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 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$9.95K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
977+ 3.7% |
$107K - $133K
|
27.4K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
685+ 9.27% |
$75.1K - $93.3K
|
8.07K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 30.39% |
$257K - $319K
|
10K
$999K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.23K+ 28.54% |
$354K - $439K
|
14.5K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
202+ 1.03% |
$22.2K - $27.5K
|
19.8K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
465New |
$51K - $63.4K
|
465
$46.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.84KNew |
$312K - $387K
|
2.84K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
128New |
$14K - $17.4K
|
128
$12.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
4.4K+ 37.93% |
$483K - $600K
|
16K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-473- 15.69% |
$51.9K - $64.5K
|
2.54K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.99K+ 6.8% |
$438K - $544K
|
62.7K
$6.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-4- 40.0% |
$439 - $545
|
6
$597
|
|
|
Apr 29, 2025
Q1 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-64- 2.57% |
$7.02K - $8.72K
|
2.43K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-200- 9.52% |
$21.9K - $27.3K
|
1.9K
$189K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-10- 8.26% |
$1.1K - $1.36K
|
111
$11K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-82- 2.92% |
$8.99K - $11.2K
|
2.72K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5+ 1.23% |
$548 - $681
|
413
$41.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.24% |
$1.21K - $1.5K
|
4.58K
$456K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-415- 3.42% |
$45.5K - $56.5K
|
11.7K
$1.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
166K+ 12.83% |
$18.2M - $22.7M
|
1.46M
$146M
|
|
|
Apr 29, 2025
Q1 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-15- 0.74% |
$1.64K - $2.04K
|
2.01K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.69K- 31.96% |
$186K - $231K
|
3.6K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-200- 16.67% |
$21.9K - $27.3K
|
1K
$99.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-493- 8.33% |
$54.1K - $67.2K
|
5.43K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.28K- 1.96% |
$249K - $310K
|
114K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-437- 2.99% |
$47.9K - $59.5K
|
14.2K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
93+ 1.41% |
$10.2K - $12.7K
|
6.71K
$667K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
45.8K+ 12.53% |
$5.02M - $6.24M
|
411K
$40.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.28K- 14.33% |
$140K - $174K
|
7.64K
$760K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-439- 0.74% |
$48.1K - $59.8K
|
59.3K
$5.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
89+ 1.04% |
$9.76K - $12.1K
|
8.62K
$857K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
BUY
|
- |
11.4KNew |
$1.25M - $1.55M
|
11.4K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-486- 1.26% |
$53.3K - $66.2K
|
38.1K
$3.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-45- 0.34% |
$4.93K - $6.13K
|
13.2K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.18K+ 1.36% |
$129K - $160K
|
87.8K
$8.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.83K+ 12.19% |
$201K - $249K
|
16.8K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
138+ 1.21% |
$15.1K - $18.8K
|
11.6K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
48.5KNew |
$5.32M - $6.61M
|
48.5K
$4.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-354- 8.46% |
$38.8K - $48.2K
|
3.83K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-10.5K- 10.6% |
$1.16M - $1.44M
|
88.9K
$8.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
154New |
$16.9K - $21K
|
154
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.01KNew |
$440K - $546K
|
4.01K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-4.69K- 2.77% |
$515K - $639K
|
165K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
73.1K+ 8.2% |
$8.01M - $9.95M
|
964K
$95.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
335New |
$36.7K - $45.6K
|
335
$33.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.26K- 17.73% |
$138K - $172K
|
5.84K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2+ 0.05% |
$219 - $273
|
3.76K
$374K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
209+ 10.86% |
$22.9K - $28.5K
|
2.13K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-149- 0.53% |
$16.3K - $20.3K
|
28.2K
$2.81M
|