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 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-8.39K- 28.51% |
$920K - $1.14M
|
21K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
551+ 22.08% |
$60.4K - $75.1K
|
3.05K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
868+ 221.99% |
$95.2K - $118K
|
1.26K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.78K- 41.35% |
$525K - $652K
|
6.78K
$686K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
97+ 11.04% |
$10.6K - $13.2K
|
976
$98.7K
|
|
|
May 12, 2025
Q1 2025
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
19.5K+ 0.62% |
$2.14M - $2.66M
|
3.16M
$320M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.92K+ 57.43% |
$210K - $261K
|
5.25K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
330+ 2.63% |
$36.2K - $45K
|
12.9K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-529- 11.39% |
$58K - $72.1K
|
4.12K
$416K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.85K+ 2.19% |
$1.08M - $1.34M
|
459K
$46.4M
|
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
450New |
$49.3K - $61.3K
|
450
$45.5K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
28.5K+ 18.91% |
$3.12M - $3.88M
|
179K
$18.1M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.44K+ 47.96% |
$267K - $332K
|
7.53K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.9KNew |
$208K - $259K
|
1.9K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-2K- 3.42% |
$219K - $273K
|
56.4K
$5.71M
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
960+ 0.14% |
$105K - $131K
|
680K
$68.8M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-157- 2.14% |
$17.2K - $21.4K
|
7.18K
$726K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.62K+ 8.37% |
$178K - $221K
|
21K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-61- 1.34% |
$6.69K - $8.31K
|
4.49K
$455K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.19K+ 150.65% |
$240K - $298K
|
3.64K
$368K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.85K- 41.04% |
$203K - $252K
|
2.66K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
26.8K+ 36.12% |
$2.94M - $3.66M
|
101K
$10.2M
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
173+ 0.65% |
$19K - $23.6K
|
26.8K
$2.71M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-10.8K- 15.52% |
$1.18M - $1.47M
|
58.6K
$5.92M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.79KNew |
$415K - $516K
|
3.79K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-347- 4.73% |
$38.1K - $47.3K
|
6.99K
$706K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
288+ 13.47% |
$31.6K - $39.2K
|
2.43K
$245K
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.44K+ 17.68% |
$377K - $469K
|
22.9K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
959+ 5.71% |
$105K - $131K
|
17.7K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-1.07K- 2.62% |
$117K - $145K
|
39.7K
$4.01M
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-50- 1.03% |
$5.48K - $6.81K
|
4.82K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-720- 4.87% |
$79K - $98.1K
|
14.1K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.35K- 3.76% |
$368K - $457K
|
85.9K
$8.69M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-4.77K- 45.42% |
$524K - $651K
|
5.74K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-1.29K- 9.44% |
$141K - $175K
|
12.4K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
93.5KNew |
$10.3M - $12.7M
|
93.5K
$9.46M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-6.87K- 14.85% |
$753K - $936K
|
39.4K
$3.98M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.93K+ 20.05% |
$212K - $263K
|
11.6K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-56- 0.09% |
$6.14K - $7.63K
|
63.7K
$6.44M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
6.22K+ 177.45% |
$682K - $847K
|
9.72K
$983K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.73K+ 3.89% |
$190K - $236K
|
46.2K
$4.67M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-258- 9.68% |
$28.3K - $35.2K
|
2.41K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
8.05K+ 8.8% |
$883K - $1.1M
|
99.6K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.59K+ 3.21% |
$174K - $216K
|
51.1K
$5.17M
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-100- 1.08% |
$11K - $13.6K
|
9.13K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.22K+ 9.25% |
$243K - $302K
|
26.2K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
806+ 25.12% |
$88.4K - $110K
|
4.02K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-380- 12.53% |
$41.7K - $51.8K
|
2.65K
$268K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-81- 10.76% |
$8.88K - $11K
|
672
$68K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-146- 1.75% |
$16K - $19.9K
|
8.18K
$827K
|