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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-175- 1.48% |
$19.2K - $23.8K
|
11.7K
$1.13M
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-134K- 94.47% |
$14.7M - $18.3M
|
7.86K
$760K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.64K+ 27.7% |
$729K - $905K
|
30.6K
$2.96M
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-27K- 23.31% |
$2.96M - $3.68M
|
88.8K
$8.59M
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-6.51K- 29.98% |
$713K - $886K
|
15.2K
$1.47M
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.9K+ 8.53% |
$208K - $259K
|
24.2K
$2.34M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.59KNew |
$284K - $353K
|
2.59K
$250K
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
6.51K+ 88.53% |
$714K - $887K
|
13.9K
$1.34M
|
|
May 14, 2025
Q1 2025
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
60.7KNew |
$6.66M - $8.27M
|
60.7K
$5.87M
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
80.4K+ 38.31% |
$8.82M - $11M
|
290K
$28.1M
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.42K+ 15.85% |
$594K - $738K
|
39.6K
$3.83M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
22.2K+ 209.11% |
$2.43M - $3.02M
|
32.8K
$3.17M
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.22K- 3.57% |
$134K - $166K
|
33K
$3.19M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.7K- 1.0% |
$1.94M - $2.42M
|
1.75M
$170M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23K+ 43.04% |
$2.52M - $3.14M
|
76.5K
$7.4M
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
134+ 10.59% |
$14.7K - $18.3K
|
1.4K
$135K
|
|
May 14, 2025
Q1 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-1.85KClosed |
$203K - $252K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
10.8K+ 1811.24% |
$1.18M - $1.47M
|
11.4K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-304- 0.05% |
$33.3K - $41.4K
|
645K
$62.4M
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-406- 0.29% |
$44.5K - $55.3K
|
140K
$13.5M
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-123K- 41.49% |
$13.5M - $16.7M
|
173K
$16.8M
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12+ 63.16% |
$1.32K - $1.64K
|
31
$3K
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.05K+ 10.61% |
$553K - $688K
|
52.6K
$5.09M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-49.3K- 12.47% |
$5.41M - $6.72M
|
346K
$33.5M
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.12K+ 37.13% |
$452K - $561K
|
15.2K
$1.47M
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.29% |
$439 - $545
|
313
$30.3K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-63.6K- 14.7% |
$6.97M - $8.66M
|
369K
$35.7M
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
15.6K+ 167.08% |
$1.71M - $2.13M
|
25K
$2.42M
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-836- 30.37% |
$91.7K - $114K
|
1.92K
$185K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.23K+ 16.17% |
$902K - $1.12M
|
59.1K
$5.72M
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-161K- 56.04% |
$17.6M - $21.9M
|
126K
$12.2M
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
17.9K+ 42.09% |
$1.97M - $2.44M
|
60.5K
$5.86M
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
629+ 0.77% |
$69K - $85.7K
|
82K
$7.93M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 1.61% |
$1.31M - $1.63M
|
731K
$70.7M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
769K+ 36.0% |
$84.4M - $105M
|
2.91M
$281M
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.06KNew |
$116K - $144K
|
1.06K
$102K
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.9KNew |
$208K - $259K
|
1.9K
$184K
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
927+ 17.81% |
$102K - $126K
|
6.13K
$593K
|
|
May 14, 2025
Q1 2025
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
25.7KNew |
$2.82M - $3.5M
|
25.7K
$2.49M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139+ 2.31% |
$15.2K - $18.9K
|
6.15K
$595K
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
795+ 2.82% |
$87.2K - $108K
|
29K
$2.81M
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
179+ 6.83% |
$19.6K - $24.4K
|
2.8K
$271K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.75K- 5.06% |
$411K - $511K
|
70.3K
$6.8M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
36.7K+ 824.37% |
$4.03M - $5.01M
|
41.2K
$3.98M
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
974+ 30.61% |
$107K - $133K
|
4.16K
$402K
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.76K- 22.24% |
$632K - $785K
|
20.1K
$1.95M
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.8KNew |
$197K - $245K
|
1.8K
$174K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.73K- 1.31% |
$300K - $372K
|
205K
$19.9M
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
265+ 0.85% |
$29.1K - $36.1K
|
31.3K
$3.03M
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.62K- 1.87% |
$397K - $494K
|
190K
$18.4M
|