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 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-58- 11.15% |
$6.36K - $7.9K
|
462
$46.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.35K- 66.73% |
$806K - $1M
|
3.66K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-4- 0.74% |
$439 - $545
|
539
$54.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.75K+ 28.27% |
$192K - $238K
|
7.93K
$802K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 8.16% |
$439 - $545
|
45
$4.55K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$219K - $272K
|
2K
$202K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-900- 19.57% |
$98.7K - $123K
|
3.7K
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
9.77K+ 29.02% |
$1.07M - $1.33M
|
43.4K
$4.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
648+ 15.49% |
$71.1K - $88.3K
|
4.83K
$489K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.58K+ 231.37% |
$831K - $1.03M
|
10.9K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
310+ 22.29% |
$34K - $42.2K
|
1.7K
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$272K - $338K
|
2.48K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12- 0.25% |
$1.32K - $1.64K
|
4.84K
$490K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$110 - $136
|
272
$27.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-569- 7.6% |
$62.4K - $77.5K
|
6.92K
$700K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-7.16K- 26.76% |
$785K - $975K
|
19.6K
$1.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.57K- 21.11% |
$392K - $487K
|
13.4K
$1.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-38.9K- 29.57% |
$4.27M - $5.3M
|
92.7K
$9.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 53.69% |
$200K - $249K
|
1.58K
$159K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$240K - $299K
|
2.19K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-60- 2.35% |
$6.58K - $8.18K
|
2.49K
$252K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-290- 13.36% |
$31.8K - $39.5K
|
1.88K
$190K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.25K+ 55.7% |
$137K - $170K
|
3.5K
$354K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-348- 15.99% |
$38.2K - $47.4K
|
1.83K
$185K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.87KNew |
$205K - $255K
|
1.87K
$189K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
18.7K+ 6.63% |
$2.05M - $2.54M
|
300K
$30.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
563+ 3.05% |
$61.7K - $76.7K
|
19K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-20- 0.54% |
$2.19K - $2.73K
|
3.67K
$371K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-306- 8.33% |
$33.6K - $41.7K
|
3.37K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-92- 0.02% |
$10.1K - $12.5K
|
386K
$39M
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
929+ 2.13% |
$102K - $127K
|
44.6K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-169- 2.37% |
$18.5K - $23K
|
6.98K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-249- 9.19% |
$27.3K - $33.9K
|
2.46K
$249K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7K+ 1.59% |
$186K - $231K
|
108K
$10.9M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-61- 2.28% |
$6.69K - $8.31K
|
2.61K
$264K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-3.56K- 21.53% |
$390K - $485K
|
13K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-595- 56.13% |
$65.2K - $81.1K
|
465
$47K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2KNew |
$219K - $273K
|
2K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.86K+ 61.24% |
$203K - $253K
|
4.88K
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
21.5K+ 194.5% |
$2.36M - $2.93M
|
32.6K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-22.7K- 62.2% |
$2.49M - $3.09M
|
13.8K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
609+ 26.0% |
$66.8K - $83K
|
2.95K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.67K+ 4.59% |
$183K - $228K
|
38.1K
$3.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
224+ 12.04% |
$24.6K - $30.5K
|
2.09K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
347New |
$38.1K - $47.3K
|
347
$35.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56.8K+ 136.14% |
$6.23M - $7.74M
|
98.5K
$9.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
45+ 0.22% |
$4.93K - $6.13K
|
20.8K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
6.31K+ 3.69% |
$692K - $859K
|
177K
$17.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-357- 3.89% |
$39.1K - $48.6K
|
8.82K
$892K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-74- 3.56% |
$8.11K - $10.1K
|
2K
$202K
|