5K- 39.6% |
$5.12M - $6.12M
|
63.4K
$8.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-349- 2.65% |
$43K - $51.4K
|
12.8K
$1.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.17K- 26.84% |
$144K - $172K
|
3.18K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-371- 2.21% |
$45.8K - $54.7K
|
16.5K
$2.22M
|