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 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-310- 7.29% |
$34K - $42.2K
|
3.94K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.18K+ 1.24% |
$568K - $705K
|
424K
$42.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.69K+ 2.54% |
$734K - $912K
|
271K
$27.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.73K- 27.85% |
$299K - $371K
|
7.06K
$714K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.05% |
$11K - $13.6K
|
198K
$20.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
3.3K+ 26.41% |
$361K - $449K
|
15.8K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150+ 83.33% |
$16.4K - $20.4K
|
330
$33.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.52K+ 1.46% |
$167K - $207K
|
106K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-362- 1.2% |
$39.7K - $49.3K
|
29.8K
$3.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-852- 24.15% |
$93.4K - $116K
|
2.68K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-721- 14.27% |
$79.1K - $98.2K
|
4.33K
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27+ 25.47% |
$2.96K - $3.68K
|
133
$13.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-404- 20.1% |
$44.3K - $55K
|
1.61K
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.16KNew |
$566K - $703K
|
5.16K
$522K
|
|
|
Apr 29, 2025
Q1 2025
|
Maj Invest Holding A
|
SELL
|
- |
-36.1K- 4.82% |
$3.96M - $4.92M
|
714K
$72.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
825+ 1.79% |
$90.5K - $112K
|
46.8K
$4.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-386- 10.78% |
$42.3K - $52.6K
|
3.19K
$323K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 9.77% |
$1.17M - $1.45M
|
119K
$12.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.49K+ 69.98% |
$273K - $339K
|
6.05K
$612K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-15- 0.07% |
$1.64K - $2.04K
|
22.9K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.7K+ 68.44% |
$1.5M - $1.87M
|
33.7K
$3.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
977+ 3.7% |
$107K - $133K
|
27.4K
$2.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 30.39% |
$257K - $319K
|
10K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.23K+ 28.54% |
$354K - $439K
|
14.5K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
202+ 1.03% |
$22.2K - $27.5K
|
19.8K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
465New |
$51K - $63.4K
|
465
$47K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.84KNew |
$312K - $387K
|
2.84K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
128New |
$14K - $17.4K
|
128
$12.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
4.4K+ 37.93% |
$483K - $600K
|
16K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-473- 15.69% |
$51.9K - $64.5K
|
2.54K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.99K+ 6.8% |
$438K - $544K
|
62.7K
$6.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-4- 40.0% |
$439 - $545
|
6
$607
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-64- 2.57% |
$7.02K - $8.72K
|
2.43K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 9.52% |
$21.9K - $27.3K
|
1.9K
$192K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-10- 8.26% |
$1.1K - $1.36K
|
111
$11.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-82- 2.92% |
$8.99K - $11.2K
|
2.72K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5+ 1.23% |
$548 - $681
|
413
$41.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.24% |
$1.21K - $1.5K
|
4.58K
$464K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-415- 3.42% |
$45.5K - $56.5K
|
11.7K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 12.83% |
$18.2M - $22.7M
|
1.46M
$148M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.74% |
$1.64K - $2.04K
|
2.01K
$203K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.69K- 31.96% |
$186K - $231K
|
3.6K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-200- 16.67% |
$21.9K - $27.3K
|
1K
$101K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-493- 8.33% |
$54.1K - $67.2K
|
5.43K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 1.96% |
$249K - $310K
|
114K
$11.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-437- 2.99% |
$47.9K - $59.5K
|
14.2K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
45.8K+ 12.53% |
$5.02M - $6.24M
|
411K
$41.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.28K- 14.33% |
$140K - $174K
|
7.64K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-439- 0.74% |
$48.1K - $59.8K
|
59.3K
$5.99M
|