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 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20.2K+ 76.95% |
$2.49M - $2.98M
|
46.4K
$6.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3- 0.09% |
$370 - $442
|
3.26K
$440K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.49KNew |
$553K - $661K
|
4.49K
$605K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-508- 14.49% |
$62.6K - $74.9K
|
3K
$404K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20.6K+ 46.71% |
$2.54M - $3.03M
|
64.6K
$8.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 16.62% |
$124K - $148K
|
7.07K
$953K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.1K+ 18.82% |
$135K - $162K
|
6.93K
$934K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.42K+ 89.4% |
$422K - $505K
|
7.25K
$978K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.94KNew |
$240K - $286K
|
1.94K
$262K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
40+ 0.99% |
$4.93K - $5.9K
|
4.06K
$548K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
153+ 5.62% |
$18.9K - $22.5K
|
2.88K
$388K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.06KNew |
$254K - $304K
|
2.06K
$278K
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.96KNew |
$612K - $731K
|
4.96K
$669K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-316- 10.9% |
$39K - $46.6K
|
2.58K
$348K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
402K+ 1174.9% |
$49.6M - $59.2M
|
436K
$58.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.37K+ 53.78% |
$169K - $201K
|
3.91K
$527K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.84K+ 14.03% |
$227K - $271K
|
15K
$2.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$247 - $295
|
3.66K
$493K
|
|
|
Oct 17, 2024
Q3 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-295- 0.78% |
$36.4K - $43.5K
|
37.6K
$5.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
SELL
|
- |
-216- 93.1% |
$26.6K - $31.8K
|
16
$2.16K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-772- 0.57% |
$95.2K - $114K
|
135K
$18.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-297- 8.75% |
$36.6K - $43.8K
|
3.1K
$418K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-187- 0.77% |
$23.1K - $27.6K
|
24.2K
$3.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
315+ 2.65% |
$38.8K - $46.4K
|
12.2K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-67- 1.53% |
$8.26K - $9.87K
|
4.32K
$582K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-623- 10.62% |
$76.8K - $91.8K
|
5.24K
$707K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
91+ 4.36% |
$11.2K - $13.4K
|
2.18K
$294K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 5.71% |
$3.33K - $3.98K
|
446
$60.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-13.8K- 43.24% |
$1.7M - $2.03M
|
18.1K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.86K+ 6.99% |
$229K - $274K
|
28.5K
$3.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 8.63% |
$3.95K - $4.72K
|
403
$54.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10.3K+ 15.24% |
$1.27M - $1.51M
|
77.7K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-168- 9.03% |
$20.7K - $24.8K
|
1.69K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.26% |
$2.47K - $2.95K
|
7.82K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.82KNew |
$472K - $564K
|
3.82K
$516K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-347- 18.89% |
$42.8K - $51.1K
|
1.49K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
230+ 12.74% |
$28.4K - $33.9K
|
2.04K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-552- 2.51% |
$68.1K - $81.4K
|
21.5K
$2.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
3.62K+ 16.12% |
$446K - $533K
|
26K
$3.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $147
|
6.04K
$814K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.84K- 18.35% |
$226K - $271K
|
8.17K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-815- 2.83% |
$101K - $120K
|
28K
$3.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-142- 1.7% |
$17.5K - $20.9K
|
8.23K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-615- 0.71% |
$75.8K - $90.6K
|
85.7K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.27% |
$3.82K - $4.57K
|
2.47K
$332K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
860+ 10.83% |
$106K - $127K
|
8.8K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
210+ 8.5% |
$25.9K - $30.9K
|
2.68K
$361K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.12% |
$493 - $590
|
3.27K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-73- 3.32% |
$9K - $10.8K
|
2.13K
$287K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.27KNew |
$773K - $924K
|
6.27K
$845K
|