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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22New |
$2.7K - $3.04K
|
22
$2.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-11.7K- 34.15% |
$1.43M - $1.61M
|
22.5K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250+ 13.77% |
$30.7K - $34.6K
|
2.07K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
18K+ 196.01% |
$2.21M - $2.49M
|
27.2K
$2.71M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.22KNew |
$273K - $308K
|
2.22K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.91KNew |
$235K - $265K
|
1.91K
$190K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.84KNew |
$225K - $254K
|
1.84K
$183K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-508- 16.08% |
$62.3K - $70.3K
|
2.65K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.64KNew |
$201K - $226K
|
1.64K
$163K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.5KNew |
$1.9M - $2.14M
|
15.5K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-30- 12.5% |
$3.68K - $4.15K
|
210
$20.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 0.78% |
$1.84K - $2.08K
|
1.94K
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$12.3K - $13.8K
|
100
$9.95K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.86KNew |
$964K - $1.09M
|
7.86K
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
168New |
$20.6K - $23.2K
|
168
$16.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-585- 8.02% |
$71.8K - $80.9K
|
6.71K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-10.6K- 67.95% |
$1.3M - $1.47M
|
5K
$498K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-456- 15.34% |
$55.9K - $63.1K
|
2.52K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.3% |
$123 - $138
|
329
$32.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Impax Asset Management Group PLC
|
SELL
|
- |
-27.5K- 8.22% |
$3.38M - $3.81M
|
308K
$30.6M
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-6- 0.12% |
$736 - $830
|
5.2K
$518K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.26K+ 4.75% |
$154K - $174K
|
27.7K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.6KNew |
$197K - $222K
|
1.6K
$159K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
185+ 4.55% |
$22.7K - $25.6K
|
4.26K
$423K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
11.4KNew |
$1.39M - $1.57M
|
11.4K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-566- 3.39% |
$69.4K - $78.3K
|
16.1K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-90.5K- 53.86% |
$11.1M - $12.5M
|
77.5K
$7.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
6.4KNew |
$785K - $885K
|
6.4K
$637K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
88+ 5.37% |
$10.8K - $12.2K
|
1.73K
$172K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
2.5KNew |
$307K - $346K
|
2.5K
$249K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
74+ 4.72% |
$9.08K - $10.2K
|
1.64K
$163K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
152+ 2.61% |
$18.6K - $21K
|
5.98K
$595K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
95+ 1.92% |
$11.7K - $13.1K
|
5.05K
$503K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
11+ 0.63% |
$1.35K - $1.52K
|
1.76K
$176K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-20.4K- 95.67% |
$2.5M - $2.82M
|
924
$91.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.44K- 7.22% |
$176K - $199K
|
18.5K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
15+ 0.82% |
$1.84K - $2.08K
|
1.85K
$184K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 1.62% |
$4.91K - $5.53K
|
2.43K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-238- 1.67% |
$29.2K - $32.9K
|
14K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-377- 18.95% |
$46.2K - $52.2K
|
1.61K
$160K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
350New |
$42.9K - $48.4K
|
350
$34.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
34.7KNew |
$4.26M - $4.81M
|
34.7K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
CALL |
1KNew |
$123K - $138K
|
1K
$99.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-62.4K- 9.52% |
$7.66M - $8.64M
|
594K
$59.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
775+ 0.68% |
$95.1K - $107K
|
114K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-607- 22.94% |
$74.4K - $84K
|
2.04K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-183- 7.04% |
$22.4K - $25.3K
|
2.42K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6- 0.24% |
$736 - $830
|
2.46K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-300- 13.19% |
$36.8K - $41.5K
|
1.97K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
4.5KNew |
$552K - $623K
|
4.5K
$448K
|