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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
156+ 0.93% |
$20.9K - $23.8K
|
17K
$2.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
294K+ 2.01% |
$39.5M - $44.8M
|
14.9M
$2B
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
120K+ 3.21% |
$16.1M - $18.3M
|
3.87M
$519M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
202+ 8.63% |
$27.1K - $30.8K
|
2.54K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.65K+ 11.73% |
$625K - $709K
|
44.3K
$5.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-680- 8.29% |
$91.3K - $104K
|
7.52K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52.2K+ 148.99% |
$7M - $7.94M
|
87.2K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.33K- 31.96% |
$178K - $203K
|
2.83K
$380K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-51- 1.56% |
$6.84K - $7.77K
|
3.22K
$431K
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-225K- 15.96% |
$30.2M - $34.3M
|
1.19M
$159M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
21.8KNew |
$2.93M - $3.32M
|
21.8K
$2.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
947+ 6.17% |
$127K - $144K
|
16.3K
$2.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.2K- 34.39% |
$430K - $487K
|
6.11K
$819K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
591New |
$79.3K - $90K
|
591
$79.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-5.35K- 30.25% |
$718K - $814K
|
12.3K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11New |
$1.48K - $1.67K
|
11
$1.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-144- 2.23% |
$19.3K - $21.9K
|
6.31K
$847K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-42- 2.23% |
$5.64K - $6.4K
|
1.84K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36+ 2.05% |
$4.83K - $5.48K
|
1.79K
$240K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-33.1K- 84.59% |
$4.44M - $5.03M
|
6.02K
$808K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.06K- 6.81% |
$142K - $161K
|
14.5K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10+ 0.84% |
$1.34K - $1.52K
|
1.2K
$160K
|
|
|
Aug 09, 2024
Q2 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-5- 0.34% |
$671 - $761
|
1.49K
$199K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.14K- 14.59% |
$690K - $783K
|
30.1K
$4.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
823+ 6.08% |
$110K - $125K
|
14.3K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.1K- 3.31% |
$148K - $167K
|
32.1K
$4.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
646+ 5.3% |
$86.7K - $98.4K
|
12.8K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-992- 7.01% |
$133K - $151K
|
13.2K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-8.99K- 0.31% |
$1.21M - $1.37M
|
2.89M
$388M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
51.2K+ 1133.99% |
$6.88M - $7.8M
|
55.8K
$7.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
158+ 8.4% |
$21.2K - $24.1K
|
2.04K
$274K
|
|
|
Aug 09, 2024
Q2 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
16.5K+ 282.03% |
$2.22M - $2.51M
|
22.4K
$3M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
328+ 5.66% |
$44K - $49.9K
|
6.12K
$821K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.69K+ 18.56% |
$361K - $410K
|
17.2K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-9.22K- 2.78% |
$1.24M - $1.4M
|
323K
$43.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-90.7K- 19.37% |
$12.2M - $13.8M
|
377K
$50.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.01K+ 2.35% |
$269K - $305K
|
87.2K
$11.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.91K- 12.21% |
$1.06M - $1.2M
|
56.9K
$7.63M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-500- 13.26% |
$67.1K - $76.1K
|
3.27K
$439K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.78K+ 4.63% |
$238K - $270K
|
40.1K
$5.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-122K- 6.55% |
$16.4M - $18.6M
|
1.74M
$234M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.78K- 4.25% |
$239K - $271K
|
40.1K
$5.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-254- 4.01% |
$34.1K - $38.7K
|
6.08K
$816K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.51K+ 10.13% |
$337K - $383K
|
27.3K
$3.67M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.16% |
$1.48K - $1.67K
|
7.02K
$942K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
12.9KNew |
$1.73M - $1.96M
|
12.9K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
31.6K+ 76.25% |
$4.24M - $4.82M
|
73.1K
$9.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2.73K- 46.54% |
$366K - $415K
|
3.13K
$420K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-522- 8.86% |
$70.1K - $79.5K
|
5.37K
$721K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.49K- 18.78% |
$199K - $226K
|
6.42K
$861K
|