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 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.05K- 12.43% |
$115K - $143K
|
7.38K
$746K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262+ 4.84% |
$28.7K - $35.7K
|
5.67K
$574K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
40New |
$4.39K - $5.45K
|
40
$4.05K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
966+ 12.81% |
$106K - $132K
|
8.51K
$861K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.6KClosed |
$175K - $218K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-35- 1.15% |
$3.84K - $4.77K
|
3K
$303K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
3.79K+ 7.96% |
$416K - $517K
|
51.4K
$5.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
68.2K+ 39.77% |
$7.48M - $9.29M
|
240K
$24.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
BUY
|
- |
6.15K+ 586.74% |
$674K - $838K
|
7.2K
$728K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-42.5K- 25.65% |
$4.66M - $5.79M
|
123K
$12.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-179- 6.88% |
$19.6K - $24.4K
|
2.42K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1- 0.05% |
$110 - $136
|
1.94K
$197K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.49% |
$1.1K - $1.36K
|
2.03K
$206K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-158- 5.46% |
$17.3K - $21.5K
|
2.73K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-894- 83.24% |
$98K - $122K
|
180
$18.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.15K+ 13.76% |
$345K - $429K
|
26K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
356+ 4.5% |
$39K - $48.5K
|
8.27K
$836K
|
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-23.9K- 48.29% |
$2.62M - $3.25M
|
25.5K
$2.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
13.1KNew |
$1.44M - $1.79M
|
13.1K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7New |
$768 - $954
|
7
$708
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
17.3K+ 102.96% |
$1.9M - $2.36M
|
34.1K
$3.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500+ 78.13% |
$54.8K - $68.1K
|
1.14K
$115K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.21K+ 95.13% |
$242K - $301K
|
4.53K
$458K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.26K+ 3.83% |
$248K - $308K
|
61.3K
$6.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
14+ 0.46% |
$1.54K - $1.91K
|
3.04K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-611K- 52.94% |
$67M - $83.2M
|
543K
$54.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.39K- 9.56% |
$152K - $189K
|
13.1K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.24KNew |
$465K - $577K
|
4.24K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-9.87K- 3.26% |
$1.08M - $1.34M
|
293K
$29.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-758- 0.79% |
$83.1K - $103K
|
94.8K
$9.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
2.57K+ 9.44% |
$281K - $350K
|
29.7K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
186+ 51.52% |
$20.4K - $25.3K
|
547
$55.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
660+ 6.82% |
$72.4K - $89.9K
|
10.3K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.85K+ 3.61% |
$1.08M - $1.34M
|
283K
$28.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-15.9K- 55.73% |
$1.74M - $2.16M
|
12.6K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
703+ 6.34% |
$77.1K - $95.8K
|
11.8K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.25K+ 6.02% |
$137K - $170K
|
22K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.95K+ 9.95% |
$214K - $266K
|
21.5K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30+ 1.49% |
$3.29K - $4.09K
|
2.04K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-200- 7.99% |
$21.9K - $27.3K
|
2.3K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-58- 5.06% |
$6.36K - $7.9K
|
1.09K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
450+ 11.07% |
$49.3K - $61.3K
|
4.52K
$457K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-538- 4.7% |
$59K - $73.3K
|
10.9K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-43- 23.12% |
$4.72K - $5.86K
|
143
$14.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-35- 0.37% |
$3.84K - $4.77K
|
9.44K
$955K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-863- 30.01% |
$94.6K - $118K
|
2.01K
$204K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-57- 1.24% |
$6.25K - $7.77K
|
4.55K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-335- 2.32% |
$36.7K - $45.6K
|
14.1K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-235- 5.31% |
$25.8K - $32K
|
4.19K
$423K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-24- 1.04% |
$2.63K - $3.27K
|
2.29K
$231K
|