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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.45K+ 89.96% |
$179K - $214K
|
3.07K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.18KNew |
$638K - $763K
|
5.18K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.88K+ 2.89% |
$479K - $572K
|
139K
$18.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.05K+ 30.63% |
$129K - $155K
|
4.48K
$604K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29.7K+ 40.15% |
$3.66M - $4.37M
|
104K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-20- 1.82% |
$2.47K - $2.95K
|
1.08K
$146K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.87KNew |
$477K - $570K
|
3.87K
$521K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-32- 0.45% |
$3.95K - $4.72K
|
7.14K
$963K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-46- 17.1% |
$5.67K - $6.78K
|
223
$30.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$266K - $318K
|
2.16K
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
33.5K+ 105.97% |
$4.13M - $4.94M
|
65.1K
$8.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12- 0.15% |
$1.48K - $1.77K
|
7.89K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.61KNew |
$568K - $679K
|
4.61K
$621K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
85+ 1.99% |
$10.5K - $12.5K
|
4.35K
$586K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
94+ 0.87% |
$11.6K - $13.9K
|
10.9K
$1.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-58- 2.75% |
$7.15K - $8.55K
|
2.05K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
34+ 0.85% |
$4.19K - $5.01K
|
4.02K
$542K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$247 - $295
|
4.45K
$600K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-52- 6.25% |
$6.41K - $7.66K
|
780
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.29KNew |
$1.15M - $1.37M
|
9.29K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$863 - $1.03K
|
7.87K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-34- 2.23% |
$4.19K - $5.01K
|
1.49K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-370- 7.31% |
$45.6K - $54.5K
|
4.69K
$632K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.39KNew |
$294K - $352K
|
2.39K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-130- 8.0% |
$16K - $19.2K
|
1.49K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
2.1K+ 14.05% |
$259K - $309K
|
17.1K
$2.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.39K- 1.4% |
$172K - $205K
|
98.2K
$13.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.04K+ 10.19% |
$251K - $300K
|
22K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.73K- 18.65% |
$213K - $254K
|
7.52K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.24% |
$1.23K - $1.47K
|
4.17K
$563K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.43K+ 3.62% |
$423K - $506K
|
98.2K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.9% |
$123 - $147
|
112
$15.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
6.73KNew |
$830K - $992K
|
6.73K
$907K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 35.96% |
$155K - $185K
|
4.75K
$641K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
238New |
$29.4K - $35.1K
|
238
$32.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-114- 2.28% |
$14.1K - $16.8K
|
4.88K
$658K
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
867+ 4.62% |
$107K - $128K
|
19.6K
$2.65M
|
|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-52- 2.15% |
$6.41K - $7.66K
|
2.37K
$319K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-21K- 15.66% |
$2.59M - $3.09M
|
113K
$15.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
50.6K+ 5.71% |
$6.24M - $7.46M
|
937K
$126M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
601+ 11.67% |
$74.1K - $88.6K
|
5.75K
$775K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 1.27% |
$322K - $385K
|
204K
$27.5M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
346+ 4.48% |
$42.7K - $51K
|
8.06K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
150+ 9.84% |
$18.5K - $22.1K
|
1.67K
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.16K- 6.65% |
$636K - $760K
|
72.4K
$9.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.65K+ 23.24% |
$204K - $243K
|
8.76K
$1.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.68KNew |
$330K - $395K
|
2.68K
$361K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.69KNew |
$208K - $249K
|
1.69K
$228K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-172- 1.14% |
$21.2K - $25.3K
|
14.9K
$2M
|
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
15.8K+ 8.41% |
$1.95M - $2.34M
|
204K
$27.5M
|