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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.4K+ 23.33% |
$373K - $463K
|
18K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5.07K- 97.22% |
$555K - $690K
|
145
$14.3K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
497New |
$54.5K - $67.7K
|
497
$49.2K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.9K+ 26.34% |
$318K - $395K
|
13.9K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-20.4K- 28.77% |
$2.24M - $2.78M
|
50.6K
$5M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
23.1K+ 18.65% |
$2.53M - $3.14M
|
147K
$14.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-107- 2.14% |
$11.7K - $14.6K
|
4.89K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
17.3KNew |
$1.9M - $2.36M
|
17.3K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
228+ 3.83% |
$25K - $31.1K
|
6.18K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2.81K- 4.75% |
$308K - $383K
|
56.4K
$5.58M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.99% |
$219 - $273
|
205
$20.3K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.6K+ 27.28% |
$1.93M - $2.4M
|
82.3K
$8.14M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-12.8K- 24.5% |
$1.4M - $1.74M
|
39.4K
$3.89M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.7K+ 25.37% |
$7.75M - $9.63M
|
349K
$34.6M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.96M+ 1056.56% |
$434M - $540M
|
4.34M
$429M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-161- 2.97% |
$17.7K - $21.9K
|
5.26K
$520K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 55.51% |
$231K - $287K
|
5.9K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-15- 0.23% |
$1.64K - $2.04K
|
6.58K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-6.21K- 54.38% |
$681K - $846K
|
5.21K
$515K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.67% |
$1.86K - $2.32K
|
2.56K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-280- 0.48% |
$30.7K - $38.2K
|
58.6K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.5K- 18.4% |
$1.37M - $1.71M
|
55.5K
$5.49M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.01K- 6.99% |
$769K - $955K
|
93.2K
$9.22M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-39- 1.43% |
$4.28K - $5.31K
|
2.68K
$265K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
152+ 1.44% |
$16.7K - $20.7K
|
10.7K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-11.6K- 2.73% |
$1.28M - $1.59M
|
415K
$41M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.16K+ 33.6% |
$128K - $158K
|
4.62K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
11.4K+ 23.25% |
$1.25M - $1.55M
|
60.3K
$5.96M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
310+ 12.05% |
$34K - $42.2K
|
2.88K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-75- 0.31% |
$8.22K - $10.2K
|
24K
$2.37M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.05K- 66.6% |
$554K - $688K
|
2.53K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 10.43% |
$1.2M - $1.49M
|
116K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
9.22KNew |
$1.01M - $1.26M
|
9.22K
$912K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.78K+ 62.42% |
$414K - $515K
|
9.83K
$972K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.07K- 26.22% |
$227K - $282K
|
5.82K
$576K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.33K+ 29.95% |
$146K - $181K
|
5.76K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.59% |
$4.39K - $5.45K
|
6.76K
$669K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.07K+ 43.78% |
$336K - $418K
|
10.1K
$996K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-83- 1.19% |
$9.1K - $11.3K
|
6.87K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-13.6K- 55.01% |
$1.49M - $1.85M
|
11.1K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.16KNew |
$676K - $840K
|
6.16K
$610K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
5.4KNew |
$592K - $736K
|
5.4K
$534K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
245+ 11.89% |
$26.9K - $33.4K
|
2.31K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-21.3K- 27.07% |
$2.34M - $2.91M
|
57.5K
$5.69M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
5.16K+ 4.38% |
$566K - $704K
|
123K
$12.2M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.01K+ 132.64% |
$549K - $683K
|
8.79K
$869K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
117+ 2.15% |
$12.8K - $15.9K
|
5.55K
$549K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.21K- 4.22% |
$132K - $164K
|
27.4K
$2.71M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-139- 11.37% |
$15.2K - $18.9K
|
1.08K
$107K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 108.56% |
$306K - $380K
|
5.36K
$530K
|