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 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$302K - $375K
|
2.75K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5KNew |
$548K - $681K
|
5K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.12K+ 34.09% |
$561K - $697K
|
20.1K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-31- 6.61% |
$3.4K - $4.22K
|
438
$43.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
169+ 9.02% |
$18.5K - $23K
|
2.04K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.19K- 0.75% |
$130K - $161K
|
157K
$15.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
113+ 0.19% |
$12.4K - $15.4K
|
59K
$5.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.38K+ 40.27% |
$261K - $324K
|
8.28K
$823K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
76New |
$8.33K - $10.4K
|
76
$7.56K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.24KNew |
$355K - $441K
|
3.24K
$322K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-2.28K- 21.24% |
$250K - $310K
|
8.45K
$841K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
6.1K+ 8.18% |
$669K - $832K
|
80.7K
$8.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.97KNew |
$435K - $541K
|
3.97K
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.17K+ 1.76% |
$348K - $432K
|
184K
$18.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-60- 13.42% |
$6.58K - $8.18K
|
387
$38.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.13K+ 146.94% |
$124K - $154K
|
1.89K
$188K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-215- 9.37% |
$23.6K - $29.3K
|
2.08K
$207K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86+ 0.95% |
$9.43K - $11.7K
|
9.19K
$914K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
21+ 0.12% |
$2.3K - $2.86K
|
17.5K
$1.74M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-17.7K- 46.32% |
$1.95M - $2.42M
|
20.6K
$2.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-39- 13.31% |
$4.28K - $5.31K
|
254
$25.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
165+ 6.39% |
$18.1K - $22.5K
|
2.75K
$273K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.44K+ 24.34% |
$267K - $332K
|
12.5K
$1.24M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-114- 3.94% |
$12.5K - $15.5K
|
2.78K
$277K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 3.23% |
$110 - $136
|
32
$3.18K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.42% |
$987 - $1.23K
|
2.15K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
16.8K+ 71.62% |
$1.85M - $2.29M
|
40.3K
$4.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-339- 2.43% |
$37.2K - $46.2K
|
13.6K
$1.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 15.0% |
$329 - $409
|
23
$2.29K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-52- 1.8% |
$5.7K - $7.09K
|
2.84K
$283K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
99+ 4.5% |
$10.9K - $13.5K
|
2.3K
$229K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 10.31% |
$137K - $170K
|
13.4K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.19% |
$1.43K - $1.77K
|
6.89K
$686K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
127+ 44.88% |
$13.9K - $17.3K
|
410
$40.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-278- 0.4% |
$30.5K - $37.9K
|
68.8K
$6.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.02K- 39.44% |
$222K - $276K
|
3.11K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
536+ 25.67% |
$58.8K - $73K
|
2.62K
$261K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
266+ 2.39% |
$29.2K - $36.2K
|
11.4K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-6.4K- 57.73% |
$702K - $872K
|
4.69K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.86K+ 43.2% |
$314K - $390K
|
9.49K
$944K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-883- 4.18% |
$96.8K - $120K
|
20.2K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-487- 4.48% |
$53.4K - $66.4K
|
10.4K
$1.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
11.7K+ 42.79% |
$1.29M - $1.6M
|
39.2K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.85K+ 2.92% |
$313K - $388K
|
101K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Community Trust & Investment CO
|
SELL
|
- |
-62- 1.16% |
$6.8K - $8.45K
|
5.28K
$526K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.79K+ 6.83% |
$196K - $244K
|
28K
$2.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-256- 5.24% |
$28.1K - $34.9K
|
4.63K
$460K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.36KNew |
$149K - $185K
|
1.36K
$135K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
22.4K+ 17.45% |
$2.46M - $3.05M
|
151K
$15M
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.1K+ 69.31% |
$121K - $150K
|
2.69K
$267K
|