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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-183- 7.04% |
$22.4K - $25.3K
|
2.42K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6- 0.24% |
$736 - $830
|
2.46K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-300- 13.19% |
$36.8K - $41.5K
|
1.97K
$195K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
4.5KNew |
$552K - $623K
|
4.5K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
21+ 2.34% |
$2.58K - $2.91K
|
920
$91K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
100New |
$12.3K - $13.8K
|
100
$9.89K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
19+ 0.25% |
$2.33K - $2.63K
|
7.59K
$751K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
584+ 4.64% |
$71.6K - $80.8K
|
13.2K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-350- 7.87% |
$42.9K - $48.4K
|
4.1K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-2- 0.11% |
$245 - $277
|
1.79K
$177K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
137+ 5.31% |
$16.8K - $19K
|
2.72K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14- 0.88% |
$1.72K - $1.94K
|
1.59K
$157K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 7.04% |
$12.3K - $13.8K
|
1.32K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.01K- 46.72% |
$124K - $140K
|
1.15K
$114K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
202+ 13.63% |
$24.8K - $27.9K
|
1.68K
$167K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
193+ 11.96% |
$23.7K - $26.7K
|
1.81K
$179K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.85KNew |
$717K - $809K
|
5.85K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.74K- 19.41% |
$336K - $379K
|
11.4K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-33- 13.58% |
$4.05K - $4.57K
|
210
$20.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
38+ 1.9% |
$4.66K - $5.26K
|
2.03K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-14- 0.39% |
$1.72K - $1.94K
|
3.56K
$352K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-192- 8.91% |
$23.5K - $26.6K
|
1.96K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.2K+ 42.51% |
$1.25M - $1.41M
|
34.1K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.0% |
$123 - $138
|
51
$5.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
59New |
$7.24K - $8.16K
|
59
$5.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
120+ 6.59% |
$14.7K - $16.6K
|
1.94K
$192K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.24KNew |
$643K - $725K
|
5.24K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.9K- 4.61% |
$233K - $263K
|
39.3K
$3.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
17+ 1.0% |
$2.09K - $2.35K
|
1.71K
$169K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
172+ 5.61% |
$21.1K - $23.8K
|
3.24K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
415+ 1152.78% |
$50.9K - $57.4K
|
451
$44.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-361- 18.12% |
$44.3K - $49.9K
|
1.63K
$161K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-652- 13.1% |
$80K - $90.2K
|
4.33K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.75K+ 26.66% |
$705K - $796K
|
27.3K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
389+ 21.43% |
$47.7K - $53.8K
|
2.2K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
782+ 1.9% |
$95.9K - $108K
|
41.8K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
38New |
$4.66K - $5.26K
|
38
$3.76K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70New |
$8.59K - $9.68K
|
70
$6.92K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
48New |
$5.89K - $6.64K
|
48
$4.75K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-74- 0.71% |
$9.08K - $10.2K
|
10.4K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 41.17% |
$151K - $171K
|
1.76K
$174K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
175New |
$21.5K - $24.2K
|
175
$17.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-123- 58.85% |
$15.1K - $17K
|
86
$8.51K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$8.21K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
44.5KNew |
$5.46M - $6.15M
|
44.5K
$4.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
42.5KNew |
$5.21M - $5.88M
|
42.5K
$4.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-137- 2.03% |
$16.8K - $19K
|
6.61K
$654K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-104- 4.53% |
$12.8K - $14.4K
|
2.19K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
13K+ 651.95% |
$1.6M - $1.8M
|
15K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-53- 2.75% |
$6.5K - $7.33K
|
1.88K
$186K
|