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
|
1 St Source Bank
|
BUY
|
- |
44+ 0.82% |
$5.4K - $6.09K
|
5.43K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-419- 3.44% |
$51.4K - $58K
|
11.8K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-38K- 75.59% |
$4.66M - $5.25M
|
12.3K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 23.44% |
$3.68K - $4.15K
|
158
$18.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-482- 0.69% |
$59.1K - $66.7K
|
69.6K
$8.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 23.98% |
$1.28M - $1.44M
|
53.9K
$6.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.7K+ 1.24% |
$209K - $235K
|
139K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
110New |
$13.5K - $15.2K
|
110
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.28KNew |
$157K - $177K
|
1.28K
$150K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
327+ 0.95% |
$40.1K - $45.2K
|
34.6K
$4.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-202- 0.46% |
$24.8K - $27.9K
|
43.7K
$5.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
21.1KNew |
$2.58M - $2.91M
|
21.1K
$2.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
799+ 22.0% |
$98K - $111K
|
4.43K
$520K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
116+ 4.83% |
$14.2K - $16K
|
2.52K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
63+ 1.25% |
$7.73K - $8.72K
|
5.09K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
2.13KNew |
$261K - $294K
|
2.13K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.31KNew |
$406K - $458K
|
3.31K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-201- 0.15% |
$24.7K - $27.8K
|
135K
$15.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-2.2K- 5.27% |
$269K - $304K
|
39.5K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.43K+ 1.39% |
$176K - $198K
|
104K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
7.17K+ 26.97% |
$880K - $992K
|
33.8K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-3.79K- 12.35% |
$465K - $525K
|
26.9K
$3.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-373- 1.63% |
$45.7K - $51.6K
|
22.6K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-11.4K- 10.06% |
$1.39M - $1.57M
|
102K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.3K+ 61.9% |
$159K - $180K
|
3.4K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.44K+ 26.24% |
$913K - $1.03M
|
35.8K
$4.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.52KNew |
$432K - $487K
|
3.52K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
439New |
$53.8K - $60.7K
|
439
$51.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
29K+ 17.77% |
$3.56M - $4.01M
|
192K
$22.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
35.3K+ 6.77% |
$4.32M - $4.88M
|
556K
$65.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.6K+ 12.69% |
$196K - $221K
|
14.2K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.2K- 2.41% |
$3.58M - $4.03M
|
1.18M
$139M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
11.6KNew |
$1.42M - $1.6M
|
11.6K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Arjuna Capital
|
BUY
|
- |
81+ 2.04% |
$9.93K - $11.2K
|
4.05K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
896+ 12.23% |
$110K - $124K
|
8.22K
$966K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-662- 7.61% |
$81.2K - $91.6K
|
8.03K
$944K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
45+ 1.28% |
$5.52K - $6.23K
|
3.56K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-905- 4.17% |
$111K - $125K
|
20.8K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-96- 0.51% |
$11.8K - $13.3K
|
18.6K
$2.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.39K- 7.16% |
$294K - $331K
|
31K
$3.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
145+ 6.04% |
$17.8K - $20.1K
|
2.55K
$299K
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.28M+ 14.58% |
$157M - $177M
|
10M
$1.18B
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
BUY
|
- |
7.54K+ 18.22% |
$925K - $1.04M
|
48.9K
$5.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
80New |
$9.81K - $11.1K
|
80
$9.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
9.69KNew |
$1.19M - $1.34M
|
9.69K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-199- 6.32% |
$24.4K - $27.5K
|
2.95K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
30+ 0.43% |
$3.68K - $4.15K
|
6.93K
$814K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-86- 4.41% |
$10.5K - $11.9K
|
1.86K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
15+ 0.07% |
$1.84K - $2.08K
|
22.9K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
83+ 36.09% |
$10.2K - $11.5K
|
313
$36.8K
|