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 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
88+ 5.65% |
$9.65K - $12K
|
1.65K
$164K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-9- 0.02% |
$987 - $1.23K
|
37.6K
$3.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
50+ 2.67% |
$5.48K - $6.81K
|
1.92K
$191K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
16+ 0.31% |
$1.75K - $2.18K
|
5.18K
$515K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
962+ 32.21% |
$105K - $131K
|
3.95K
$393K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.22K+ 12.67% |
$134K - $166K
|
10.9K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 4.13% |
$3.51K - $4.36K
|
806
$80.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.2K+ 3.55% |
$351K - $436K
|
93.2K
$9.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
374+ 3.57% |
$41K - $51K
|
10.9K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 19.89% |
$113K - $141K
|
6.23K
$620K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
36+ 1.18% |
$3.95K - $4.91K
|
3.09K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-97- 1.96% |
$10.6K - $13.2K
|
4.84K
$482K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
39.1K+ 19.72% |
$4.28M - $5.32M
|
237K
$23.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
339+ 0.92% |
$37.2K - $46.2K
|
37.2K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
111+ 6.22% |
$12.2K - $15.1K
|
1.9K
$189K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 20.23% |
$245K - $305K
|
13.3K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.22% |
$15.4K - $19.1K
|
62.8K
$6.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-680- 13.97% |
$74.6K - $92.7K
|
4.19K
$417K
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
829+ 51.39% |
$90.9K - $113K
|
2.44K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.88KNew |
$206K - $257K
|
1.88K
$187K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-51K- 23.79% |
$5.6M - $6.96M
|
163K
$16.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.84K- 0.59% |
$531K - $660K
|
817K
$81.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.94KNew |
$212K - $264K
|
1.94K
$193K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.29% |
$329 - $409
|
1.05K
$105K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.6K+ 57.63% |
$2.37M - $2.94M
|
59K
$5.87M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
638New |
$70K - $86.9K
|
638
$63.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.46K+ 8.86% |
$379K - $471K
|
42.5K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-12- 0.31% |
$1.32K - $1.64K
|
3.84K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-532- 14.55% |
$58.3K - $72.5K
|
3.12K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
37+ 1.61% |
$4.06K - $5.04K
|
2.34K
$233K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.34K+ 1.13% |
$147K - $183K
|
120K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-147K- 87.21% |
$16.2M - $20.1M
|
21.6K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
45+ 0.77% |
$4.93K - $6.13K
|
5.93K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
409+ 6.29% |
$44.9K - $55.7K
|
6.91K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.28K- 12.94% |
$469K - $583K
|
28.8K
$2.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-182- 3.34% |
$20K - $24.8K
|
5.27K
$525K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-76.1K- 77.35% |
$8.35M - $10.4M
|
22.3K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.53K- 0.09% |
$168K - $208K
|
1.78M
$177M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-37.7K- 15.75% |
$4.14M - $5.14M
|
202K
$20.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Skylands Capital, LLC
|
BUY
|
- |
9.95K+ 24.74% |
$1.09M - $1.36M
|
50.1K
$4.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
208+ 4.94% |
$22.8K - $28.3K
|
4.42K
$439K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-185- 3.57% |
$20.3K - $25.2K
|
5K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8- 0.02% |
$877 - $1.09K
|
41.1K
$4.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
210+ 525.0% |
$23K - $28.6K
|
250
$24.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-526- 3.64% |
$57.7K - $71.7K
|
13.9K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-14.7K- 2.3% |
$1.61M - $2M
|
624K
$62.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.94K+ 1.38% |
$213K - $265K
|
143K
$14.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-50.8K- 86.91% |
$5.57M - $6.92M
|
7.65K
$761K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-40- 1.7% |
$4.39K - $5.45K
|
2.32K
$230K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
448+ 32.51% |
$49.1K - $61K
|
1.83K
$182K
|