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 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
35+ 0.45% |
$3.84K - $4.77K
|
7.81K
$790K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-784- 4.12% |
$86K - $107K
|
18.2K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
81+ 0.13% |
$8.88K - $11K
|
64.1K
$6.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.64K+ 32.15% |
$509K - $632K
|
19.1K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.28% |
$7.13K - $8.86K
|
5.01K
$507K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.02% |
$110 - $136
|
4.93K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.27K- 15.0% |
$358K - $445K
|
18.5K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-162- 0.15% |
$17.8K - $22.1K
|
104K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-901- 11.75% |
$98.8K - $123K
|
6.77K
$685K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
1.91KNew |
$209K - $260K
|
1.91K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-64- 1.29% |
$7.02K - $8.72K
|
4.91K
$497K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.47K- 81.73% |
$161K - $200K
|
328
$33.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
429+ 209.27% |
$47K - $58.5K
|
634
$64.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.5KNew |
$274K - $341K
|
2.5K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.45K- 37.69% |
$378K - $470K
|
5.7K
$576K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
496+ 6.18% |
$54.4K - $67.6K
|
8.53K
$863K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-10- 0.43% |
$1.1K - $1.36K
|
2.34K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
714+ 14.22% |
$78.3K - $97.3K
|
5.73K
$580K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$3.07K - $3.82K
|
28
$2.83K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-133- 0.6% |
$14.6K - $18.1K
|
22K
$2.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-334- 11.67% |
$36.6K - $45.5K
|
2.53K
$256K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$1.1M - $1.37M
|
10K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-230- 6.88% |
$25.2K - $31.3K
|
3.11K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-36- 0.77% |
$3.95K - $4.91K
|
4.61K
$466K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-216- 87.8% |
$23.7K - $29.4K
|
30
$3.03K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 20.0% |
$439 - $545
|
24
$2.43K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
76+ 95.0% |
$8.33K - $10.4K
|
156
$15.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-30- 1.58% |
$3.29K - $4.09K
|
1.87K
$189K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-341- 2.64% |
$37.4K - $46.5K
|
12.6K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
513+ 6.56% |
$56.3K - $69.9K
|
8.33K
$842K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.61K+ 12.73% |
$395K - $491K
|
31.9K
$3.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
58+ 26.85% |
$6.36K - $7.9K
|
274
$27.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.35M - $1.67M
|
12.3K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
133+ 1.38% |
$14.6K - $18.1K
|
9.77K
$988K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-6.71K- 38.23% |
$736K - $914K
|
10.8K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
379+ 9.51% |
$41.6K - $51.6K
|
4.36K
$441K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.11K+ 4.55% |
$122K - $151K
|
25.5K
$2.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.42K- 13.13% |
$266K - $330K
|
16K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
337+ 2106.25% |
$37K - $45.9K
|
353
$35.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.57K+ 73.51% |
$392K - $487K
|
8.44K
$853K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.86KNew |
$642K - $798K
|
5.86K
$592K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.68K+ 32.84% |
$184K - $228K
|
6.78K
$685K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
PUT |
73.3KNew |
$8.04M - $9.99M
|
73.3K
$7.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.68K- 10.18% |
$184K - $229K
|
14.8K
$1.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-822- 26.88% |
$90.1K - $112K
|
2.24K
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 29.85% |
$422K - $524K
|
9.04K
$915K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-828- 16.6% |
$90.8K - $113K
|
4.16K
$421K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
101+ 2.51% |
$11.1K - $13.8K
|
4.12K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 26.37% |
$7.9K - $9.81K
|
345
$34.9K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
76.6K+ 1938.38% |
$8.4M - $10.4M
|
80.5K
$8.14M
|