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
|
Baldwin Brothers LLC
|
SELL
|
- |
-64- 10.47% |
$7.89K - $9.43K
|
547
$68.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-716- 27.07% |
$88.3K - $106K
|
1.93K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-26.9K- 22.86% |
$3.32M - $3.97M
|
90.8K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 2.35% |
$49.3K - $59K
|
16.6K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
33.8KNew |
$4.16M - $4.98M
|
33.8K
$4.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.99K- 99.7% |
$369K - $441K
|
9
$1.13K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
7.69K+ 20.7% |
$948K - $1.13M
|
44.8K
$5.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-195- 0.08% |
$24K - $28.7K
|
232K
$29.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-210- 7.06% |
$25.9K - $30.9K
|
2.76K
$347K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-399- 7.38% |
$49.2K - $58.8K
|
5.01K
$630K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.15K- 17.36% |
$141K - $169K
|
5.45K
$685K
|
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-353K- 99.67% |
$43.5M - $52M
|
1.16K
$146K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-253- 15.13% |
$31.2K - $37.3K
|
1.42K
$178K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.34K+ 0.8% |
$166K - $198K
|
170K
$21.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 1.02% |
$2.59K - $3.09K
|
2.04K
$256K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-3.82K- 4.84% |
$471K - $563K
|
75.1K
$9.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 33.33% |
$1.23M - $1.47M
|
40K
$5.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-65- 3.96% |
$8.02K - $9.58K
|
1.58K
$198K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
885+ 2.18% |
$109K - $130K
|
41.5K
$5.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-268- 0.44% |
$33K - $39.5K
|
60.4K
$7.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.32K+ 3.51% |
$1.03M - $1.23M
|
246K
$30.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
292+ 7.54% |
$36K - $43K
|
4.16K
$523K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-21.3K- 38.18% |
$2.62M - $3.13M
|
34.4K
$4.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
95.1KNew |
$11.7M - $14M
|
95.1K
$12M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-24- 0.2% |
$2.96K - $3.54K
|
11.9K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-771- 25.97% |
$95.1K - $114K
|
2.2K
$276K
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.92K- 30.65% |
$237K - $283K
|
4.34K
$546K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
170+ 5.28% |
$21K - $25.1K
|
3.39K
$426K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-402- 1.99% |
$49.6K - $59.2K
|
19.8K
$2.49M
|
|
|
Oct 11, 2024
Q3 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 16.21% |
$163K - $195K
|
6.85K
$861K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-36- 1.87% |
$4.44K - $5.31K
|
1.89K
$238K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
72New |
$8.88K - $10.6K
|
72
$9.05K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.77K+ 257.09% |
$465K - $555K
|
5.24K
$658K
|
|
|
Oct 10, 2024
Q3 2024
|
Maj Invest Holding A
|
BUY
|
- |
402K+ 86.55% |
$49.6M - $59.3M
|
867K
$109M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-7- 0.89% |
$863 - $1.03K
|
781
$98.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-98- 0.43% |
$12.1K - $14.4K
|
22.6K
$2.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-106- 5.9% |
$13.1K - $15.6K
|
1.69K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-17.1K- 6.39% |
$2.1M - $2.51M
|
250K
$31.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
24K+ 68.74% |
$2.95M - $3.53M
|
58.8K
$7.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
8+ 0.31% |
$987 - $1.18K
|
2.56K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-72- 2.46% |
$8.88K - $10.6K
|
2.86K
$359K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-9- 0.31% |
$1.11K - $1.33K
|
2.89K
$363K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 16.45% |
$484K - $578K
|
27.8K
$3.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 0.32% |
$740 - $884
|
1.86K
$234K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-702- 2.32% |
$86.6K - $103K
|
29.5K
$3.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.68K- 14.71% |
$207K - $248K
|
9.75K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 37.93% |
$159K - $190K
|
4.68K
$589K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.59K- 9.1% |
$319K - $381K
|
25.8K
$3.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-270- 14.45% |
$33.3K - $39.8K
|
1.6K
$201K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.36% |
$1.23K - $1.47K
|
2.82K
$355K
|