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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-245- 0.57% |
$30.2K - $36.1K
|
42.8K
$5.73M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.1K- 6.37% |
$136K - $162K
|
16.2K
$2.17M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.08K- 4.48% |
$134K - $160K
|
23.1K
$3.09M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-340- 2.5% |
$41.9K - $50.1K
|
13.3K
$1.77M
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-366- 12.94% |
$45.1K - $53.9K
|
2.46K
$330K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-237- 0.25% |
$29.2K - $34.9K
|
95.5K
$12.8M
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-8- 4.71% |
$987 - $1.18K
|
162
$21.7K
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.43% |
$123 - $147
|
71
$9.51K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.24K+ 14.27% |
$399K - $477K
|
25.9K
$3.47M
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.05K+ 42.69% |
$499K - $596K
|
13.5K
$1.81M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 6.18% |
$49.3K - $59K
|
6.07K
$813K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 22.16% |
$13.8M - $16.5M
|
616K
$82.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-256K- 9.3% |
$31.6M - $37.7M
|
2.5M
$335M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.29% |
$863 - $1.03K
|
2.39K
$320K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 50.0% |
$1.48K - $1.77K
|
36
$4.82K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-556- 0.07% |
$68.6K - $81.9K
|
741K
$99.3M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.29K- 47.49% |
$158K - $189K
|
1.42K
$190K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27- 5.24% |
$3.33K - $3.98K
|
488
$65.4K
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.8KNew |
$222K - $265K
|
1.8K
$241K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$37K - $44.2K
|
300
$40.2K
|
|
Oct 18, 2024
Q3 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
33KNew |
$4.07M - $4.87M
|
33K
$4.42M
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.45K+ 89.96% |
$179K - $214K
|
3.07K
$411K
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.18KNew |
$638K - $763K
|
5.18K
$693K
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.88K+ 2.89% |
$479K - $572K
|
139K
$18.5M
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.05K+ 30.63% |
$129K - $155K
|
4.48K
$600K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29.7K+ 40.15% |
$3.66M - $4.37M
|
104K
$13.9M
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-20- 1.82% |
$2.47K - $2.95K
|
1.08K
$145K
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.87KNew |
$477K - $570K
|
3.87K
$518K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-32- 0.45% |
$3.95K - $4.72K
|
7.14K
$957K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-46- 17.1% |
$5.67K - $6.78K
|
223
$29.9K
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$266K - $318K
|
2.16K
$289K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
33.5K+ 105.97% |
$4.13M - $4.94M
|
65.1K
$8.72M
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12- 0.15% |
$1.48K - $1.77K
|
7.89K
$1.06M
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.61KNew |
$568K - $679K
|
4.61K
$617K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
85+ 1.99% |
$10.5K - $12.5K
|
4.35K
$582K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
94+ 0.87% |
$11.6K - $13.9K
|
10.9K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-58- 2.75% |
$7.15K - $8.55K
|
2.05K
$275K
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
34+ 0.85% |
$4.19K - $5.01K
|
4.02K
$538K
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$247 - $295
|
4.45K
$596K
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-52- 6.25% |
$6.41K - $7.66K
|
780
$104K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.29KNew |
$1.15M - $1.37M
|
9.29K
$1.24M
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$863 - $1.03K
|
7.87K
$1.05M
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-34- 2.23% |
$4.19K - $5.01K
|
1.49K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-370- 7.31% |
$45.6K - $54.5K
|
4.69K
$628K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.39KNew |
$294K - $352K
|
2.39K
$319K
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-130- 8.0% |
$16K - $19.2K
|
1.49K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
2.1K+ 14.05% |
$259K - $309K
|
17.1K
$2.28M
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.39K- 1.4% |
$172K - $205K
|
98.2K
$13.2M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.04K+ 10.19% |
$251K - $300K
|
22K
$2.95M
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.73K- 18.65% |
$213K - $254K
|
7.52K
$1.01M
|