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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.01K- 6.99% |
$769K - $955K
|
93.2K
$9.27M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-39- 1.43% |
$4.28K - $5.31K
|
2.68K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
152+ 1.44% |
$16.7K - $20.7K
|
10.7K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-11.6K- 2.73% |
$1.28M - $1.59M
|
415K
$41.3M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.16K+ 33.6% |
$128K - $158K
|
4.62K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
BUY
|
- |
11.4K+ 23.25% |
$1.25M - $1.55M
|
60.3K
$6M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
310+ 12.05% |
$34K - $42.2K
|
2.88K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-75- 0.31% |
$8.22K - $10.2K
|
24K
$2.39M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.05K- 66.6% |
$554K - $688K
|
2.53K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 10.43% |
$1.2M - $1.49M
|
116K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
9.22KNew |
$1.01M - $1.26M
|
9.22K
$917K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.78K+ 62.42% |
$414K - $515K
|
9.83K
$978K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.07K- 26.22% |
$227K - $282K
|
5.82K
$579K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.33K+ 29.95% |
$146K - $181K
|
5.76K
$573K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.59% |
$4.39K - $5.45K
|
6.76K
$673K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.07K+ 43.78% |
$336K - $418K
|
10.1K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-83- 1.19% |
$9.1K - $11.3K
|
6.87K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-13.6K- 55.01% |
$1.49M - $1.85M
|
11.1K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6.16KNew |
$676K - $840K
|
6.16K
$613K
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
BUY
|
- |
5.4KNew |
$592K - $736K
|
5.4K
$537K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
245+ 11.89% |
$26.9K - $33.4K
|
2.31K
$229K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-21.3K- 27.07% |
$2.34M - $2.91M
|
57.5K
$5.72M
|
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
5.16K+ 4.38% |
$566K - $704K
|
123K
$12.2M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.01K+ 132.64% |
$549K - $683K
|
8.79K
$874K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
117+ 2.15% |
$12.8K - $15.9K
|
5.55K
$552K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.21K- 4.22% |
$132K - $164K
|
27.4K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-139- 11.37% |
$15.2K - $18.9K
|
1.08K
$108K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 108.56% |
$306K - $380K
|
5.36K
$534K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
107K+ 147.21% |
$11.7M - $14.6M
|
179K
$17.8M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
54+ 18.95% |
$5.92K - $7.36K
|
339
$33.7K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.64K- 7.85% |
$179K - $223K
|
19.2K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-11.5K- 64.18% |
$1.26M - $1.56M
|
6.4K
$637K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
571+ 7.2% |
$62.6K - $77.8K
|
8.5K
$846K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.22K- 2.69% |
$243K - $302K
|
80.2K
$7.98M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
799+ 24.44% |
$87.6K - $109K
|
4.07K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
205K+ 19.62% |
$22.5M - $27.9M
|
1.25M
$124M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
18.8K+ 68.86% |
$2.06M - $2.56M
|
46.1K
$4.59M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.22K+ 4.09% |
$244K - $303K
|
56.5K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.64KNew |
$619K - $769K
|
5.64K
$561K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402+ 1608.0% |
$44.1K - $54.8K
|
427
$42.5K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
13.3K+ 212.38% |
$1.46M - $1.81M
|
19.5K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-3- 37.5% |
$329 - $409
|
5
$498
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
18+ 1.43% |
$1.97K - $2.45K
|
1.28K
$127K
|
|
|
May 05, 2025
Q1 2025
|
William Allan, LLC
|
BUY
|
- |
878+ 3.01% |
$96.3K - $120K
|
30.1K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-54.9K- 82.99% |
$6.02M - $7.48M
|
11.3K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.2K+ 6.9% |
$131K - $163K
|
18.5K
$1.85M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
97+ 1.43% |
$10.6K - $13.2K
|
6.9K
$686K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
666+ 27.94% |
$73K - $90.7K
|
3.05K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
808+ 5.2% |
$88.6K - $110K
|
16.3K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
SELL
|
- |
-251- 7.59% |
$27.5K - $34.2K
|
3.06K
$304K
|