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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.85K+ 7.08% |
$248K - $281K
|
27.9K
$3.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
111New |
$14.9K - $16.9K
|
111
$15K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.36KClosed |
$183K - $207K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-454- 20.98% |
$60.9K - $69.1K
|
1.71K
$231K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.16K- 36.58% |
$155K - $176K
|
2.01K
$270K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.26K- 29.01% |
$169K - $192K
|
3.08K
$416K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
67+ 3.98% |
$8.99K - $10.2K
|
1.75K
$236K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 3.33% |
$134 - $152
|
31
$4.18K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.46KNew |
$330K - $374K
|
2.46K
$331K
|
|
|
Jul 16, 2024
Q2 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-5- 8.33% |
$671 - $761
|
55
$7.42K
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.02KNew |
$406K - $460K
|
3.02K
$408K
|
|
|
Jul 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3.39K- 95.77% |
$455K - $516K
|
150
$20.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-147- 8.9% |
$19.7K - $22.4K
|
1.51K
$203K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-234- 26.77% |
$31.4K - $35.6K
|
640
$86.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-101- 1.48% |
$13.6K - $15.4K
|
6.7K
$903K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-180- 9.69% |
$24.2K - $27.4K
|
1.68K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-8.81KClosed |
$1.18M - $1.34M
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-4.27K- 60.4% |
$573K - $651K
|
2.8K
$378K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$8.72K - $9.9K
|
65
$8.76K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-133- 7.97% |
$17.8K - $20.3K
|
1.54K
$207K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-595- 49.92% |
$79.8K - $90.6K
|
597
$80.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
512+ 14.67% |
$68.7K - $78K
|
4K
$539K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-215- 10.74% |
$28.9K - $32.7K
|
1.79K
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.58KNew |
$212K - $241K
|
1.58K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.67KNew |
$358K - $406K
|
2.67K
$360K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-89- 0.73% |
$11.9K - $13.6K
|
12.1K
$1.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-741- 66.7% |
$99.4K - $113K
|
370
$49.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
560+ 0.85% |
$75.2K - $85.3K
|
66.1K
$8.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
21.3KNew |
$2.85M - $3.24M
|
21.3K
$2.87M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-30- 16.3% |
$4.03K - $4.57K
|
154
$20.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.15K- 26.93% |
$288K - $327K
|
5.83K
$786K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
22+ 10.23% |
$2.95K - $3.35K
|
237
$32K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-92- 5.84% |
$12.3K - $14K
|
1.48K
$200K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
5+ 0.34% |
$671 - $761
|
1.47K
$198K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-100- 0.56% |
$13.4K - $15.2K
|
17.9K
$2.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
274+ 3.84% |
$36.8K - $41.7K
|
7.4K
$998K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 6.06% |
$13.4K - $15.2K
|
1.55K
$209K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
174New |
$23.4K - $26.5K
|
174
$23.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.04KNew |
$273K - $310K
|
2.04K
$275K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-186- 7.19% |
$25K - $28.3K
|
2.4K
$324K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-599- 65.11% |
$80.4K - $91.2K
|
321
$43.3K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 22.91% |
$121K - $137K
|
3.03K
$408K
|
|
| Q1 2024 | |||||||
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-63.8K- 97.85% |
$8.87M - $10.3M
|
1.4K
$189K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
737New |
$103K - $119K
|
737
$99.4K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 143.93% |
$307K - $355K
|
3.74K
$504K
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-13.7K- 89.78% |
$1.9M - $2.2M
|
1.56K
$210K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-538- 22.41% |
$74.8K - $86.7K
|
1.86K
$251K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-67- 3.5% |
$9.32K - $10.8K
|
1.85K
$249K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 2.39% |
$1.39K - $1.61K
|
428
$57.7K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.3K+ 255.56% |
$320K - $371K
|
3.2K
$431K
|
|