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 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.52K+ 2283.33% |
$558K - $666K
|
4.72K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.79K+ 99.72% |
$221K - $264K
|
3.59K
$451K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 9.54% |
$37.7K - $45.1K
|
2.9K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
35+ 8.58% |
$4.32K - $5.16K
|
443
$55.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.83K+ 6.43% |
$349K - $416K
|
46.8K
$5.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-115- 1.46% |
$14.2K - $16.9K
|
7.77K
$977K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.87K+ 326.58% |
$600K - $717K
|
6.36K
$799K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.07K- 8.01% |
$255K - $305K
|
23.7K
$2.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.85% |
$22.1K - $26.4K
|
9.85K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-153- 6.21% |
$18.9K - $22.5K
|
2.31K
$290K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.79K- 10.33% |
$468K - $559K
|
32.9K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.19K- 17.64% |
$269K - $322K
|
10.2K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
559+ 4.71% |
$68.9K - $82.4K
|
12.4K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
566+ 2.3% |
$69.8K - $83.4K
|
25.2K
$3.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-121- 1.04% |
$14.9K - $17.8K
|
11.6K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-130- 3.3% |
$16K - $19.2K
|
3.81K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 17.95% |
$863 - $1.03K
|
46
$5.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-15- 18.07% |
$1.85K - $2.21K
|
68
$8.55K
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-7K- 29.92% |
$863K - $1.03M
|
16.4K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
14+ 0.94% |
$1.73K - $2.06K
|
1.51K
$190K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
633+ 53.19% |
$78.1K - $93.3K
|
1.82K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.33K+ 26.88% |
$164K - $195K
|
6.26K
$787K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-901- 14.77% |
$111K - $133K
|
5.2K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-807- 28.8% |
$99.5K - $119K
|
2K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-3.93K- 25.68% |
$485K - $579K
|
11.4K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-847- 18.19% |
$104K - $125K
|
3.81K
$479K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-312- 27.44% |
$38.5K - $46K
|
825
$104K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.44KNew |
$301K - $360K
|
2.44K
$307K
|
|
|
Oct 15, 2024
Q3 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.83K+ 0.91% |
$226K - $270K
|
203K
$25.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
80+ 1.23% |
$9.87K - $11.8K
|
6.58K
$826K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-67.9K- 97.34% |
$8.38M - $10M
|
1.86K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.23% |
$123 - $147
|
440
$55.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.3% |
$2.47K - $2.95K
|
6.75K
$848K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
31+ 1.98% |
$3.82K - $4.57K
|
1.6K
$201K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.55K- 3.22% |
$191K - $228K
|
46.5K
$5.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.24K+ 1.29% |
$277K - $331K
|
177K
$22.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-1.93K- 3.31% |
$238K - $284K
|
56.4K
$7.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-261- 22.87% |
$32.2K - $38.5K
|
880
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
72+ 3.16% |
$8.88K - $10.6K
|
2.35K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
400+ 1.72% |
$49.3K - $59K
|
23.7K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
20+ 0.23% |
$2.47K - $2.95K
|
8.8K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.33K- 4.83% |
$164K - $196K
|
26.2K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-620- 10.21% |
$76.5K - $91.4K
|
5.45K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
931+ 27.13% |
$115K - $137K
|
4.36K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-130- 5.23% |
$16K - $19.2K
|
2.36K
$296K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.3% |
$4.93K - $5.9K
|
13.4K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-312- 0.75% |
$38.5K - $46K
|
41.1K
$5.16M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 0.12% |
$123 - $147
|
842
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-804- 2.68% |
$99.1K - $118K
|
29.2K
$3.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
911+ 8.76% |
$112K - $134K
|
11.3K
$1.42M
|