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 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-189- 8.73% |
$23.3K - $27.9K
|
1.98K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.45K+ 5.88% |
$673K - $804K
|
98.2K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 14.67% |
$1.36K - $1.62K
|
86
$11.5K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.18K- 10.8% |
$146K - $174K
|
9.78K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.4K+ 61.6% |
$172K - $206K
|
3.67K
$491K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-6.02K- 8.39% |
$743K - $888K
|
65.8K
$8.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.38K+ 1.64% |
$170K - $203K
|
85.5K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.35K+ 29.17% |
$289K - $346K
|
10.4K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.38K+ 9.67% |
$787K - $941K
|
72.4K
$9.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.12% |
$123 - $147
|
90
$12.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-850- 58.62% |
$105K - $125K
|
600
$80.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.1K+ 177.65% |
$382K - $457K
|
4.85K
$649K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.02KNew |
$249K - $298K
|
2.02K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-95- 9.55% |
$11.7K - $14K
|
900
$121K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
23.5K+ 178.04% |
$2.9M - $3.47M
|
36.7K
$4.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
4.2KNew |
$518K - $619K
|
4.2K
$562K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
303+ 10.26% |
$37.4K - $44.7K
|
3.26K
$436K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14+ 0.39% |
$1.73K - $2.06K
|
3.57K
$479K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-63- 0.28% |
$7.77K - $9.28K
|
22.3K
$2.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-36.4K- 89.83% |
$4.48M - $5.36M
|
4.12K
$551K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-87- 5.25% |
$10.7K - $12.8K
|
1.57K
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.89KNew |
$233K - $278K
|
1.89K
$253K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
424+ 2.12% |
$52.3K - $62.5K
|
20.4K
$2.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.09K- 12.13% |
$134K - $160K
|
7.89K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
370New |
$45.6K - $54.5K
|
370
$49.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.4K- 19.91% |
$913K - $1.09M
|
29.8K
$3.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.61K+ 3.96% |
$322K - $384K
|
68.4K
$9.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
918+ 3.78% |
$113K - $135K
|
25.2K
$3.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-506- 9.58% |
$62.4K - $74.6K
|
4.78K
$640K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-398- 3.93% |
$49.1K - $58.7K
|
9.74K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.83K+ 20.28% |
$1.09M - $1.3M
|
52.4K
$7.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
SELL
|
- |
-56- 1.97% |
$6.91K - $8.25K
|
2.79K
$374K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-97- 2.96% |
$12K - $14.3K
|
3.18K
$426K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
331+ 0.77% |
$40.8K - $48.8K
|
43.4K
$5.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
678+ 32.63% |
$83.6K - $99.9K
|
2.76K
$369K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.76K- 29.47% |
$587K - $702K
|
11.4K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-111- 2.36% |
$13.7K - $16.4K
|
4.59K
$614K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-38- 0.38% |
$4.69K - $5.6K
|
9.97K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
4.25K+ 43.57% |
$524K - $626K
|
14K
$1.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.46K+ 7.29% |
$303K - $362K
|
36.2K
$4.84M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.91K+ 29.14% |
$729K - $871K
|
26.2K
$3.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
238+ 2.8% |
$29.4K - $35.1K
|
8.73K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-4- 0.11% |
$493 - $590
|
3.56K
$477K
|
|
|
Oct 07, 2024
Q3 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
68.8K+ 13.51% |
$8.49M - $10.1M
|
578K
$77.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-67.2K- 85.14% |
$8.29M - $9.91M
|
11.7K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
150+ 0.67% |
$18.5K - $22.1K
|
22.5K
$3.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.14K- 16.9% |
$140K - $168K
|
5.59K
$748K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-389- 6.77% |
$48K - $57.3K
|
5.36K
$718K
|
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
190+ 1.18% |
$23.4K - $28K
|
16.4K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
258+ 1.4% |
$31.8K - $38K
|
18.7K
$2.5M
|