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 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
18.4KNew |
$2.27M - $2.71M
|
18.4K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-58- 2.62% |
$7.15K - $8.55K
|
2.16K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.96K+ 37.9% |
$488K - $584K
|
14.4K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.81K- 34.28% |
$963K - $1.15M
|
15K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-59- 0.34% |
$7.28K - $8.7K
|
17.3K
$2.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$305K - $364K
|
2.47K
$311K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
513+ 28.77% |
$63.3K - $75.6K
|
2.3K
$289K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.06K- 2.8% |
$131K - $156K
|
36.9K
$4.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-4.53K- 11.56% |
$558K - $667K
|
34.6K
$4.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-17.4K- 40.73% |
$2.14M - $2.56M
|
25.3K
$3.17M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.03K- 20.61% |
$127K - $152K
|
3.97K
$499K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
39+ 1.27% |
$4.81K - $5.75K
|
3.11K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
509+ 7.57% |
$62.8K - $75K
|
7.24K
$910K
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.29K- 41.14% |
$653K - $780K
|
7.57K
$952K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.29K- 80.22% |
$283K - $338K
|
565
$71K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-78- 7.98% |
$9.62K - $11.5K
|
899
$113K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
248+ 1.57% |
$30.6K - $36.6K
|
16.1K
$2.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-16- 0.22% |
$1.97K - $2.36K
|
7.27K
$914K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-7.01K- 6.42% |
$865K - $1.03M
|
102K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-764- 9.68% |
$94.2K - $113K
|
7.13K
$896K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-33- 0.78% |
$4.07K - $4.86K
|
4.22K
$531K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.97K- 91.25% |
$243K - $291K
|
189
$23.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
8.39K+ 8.33% |
$1.04M - $1.24M
|
109K
$13.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-11K- 87.3% |
$1.36M - $1.62M
|
1.6K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-126K- 81.57% |
$15.5M - $18.5M
|
28.4K
$3.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
18.7K+ 22.24% |
$2.3M - $2.75M
|
103K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-164- 10.73% |
$20.2K - $24.2K
|
1.37K
$172K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 50.0% |
$6.17K - $7.37K
|
50
$6.28K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.58K+ 20.14% |
$318K - $380K
|
15.4K
$1.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-2.85K- 6.61% |
$352K - $420K
|
40.3K
$5.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-77.9K- 25.99% |
$9.6M - $11.5M
|
222K
$27.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-343- 6.98% |
$42.3K - $50.6K
|
4.57K
$574K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
441+ 16.92% |
$54.4K - $65K
|
3.05K
$383K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 50.0% |
$4.93K - $5.9K
|
40
$5.03K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-217- 11.08% |
$26.8K - $32K
|
1.74K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.7K+ 61.82% |
$210K - $251K
|
4.45K
$559K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-99- 1.86% |
$12.2K - $14.6K
|
5.21K
$655K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.42K+ 5.74% |
$421K - $503K
|
63K
$7.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
216+ 720.0% |
$26.6K - $31.8K
|
246
$30.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-200- 4.29% |
$24.7K - $29.5K
|
4.46K
$561K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
70+ 0.46% |
$8.63K - $10.3K
|
15.2K
$1.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-32- 60.38% |
$3.95K - $4.72K
|
21
$2.64K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-236- 7.81% |
$29.1K - $34.8K
|
2.78K
$350K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-67- 88.16% |
$8.26K - $9.87K
|
9
$1.13K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
1.62M+ 1061.14% |
$200M - $239M
|
1.77M
$223M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 2.01% |
$1.45M - $1.73M
|
571K
$71.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-152- 0.83% |
$18.7K - $22.4K
|
18.2K
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-258- 0.29% |
$31.8K - $38K
|
88.4K
$11.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
206+ 9.37% |
$25.4K - $30.4K
|
2.41K
$302K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
355+ 15.39% |
$43.8K - $52.3K
|
2.66K
$334K
|