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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
26.3K+ 9.56% |
$2.88M - $3.58M
|
301K
$30M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.4K+ 21.89% |
$153K - $191K
|
7.79K
$775K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11+ 0.41% |
$1.21K - $1.5K
|
2.67K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
431+ 14.62% |
$47.3K - $58.7K
|
3.38K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.59K- 6.16% |
$174K - $217K
|
24.2K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
448+ 15.21% |
$49.1K - $61K
|
3.39K
$338K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 0.02% |
$877 - $1.09K
|
42.3K
$4.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 2.49% |
$32.9K - $40.9K
|
11.7K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
4.23KNew |
$463K - $576K
|
4.23K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
11.3KNew |
$1.24M - $1.54M
|
11.3K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.12K- 17.86% |
$123K - $152K
|
5.15K
$512K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14.7K- 8.44% |
$1.61M - $2M
|
159K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.64K- 37.86% |
$509K - $633K
|
7.62K
$758K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
70+ 53.03% |
$7.68K - $9.54K
|
202
$20.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
140+ 0.67% |
$15.4K - $19.1K
|
21.1K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-800- 2.29% |
$87.7K - $109K
|
34.2K
$3.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-427- 6.56% |
$46.8K - $58.2K
|
6.08K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-336- 6.4% |
$36.8K - $45.8K
|
4.92K
$489K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-557- 16.74% |
$61.1K - $75.9K
|
2.77K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-652- 0.21% |
$71.5K - $88.8K
|
316K
$31.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-770- 2.45% |
$84.4K - $105K
|
30.7K
$3.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
5.17K+ 3.6% |
$567K - $704K
|
149K
$14.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 13.04% |
$329 - $409
|
20
$1.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.43K- 2.58% |
$266K - $331K
|
91.5K
$9.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
19.2K+ 8.37% |
$2.1M - $2.61M
|
248K
$24.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8.32K- 50.44% |
$912K - $1.13M
|
8.17K
$813K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-310- 7.29% |
$34K - $42.2K
|
3.94K
$392K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.18K+ 1.24% |
$568K - $705K
|
424K
$42.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.69K+ 2.54% |
$734K - $912K
|
271K
$26.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.73K- 27.85% |
$299K - $371K
|
7.06K
$702K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.05% |
$11K - $13.6K
|
198K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
3.3K+ 26.41% |
$361K - $449K
|
15.8K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150+ 83.33% |
$16.4K - $20.4K
|
330
$32.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
16K+ 27.36% |
$1.76M - $2.18M
|
74.6K
$7.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
41K+ 896.22% |
$4.5M - $5.59M
|
45.6K
$4.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.52K+ 1.46% |
$167K - $207K
|
106K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-362- 1.2% |
$39.7K - $49.3K
|
29.8K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-852- 24.15% |
$93.4K - $116K
|
2.68K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-721- 14.27% |
$79.1K - $98.2K
|
4.33K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-1.35K- 67.3% |
$148K - $183K
|
654
$65.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27+ 25.47% |
$2.96K - $3.68K
|
133
$13.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-404- 20.1% |
$44.3K - $55K
|
1.61K
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
5.16KNew |
$566K - $703K
|
5.16K
$514K
|
|
|
Apr 29, 2025
Q1 2025
|
Maj Invest Holding A
|
SELL
|
- |
-36.1K- 4.82% |
$3.96M - $4.92M
|
714K
$71M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
825+ 1.79% |
$90.5K - $112K
|
46.8K
$4.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-386- 10.78% |
$42.3K - $52.6K
|
3.19K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 9.77% |
$1.17M - $1.45M
|
119K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.49K+ 69.98% |
$273K - $339K
|
6.05K
$602K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-15- 0.07% |
$1.64K - $2.04K
|
22.9K
$2.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.7K+ 68.44% |
$1.5M - $1.87M
|
33.7K
$3.35M
|