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 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.53KNew |
$928K - $1.11M
|
7.53K
$946K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.51K+ 3.34% |
$186K - $222K
|
46.6K
$5.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11.4K+ 85.36% |
$1.4M - $1.67M
|
24.7K
$3.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 0.07% |
$12.3K - $14.7K
|
140K
$17.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
52+ 1.3% |
$6.41K - $7.66K
|
4.04K
$508K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
288+ 0.1% |
$35.5K - $42.4K
|
275K
$34.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-8.48K- 22.92% |
$1.05M - $1.25M
|
28.5K
$3.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-423- 2.33% |
$52.2K - $62.3K
|
17.7K
$2.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-8.97K- 1.42% |
$1.11M - $1.32M
|
625K
$78.5M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-1.93K- 22.84% |
$238K - $284K
|
6.52K
$819K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
15+ 0.73% |
$1.85K - $2.21K
|
2.06K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
271+ 32.15% |
$33.4K - $39.9K
|
1.11K
$140K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.39K- 14.57% |
$171K - $205K
|
8.15K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.42K- 3.28% |
$421K - $503K
|
101K
$12.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
139+ 5.81% |
$17.1K - $20.5K
|
2.53K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.58K- 56.01% |
$688K - $822K
|
4.38K
$550K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 4.21% |
$5.43K - $6.48K
|
1.09K
$137K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-126- 1.67% |
$15.5K - $18.6K
|
7.41K
$931K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
30.6K+ 1408.33% |
$3.77M - $4.51M
|
32.8K
$4.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-200- 1.63% |
$24.7K - $29.5K
|
12.1K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-539- 3.02% |
$66.5K - $79.4K
|
17.3K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
12.3K+ 119.4% |
$1.51M - $1.81M
|
22.5K
$2.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6- 2.13% |
$740 - $884
|
276
$34.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-208- 0.12% |
$25.7K - $30.7K
|
180K
$22.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 16.5% |
$136K - $162K
|
5.57K
$700K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.98KNew |
$491K - $587K
|
3.98K
$500K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.46K- 48.06% |
$797K - $952K
|
6.98K
$877K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-17- 0.6% |
$2.1K - $2.51K
|
2.8K
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 2.85% |
$339K - $405K
|
93.7K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-352- 13.17% |
$43.4K - $51.9K
|
2.32K
$292K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15- 5.81% |
$1.85K - $2.21K
|
243
$30.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
103+ 50.99% |
$12.7K - $15.2K
|
305
$38.3K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.16K- 42.44% |
$143K - $171K
|
1.57K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-91- 5.76% |
$11.2K - $13.4K
|
1.49K
$187K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.97K- 9.85% |
$982K - $1.17M
|
72.9K
$9.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-121- 3.25% |
$14.9K - $17.8K
|
3.6K
$453K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-350- 10.54% |
$43.2K - $51.6K
|
2.97K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.38K- 45.84% |
$170K - $203K
|
1.63K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-837- 4.46% |
$103K - $123K
|
17.9K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
156+ 1.94% |
$19.2K - $23K
|
8.18K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.08K- 23.07% |
$134K - $160K
|
3.61K
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-39- 6.7% |
$4.81K - $5.75K
|
543
$68.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-8.47K- 2.02% |
$1.04M - $1.25M
|
411K
$51.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.56K- 18.72% |
$192K - $229K
|
6.76K
$850K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-114- 1.92% |
$14.1K - $16.8K
|
5.83K
$732K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.04% |
$247 - $295
|
5.27K
$663K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.19K+ 21.06% |
$270K - $322K
|
12.6K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
523+ 19.9% |
$64.5K - $77.1K
|
3.15K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.94K- 12.22% |
$362K - $433K
|
21.1K
$2.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 1.33% |
$6.17K - $7.37K
|
3.71K
$466K
|