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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.1K+ 95.19% |
$258K - $291K
|
4.31K
$436K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-54- 1.88% |
$6.62K - $7.47K
|
2.82K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.1K+ 7.4% |
$135K - $152K
|
16K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.3KNew |
$772K - $871K
|
6.3K
$637K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
200New |
$24.5K - $27.7K
|
200
$20.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
472KNew |
$57.9M - $65.3M
|
472K
$47.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 23.44% |
$3.68K - $4.15K
|
158
$16K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.28KNew |
$157K - $177K
|
1.28K
$130K
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
2.13KNew |
$261K - $294K
|
2.13K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.3K+ 61.9% |
$159K - $180K
|
3.4K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.52KNew |
$432K - $487K
|
3.52K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-96- 0.51% |
$11.8K - $13.3K
|
18.6K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
9.69KNew |
$1.19M - $1.34M
|
9.69K
$980K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-86- 4.41% |
$10.5K - $11.9K
|
1.86K
$189K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
83+ 36.09% |
$10.2K - $11.5K
|
313
$31.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-142- 77.6% |
$17.4K - $19.6K
|
41
$4.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-60- 11.41% |
$7.36K - $8.3K
|
466
$47.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-904- 22.88% |
$111K - $125K
|
3.05K
$308K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.99KNew |
$244K - $275K
|
1.99K
$201K
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-238- 3.27% |
$29.2K - $32.9K
|
7.05K
$713K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
59New |
$7.24K - $8.16K
|
59
$5.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.37K+ 1.24% |
$413K - $466K
|
275K
$27.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-71- 4.0% |
$8.71K - $9.82K
|
1.7K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.91KNew |
$479K - $540K
|
3.91K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-106- 4.93% |
$13K - $14.7K
|
2.04K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-20.8K- 90.25% |
$2.55M - $2.88M
|
2.25K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22New |
$2.7K - $3.04K
|
22
$2.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-11.7K- 34.15% |
$1.43M - $1.61M
|
22.5K
$2.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250+ 13.77% |
$30.7K - $34.6K
|
2.07K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
18K+ 196.01% |
$2.21M - $2.49M
|
27.2K
$2.75M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.22KNew |
$273K - $308K
|
2.22K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.91KNew |
$235K - $265K
|
1.91K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.84KNew |
$225K - $254K
|
1.84K
$186K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-508- 16.08% |
$62.3K - $70.3K
|
2.65K
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.64KNew |
$201K - $226K
|
1.64K
$165K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.5KNew |
$1.9M - $2.14M
|
15.5K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-30- 12.5% |
$3.68K - $4.15K
|
210
$21.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 0.78% |
$1.84K - $2.08K
|
1.94K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$12.3K - $13.8K
|
100
$10.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.86KNew |
$964K - $1.09M
|
7.86K
$795K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
168New |
$20.6K - $23.2K
|
168
$17K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-585- 8.02% |
$71.8K - $80.9K
|
6.71K
$679K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.6K- 67.95% |
$1.3M - $1.47M
|
5K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-456- 15.34% |
$55.9K - $63.1K
|
2.52K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.3% |
$123 - $138
|
329
$33.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-27.5K- 8.22% |
$3.38M - $3.81M
|
308K
$31.1M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-6- 0.12% |
$736 - $830
|
5.2K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.26K+ 4.75% |
$154K - $174K
|
27.7K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.6KNew |
$197K - $222K
|
1.6K
$162K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
185+ 4.55% |
$22.7K - $25.6K
|
4.26K
$430K
|