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
|
180 Wealth Advisors, LLC
|
BUY
|
- |
755+ 48.77% |
$93.1K - $111K
|
2.3K
$310K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-153- 2.26% |
$18.9K - $22.5K
|
6.61K
$891K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-82- 1.18% |
$10.1K - $12.1K
|
6.85K
$924K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-23- 0.01% |
$2.84K - $3.39K
|
370K
$49.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
320+ 4.73% |
$39.5K - $47.2K
|
7.09K
$956K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-53- 2.83% |
$6.54K - $7.81K
|
1.82K
$245K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 26.97% |
$1.7M - $2.04M
|
65.1K
$8.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-567- 4.28% |
$69.9K - $83.6K
|
12.7K
$1.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.98K+ 1.82% |
$614K - $734K
|
279K
$37.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.6K- 4.39% |
$320K - $383K
|
56.6K
$7.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-984- 4.95% |
$121K - $145K
|
18.9K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-587- 7.46% |
$72.4K - $86.5K
|
7.28K
$981K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.08KNew |
$134K - $160K
|
1.08K
$146K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-45- 20.27% |
$5.55K - $6.63K
|
177
$23.9K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-299- 0.94% |
$36.9K - $44.1K
|
31.6K
$4.25M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
237+ 24.21% |
$29.2K - $34.9K
|
1.22K
$164K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.1K- 1.78% |
$629K - $752K
|
281K
$37.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.15K+ 7.13% |
$142K - $169K
|
17.3K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-8.88K- 56.27% |
$1.09M - $1.31M
|
6.9K
$930K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.85K+ 56.69% |
$598K - $715K
|
13.4K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
392+ 0.37% |
$48.3K - $57.8K
|
106K
$14.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
128+ 0.25% |
$15.8K - $18.9K
|
51.7K
$6.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-405- 0.49% |
$49.9K - $59.7K
|
81.9K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.01K- 7.73% |
$247K - $295K
|
23.9K
$3.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.97K+ 12.91% |
$613K - $733K
|
43.5K
$5.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-87- 1.17% |
$10.7K - $12.8K
|
7.36K
$993K
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-92K- 41.35% |
$11.4M - $13.6M
|
131K
$17.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-52.2K- 86.8% |
$6.44M - $7.69M
|
7.94K
$1.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.44K+ 34.01% |
$177K - $212K
|
5.66K
$763K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-84- 0.63% |
$10.4K - $12.4K
|
13.2K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.61K+ 273.92% |
$321K - $384K
|
3.56K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.39K- 2.3% |
$418K - $499K
|
144K
$19.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-260- 0.2% |
$32.1K - $38.3K
|
129K
$17.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
6.72K+ 19.37% |
$828K - $990K
|
41.4K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 2.37% |
$176K - $211K
|
61.7K
$8.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16.7K- 26.46% |
$2.06M - $2.46M
|
46.4K
$6.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-106K- 92.98% |
$13.1M - $15.6M
|
8K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
18.4KNew |
$2.27M - $2.71M
|
18.4K
$2.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-58- 2.62% |
$7.15K - $8.55K
|
2.16K
$291K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.96K+ 37.9% |
$488K - $584K
|
14.4K
$1.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.81K- 34.28% |
$963K - $1.15M
|
15K
$2.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-59- 0.34% |
$7.28K - $8.7K
|
17.3K
$2.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$305K - $364K
|
2.47K
$333K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
513+ 28.77% |
$63.3K - $75.6K
|
2.3K
$310K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.06K- 2.8% |
$131K - $156K
|
36.9K
$4.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-4.53K- 11.56% |
$558K - $667K
|
34.6K
$4.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-17.4K- 40.73% |
$2.14M - $2.56M
|
25.3K
$3.4M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.03K- 20.61% |
$127K - $152K
|
3.97K
$536K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
39+ 1.27% |
$4.81K - $5.75K
|
3.11K
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
509+ 7.57% |
$62.8K - $75K
|
7.24K
$976K
|