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 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-208- 4.26% |
$25.7K - $30.7K
|
4.68K
$588K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-3.38K- 4.37% |
$417K - $498K
|
74K
$9.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-440- 21.04% |
$54.3K - $64.8K
|
1.65K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.58K+ 11.55% |
$195K - $233K
|
15.3K
$1.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18New |
$2.22K - $2.65K
|
18
$2.26K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.64KNew |
$448K - $536K
|
3.64K
$457K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-492- 14.41% |
$60.7K - $72.5K
|
2.92K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
10K+ 14.71% |
$1.23M - $1.47M
|
78K
$9.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-97- 4.55% |
$12K - $14.3K
|
2.03K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 1.23% |
$6.29K - $7.52K
|
4.2K
$528K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-847- 1.11% |
$104K - $125K
|
75.7K
$9.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34K+ 4.27% |
$4.19M - $5.01M
|
829K
$104M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 19.68% |
$48.7K - $58.2K
|
1.61K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
755+ 48.77% |
$93.1K - $111K
|
2.3K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-153- 2.26% |
$18.9K - $22.5K
|
6.61K
$831K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-82- 1.18% |
$10.1K - $12.1K
|
6.85K
$861K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-23- 0.01% |
$2.84K - $3.39K
|
370K
$46.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
320+ 4.73% |
$39.5K - $47.2K
|
7.09K
$891K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-53- 2.83% |
$6.54K - $7.81K
|
1.82K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 26.97% |
$1.7M - $2.04M
|
65.1K
$8.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-567- 4.28% |
$69.9K - $83.6K
|
12.7K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.98K+ 1.82% |
$614K - $734K
|
279K
$35M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.6K- 4.39% |
$320K - $383K
|
56.6K
$7.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-984- 4.95% |
$121K - $145K
|
18.9K
$2.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-587- 7.46% |
$72.4K - $86.5K
|
7.28K
$915K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.08KNew |
$134K - $160K
|
1.08K
$136K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-45- 20.27% |
$5.55K - $6.63K
|
177
$22.2K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-299- 0.94% |
$36.9K - $44.1K
|
31.6K
$3.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
237+ 24.21% |
$29.2K - $34.9K
|
1.22K
$153K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.1K- 1.78% |
$629K - $752K
|
281K
$35.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.15K+ 7.13% |
$142K - $169K
|
17.3K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-8.88K- 56.27% |
$1.09M - $1.31M
|
6.9K
$867K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.85K+ 56.69% |
$598K - $715K
|
13.4K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
392+ 0.37% |
$48.3K - $57.8K
|
106K
$13.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
128+ 0.25% |
$15.8K - $18.9K
|
51.7K
$6.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-405- 0.49% |
$49.9K - $59.7K
|
81.9K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.01K- 7.73% |
$247K - $295K
|
23.9K
$3.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.97K+ 12.91% |
$613K - $733K
|
43.5K
$5.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-87- 1.17% |
$10.7K - $12.8K
|
7.36K
$925K
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-92K- 41.35% |
$11.4M - $13.6M
|
131K
$16.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-52.2K- 86.8% |
$6.44M - $7.69M
|
7.94K
$997K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.44K+ 34.01% |
$177K - $212K
|
5.66K
$712K
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-84- 0.63% |
$10.4K - $12.4K
|
13.2K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.61K+ 273.92% |
$321K - $384K
|
3.56K
$447K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.39K- 2.3% |
$418K - $499K
|
144K
$18.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-260- 0.2% |
$32.1K - $38.3K
|
129K
$16.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
6.72K+ 19.37% |
$828K - $990K
|
41.4K
$5.2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 2.37% |
$176K - $211K
|
61.7K
$7.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16.7K- 26.46% |
$2.06M - $2.46M
|
46.4K
$5.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-106K- 92.98% |
$13.1M - $15.6M
|
8K
$1.01M
|