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 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-200- 8.4% |
$21.9K - $27.3K
|
2.18K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13.1K+ 311.87% |
$1.43M - $1.78M
|
17.2K
$1.72M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-645- 4.71% |
$70.7K - $87.9K
|
13K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
23.6K+ 2.68% |
$2.58M - $3.21M
|
903K
$89.9M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.7K+ 173.98% |
$2.38M - $2.96M
|
34.2K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 1.55% |
$548 - $681
|
327
$32.5K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1K- 13.4% |
$110K - $137K
|
6.48K
$645K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.23% |
$110 - $136
|
440
$43.8K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-6.68K- 56.33% |
$732K - $910K
|
5.18K
$515K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-116K- 15.62% |
$12.8M - $15.8M
|
628K
$62.5M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-5.83K- 19.91% |
$639K - $795K
|
23.5K
$2.33M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-746- 9.73% |
$81.8K - $102K
|
6.92K
$689K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20- 3.85% |
$2.19K - $2.73K
|
500
$49.8K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
155+ 2.24% |
$17K - $21.1K
|
7.08K
$705K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.9K+ 99.69% |
$208K - $259K
|
3.81K
$379K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$3.18K - $3.95K
|
29
$2.89K
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-152- 1.43% |
$16.7K - $20.7K
|
10.5K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.24K+ 176.06% |
$465K - $578K
|
6.65K
$662K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-2.75K- 55.06% |
$302K - $375K
|
2.25K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.6K+ 79.17% |
$175K - $218K
|
3.62K
$360K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
240New |
$26.3K - $32.7K
|
240
$23.9K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
12K+ 33.0% |
$1.32M - $1.63M
|
48.4K
$4.81M
|
|
|
May 02, 2025
Q1 2025
|
Mayar Capital Ltd.
|
BUY
|
- |
2.2K+ 2.11% |
$241K - $300K
|
107K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.9K+ 12.58% |
$427K - $531K
|
34.9K
$3.47M
|
|
|
May 02, 2025
Q1 2025
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-2.21K- 43.5% |
$242K - $301K
|
2.87K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.21K+ 7.98% |
$133K - $165K
|
16.4K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Ddd Partners, LLC
|
BUY
|
- |
186KNew |
$20.4M - $25.4M
|
186K
$18.5M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-6.21K- 8.56% |
$681K - $846K
|
66.3K
$6.6M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.53K+ 18.56% |
$167K - $208K
|
9.75K
$970K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13.1K- 34.66% |
$1.44M - $1.79M
|
24.8K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-449K- 41.46% |
$49.3M - $61.2M
|
635K
$63.1M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-116- 4.0% |
$12.7K - $15.8K
|
2.78K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
123+ 492.0% |
$13.5K - $16.8K
|
148
$14.7K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.44K- 4.37% |
$267K - $332K
|
53.4K
$5.31M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.25K- 24.85% |
$137K - $170K
|
3.77K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
470K+ 94.53% |
$51.6M - $64.1M
|
968K
$96.3M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
9.51K+ 93.52% |
$1.04M - $1.3M
|
19.7K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
365+ 6.78% |
$40K - $49.7K
|
5.75K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.2K+ 28.78% |
$1.34M - $1.66M
|
54.6K
$5.43M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.23K+ 71.01% |
$354K - $440K
|
7.78K
$774K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
82+ 2.51% |
$8.99K - $11.2K
|
3.34K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
213+ 8.2% |
$23.4K - $29K
|
2.81K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-6.76K- 61.03% |
$741K - $921K
|
4.32K
$429K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-436- 29.58% |
$47.8K - $59.4K
|
1.04K
$103K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.5K+ 55.43% |
$1.26M - $1.56M
|
32.2K
$3.2M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-250- 5.85% |
$27.4K - $34.1K
|
4.02K
$400K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.45K- 14.44% |
$378K - $470K
|
20.4K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
24K+ 46.87% |
$2.63M - $3.27M
|
75.3K
$7.49M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.24K+ 29.23% |
$136K - $169K
|
5.48K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$329 - $409
|
3
$299
|