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 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-412- 3.34% |
$50.8K - $60.7K
|
11.9K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-643- 5.64% |
$79.3K - $94.8K
|
10.7K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.67K- 21.07% |
$452K - $540K
|
13.7K
$1.84M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.6K- 60.17% |
$1.43M - $1.71M
|
7.68K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-133- 0.73% |
$16.4K - $19.6K
|
18K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70+ 10.77% |
$8.63K - $10.3K
|
720
$96.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-520- 2.14% |
$64.1K - $76.6K
|
23.7K
$3.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-1.4K- 22.58% |
$173K - $206K
|
4.8K
$643K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
216+ 0.74% |
$26.6K - $31.8K
|
29.3K
$3.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
833+ 10.55% |
$103K - $123K
|
8.73K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
252+ 6.8% |
$31.1K - $37.1K
|
3.96K
$530K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.35K- 98.61% |
$166K - $198K
|
19
$2.54K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
SELL
|
- |
-95- 2.37% |
$11.7K - $14K
|
3.92K
$524K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.37K+ 112.75% |
$539K - $644K
|
8.24K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.52K+ 35.26% |
$928K - $1.11M
|
28.9K
$3.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-104- 18.37% |
$12.8K - $15.3K
|
462
$61.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-372- 13.82% |
$45.9K - $54.8K
|
2.32K
$311K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-42- 0.4% |
$5.18K - $6.19K
|
10.5K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-97- 0.61% |
$12K - $14.3K
|
15.7K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-643- 19.81% |
$79.3K - $94.8K
|
2.6K
$349K
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-2.98K- 10.08% |
$367K - $439K
|
26.6K
$3.56M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
98+ 1.99% |
$12.1K - $14.4K
|
5.02K
$673K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-951- 33.36% |
$117K - $140K
|
1.9K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
646+ 29.03% |
$79.7K - $95.2K
|
2.87K
$384K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
711+ 30.52% |
$87.7K - $105K
|
3.04K
$407K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4+ 13.33% |
$493 - $590
|
34
$4.55K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-444- 9.32% |
$54.8K - $65.4K
|
4.32K
$579K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
273+ 9.36% |
$33.7K - $40.2K
|
3.19K
$427K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.55KNew |
$191K - $228K
|
1.55K
$208K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-98- 8.47% |
$12.1K - $14.4K
|
1.06K
$142K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-72- 1.05% |
$8.88K - $10.6K
|
6.76K
$905K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.49K- 35.81% |
$184K - $220K
|
2.68K
$358K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-119- 2.51% |
$14.7K - $17.5K
|
4.63K
$620K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-34.3K- 4.93% |
$4.23M - $5.05M
|
661K
$88.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
7+ 0.39% |
$863 - $1.03K
|
1.79K
$240K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-9.12K- 42.64% |
$1.12M - $1.34M
|
12.3K
$1.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.15K+ 33.64% |
$635K - $759K
|
20.5K
$2.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-130- 3.09% |
$16K - $19.2K
|
4.07K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
13.5K+ 14.76% |
$1.66M - $1.99M
|
105K
$14M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.5K+ 881.74% |
$3.52M - $4.21M
|
31.8K
$4.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 13.01% |
$215K - $257K
|
15.1K
$2.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-233- 8.31% |
$28.7K - $34.3K
|
2.57K
$344K
|
|
|
Oct 24, 2024
Q3 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
18.5K+ 12.08% |
$2.28M - $2.73M
|
172K
$23M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.77K- 11.03% |
$342K - $409K
|
22.4K
$3M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-131- 6.06% |
$16.2K - $19.3K
|
2.03K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
779K+ 657.66% |
$96.1M - $115M
|
898K
$120M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.53KNew |
$928K - $1.11M
|
7.53K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.51K+ 3.34% |
$186K - $222K
|
46.6K
$6.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11.4K+ 85.36% |
$1.4M - $1.67M
|
24.7K
$3.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 0.07% |
$12.3K - $14.7K
|
140K
$18.8M
|