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 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.61K+ 12.73% |
$395K - $491K
|
31.9K
$3.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
58+ 26.85% |
$6.36K - $7.9K
|
274
$27.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$1.35M - $1.67M
|
12.3K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
133+ 1.38% |
$14.6K - $18.1K
|
9.77K
$972K
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-6.71K- 38.23% |
$736K - $914K
|
10.8K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
379+ 9.51% |
$41.6K - $51.6K
|
4.36K
$434K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
17+ 0.25% |
$1.86K - $2.32K
|
6.74K
$671K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.11K+ 4.55% |
$122K - $151K
|
25.5K
$2.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.42K- 13.13% |
$266K - $330K
|
16K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
337+ 2106.25% |
$37K - $45.9K
|
353
$35.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.57K+ 73.51% |
$392K - $487K
|
8.44K
$839K
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
SELL
|
- |
-2.42K- 4.1% |
$265K - $329K
|
56.5K
$5.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.86KNew |
$642K - $798K
|
5.86K
$583K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.68K+ 32.84% |
$184K - $228K
|
6.78K
$674K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Cs Group, LLC
|
BUY
|
PUT |
73.3KNew |
$8.04M - $9.99M
|
73.3K
$7.29M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.68K+ 30.79% |
$185K - $229K
|
7.15K
$712K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.68K- 10.18% |
$184K - $229K
|
14.8K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.8K+ 1.75% |
$1.63M - $2.02M
|
863K
$85.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-822- 26.88% |
$90.1K - $112K
|
2.24K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.85K- 29.85% |
$422K - $524K
|
9.04K
$900K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-828- 16.6% |
$90.8K - $113K
|
4.16K
$414K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
101+ 2.51% |
$11.1K - $13.8K
|
4.12K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 26.37% |
$7.9K - $9.81K
|
345
$34.3K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
76.6K+ 1938.38% |
$8.4M - $10.4M
|
80.5K
$8.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-233- 3.79% |
$25.6K - $31.7K
|
5.91K
$588K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
15+ 214.29% |
$1.64K - $2.04K
|
22
$2.19K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$768 - $954
|
2.82K
$280K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-228- 4.88% |
$25K - $31.1K
|
4.45K
$443K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
336+ 3.1% |
$36.8K - $45.8K
|
11.2K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
447+ 25.91% |
$49K - $60.9K
|
2.17K
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-7- 0.08% |
$768 - $954
|
8.65K
$860K
|
|
|
Apr 08, 2025
Q1 2025
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-211- 1.96% |
$23.1K - $28.8K
|
10.6K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-2- 0.11% |
$219 - $273
|
1.84K
$183K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10.6KNew |
$1.16M - $1.45M
|
10.6K
$1.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 12.94% |
$195K - $243K
|
15.5K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.58% |
$3.95K - $4.91K
|
2.31K
$230K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
390+ 24.67% |
$42.8K - $53.1K
|
1.97K
$196K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
200+ 5.58% |
$21.9K - $27.3K
|
3.79K
$377K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-207- 5.11% |
$22.7K - $28.2K
|
3.84K
$382K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.78K+ 0.85% |
$195K - $243K
|
212K
$21.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-65K- 85.03% |
$7.13M - $8.85M
|
11.4K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 4.89% |
$3.73K - $4.63K
|
729
$72.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.45K+ 93.0% |
$488K - $606K
|
9.24K
$919K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-89- 15.95% |
$9.76K - $12.1K
|
469
$46.7K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.05K- 27.63% |
$225K - $279K
|
5.37K
$534K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-866- 6.86% |
$95K - $118K
|
11.8K
$1.17M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
685+ 0.64% |
$75.1K - $93.3K
|
109K
$10.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
440+ 0.58% |
$48.3K - $60K
|
76K
$7.56M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-430K- 14.85% |
$52.7M - $59.5M
|
2.46M
$245M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
171+ 1.09% |
$21K - $23.7K
|
15.9K
$1.58M
|
|