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 |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11.7KClosed |
$1.44M - $1.73M
|
0
$0
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
4+ 0.17% |
$493 - $590
|
2.34K
$295K
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
3.81K+ 3770.3% |
$470K - $561K
|
3.91K
$491K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.92K- 12.08% |
$361K - $431K
|
21.3K
$2.67M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-252- 4.47% |
$31.1K - $37.1K
|
5.39K
$677K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
37New |
$4.56K - $5.45K
|
37
$4.65K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.39K- 0.87% |
$172K - $205K
|
160K
$20M
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
9.25K+ 11.89% |
$1.14M - $1.36M
|
87.1K
$10.9M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
5.21K+ 27.0% |
$642K - $768K
|
24.5K
$3.08M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.3K+ 15.75% |
$1.39M - $1.67M
|
83.1K
$10.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
5.44K+ 25.91% |
$671K - $802K
|
26.5K
$3.33M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.68K- 24.33% |
$701K - $838K
|
17.7K
$2.22M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
113KNew |
$14M - $16.7M
|
113K
$14.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-18- 1.09% |
$2.22K - $2.65K
|
1.64K
$205K
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
8.46K+ 123.63% |
$1.04M - $1.25M
|
15.3K
$1.92M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.1K+ 31.53% |
$999K - $1.19M
|
33.8K
$4.25M
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
680+ 28.35% |
$83.9K - $100K
|
3.08K
$387K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-14.3K- 65.68% |
$1.77M - $2.11M
|
7.49K
$941K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-156- 0.92% |
$19.2K - $23K
|
16.9K
$2.12M
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2+ 0.01% |
$247 - $295
|
17.5K
$2.2M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.67K- 8.89% |
$330K - $394K
|
27.4K
$3.44M
|
|
|
Nov 21, 2024
Q3 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.88K+ 12.24% |
$232K - $277K
|
17.2K
$2.17M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.07K- 8.72% |
$502K - $600K
|
42.6K
$5.36M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-695- 29.8% |
$85.7K - $102K
|
1.64K
$206K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.34% |
$2.47K - $2.95K
|
836
$105K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
110+ 2.78% |
$13.6K - $16.2K
|
4.06K
$510K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 0.49% |
$1.11K - $1.33K
|
1.85K
$233K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-413- 8.71% |
$50.9K - $60.9K
|
4.33K
$544K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
862+ 5.18% |
$106K - $127K
|
17.5K
$2.2M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-2.85K- 4.93% |
$351K - $419K
|
54.8K
$6.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.35K- 12.27% |
$290K - $346K
|
16.8K
$2.11M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.72K+ 5.4% |
$212K - $253K
|
33.6K
$4.22M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-6.97K- 1.3% |
$860K - $1.03M
|
530K
$66.6M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
CALL |
4+ 7.14% |
$493 - $590
|
60
$7.54K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 9.04% |
$1.44M - $1.73M
|
118K
$14.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-121- 2.43% |
$14.9K - $17.8K
|
4.87K
$611K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
20.5K+ 4.85% |
$2.53M - $3.03M
|
443K
$55.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
268+ 1.38% |
$33K - $39.5K
|
19.7K
$2.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
101+ 6.37% |
$12.5K - $14.9K
|
1.69K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.79K- 0.83% |
$344K - $411K
|
334K
$42M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
29.9KNew |
$3.69M - $4.41M
|
29.9K
$3.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-148- 3.4% |
$18.3K - $21.8K
|
4.21K
$529K
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-1.43K- 5.89% |
$176K - $211K
|
22.8K
$2.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
194+ 0.86% |
$23.9K - $28.6K
|
22.8K
$2.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.27K+ 7.37% |
$156K - $187K
|
18.5K
$2.32M
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.02K+ 20.83% |
$248K - $297K
|
11.7K
$1.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
131+ 18.88% |
$16.2K - $19.3K
|
825
$104K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
29.3K+ 1.62% |
$3.61M - $4.31M
|
1.84M
$231M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
131KNew |
$16.2M - $19.3M
|
131K
$16.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-280- 8.85% |
$34.5K - $41.3K
|
2.88K
$362K
|