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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.13K- 9.38% |
$453K - $563K
|
40K
$4.1M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
453+ 38.82% |
$49.7K - $61.7K
|
1.62K
$166K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
150K+ 18.27% |
$16.5M - $20.5M
|
972K
$99.7M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
555+ 9.23% |
$60.9K - $75.6K
|
6.57K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
5.88K+ 20.7% |
$645K - $802K
|
34.3K
$3.52M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.44K+ 117.86% |
$268K - $333K
|
4.51K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.96K+ 14.11% |
$544K - $675K
|
40.1K
$4.11M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
15KNew |
$1.64M - $2.04M
|
15K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-897- 20.13% |
$98.4K - $122K
|
3.56K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-282- 6.39% |
$30.9K - $38.4K
|
4.13K
$423K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
560+ 34.98% |
$61.4K - $76.3K
|
2.16K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
23+ 0.74% |
$2.52K - $3.13K
|
3.13K
$321K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 4.0% |
$110 - $136
|
26
$2.67K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-359- 1.41% |
$39.4K - $48.9K
|
25K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-270- 64.29% |
$29.6K - $36.8K
|
150
$15.4K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-276- 2.01% |
$30.3K - $37.6K
|
13.5K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1M+ 1.53% |
$110M - $136M
|
66.1M
$6.78B
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.16K+ 12.46% |
$127K - $158K
|
10.5K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
115+ 68.86% |
$12.6K - $15.7K
|
282
$28.9K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.33K+ 20.56% |
$146K - $181K
|
7.79K
$799K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.28K+ 47.76% |
$140K - $174K
|
3.95K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1K- 4.39% |
$110K - $137K
|
21.9K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.01% |
$329 - $409
|
300
$30.8K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-70- 1.73% |
$7.68K - $9.54K
|
3.98K
$408K
|
|
|
May 09, 2025
Q1 2025
|
Corbyn Investment Management Inc
|
BUY
|
- |
572+ 4.11% |
$62.7K - $77.9K
|
14.5K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-441- 2.81% |
$48.4K - $60.1K
|
15.3K
$1.57M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-483K- 17.33% |
$53M - $65.8M
|
2.31M
$236M
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
2.64K+ 71.27% |
$289K - $359K
|
6.34K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
6.35K+ 71.88% |
$696K - $865K
|
15.2K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.78M+ 7.65% |
$195M - $243M
|
25M
$2.57B
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
248+ 5.37% |
$27.2K - $33.8K
|
4.87K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 3.22% |
$15.8K - $19.6K
|
4.62K
$473K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19+ 1.39% |
$2.08K - $2.59K
|
1.38K
$142K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
168+ 79.62% |
$18.4K - $22.9K
|
379
$38.9K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-99- 2.02% |
$10.9K - $13.5K
|
4.81K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-147- 0.32% |
$16.1K - $20K
|
45.5K
$4.66M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
41.3K+ 202.11% |
$4.53M - $5.63M
|
61.8K
$6.33M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.84K+ 14.25% |
$640K - $795K
|
46.8K
$4.8M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.44KNew |
$487K - $605K
|
4.44K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
443New |
$48.6K - $60.4K
|
443
$45.4K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-109- 99.09% |
$12K - $14.9K
|
1
$103
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.61K- 1.52% |
$177K - $220K
|
104K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.47K- 11.03% |
$271K - $337K
|
19.9K
$2.04M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-343K- 21.09% |
$37.6M - $46.7M
|
1.28M
$131M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-23.2K- 64.2% |
$2.55M - $3.16M
|
12.9K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1K- 30.58% |
$110K - $136K
|
2.27K
$233K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-61- 0.45% |
$6.69K - $8.31K
|
13.5K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.86K- 4.37% |
$204K - $254K
|
40.8K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7.82K+ 1539.17% |
$857K - $1.07M
|
8.33K
$854K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.14K+ 51.61% |
$125K - $155K
|
3.34K
$342K
|