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 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-113- 13.75% |
$13.9K - $16.7K
|
709
$89.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
126+ 13.25% |
$15.5K - $18.6K
|
1.08K
$135K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-87- 5.02% |
$10.7K - $12.8K
|
1.65K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-43- 1.64% |
$5.3K - $6.34K
|
2.58K
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
1.38K+ 5.08% |
$170K - $204K
|
28.6K
$3.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.52K+ 85.68% |
$311K - $371K
|
5.46K
$686K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-7.33K- 6.1% |
$904K - $1.08M
|
113K
$14.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-720- 5.87% |
$88.8K - $106K
|
11.5K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-377- 2.77% |
$46.5K - $55.6K
|
13.2K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20.5K+ 554.65% |
$2.52M - $3.02M
|
24.2K
$3.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-449- 7.78% |
$55.4K - $66.2K
|
5.32K
$669K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.52KNew |
$557K - $666K
|
4.52K
$568K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
3.18K+ 23.5% |
$392K - $468K
|
16.7K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-428- 11.65% |
$52.8K - $63.1K
|
3.25K
$408K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.2K+ 59.64% |
$148K - $176K
|
3.2K
$403K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.05K- 17.75% |
$252K - $302K
|
9.48K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.01K+ 265.4% |
$1.11M - $1.33M
|
12.4K
$1.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-769- 4.2% |
$94.8K - $113K
|
17.6K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-3.2K- 9.32% |
$394K - $471K
|
31.1K
$3.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-685- 7.45% |
$84.5K - $101K
|
8.51K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-945- 2.11% |
$117K - $139K
|
43.9K
$5.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 9.74% |
$1.34M - $1.6M
|
101K
$12.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
419+ 1.57% |
$51.7K - $61.8K
|
27.1K
$3.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-122- 3.74% |
$15K - $18K
|
3.14K
$395K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.67K+ 70.61% |
$206K - $246K
|
4.04K
$507K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.25% |
$8.02K - $9.58K
|
5.14K
$646K
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-3.89K- 9.69% |
$480K - $573K
|
36.3K
$4.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-136- 6.12% |
$16.8K - $20K
|
2.09K
$262K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-31.2K- 83.77% |
$3.85M - $4.6M
|
6.04K
$759K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
45+ 0.75% |
$5.55K - $6.63K
|
6.05K
$761K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.03K- 23.15% |
$127K - $151K
|
3.41K
$428K
|
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
304+ 25.44% |
$37.5K - $44.8K
|
1.5K
$188K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2+ 0.08% |
$247 - $295
|
2.47K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 1.06% |
$3.45K - $4.13K
|
2.67K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.69K+ 633.73% |
$331K - $396K
|
3.11K
$391K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 11.6% |
$203K - $243K
|
15.9K
$1.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
150+ 8.8% |
$18.5K - $22.1K
|
1.85K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-115- 1.57% |
$14.2K - $16.9K
|
7.21K
$907K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-245- 0.57% |
$30.2K - $36.1K
|
42.8K
$5.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.1K- 6.37% |
$136K - $162K
|
16.2K
$2.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.08K- 4.48% |
$134K - $160K
|
23.1K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-340- 2.5% |
$41.9K - $50.1K
|
13.3K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-366- 12.94% |
$45.1K - $53.9K
|
2.46K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-237- 0.25% |
$29.2K - $34.9K
|
95.5K
$12M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-8- 4.71% |
$987 - $1.18K
|
162
$20.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.43% |
$123 - $147
|
71
$8.92K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.24K+ 14.27% |
$399K - $477K
|
25.9K
$3.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.05K+ 42.69% |
$499K - $596K
|
13.5K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 6.18% |
$49.3K - $59K
|
6.07K
$763K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 22.16% |
$13.8M - $16.5M
|
616K
$77.5M
|