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 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
182+ 6.47% |
$20K - $24.8K
|
2.99K
$298K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
47+ 0.38% |
$5.15K - $6.4K
|
12.3K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-118- 5.55% |
$12.9K - $16.1K
|
2.01K
$200K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-14- -0.0% |
$1.54K - $1.91K
|
370K
$36.8M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-912- 83.67% |
$100K - $124K
|
178
$17.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-133- 50.76% |
$14.6K - $18.1K
|
129
$12.8K
|
|
|
May 01, 2025
Q1 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-20- 0.23% |
$2.19K - $2.73K
|
8.71K
$867K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.23K+ 169.42% |
$793K - $985K
|
11.5K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
157+ 6.85% |
$17.2K - $21.4K
|
2.45K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 10.06% |
$19.5K - $24.3K
|
1.95K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
SELL
|
- |
-11- 0.04% |
$1.21K - $1.5K
|
24.7K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
895+ 4.69% |
$98.1K - $122K
|
20K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
5.68K+ 29.47% |
$623K - $774K
|
25K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-180- 45.69% |
$19.7K - $24.5K
|
214
$21.3K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.8K- 2.17% |
$2.06M - $2.56M
|
848K
$84.4M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.56K- 2.92% |
$281K - $349K
|
85.1K
$8.46M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-526- 9.4% |
$57.7K - $71.7K
|
5.07K
$504K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
3.25K+ 1.54% |
$356K - $442K
|
215K
$21.4M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
54+ 3.04% |
$5.92K - $7.36K
|
1.83K
$182K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
554+ 21.56% |
$60.8K - $75.5K
|
3.12K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-5.4K- 82.6% |
$592K - $736K
|
1.14K
$113K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-17- 0.02% |
$1.86K - $2.32K
|
75.2K
$7.49M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 16.67% |
$1.1K - $1.36K
|
70
$6.97K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1K- 30.15% |
$110K - $136K
|
2.32K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
19.4K+ 24.97% |
$2.12M - $2.64M
|
96.9K
$9.64M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.84K+ 5.43% |
$640K - $795K
|
113K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
99New |
$10.9K - $13.5K
|
99
$9.85K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
267+ 1.43% |
$29.3K - $36.4K
|
18.9K
$1.88M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
189+ 29.3% |
$20.7K - $25.8K
|
834
$83K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-100- 10.64% |
$11K - $13.6K
|
840
$83.6K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
10.3KNew |
$1.13M - $1.4M
|
10.3K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
14.9K+ 17.42% |
$1.64M - $2.03M
|
101K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
450+ 2.57% |
$49.3K - $61.3K
|
17.9K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.89KNew |
$207K - $257K
|
1.89K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.53K- 16.28% |
$607K - $754K
|
28.4K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-648- 1.65% |
$71.1K - $88.3K
|
38.7K
$3.85M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
4.66KNew |
$511K - $634K
|
4.66K
$463K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-42- 9.52% |
$4.61K - $5.72K
|
399
$39.7K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
862+ 4.09% |
$94.5K - $117K
|
21.9K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.95K+ 21.29% |
$324K - $403K
|
16.8K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.7K- 7.63% |
$406K - $505K
|
44.9K
$4.46M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
11.9K+ 44.62% |
$1.3M - $1.62M
|
38.5K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-279- 10.07% |
$30.6K - $38K
|
2.49K
$248K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
774+ 55.01% |
$84.9K - $105K
|
2.18K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.79K+ 19.51% |
$196K - $244K
|
11K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.96K+ 150.49% |
$544K - $675K
|
8.25K
$821K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
3.39K+ 11.09% |
$372K - $462K
|
34K
$3.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 13.97% |
$1.28M - $1.6M
|
95.6K
$9.51M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-302K- 60.82% |
$33.1M - $41.2M
|
195K
$19.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.17K+ 10.79% |
$786K - $977K
|
73.6K
$7.32M
|