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 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$152K - $189K
|
1.38K
$138K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
27+ 3.71% |
$2.96K - $3.68K
|
754
$75K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.03KNew |
$332K - $413K
|
3.03K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
500+ 9.62% |
$54.8K - $68.1K
|
5.7K
$567K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
153+ 4.03% |
$16.8K - $20.8K
|
3.95K
$393K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
251+ 374.63% |
$27.5K - $34.2K
|
318
$31.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-40- 1.37% |
$4.39K - $5.45K
|
2.88K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-888- 25.1% |
$97.4K - $121K
|
2.65K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.68K+ 87.48% |
$513K - $638K
|
10K
$998K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-550- 1.09% |
$60.3K - $74.9K
|
49.8K
$4.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-4.11K- 16.23% |
$451K - $560K
|
21.2K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-91- 3.59% |
$9.98K - $12.4K
|
2.45K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.7K+ 12.61% |
$2.05M - $2.55M
|
167K
$16.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-56.5K- 15.15% |
$6.2M - $7.7M
|
317K
$31.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13.8K+ 26.39% |
$1.51M - $1.88M
|
66K
$6.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.73K+ 61.0% |
$190K - $236K
|
4.57K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-410- 9.26% |
$45K - $55.9K
|
4.02K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.23KNew |
$244K - $303K
|
2.23K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
122+ 1.02% |
$13.4K - $16.6K
|
12.1K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-58- 3.09% |
$6.36K - $7.9K
|
1.82K
$181K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$9.95K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-19K- 51.6% |
$2.09M - $2.59M
|
17.9K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
680+ 15.95% |
$74.6K - $92.7K
|
4.94K
$492K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
386+ 6.12% |
$42.3K - $52.6K
|
6.69K
$666K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-561- 21.74% |
$61.5K - $76.4K
|
2.02K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-515- 4.36% |
$56.5K - $70.2K
|
11.3K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
30.1KNew |
$3.3M - $4.1M
|
30.1K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
4.85KNew |
$532K - $661K
|
4.85K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-193- 4.22% |
$21.2K - $26.3K
|
4.38K
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-100- 0.63% |
$11K - $13.6K
|
15.7K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.1K+ 8.92% |
$559K - $695K
|
62.3K
$6.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
43.7K+ 25.51% |
$4.79M - $5.95M
|
215K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18- 0.62% |
$1.97K - $2.45K
|
2.88K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-65- 3.2% |
$7.13K - $8.86K
|
1.97K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-393- 6.57% |
$43.1K - $53.6K
|
5.59K
$556K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-354- 5.76% |
$38.8K - $48.2K
|
5.8K
$577K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.36K+ 19.26% |
$368K - $458K
|
20.8K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-63- 10.84% |
$6.91K - $8.58K
|
518
$51.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.66KNew |
$291K - $362K
|
2.66K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
771+ 52.95% |
$84.5K - $105K
|
2.23K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
5.14K+ 13.52% |
$564K - $701K
|
43.2K
$4.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
11.9K+ 454.79% |
$1.3M - $1.62M
|
14.5K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-602- 4.72% |
$66K - $82K
|
12.1K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
20+ 0.62% |
$2.19K - $2.73K
|
3.26K
$324K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-61.8K- 10.15% |
$6.78M - $8.42M
|
547K
$54.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.52K- 8.81% |
$496K - $616K
|
46.8K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
7.99KNew |
$876K - $1.09M
|
7.99K
$795K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-306- 11.53% |
$33.6K - $41.7K
|
2.35K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.87K- 18.08% |
$314K - $390K
|
13K
$1.29M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 2.83% |
$191K - $238K
|
63.3K
$6.29M
|