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 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
57+ 1.23% |
$7.03K - $8.4K
|
4.68K
$626K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
474+ 5.45% |
$58.5K - $69.9K
|
9.16K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
25.3K+ 23.65% |
$3.11M - $3.72M
|
132K
$17.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
CALL |
1.5KNew |
$185K - $221K
|
1.5K
$201K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.57K+ 23.55% |
$686K - $820K
|
29.2K
$3.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 12.98% |
$126K - $151K
|
8.89K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-48- 2.08% |
$5.92K - $7.07K
|
2.26K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
810+ 6.79% |
$99.9K - $119K
|
12.7K
$1.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.77K+ 3608.16% |
$218K - $261K
|
1.82K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 3.62% |
$11.1K - $13.3K
|
2.58K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
8+ 0.53% |
$987 - $1.18K
|
1.53K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21+ 2.09% |
$2.59K - $3.09K
|
1.03K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-57- 3.04% |
$7.03K - $8.4K
|
1.82K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
58+ 2.72% |
$7.15K - $8.55K
|
2.19K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 5.55% |
$127K - $151K
|
17.5K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-31.9K- 42.82% |
$3.93M - $4.7M
|
42.6K
$5.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.37% |
$987 - $1.18K
|
2.2K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3- 0.66% |
$370 - $442
|
452
$60.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-424- 20.58% |
$52.3K - $62.5K
|
1.64K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-66- 0.37% |
$8.14K - $9.73K
|
17.6K
$2.35M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-852- 29.82% |
$105K - $126K
|
2.01K
$269K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-193- 7.16% |
$23.8K - $28.4K
|
2.5K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-123- 6.91% |
$15.2K - $18.1K
|
1.66K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57KNew |
$193K - $231K
|
1.57K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-9.3K- 23.97% |
$1.15M - $1.37M
|
29.5K
$3.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
903+ 2.64% |
$111K - $133K
|
35.1K
$4.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-467- 8.69% |
$57.6K - $68.8K
|
4.91K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 0.85% |
$247 - $295
|
237
$31.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
17.7K+ 54.4% |
$2.19M - $2.61M
|
50.3K
$6.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.52K+ 2283.33% |
$558K - $666K
|
4.72K
$632K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.79K+ 99.72% |
$221K - $264K
|
3.59K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 9.54% |
$37.7K - $45.1K
|
2.9K
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
35+ 8.58% |
$4.32K - $5.16K
|
443
$59.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.83K+ 6.43% |
$349K - $416K
|
46.8K
$6.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-115- 1.46% |
$14.2K - $16.9K
|
7.77K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.87K+ 326.58% |
$600K - $717K
|
6.36K
$851K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.07K- 8.01% |
$255K - $305K
|
23.7K
$3.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.85% |
$22.1K - $26.4K
|
9.85K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-153- 6.21% |
$18.9K - $22.5K
|
2.31K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 10.33% |
$468K - $559K
|
32.9K
$4.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.19K- 17.64% |
$269K - $322K
|
10.2K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
559+ 4.71% |
$68.9K - $82.4K
|
12.4K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
566+ 2.3% |
$69.8K - $83.4K
|
25.2K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-121- 1.04% |
$14.9K - $17.8K
|
11.6K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-130- 3.3% |
$16K - $19.2K
|
3.81K
$510K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 17.95% |
$863 - $1.03K
|
46
$6.16K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-15- 18.07% |
$1.85K - $2.21K
|
68
$9.11K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-7K- 29.92% |
$863K - $1.03M
|
16.4K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
7.68K+ 2.81% |
$946K - $1.13M
|
281K
$37.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
14+ 0.94% |
$1.73K - $2.06K
|
1.51K
$202K
|