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 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.01K+ 132.64% |
$549K - $683K
|
8.79K
$889K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
117+ 2.15% |
$12.8K - $15.9K
|
5.55K
$561K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.21K- 4.22% |
$132K - $164K
|
27.4K
$2.77M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-139- 11.37% |
$15.2K - $18.9K
|
1.08K
$110K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 108.56% |
$306K - $380K
|
5.36K
$542K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107K+ 147.21% |
$11.7M - $14.6M
|
179K
$18.1M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
54+ 18.95% |
$5.92K - $7.36K
|
339
$34.3K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.64K- 7.85% |
$179K - $223K
|
19.2K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-11.5K- 64.18% |
$1.26M - $1.56M
|
6.4K
$648K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
571+ 7.2% |
$62.6K - $77.8K
|
8.5K
$860K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.22K- 2.69% |
$243K - $302K
|
80.2K
$8.11M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
799+ 24.44% |
$87.6K - $109K
|
4.07K
$411K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
205K+ 19.62% |
$22.5M - $27.9M
|
1.25M
$126M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
18.8K+ 68.86% |
$2.06M - $2.56M
|
46.1K
$4.66M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.22K+ 4.09% |
$244K - $303K
|
56.5K
$5.71M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.64KNew |
$619K - $769K
|
5.64K
$571K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402+ 1608.0% |
$44.1K - $54.8K
|
427
$43.2K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
13.3K+ 212.38% |
$1.46M - $1.81M
|
19.5K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 37.5% |
$329 - $409
|
5
$506
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
18+ 1.43% |
$1.97K - $2.45K
|
1.28K
$129K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
878+ 3.01% |
$96.3K - $120K
|
30.1K
$3.04M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-54.9K- 82.99% |
$6.02M - $7.48M
|
11.3K
$1.14M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.2K+ 6.9% |
$131K - $163K
|
18.5K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
97+ 1.43% |
$10.6K - $13.2K
|
6.9K
$698K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
666+ 27.94% |
$73K - $90.7K
|
3.05K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
808+ 5.2% |
$88.6K - $110K
|
16.3K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-251- 7.59% |
$27.5K - $34.2K
|
3.06K
$309K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-200- 8.4% |
$21.9K - $27.3K
|
2.18K
$220K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13.1K+ 311.87% |
$1.43M - $1.78M
|
17.2K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-645- 4.71% |
$70.7K - $87.9K
|
13K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
23.6K+ 2.68% |
$2.58M - $3.21M
|
903K
$91.3M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.7K+ 173.98% |
$2.38M - $2.96M
|
34.2K
$3.46M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 1.55% |
$548 - $681
|
327
$33.1K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1K- 13.4% |
$110K - $137K
|
6.48K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.23% |
$110 - $136
|
440
$44.5K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-6.68K- 56.33% |
$732K - $910K
|
5.18K
$524K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-116K- 15.62% |
$12.8M - $15.8M
|
628K
$63.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.83K- 19.91% |
$639K - $795K
|
23.5K
$2.37M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-746- 9.73% |
$81.8K - $102K
|
6.92K
$700K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20- 3.85% |
$2.19K - $2.73K
|
500
$50.6K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
155+ 2.24% |
$17K - $21.1K
|
7.08K
$716K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.9K+ 99.69% |
$208K - $259K
|
3.81K
$385K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$3.18K - $3.95K
|
29
$2.93K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-152- 1.43% |
$16.7K - $20.7K
|
10.5K
$1.06M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.24K+ 176.06% |
$465K - $578K
|
6.65K
$673K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.75K- 55.06% |
$302K - $375K
|
2.25K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.6K+ 79.17% |
$175K - $218K
|
3.62K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
240New |
$26.3K - $32.7K
|
240
$24.3K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12K+ 33.0% |
$1.32M - $1.63M
|
48.4K
$4.89M
|
|
|
May 02, 2025
Q1 2025
|
Mayar Capital Ltd.
|
BUY
|
- |
2.2K+ 2.11% |
$241K - $300K
|
107K
$10.8M
|