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
|
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
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10.2K+ 58.48% |
$1.12M - $1.39M
|
27.7K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-620- 4.94% |
$68K - $84.5K
|
11.9K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-24K- 19.93% |
$2.63M - $3.27M
|
96.4K
$9.88M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-13K- 50.33% |
$1.42M - $1.76M
|
12.8K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
15.7K+ 27.62% |
$1.72M - $2.14M
|
72.5K
$7.43M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
599+ 2.74% |
$65.7K - $81.6K
|
22.5K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
382+ 3.23% |
$41.9K - $52.1K
|
12.2K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-245- 3.41% |
$26.9K - $33.4K
|
6.94K
$711K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.54K+ 33.55% |
$169K - $210K
|
6.14K
$629K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-2.15K- 18.06% |
$236K - $293K
|
9.75K
$999K
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-346- 4.46% |
$37.9K - $47.1K
|
7.41K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
5.1K+ 4.8% |
$559K - $695K
|
111K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.36K- 24.15% |
$150K - $186K
|
4.29K
$439K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.27K- 10.07% |
$139K - $173K
|
11.3K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
30K+ 86.71% |
$3.29M - $4.09M
|
64.6K
$6.62M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
632+ 17.99% |
$69.3K - $86.1K
|
4.15K
$425K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.1K+ 38.29% |
$230K - $286K
|
7.59K
$778K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-610- 0.56% |
$66.9K - $83.1K
|
108K
$11.1M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-2.49K- 34.38% |
$273K - $340K
|
4.76K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-2- 0.07% |
$219 - $273
|
2.79K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-47- 2.9% |
$5.15K - $6.4K
|
1.57K
$161K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-114- 4.23% |
$12.5K - $15.5K
|
2.58K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-1.64K- 6.09% |
$180K - $223K
|
25.3K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-16- 0.82% |
$1.75K - $2.18K
|
1.93K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-488- 0.35% |
$53.5K - $66.5K
|
138K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
206+ 10.0% |
$22.6K - $28.1K
|
2.27K
$232K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-40.3K- 16.72% |
$4.42M - $5.49M
|
201K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-775- 22.65% |
$85K - $106K
|
2.65K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.22K- 25.74% |
$134K - $166K
|
3.52K
$360K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-689- 5.92% |
$75.6K - $93.9K
|
10.9K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-30- 1.22% |
$3.29K - $4.09K
|
2.44K
$250K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
455+ 3.94% |
$49.9K - $62K
|
12K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
657+ 5.31% |
$72K - $89.5K
|
13K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-53- 2.81% |
$5.81K - $7.22K
|
1.84K
$188K
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
435+ 15.81% |
$47.7K - $59.3K
|
3.19K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-67- 7.73% |
$7.35K - $9.13K
|
800
$82K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 0.08% |
$219 - $273
|
2.58K
$264K
|