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 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
620+ 18.47% |
$76.5K - $91.4K
|
3.98K
$536K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.24% |
$12.3K - $14.7K
|
41.2K
$5.55M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.8K- 5.73% |
$222K - $265K
|
29.6K
$3.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-25K- 94.4% |
$3.08M - $3.68M
|
1.48K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-162- 2.14% |
$20K - $23.9K
|
7.4K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.14KNew |
$634K - $757K
|
5.14K
$693K
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.65K+ 4.12% |
$203K - $243K
|
41.7K
$5.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.2K+ 2.32% |
$395K - $472K
|
141K
$19M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-740- 15.38% |
$91.3K - $109K
|
4.07K
$549K
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-22.3K- 71.47% |
$2.75M - $3.28M
|
8.9K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-389- 8.97% |
$48K - $57.3K
|
3.95K
$532K
|
|
|
Oct 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-7.39K- 7.15% |
$911K - $1.09M
|
95.9K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
7.09K+ 19.65% |
$875K - $1.05M
|
43.2K
$5.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.99K- 50.51% |
$246K - $293K
|
1.95K
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 0.27% |
$4.44K - $5.31K
|
13.5K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-180- 3.55% |
$22.2K - $26.5K
|
4.89K
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 5.1% |
$139K - $167K
|
21K
$2.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-139- 5.26% |
$17.1K - $20.5K
|
2.5K
$337K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.81K+ 10.68% |
$347K - $414K
|
29.1K
$3.93M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-67- 3.96% |
$8.26K - $9.87K
|
1.62K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-269- 4.84% |
$33.2K - $39.6K
|
5.29K
$713K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 0.03% |
$2.47K - $2.95K
|
59.7K
$8.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
136+ 3.72% |
$16.8K - $20K
|
3.79K
$512K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
11.6K+ 20.56% |
$1.43M - $1.71M
|
67.9K
$9.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
469+ 1.83% |
$57.8K - $69.1K
|
26K
$3.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-3.45K- 59.5% |
$425K - $508K
|
2.35K
$316K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-53.2K- 67.34% |
$6.56M - $7.85M
|
25.8K
$3.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
383+ 23.69% |
$47.2K - $56.4K
|
2K
$270K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.18K- 42.1% |
$146K - $174K
|
1.62K
$219K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.15K- 41.11% |
$141K - $169K
|
1.64K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.38K+ 1.59% |
$170K - $203K
|
88.1K
$11.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83K+ 20.67% |
$10.2M - $12.2M
|
484K
$65.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
20.4KNew |
$2.52M - $3.01M
|
20.4K
$2.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-6- 3.08% |
$740 - $884
|
189
$25.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.47K+ 12.23% |
$182K - $217K
|
13.5K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.41KNew |
$298K - $356K
|
2.41K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.21K+ 7.58% |
$149K - $178K
|
17.1K
$2.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
730+ 3.08% |
$90K - $108K
|
24.5K
$3.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-294- 5.76% |
$36.3K - $43.3K
|
4.81K
$648K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
182+ 3.57% |
$22.4K - $26.8K
|
5.28K
$712K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
134+ 0.21% |
$16.5K - $19.7K
|
63.5K
$8.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
466+ 0.45% |
$57.5K - $68.7K
|
105K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-176- 7.46% |
$21.7K - $25.9K
|
2.18K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-43- 1.27% |
$5.3K - $6.34K
|
3.34K
$451K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-5- 0.34% |
$617 - $737
|
1.47K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.86K+ 4.31% |
$722K - $863K
|
142K
$19.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.68% |
$123 - $147
|
148
$20K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
354+ 3.04% |
$43.7K - $52.2K
|
12K
$1.62M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-63- 0.84% |
$7.77K - $9.28K
|
7.43K
$1M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-24- 1.23% |
$2.96K - $3.54K
|
1.93K
$261K
|