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 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.45K- 33.53% |
$179K - $214K
|
2.88K
$386K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.16K+ 51.03% |
$144K - $172K
|
3.45K
$461K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142+ 4.24% |
$17.5K - $20.9K
|
3.49K
$468K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-3.21K- 8.29% |
$396K - $474K
|
35.6K
$4.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
17+ 0.4% |
$2.1K - $2.51K
|
4.3K
$576K
|
|
|
Oct 07, 2024
Q3 2024
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-5.57K- 20.55% |
$687K - $821K
|
21.5K
$2.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-480- 64.0% |
$59.2K - $70.7K
|
270
$36.2K
|
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-75- 0.4% |
$9.25K - $11.1K
|
18.9K
$2.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-120- 5.87% |
$14.8K - $17.7K
|
1.92K
$258K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
3.84K+ 26.41% |
$473K - $565K
|
18.4K
$2.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.8K- 10.15% |
$345K - $413K
|
24.8K
$3.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-236- 3.66% |
$29.1K - $34.8K
|
6.22K
$833K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
136+ 22.37% |
$16.8K - $20K
|
744
$99.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.09K+ 11.71% |
$258K - $308K
|
20K
$2.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4.3K- 12.85% |
$530K - $633K
|
29.1K
$3.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
349+ 23.19% |
$43K - $51.4K
|
1.85K
$248K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
7.65K+ 2.79% |
$943K - $1.13M
|
281K
$37.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
47+ 1.99% |
$5.8K - $6.93K
|
2.41K
$322K
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-270- 1.43% |
$33.3K - $39.8K
|
18.6K
$2.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.23K+ 10.54% |
$151K - $181K
|
12.9K
$1.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-31.9K- 90.3% |
$3.93M - $4.7M
|
3.43K
$459K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-118- 1.17% |
$14.6K - $17.4K
|
9.99K
$1.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
300+ 17.69% |
$37K - $44.2K
|
2K
$267K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.82K+ 17.35% |
$1.21M - $1.45M
|
66.4K
$8.89M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-784- 62.12% |
$96.7K - $116K
|
478
$64K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.06K- 36.49% |
$254K - $303K
|
3.58K
$480K
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.27KNew |
$404K - $482K
|
3.27K
$438K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
374+ 12.66% |
$46.1K - $55.1K
|
3.33K
$446K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.34K- 1.67% |
$659K - $787K
|
315K
$42.2M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
72+ 2.16% |
$8.88K - $10.6K
|
3.41K
$457K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.73K+ 46.42% |
$214K - $255K
|
5.46K
$732K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-188- 7.29% |
$23.2K - $27.7K
|
2.39K
$320K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
293+ 19.65% |
$36.1K - $43.2K
|
1.78K
$239K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.52K- 40.77% |
$188K - $225K
|
2.21K
$296K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.67KNew |
$206K - $246K
|
1.67K
$223K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286+ 5.3% |
$35.3K - $42.2K
|
5.68K
$761K
|
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
30.8K+ 39.74% |
$3.8M - $4.54M
|
108K
$14.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.2K+ 7.36% |
$1.26M - $1.51M
|
149K
$20M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.77K- 12.96% |
$219K - $261K
|
11.9K
$1.59M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.97K+ 21.22% |
$243K - $291K
|
11.3K
$1.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.12M+ 1414.09% |
$138M - $165M
|
1.2M
$161M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
239+ 19.93% |
$29.5K - $35.2K
|
1.44K
$193K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
51+ 0.23% |
$6.29K - $7.52K
|
21.9K
$2.93M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
50+ 0.72% |
$6.17K - $7.37K
|
6.96K
$932K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.82K- 10.89% |
$224K - $268K
|
14.9K
$1.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
375+ 14.09% |
$46.2K - $55.3K
|
3.04K
$407K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.09K- 7.59% |
$135K - $161K
|
13.3K
$1.78M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-555- 6.29% |
$68.4K - $81.8K
|
8.27K
$1.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
355+ 8.48% |
$43.8K - $52.3K
|
4.54K
$608K
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.26K+ 11.68% |
$155K - $186K
|
12K
$1.61M
|