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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.6K+ 0.84% |
$1.8M - $2.16M
|
1.75M
$235M
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-1.3K- 0.2% |
$160K - $192K
|
656K
$87.9M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-300- 37.41% |
$37K - $44.2K
|
502
$67.2K
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
188+ 0.43% |
$23.2K - $27.7K
|
43.4K
$5.82M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39- 2.36% |
$4.81K - $5.75K
|
1.61K
$216K
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-93- 2.87% |
$11.5K - $13.7K
|
3.14K
$421K
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.53K+ 68.22% |
$312K - $373K
|
6.24K
$835K
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.88K+ 12.8% |
$478K - $572K
|
34.2K
$4.58M
|
|
Nov 05, 2024
Q3 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
369K+ 19.76% |
$45.5M - $54.4M
|
2.23M
$299M
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.41K- 6.94% |
$174K - $208K
|
19K
$2.54M
|
|
Nov 05, 2024
Q3 2024
|
Mayar Capital Ltd.
|
BUY
|
- |
13.2K+ 12.51% |
$1.63M - $1.95M
|
119K
$15.9M
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.1K+ 5.56% |
$136K - $162K
|
20.9K
$2.8M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-106- 10.46% |
$13.1K - $15.6K
|
907
$121K
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.27K+ 0.12% |
$157K - $188K
|
1.08M
$145M
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-1.39K- 4.73% |
$171K - $205K
|
28K
$3.75M
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
354+ 5.92% |
$43.7K - $52.2K
|
6.33K
$848K
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-54- 20.45% |
$6.66K - $7.96K
|
210
$28.1K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.86K- 26.03% |
$476K - $569K
|
11K
$1.47M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
233+ 14.37% |
$28.7K - $34.3K
|
1.85K
$248K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 43.59% |
$2.37M - $2.84M
|
24.9K
$3.33M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.82K+ 6.86% |
$224K - $267K
|
28.3K
$3.79M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8.24K+ 1.67% |
$1.02M - $1.21M
|
500K
$67M
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-369- 1.92% |
$45.5K - $54.4K
|
18.8K
$2.52M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.39K+ 20.38% |
$295K - $352K
|
14.1K
$1.89M
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
745+ 2.55% |
$91.9K - $110K
|
30K
$4.02M
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
3.97KNew |
$489K - $585K
|
3.97K
$532K
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
1.54KNew |
$190K - $227K
|
1.54K
$207K
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.1K+ 60.31% |
$136K - $162K
|
2.92K
$392K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.07K+ 55.7% |
$379K - $453K
|
8.59K
$1.15M
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
34.6KNew |
$4.27M - $5.1M
|
34.6K
$4.63M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
205+ 4.92% |
$25.3K - $30.2K
|
4.37K
$585K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.41K+ 7.96% |
$543K - $649K
|
59.8K
$8M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-859- 0.44% |
$106K - $127K
|
196K
$26.3M
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 1.13% |
$2.96K - $3.54K
|
2.15K
$288K
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-325- 2.63% |
$40.1K - $47.9K
|
12K
$1.61M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-626- 0.68% |
$77.2K - $92.3K
|
91.9K
$12.3M
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
83+ 1.17% |
$10.2K - $12.2K
|
7.18K
$961K
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-629- 4.59% |
$77.6K - $92.7K
|
13.1K
$1.75M
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-3.3K- 1.2% |
$407K - $487K
|
271K
$36.4M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 15.33% |
$2.84K - $3.39K
|
127
$17K
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-104- 0.89% |
$12.8K - $15.3K
|
11.6K
$1.55M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-735- 16.96% |
$90.6K - $108K
|
3.6K
$482K
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.92K+ 115.24% |
$607K - $726K
|
9.2K
$1.23M
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-46.3K- 80.22% |
$5.71M - $6.83M
|
11.4K
$1.53M
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
18+ 0.39% |
$2.22K - $2.65K
|
4.62K
$619K
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
96.3K+ 13.59% |
$11.9M - $14.2M
|
805K
$108M
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.25K- 0.67% |
$647K - $773K
|
776K
$104M
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
87+ 3.11% |
$10.7K - $12.8K
|
2.88K
$386K
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.5K- 33.47% |
$184K - $220K
|
2.97K
$398K
|
|
Nov 05, 2024
Q3 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
5K+ 50.0% |
$617K - $737K
|
15K
$2.01M
|