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 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-35- 0.37% |
$3.84K - $4.77K
|
9.44K
$939K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.18K+ 94.11% |
$568K - $705K
|
10.7K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-863- 30.01% |
$94.6K - $118K
|
2.01K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-57- 1.24% |
$6.25K - $7.77K
|
4.55K
$453K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-18- 0.41% |
$1.97K - $2.45K
|
4.43K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-335- 2.32% |
$36.7K - $45.6K
|
14.1K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
240+ 10.33% |
$26.3K - $32.7K
|
2.56K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-235- 5.31% |
$25.8K - $32K
|
4.19K
$417K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.37K+ 8.82% |
$589K - $732K
|
66.3K
$6.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.05K+ 18.82% |
$115K - $143K
|
6.64K
$660K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
SELL
|
- |
-48- 0.64% |
$5.26K - $6.54K
|
7.43K
$739K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
SELL
|
- |
-24- 1.04% |
$2.63K - $3.27K
|
2.29K
$227K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
35+ 0.45% |
$3.84K - $4.77K
|
7.81K
$777K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-784- 4.12% |
$86K - $107K
|
18.2K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
81+ 0.13% |
$8.88K - $11K
|
64.1K
$6.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.64K+ 32.15% |
$509K - $632K
|
19.1K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.28% |
$7.13K - $8.86K
|
5.01K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1+ 0.02% |
$110 - $136
|
4.93K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.27K- 15.0% |
$358K - $445K
|
18.5K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-162- 0.15% |
$17.8K - $22.1K
|
104K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-901- 11.75% |
$98.8K - $123K
|
6.77K
$673K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.31K+ 136.45% |
$801K - $996K
|
12.7K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
1.91KNew |
$209K - $260K
|
1.91K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-64- 1.29% |
$7.02K - $8.72K
|
4.91K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.63K+ 6.26% |
$398K - $495K
|
61.6K
$6.13M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.47K- 81.73% |
$161K - $200K
|
328
$32.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
429+ 209.27% |
$47K - $58.5K
|
634
$63.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.85K+ 11.67% |
$313K - $389K
|
27.3K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.5KNew |
$274K - $341K
|
2.5K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.45K- 37.69% |
$378K - $470K
|
5.7K
$567K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
496+ 6.18% |
$54.4K - $67.6K
|
8.53K
$849K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-10- 0.43% |
$1.1K - $1.36K
|
2.34K
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
714+ 14.22% |
$78.3K - $97.3K
|
5.73K
$571K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$3.07K - $3.82K
|
28
$2.79K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-385- 0.89% |
$42.2K - $52.5K
|
43K
$4.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-133- 0.6% |
$14.6K - $18.1K
|
22K
$2.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-334- 11.67% |
$36.6K - $45.5K
|
2.53K
$251K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
10KNew |
$1.1M - $1.37M
|
10K
$997K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-230- 6.88% |
$25.2K - $31.3K
|
3.11K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-36- 0.77% |
$3.95K - $4.91K
|
4.61K
$459K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
113+ 4.01% |
$12.4K - $15.4K
|
2.93K
$292K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-216- 87.8% |
$23.7K - $29.4K
|
30
$2.99K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
SELL
|
- |
-208- 7.95% |
$22.8K - $28.3K
|
2.41K
$240K
|
|
|
Apr 11, 2025
Q1 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
13.7K+ 9.66% |
$1.51M - $1.87M
|
156K
$15.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 20.0% |
$439 - $545
|
24
$2.39K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
76+ 95.0% |
$8.33K - $10.4K
|
156
$15.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.96K+ 7.08% |
$434K - $539K
|
59.9K
$5.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-30- 1.58% |
$3.29K - $4.09K
|
1.87K
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-341- 2.64% |
$37.4K - $46.5K
|
12.6K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
513+ 6.56% |
$56.3K - $69.9K
|
8.33K
$829K
|