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 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-44- 0.73% |
$4.83K - $6K
|
6K
$597K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-3.17K- 51.36% |
$348K - $432K
|
3K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.01K+ 25.62% |
$330K - $410K
|
14.8K
$1.47M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-3.31K- 78.96% |
$363K - $451K
|
882
$87.8K
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.57K- 3.06% |
$282K - $351K
|
81.6K
$8.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
20.2KNew |
$2.22M - $2.75M
|
20.2K
$2.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.63K- 15.34% |
$288K - $358K
|
14.5K
$1.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2K- 4.75% |
$219K - $273K
|
40.1K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
262+ 5.99% |
$28.7K - $35.7K
|
4.63K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
39New |
$4.28K - $5.31K
|
39
$3.88K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
213+ 1.21% |
$23.4K - $29K
|
17.8K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
409+ 0.87% |
$44.9K - $55.7K
|
47.2K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 11.11% |
$1.97K - $2.45K
|
180
$17.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
69+ 3.41% |
$7.57K - $9.4K
|
2.09K
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24.2KNew |
$2.66M - $3.3M
|
24.2K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 58.48% |
$154K - $191K
|
3.79K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
84+ 18.5% |
$9.21K - $11.4K
|
538
$53.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$329 - $409
|
2.04K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Guardian Investment Management
|
SELL
|
- |
-1.5K- 39.47% |
$164K - $204K
|
2.3K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.23K+ 25.79% |
$135K - $167K
|
5.98K
$595K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 16.46% |
$139K - $173K
|
8.99K
$895K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-204- 0.22% |
$22.4K - $27.8K
|
91.3K
$9.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
604+ 9.87% |
$66.2K - $82.3K
|
6.73K
$669K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
596+ 16.18% |
$65.4K - $81.2K
|
4.28K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-58- 11.15% |
$6.36K - $7.9K
|
462
$46K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.99K- 15.2% |
$218K - $270K
|
11.1K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-7.35K- 66.73% |
$806K - $1M
|
3.66K
$365K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-4- 0.74% |
$439 - $545
|
539
$53.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.75K+ 28.27% |
$192K - $238K
|
7.93K
$789K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 8.16% |
$439 - $545
|
45
$4.48K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$219K - $272K
|
2K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-900- 19.57% |
$98.7K - $123K
|
3.7K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
BUY
|
- |
9.77K+ 29.02% |
$1.07M - $1.33M
|
43.4K
$4.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
648+ 15.49% |
$71.1K - $88.3K
|
4.83K
$481K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.58K+ 231.37% |
$831K - $1.03M
|
10.9K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
78.7K+ 12.86% |
$8.63M - $10.7M
|
691K
$68.7M
|
|
|
Apr 24, 2025
Q1 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
310+ 22.29% |
$34K - $42.2K
|
1.7K
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$272K - $338K
|
2.48K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-12- 0.25% |
$1.32K - $1.64K
|
4.84K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.37% |
$110 - $136
|
272
$27.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-569- 7.6% |
$62.4K - $77.5K
|
6.92K
$688K
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-7.16K- 26.76% |
$785K - $975K
|
19.6K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.57K- 21.11% |
$392K - $487K
|
13.4K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-320- 1.56% |
$35.1K - $43.6K
|
20.2K
$2.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-38.9K- 29.57% |
$4.27M - $5.3M
|
92.7K
$9.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-391- 5.94% |
$42.9K - $53.3K
|
6.19K
$616K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.83K- 53.69% |
$200K - $249K
|
1.58K
$157K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$240K - $299K
|
2.19K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
276+ 4.95% |
$30.3K - $37.6K
|
5.85K
$582K
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-60- 2.35% |
$6.58K - $8.18K
|
2.49K
$248K
|