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 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-290- 13.36% |
$31.8K - $39.5K
|
1.88K
$187K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.25K+ 55.7% |
$137K - $170K
|
3.5K
$348K
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-348- 15.99% |
$38.2K - $47.4K
|
1.83K
$182K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.87KNew |
$205K - $255K
|
1.87K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
18.7K+ 6.63% |
$2.05M - $2.54M
|
300K
$29.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
563+ 3.05% |
$61.7K - $76.7K
|
19K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-20- 0.54% |
$2.19K - $2.73K
|
3.67K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-306- 8.33% |
$33.6K - $41.7K
|
3.37K
$335K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-92- 0.02% |
$10.1K - $12.5K
|
386K
$38.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-6.54K- 79.66% |
$717K - $891K
|
1.67K
$166K
|
|
|
Apr 23, 2025
Q1 2025
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
929+ 2.13% |
$102K - $127K
|
44.6K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-169- 2.37% |
$18.5K - $23K
|
6.98K
$694K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-249- 9.19% |
$27.3K - $33.9K
|
2.46K
$245K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7K+ 1.59% |
$186K - $231K
|
108K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-61- 2.28% |
$6.69K - $8.31K
|
2.61K
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-3.56K- 21.53% |
$390K - $485K
|
13K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
SELL
|
- |
-595- 56.13% |
$65.2K - $81.1K
|
465
$46.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2KNew |
$219K - $273K
|
2K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.86K+ 61.24% |
$203K - $253K
|
4.88K
$486K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.4K+ 7.84% |
$153K - $190K
|
19.2K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-14.3K- 68.11% |
$1.57M - $1.95M
|
6.7K
$666K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-322- 3.9% |
$35.3K - $43.9K
|
7.94K
$790K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
21.5K+ 194.5% |
$2.36M - $2.93M
|
32.6K
$3.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-22.7K- 62.2% |
$2.49M - $3.09M
|
13.8K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
609+ 26.0% |
$66.8K - $83K
|
2.95K
$294K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.67K+ 4.59% |
$183K - $228K
|
38.1K
$3.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-3.25K- 44.87% |
$357K - $443K
|
4K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
224+ 12.04% |
$24.6K - $30.5K
|
2.09K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
347New |
$38.1K - $47.3K
|
347
$34.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
56.8K+ 136.14% |
$6.23M - $7.74M
|
98.5K
$9.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
45+ 0.22% |
$4.93K - $6.13K
|
20.8K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
6.31K+ 3.69% |
$692K - $859K
|
177K
$17.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-357- 3.89% |
$39.1K - $48.6K
|
8.82K
$877K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-74- 3.56% |
$8.11K - $10.1K
|
2K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-1.48K- 8.43% |
$162K - $202K
|
16.1K
$1.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.67KNew |
$1.06M - $1.32M
|
9.67K
$962K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
934+ 7.93% |
$102K - $127K
|
12.7K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
66+ 0.19% |
$7.24K - $8.99K
|
34.6K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 36.84% |
$3.07K - $3.82K
|
104
$10.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-4.1K- 68.67% |
$450K - $559K
|
1.87K
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-8.73K- 14.17% |
$957K - $1.19M
|
52.8K
$5.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
198K+ 45.19% |
$21.7M - $27M
|
636K
$63.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
23.8K+ 82.5% |
$2.61M - $3.24M
|
52.6K
$5.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-4- 0.02% |
$439 - $545
|
18K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Garland Capital Management Inc
|
SELL
|
- |
-4.24K- 12.29% |
$465K - $578K
|
30.3K
$3.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.37K+ 4.51% |
$370K - $459K
|
78.1K
$7.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-31- 0.51% |
$3.4K - $4.22K
|
6.04K
$601K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-105- 19.81% |
$11.5K - $14.3K
|
425
$42.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-5.41K- 6.48% |
$593K - $737K
|
78K
$7.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-14K- 13.16% |
$1.54M - $1.91M
|
92.4K
$9.19M
|