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 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-51K- 23.79% |
$5.6M - $6.96M
|
163K
$16.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.84K- 0.59% |
$531K - $660K
|
817K
$82.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.94KNew |
$212K - $264K
|
1.94K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.29% |
$329 - $409
|
1.05K
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.6K+ 57.63% |
$2.37M - $2.94M
|
59K
$5.97M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
638New |
$70K - $86.9K
|
638
$64.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.46K+ 8.86% |
$379K - $471K
|
42.5K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-12- 0.31% |
$1.32K - $1.64K
|
3.84K
$388K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-532- 14.55% |
$58.3K - $72.5K
|
3.12K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
37+ 1.61% |
$4.06K - $5.04K
|
2.34K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.34K+ 1.13% |
$147K - $183K
|
120K
$12.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-147K- 87.21% |
$16.2M - $20.1M
|
21.6K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
45+ 0.77% |
$4.93K - $6.13K
|
5.93K
$599K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
409+ 6.29% |
$44.9K - $55.7K
|
6.91K
$699K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.28K- 12.94% |
$469K - $583K
|
28.8K
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-76.1K- 77.35% |
$8.35M - $10.4M
|
22.3K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.53K- 0.09% |
$168K - $208K
|
1.78M
$180M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-37.7K- 15.75% |
$4.14M - $5.14M
|
202K
$20.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
9.95K+ 24.74% |
$1.09M - $1.36M
|
50.1K
$5.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
208+ 4.94% |
$22.8K - $28.3K
|
4.42K
$447K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-185- 3.57% |
$20.3K - $25.2K
|
5K
$506K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8- 0.02% |
$877 - $1.09K
|
41.1K
$4.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
210+ 525.0% |
$23K - $28.6K
|
250
$25.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-526- 3.64% |
$57.7K - $71.7K
|
13.9K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-14.7K- 2.3% |
$1.61M - $2M
|
624K
$63.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.94K+ 1.38% |
$213K - $265K
|
143K
$14.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-40- 1.7% |
$4.39K - $5.45K
|
2.32K
$234K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
448+ 32.51% |
$49.1K - $61K
|
1.83K
$185K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-44- 0.73% |
$4.83K - $6K
|
6K
$607K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-3.17K- 51.36% |
$348K - $432K
|
3K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.01K+ 25.62% |
$330K - $410K
|
14.8K
$1.49M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.57K- 3.06% |
$282K - $351K
|
81.6K
$8.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
20.2KNew |
$2.22M - $2.75M
|
20.2K
$2.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.63K- 15.34% |
$288K - $358K
|
14.5K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2K- 4.75% |
$219K - $273K
|
40.1K
$4.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
262+ 5.99% |
$28.7K - $35.7K
|
4.63K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
39New |
$4.28K - $5.31K
|
39
$3.94K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
213+ 1.21% |
$23.4K - $29K
|
17.8K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
409+ 0.87% |
$44.9K - $55.7K
|
47.2K
$4.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
69+ 3.41% |
$7.57K - $9.4K
|
2.09K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24.2KNew |
$2.66M - $3.3M
|
24.2K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 58.48% |
$154K - $191K
|
3.79K
$384K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
84+ 18.5% |
$9.21K - $11.4K
|
538
$54.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$329 - $409
|
2.04K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-1.5K- 39.47% |
$164K - $204K
|
2.3K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.23K+ 25.79% |
$135K - $167K
|
5.98K
$605K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 16.46% |
$139K - $173K
|
8.99K
$909K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-204- 0.22% |
$22.4K - $27.8K
|
91.3K
$9.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
604+ 9.87% |
$66.2K - $82.3K
|
6.73K
$680K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
596+ 16.18% |
$65.4K - $81.2K
|
4.28K
$433K
|