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 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14.6K+ 1.05% |
$1.96M - $2.22M
|
1.4M
$188M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-850- 5.22% |
$114K - $129K
|
15.4K
$2.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.38K- 17.59% |
$454K - $515K
|
15.8K
$2.13M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.45K- 8.76% |
$328K - $373K
|
25.5K
$3.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-891- 15.43% |
$120K - $136K
|
4.88K
$655K
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.82K+ 38.06% |
$512K - $581K
|
13.8K
$1.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-7.84K- 32.96% |
$1.05M - $1.19M
|
15.9K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-14.3K- 10.62% |
$1.91M - $2.17M
|
120K
$16.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-58- 2.81% |
$7.78K - $8.83K
|
2K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
6.03K+ 8.31% |
$809K - $918K
|
78.6K
$10.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-323- 11.32% |
$43.3K - $49.2K
|
2.53K
$340K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-55- 0.68% |
$7.38K - $8.37K
|
8.04K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 1.87% |
$6.71K - $7.61K
|
2.62K
$352K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.25K+ 8.08% |
$301K - $342K
|
30K
$4.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
12.3KNew |
$1.65M - $1.87M
|
12.3K
$1.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-378- 5.79% |
$50.7K - $57.6K
|
6.15K
$825K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-8.69K- 1.59% |
$1.17M - $1.32M
|
537K
$72M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
CALL |
1+ 1.82% |
$134 - $152
|
56
$7.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
322+ 0.7% |
$43.2K - $49K
|
46.3K
$6.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-983- 0.31% |
$132K - $150K
|
321K
$43.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
100+ 4.56% |
$13.4K - $15.2K
|
2.3K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.77K+ 93.25% |
$1.31M - $1.49M
|
20.2K
$2.72M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
791+ 5.18% |
$106K - $120K
|
16.1K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
25+ 1.19% |
$3.35K - $3.81K
|
2.12K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
626+ 0.31% |
$84K - $95.3K
|
204K
$27.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-27Closed |
$3.62K - $4.11K
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
432KNew |
$58M - $65.8M
|
432K
$58M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.05K- 28.75% |
$275K - $312K
|
5.08K
$682K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
3+ 0.02% |
$403 - $457
|
14.6K
$1.96M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
6.61KNew |
$886K - $1.01M
|
6.61K
$886K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157+ 5.49% |
$21.1K - $23.9K
|
3.02K
$405K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-651- 4.9% |
$87.4K - $99.1K
|
12.6K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-134- 0.71% |
$18K - $20.4K
|
18.6K
$2.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.23KNew |
$702K - $796K
|
5.23K
$701K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-816- 6.47% |
$110K - $124K
|
11.8K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-30- 8.82% |
$4.03K - $4.57K
|
310
$41.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.46KNew |
$330K - $375K
|
2.46K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.71K+ 8.88% |
$230K - $261K
|
21K
$2.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
1.7K+ 1.05% |
$229K - $259K
|
164K
$22M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-506- 4.01% |
$67.9K - $77K
|
12.1K
$1.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
898+ 9.04% |
$121K - $137K
|
10.8K
$1.45M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
281+ 2.3% |
$37.7K - $42.8K
|
12.5K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
253+ 0.93% |
$34K - $38.5K
|
27.5K
$3.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-651- 24.35% |
$87.4K - $99.1K
|
2.02K
$271K
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-2.51K- 31.65% |
$337K - $383K
|
5.43K
$728K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.5K- 1.67% |
$202K - $229K
|
88.6K
$11.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-2.87K- 68.82% |
$385K - $437K
|
1.3K
$174K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-14.5K- 99.04% |
$1.94M - $2.2M
|
140
$18.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
27K+ 11.3% |
$3.62M - $4.11M
|
266K
$35.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
6.37K+ 7.9% |
$855K - $970K
|
87K
$11.7M
|