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 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 30.15% |
$110K - $136K
|
2.32K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19.4K+ 24.97% |
$2.12M - $2.64M
|
96.9K
$9.8M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.84K+ 5.43% |
$640K - $795K
|
113K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
99New |
$10.9K - $13.5K
|
99
$10K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
189+ 29.3% |
$20.7K - $25.8K
|
834
$84.4K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 10.64% |
$11K - $13.6K
|
840
$85K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
10.3KNew |
$1.13M - $1.4M
|
10.3K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
14.9K+ 17.42% |
$1.64M - $2.03M
|
101K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
450+ 2.57% |
$49.3K - $61.3K
|
17.9K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.89KNew |
$207K - $257K
|
1.89K
$191K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.53K- 16.28% |
$607K - $754K
|
28.4K
$2.88M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-648- 1.65% |
$71.1K - $88.3K
|
38.7K
$3.91M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
4.66KNew |
$511K - $634K
|
4.66K
$471K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-42- 9.52% |
$4.61K - $5.72K
|
399
$40.4K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
862+ 4.09% |
$94.5K - $117K
|
21.9K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.95K+ 21.29% |
$324K - $403K
|
16.8K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.7K- 7.63% |
$406K - $505K
|
44.9K
$4.54M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.9K+ 44.62% |
$1.3M - $1.62M
|
38.5K
$3.89M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-279- 10.07% |
$30.6K - $38K
|
2.49K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
774+ 55.01% |
$84.9K - $105K
|
2.18K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.79K+ 19.51% |
$196K - $244K
|
11K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
3.39K+ 11.09% |
$372K - $462K
|
34K
$3.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 13.97% |
$1.28M - $1.6M
|
95.6K
$9.67M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-302K- 60.82% |
$33.1M - $41.2M
|
195K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.17K+ 10.79% |
$786K - $977K
|
73.6K
$7.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
26.3K+ 9.56% |
$2.88M - $3.58M
|
301K
$30.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.4K+ 21.89% |
$153K - $191K
|
7.79K
$788K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11+ 0.41% |
$1.21K - $1.5K
|
2.67K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
431+ 14.62% |
$47.3K - $58.7K
|
3.38K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
448+ 15.21% |
$49.1K - $61K
|
3.39K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 0.02% |
$877 - $1.09K
|
42.3K
$4.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 2.49% |
$32.9K - $40.9K
|
11.7K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
4.23KNew |
$463K - $576K
|
4.23K
$427K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11.3KNew |
$1.24M - $1.54M
|
11.3K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.12K- 17.86% |
$123K - $152K
|
5.15K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14.7K- 8.44% |
$1.61M - $2M
|
159K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.64K- 37.86% |
$509K - $633K
|
7.62K
$771K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
70+ 53.03% |
$7.68K - $9.54K
|
202
$20.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
140+ 0.67% |
$15.4K - $19.1K
|
21.1K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.29% |
$87.7K - $109K
|
34.2K
$3.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-427- 6.56% |
$46.8K - $58.2K
|
6.08K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-336- 6.4% |
$36.8K - $45.8K
|
4.92K
$497K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-557- 16.74% |
$61.1K - $75.9K
|
2.77K
$280K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-652- 0.21% |
$71.5K - $88.8K
|
316K
$31.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-770- 2.45% |
$84.4K - $105K
|
30.7K
$3.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5.17K+ 3.6% |
$567K - $704K
|
149K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 13.04% |
$329 - $409
|
20
$2.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.43K- 2.58% |
$266K - $331K
|
91.5K
$9.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
19.2K+ 8.37% |
$2.1M - $2.61M
|
248K
$25.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.32K- 50.44% |
$912K - $1.13M
|
8.17K
$826K
|