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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-30- 8.82% |
$4.03K - $4.57K
|
310
$39K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-651- 24.35% |
$87.4K - $99.1K
|
2.02K
$254K
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.5K- 1.67% |
$202K - $229K
|
88.6K
$11.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-2.87K- 68.82% |
$385K - $437K
|
1.3K
$163K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-14.5K- 99.04% |
$1.94M - $2.2M
|
140
$17.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
6.37K+ 7.9% |
$855K - $970K
|
87K
$10.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-373- 15.1% |
$50.1K - $56.8K
|
2.1K
$264K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.06% |
$134 - $152
|
1.66K
$209K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 100.0% |
$6.71K - $7.61K
|
100
$12.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83+ 218.42% |
$11.1K - $12.6K
|
121
$15.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-10- 11.24% |
$1.34K - $1.52K
|
79
$9.93K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
161+ 8.09% |
$21.6K - $24.5K
|
2.15K
$270K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-200Closed |
$26.8K - $30.5K
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$4.16K - $4.72K
|
31
$3.9K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
7+ 0.23% |
$939 - $1.07K
|
2.99K
$375K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
400+ 79.68% |
$53.7K - $60.9K
|
902
$113K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-117- 17.23% |
$15.7K - $17.8K
|
562
$70.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-17- 0.87% |
$2.28K - $2.59K
|
1.95K
$245K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2New |
$268 - $305
|
2
$252
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-67- 2.11% |
$8.99K - $10.2K
|
3.1K
$390K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-97- 5.15% |
$13K - $14.8K
|
1.79K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
503New |
$67.5K - $76.6K
|
503
$63.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-44- 0.94% |
$5.9K - $6.7K
|
4.66K
$586K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 51.46% |
$7.11K - $8.07K
|
50
$6.29K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
155+ 0.34% |
$20.8K - $23.6K
|
45.8K
$5.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 2.87% |
$26.8K - $30.5K
|
6.77K
$851K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-25- 0.7% |
$3.35K - $3.81K
|
3.53K
$444K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
24.2K+ 1673.9% |
$3.25M - $3.69M
|
25.7K
$3.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1+ 2.7% |
$134 - $152
|
38
$4.78K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
730New |
$98K - $111K
|
730
$91.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
868New |
$116K - $132K
|
868
$109K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7+ 5.74% |
$939 - $1.07K
|
129
$16.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-239- 1.94% |
$32.1K - $36.4K
|
12.1K
$1.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-801- 32.19% |
$107K - $122K
|
1.69K
$212K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-200- 10.11% |
$26.8K - $30.5K
|
1.78K
$224K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-112- 1.88% |
$15K - $17.1K
|
5.84K
$734K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-913- 29.43% |
$123K - $139K
|
2.19K
$275K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
28+ 0.88% |
$3.76K - $4.26K
|
3.23K
$406K
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
BUY
|
- |
4.08KNew |
$547K - $621K
|
4.08K
$512K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19+ 13.19% |
$2.55K - $2.89K
|
163
$20.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
62+ 3.47% |
$8.32K - $9.44K
|
1.85K
$233K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.67KNew |
$1.03M - $1.17M
|
7.67K
$964K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
56New |
$7.52K - $8.53K
|
56
$7.04K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.29K+ 59.15% |
$173K - $196K
|
3.46K
$435K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
39+ 20.42% |
$5.23K - $5.94K
|
230
$28.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
27KNew |
$3.62M - $4.11M
|
27K
$3.39M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.17% |
$20.1K - $22.8K
|
1.69K
$212K
|
|
|
Jul 19, 2024
Q2 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-18.9K- 3.06% |
$2.53M - $2.87M
|
597K
$75M
|
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
13.6KNew |
$1.82M - $2.07M
|
13.6K
$1.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.85K+ 7.08% |
$248K - $281K
|
27.9K
$3.51M
|