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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
231New |
$28.5K - $34K
|
231
$31.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
7.33K+ 10.01% |
$904K - $1.08M
|
80.6K
$10.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
246+ 8.08% |
$30.3K - $36.3K
|
3.29K
$444K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$148K - $177K
|
1.2K
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.85K+ 7.15% |
$844K - $1.01M
|
103K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-750- 7.83% |
$92.5K - $111K
|
8.83K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 1.01% |
$2.47K - $2.95K
|
1.96K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-407- 3.2% |
$50.2K - $60K
|
12.3K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-396- 15.24% |
$48.8K - $58.4K
|
2.2K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
485+ 9.19% |
$59.8K - $71.5K
|
5.76K
$777K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.38K+ 81.99% |
$170K - $203K
|
3.05K
$411K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.59K+ 67.22% |
$196K - $235K
|
3.96K
$534K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1- 0.02% |
$123 - $147
|
4.83K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-5.28K- 2.88% |
$651K - $778K
|
178K
$24M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-914- 6.03% |
$113K - $135K
|
14.2K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.09KNew |
$381K - $455K
|
3.09K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.13K- 8.63% |
$139K - $166K
|
11.9K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-42- 0.1% |
$5.18K - $6.19K
|
41.6K
$5.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-380- 0.8% |
$46.9K - $56K
|
47K
$6.34M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.31K+ 12.9% |
$285K - $341K
|
20.2K
$2.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.35K- 2.54% |
$167K - $199K
|
51.8K
$6.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.35K- 6.35% |
$166K - $199K
|
19.9K
$2.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
233+ 1.35% |
$28.7K - $34.3K
|
17.5K
$2.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.15K- 10.91% |
$142K - $170K
|
9.41K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-967- 8.06% |
$119K - $143K
|
11K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.1K+ 11.92% |
$136K - $162K
|
10.3K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
548+ 7.8% |
$67.6K - $80.8K
|
7.58K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.11K- 9.79% |
$261K - $312K
|
19.5K
$2.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-545- 10.51% |
$67.2K - $80.3K
|
4.64K
$626K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-27.8K- 59.38% |
$3.42M - $4.09M
|
19K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-252- 7.94% |
$31.1K - $37.1K
|
2.92K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
145+ 1.69% |
$17.9K - $21.4K
|
8.74K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
888+ 29.94% |
$110K - $131K
|
3.85K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-2.96K- 23.43% |
$365K - $436K
|
9.66K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
9.45K+ 22.51% |
$1.17M - $1.39M
|
51.4K
$6.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
87+ 5.52% |
$10.7K - $12.8K
|
1.66K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.07K+ 70.05% |
$378K - $452K
|
7.45K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-208- 4.26% |
$25.7K - $30.7K
|
4.68K
$630K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.38K- 4.37% |
$417K - $498K
|
74K
$9.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-440- 21.04% |
$54.3K - $64.8K
|
1.65K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.58K+ 11.55% |
$195K - $233K
|
15.3K
$2.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18New |
$2.22K - $2.65K
|
18
$2.43K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.64KNew |
$448K - $536K
|
3.64K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-492- 14.41% |
$60.7K - $72.5K
|
2.92K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
10K+ 14.71% |
$1.23M - $1.47M
|
78K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-97- 4.55% |
$12K - $14.3K
|
2.03K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 1.23% |
$6.29K - $7.52K
|
4.2K
$566K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-847- 1.11% |
$104K - $125K
|
75.7K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34K+ 4.27% |
$4.19M - $5.01M
|
829K
$112M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 19.68% |
$48.7K - $58.2K
|
1.61K
$217K
|