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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 17.56% |
$124K - $148K
|
6.74K
$909K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5- 0.11% |
$617 - $737
|
4.62K
$622K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
757+ 7.45% |
$93.4K - $112K
|
10.9K
$1.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-207- 2.6% |
$25.5K - $30.5K
|
7.75K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
54+ 1.67% |
$6.66K - $7.96K
|
3.29K
$443K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.07K- 14.04% |
$378K - $452K
|
18.8K
$2.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
60+ 3.46% |
$7.4K - $8.84K
|
1.8K
$242K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-290- 2.71% |
$35.8K - $42.7K
|
10.4K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-139- 2.95% |
$17.1K - $20.5K
|
4.57K
$616K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.87K+ 12.72% |
$231K - $276K
|
16.6K
$2.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2.9K- 28.16% |
$358K - $427K
|
7.4K
$998K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-478- 4.99% |
$58.9K - $70.4K
|
9.1K
$1.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-753- 7.55% |
$92.9K - $111K
|
9.22K
$1.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-846- 36.5% |
$104K - $125K
|
1.47K
$198K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.71K+ 7.19% |
$827K - $989K
|
100K
$13.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-82- 0.3% |
$10.1K - $12.1K
|
26.9K
$3.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-20.7K- 25.75% |
$2.55M - $3.05M
|
59.6K
$8.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
650+ 16.34% |
$80.2K - $95.8K
|
4.63K
$624K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
11+ 0.5% |
$1.36K - $1.62K
|
2.22K
$299K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 8.93% |
$18.5K - $22.1K
|
1.83K
$247K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.58K+ 21.46% |
$441K - $528K
|
20.3K
$2.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-40- 1.06% |
$4.93K - $5.9K
|
3.72K
$501K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 4.77% |
$17.1K - $20.5K
|
3.05K
$412K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
140+ 0.4% |
$17.3K - $20.6K
|
34.9K
$4.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-70- 3.88% |
$8.63K - $10.3K
|
1.74K
$234K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.56K+ 106.76% |
$316K - $377K
|
4.96K
$668K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
743+ 1.89% |
$91.6K - $110K
|
40K
$5.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
34+ 0.47% |
$4.19K - $5.01K
|
7.2K
$970K
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-632- 12.29% |
$77.9K - $93.1K
|
4.51K
$608K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
85+ 3.03% |
$10.5K - $12.5K
|
2.89K
$389K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
342+ 1.84% |
$42.2K - $50.4K
|
19K
$2.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.63K+ 40.63% |
$695K - $830K
|
19.5K
$2.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.9K- 66.64% |
$3.19M - $3.81M
|
13K
$1.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-163- 44.54% |
$20.1K - $24K
|
203
$27.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.74KNew |
$214K - $256K
|
1.74K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
16.4KNew |
$2.03M - $2.42M
|
16.4K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.03K+ 65.51% |
$374K - $447K
|
7.66K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 1.07% |
$2.22K - $2.65K
|
1.7K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-591- 24.67% |
$72.9K - $87.1K
|
1.81K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-11- 0.53% |
$1.36K - $1.62K
|
2.07K
$279K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-144- 11.17% |
$17.8K - $21.2K
|
1.15K
$154K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-33- 1.17% |
$4.07K - $4.86K
|
2.79K
$376K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
338+ 16.34% |
$41.7K - $49.8K
|
2.41K
$325K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-558- 0.51% |
$68.8K - $82.2K
|
109K
$14.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
64.2K+ 362.91% |
$7.91M - $9.46M
|
81.8K
$11M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
572+ 1.33% |
$70.5K - $84.3K
|
43.6K
$5.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-189- 8.73% |
$23.3K - $27.9K
|
1.98K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.45K+ 5.88% |
$673K - $804K
|
98.2K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 14.67% |
$1.36K - $1.62K
|
86
$11.6K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.18K- 10.8% |
$146K - $174K
|
9.78K
$1.32M
|