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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-418- 1.21% |
$51.5K - $61.6K
|
34.3K
$4.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
180+ 4.09% |
$22.2K - $26.5K
|
4.59K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
135K+ 11.65% |
$16.7M - $19.9M
|
1.3M
$174M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
682+ 0.7% |
$84.1K - $101K
|
98.8K
$13.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-300- 12.93% |
$37K - $44.2K
|
2.02K
$271K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-461- 14.61% |
$56.9K - $67.9K
|
2.7K
$361K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.63KNew |
$1.19M - $1.42M
|
9.63K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
984+ 1.45% |
$121K - $145K
|
69K
$9.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3+ 0.1% |
$370 - $442
|
3.08K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-753- 17.65% |
$92.9K - $111K
|
3.51K
$470K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
22.9KNew |
$2.82M - $3.37M
|
22.9K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.6K+ 11.58% |
$1.8M - $2.15M
|
140K
$18.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 1.27% |
$247 - $295
|
160
$21.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-46.4K- 50.36% |
$5.73M - $6.85M
|
45.8K
$6.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-29- 0.61% |
$3.58K - $4.27K
|
4.7K
$629K
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-339- 3.55% |
$41.8K - $50K
|
9.21K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1+ 0.03% |
$123 - $147
|
3.76K
$503K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-58- 5.29% |
$7.15K - $8.55K
|
1.04K
$139K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.2K- 3.36% |
$3.23M - $3.86M
|
753K
$101M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.51K- 7.61% |
$186K - $222K
|
18.3K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
10+ 0.08% |
$1.23K - $1.47K
|
12.6K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-102- 3.81% |
$12.6K - $15K
|
2.58K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
53+ 1.55% |
$6.54K - $7.81K
|
3.46K
$464K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9.3K- 19.04% |
$1.15M - $1.37M
|
39.6K
$5.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-58- 0.12% |
$7.15K - $8.55K
|
47.3K
$6.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
977+ 26.65% |
$120K - $144K
|
4.64K
$622K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
41+ 1.57% |
$5.06K - $6.04K
|
2.65K
$354K
|
|
|
Oct 28, 2024
Q3 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-1- -0.0% |
$123 - $147
|
43.5K
$5.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-433- 7.97% |
$53.4K - $63.8K
|
5K
$669K
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
9.6KNew |
$1.18M - $1.41M
|
9.6K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
36.5K+ 1586.96% |
$4.5M - $5.38M
|
38.8K
$5.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
507+ 16.39% |
$62.5K - $74.7K
|
3.6K
$482K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-329- 1.77% |
$40.6K - $48.5K
|
18.3K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.27K+ 108.16% |
$280K - $334K
|
4.36K
$584K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
498+ 27.56% |
$61.4K - $73.4K
|
2.31K
$309K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
535+ 1.96% |
$66K - $78.8K
|
27.8K
$3.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-30.8K- 20.02% |
$3.79M - $4.53M
|
123K
$16.5M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-94.9K- 9.9% |
$11.7M - $14M
|
864K
$116M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-44- 11.49% |
$5.43K - $6.48K
|
339
$45.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18K+ 77.72% |
$2.22M - $2.65M
|
41.1K
$5.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
75+ 1.01% |
$9.25K - $11.1K
|
7.51K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-66- 0.69% |
$8.14K - $9.73K
|
9.47K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
51New |
$6.29K - $7.52K
|
51
$6.83K
|
|
|
Oct 28, 2024
Q3 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
110KNew |
$13.5M - $16.2M
|
110K
$14.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
44KNew |
$5.42M - $6.48M
|
44K
$5.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
42+ 2.7% |
$5.18K - $6.19K
|
1.6K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-529- 10.44% |
$65.2K - $78K
|
4.54K
$608K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.11% |
$8.63K - $10.3K
|
62.7K
$8.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 8.84% |
$44.3K - $52.9K
|
4.42K
$592K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-261- 6.79% |
$32.2K - $38.5K
|
3.58K
$480K
|