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 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-28.7K- 60.93% |
$3.15M - $3.91M
|
18.4K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
125+ 5.21% |
$13.7K - $17K
|
2.53K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.62K- 4.15% |
$287K - $356K
|
60.4K
$6.19M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-293- 7.9% |
$32.1K - $39.9K
|
3.41K
$350K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.9K- 21.99% |
$208K - $259K
|
6.74K
$691K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.22K+ 6.68% |
$243K - $302K
|
35.5K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
100K+ 91.1% |
$11M - $13.6M
|
210K
$21.5M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-266- 1.78% |
$29.2K - $36.2K
|
14.7K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.36% |
$110 - $136
|
281
$28.8K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100New |
$11K - $13.6K
|
100
$10.3K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.19K+ 6.97% |
$130K - $161K
|
18.2K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.33K+ 26.97% |
$146K - $181K
|
6.26K
$642K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
10.3K+ 192.44% |
$1.13M - $1.41M
|
15.7K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
636+ 2.78% |
$69.7K - $86.7K
|
23.5K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
35+ 0.12% |
$3.84K - $4.77K
|
29.8K
$3.05M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-912- 19.77% |
$100K - $124K
|
3.7K
$379K
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.06K- 0.71% |
$116K - $144K
|
149K
$15.3M
|
|
|
May 07, 2025
Q1 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-4.27K- 13.59% |
$468K - $582K
|
27.2K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-25- 1.21% |
$2.74K - $3.41K
|
2.05K
$210K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
14+ 280.0% |
$1.54K - $1.91K
|
19
$1.95K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-11.5K- 3.14% |
$1.27M - $1.57M
|
356K
$36.5M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-2.06K- 7.32% |
$225K - $280K
|
26K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-659- 6.92% |
$72.3K - $89.8K
|
8.86K
$909K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
29.7K+ 9.99% |
$3.25M - $4.04M
|
327K
$33.5M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5- 4.24% |
$548 - $681
|
113
$11.6K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
SELL
|
- |
-53- 0.11% |
$5.81K - $7.22K
|
48.7K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
423+ 1.71% |
$46.4K - $57.6K
|
25.1K
$2.58M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
16.3K+ 91.23% |
$1.79M - $2.22M
|
34.1K
$3.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-65- 0.38% |
$7.13K - $8.86K
|
17K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-100- 1.09% |
$11K - $13.6K
|
9.04K
$927K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
187K+ 13.52% |
$20.5M - $25.5M
|
1.57M
$161M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-1.1K- 21.57% |
$121K - $150K
|
4K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
41+ 2.0% |
$4.5K - $5.59K
|
2.09K
$214K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.51K- 2.96% |
$165K - $205K
|
49.3K
$5.06M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
27.8KNew |
$3.05M - $3.78M
|
27.8K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
391+ 1.02% |
$42.9K - $53.3K
|
38.8K
$3.98M
|
|
|
May 07, 2025
Q1 2025
|
Tcw Group Inc
|
BUY
|
- |
141K+ 85.36% |
$15.5M - $19.3M
|
307K
$31.5M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-310- 2.05% |
$34K - $42.2K
|
14.8K
$1.52M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.81K- 99.09% |
$1.08M - $1.34M
|
90
$9.23K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
173+ 0.55% |
$19K - $23.6K
|
31.4K
$3.22M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
72+ 0.32% |
$7.9K - $9.81K
|
22.4K
$2.3M
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-1.73K- 13.47% |
$190K - $236K
|
11.1K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-18- 0.92% |
$1.97K - $2.45K
|
1.94K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-145- 8.2% |
$15.9K - $19.8K
|
1.62K
$167K
|
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-796- 3.63% |
$87.3K - $108K
|
21.1K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-12- 0.55% |
$1.32K - $1.64K
|
2.17K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
950+ 2.7% |
$104K - $129K
|
36.1K
$3.7M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
8.37K+ 12.49% |
$918K - $1.14M
|
75.4K
$7.73M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.94K+ 6.12% |
$212K - $264K
|
33.5K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-65- 3.11% |
$7.13K - $8.86K
|
2.03K
$208K
|