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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.8K+ 1.75% |
$1.63M - $2.02M
|
863K
$94.9M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-552- 22.04% |
$60.5K - $75.2K
|
1.95K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.02K+ 2.64% |
$112K - $139K
|
39.6K
$4.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-822- 26.88% |
$90.1K - $112K
|
2.24K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 29.85% |
$422K - $524K
|
9.04K
$995K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-828- 16.6% |
$90.8K - $113K
|
4.16K
$458K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
101+ 2.51% |
$11.1K - $13.8K
|
4.12K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
3.22KNew |
$353K - $438K
|
3.22K
$354K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 26.37% |
$7.9K - $9.81K
|
345
$37.9K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
76.6K+ 1938.38% |
$8.4M - $10.4M
|
80.5K
$8.86M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-233- 3.79% |
$25.6K - $31.7K
|
5.91K
$650K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
7.79K+ 30.01% |
$854K - $1.06M
|
33.7K
$3.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
15+ 214.29% |
$1.64K - $2.04K
|
22
$2.42K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
1.02K+ 49.37% |
$112K - $139K
|
3.09K
$340K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-156- 0.93% |
$17.1K - $21.3K
|
16.6K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$768 - $954
|
2.82K
$310K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-12- 0.51% |
$1.32K - $1.64K
|
2.35K
$258K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-228- 4.88% |
$25K - $31.1K
|
4.45K
$489K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
336+ 3.1% |
$36.8K - $45.8K
|
11.2K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
447+ 25.91% |
$49K - $60.9K
|
2.17K
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
220+ 12.94% |
$24.1K - $30K
|
1.92K
$211K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-7- 0.08% |
$768 - $954
|
8.65K
$951K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
202+ 90.99% |
$22.2K - $27.5K
|
424
$46.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
114+ 0.32% |
$12.5K - $15.5K
|
35.7K
$3.92M
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-211- 1.96% |
$23.1K - $28.8K
|
10.6K
$1.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.27K+ 17.72% |
$249K - $310K
|
15.1K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2- 0.11% |
$219 - $273
|
1.84K
$202K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10.6KNew |
$1.16M - $1.45M
|
10.6K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 12.94% |
$195K - $243K
|
15.5K
$1.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.87K+ 15.04% |
$205K - $255K
|
14.3K
$1.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-52.7K- 3.86% |
$5.78M - $7.18M
|
1.31M
$144M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.58% |
$3.95K - $4.91K
|
2.31K
$255K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.55K+ 24.93% |
$279K - $347K
|
12.8K
$1.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
390+ 24.67% |
$42.8K - $53.1K
|
1.97K
$217K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
200+ 5.58% |
$21.9K - $27.3K
|
3.79K
$416K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-207- 5.11% |
$22.7K - $28.2K
|
3.84K
$423K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.78K+ 0.85% |
$195K - $243K
|
212K
$23.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-277- 11.69% |
$30.4K - $37.7K
|
2.09K
$230K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-510- 29.33% |
$55.9K - $69.5K
|
1.23K
$135K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-3.52K- 28.86% |
$386K - $480K
|
8.69K
$955K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
713K+ 10980.3% |
$78.2M - $97.2M
|
720K
$79.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
19+ 2.04% |
$2.08K - $2.59K
|
949
$104K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-65K- 85.03% |
$7.13M - $8.85M
|
11.4K
$1.26M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-391- 10.03% |
$42.9K - $53.3K
|
3.51K
$386K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-268- 1.63% |
$29.4K - $36.5K
|
16.2K
$1.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 4.89% |
$3.73K - $4.63K
|
729
$80.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-22- 0.49% |
$2.41K - $3K
|
4.5K
$495K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.45K+ 93.0% |
$488K - $606K
|
9.24K
$1.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
31.9K+ 79.05% |
$3.49M - $4.34M
|
72.2K
$7.94M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
605+ 21.42% |
$66.3K - $82.4K
|
3.43K
$377K
|