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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.87KNew |
$352K - $397K
|
2.87K
$286K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.2K- 5.78% |
$1.49M - $1.68M
|
198K
$19.7M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-4.25K- 8.05% |
$522K - $589K
|
48.6K
$4.84M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
52.7K+ 4.02% |
$6.47M - $7.29M
|
1.37M
$136M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1- -0.0% |
$123 - $138
|
91.3K
$9.08M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.92K+ 0.58% |
$235K - $265K
|
335K
$33.3M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-15- 0.12% |
$1.84K - $2.08K
|
12.8K
$1.28M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.14KNew |
$507K - $572K
|
4.14K
$412K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
SELL
|
- |
-8.04K- 16.12% |
$986K - $1.11M
|
41.8K
$4.16M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
215New |
$26.4K - $29.7K
|
215
$21.4K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
100New |
$12.3K - $13.8K
|
100
$9.95K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.85KNew |
$227K - $256K
|
1.85K
$184K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25New |
$3.07K - $3.46K
|
25
$2.49K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$245 - $277
|
2
$199
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$368 - $415
|
3
$299
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
635New |
$77.9K - $87.9K
|
635
$63.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9.85KNew |
$1.21M - $1.36M
|
9.85K
$980K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
18New |
$2.21K - $2.49K
|
18
$1.79K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
2.7KNew |
$331K - $374K
|
2.7K
$269K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.05KNew |
$620K - $699K
|
5.05K
$503K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
36New |
$4.42K - $4.98K
|
36
$3.58K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-12- 3.37% |
$1.47K - $1.66K
|
344
$34.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.13K- 5.32% |
$139K - $157K
|
20.1K
$2M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.08KNew |
$255K - $287K
|
2.08K
$207K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
87New |
$10.7K - $12K
|
87
$8.66K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-149- 64.22% |
$18.3K - $20.6K
|
83
$8.26K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
2.6KNew |
$319K - $360K
|
2.6K
$259K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-996- 32.2% |
$122K - $138K
|
2.1K
$209K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
225New |
$27.6K - $31.1K
|
225
$22.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
565+ 4.29% |
$69.3K - $78.2K
|
13.7K
$1.37M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
21New |
$2.58K - $2.91K
|
21
$2.09K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.1KNew |
$257K - $290K
|
2.1K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-365K- 10.29% |
$44.8M - $50.5M
|
3.18M
$317M
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-233K- 81.7% |
$28.6M - $32.3M
|
52.2K
$5.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$36.8K - $41.5K
|
300
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.32K- 5.37% |
$285K - $321K
|
40.9K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-115- 88.46% |
$14.1K - $15.9K
|
15
$1.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.47K- 33.42% |
$180K - $203K
|
2.92K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.71% |
$1.96K - $2.21K
|
2.26K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.2KNew |
$392K - $442K
|
3.2K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.66K- 24.02% |
$326K - $367K
|
8.4K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
40KNew |
$4.91M - $5.53M
|
40K
$3.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
850New |
$104K - $118K
|
850
$84.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
376+ 7.08% |
$46.1K - $52K
|
5.69K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
62+ 3.38% |
$7.6K - $8.58K
|
1.9K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-833- 0.54% |
$102K - $115K
|
154K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
219KNew |
$26.9M - $30.3M
|
219K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
68K+ 145.31% |
$8.34M - $9.41M
|
115K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
7.9KNew |
$969K - $1.09M
|
7.9K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.85K+ 1367.32% |
$595K - $672K
|
5.21K
$518K
|