Latest Institutional Sells of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.52K- 40.77% |
$188K - $225K
|
2.21K
$296K
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.51K- 7.61% |
$186K - $222K
|
18.3K
$2.45M
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.5K- 33.47% |
$184K - $220K
|
2.97K
$398K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.49K- 35.81% |
$184K - $220K
|
2.68K
$358K
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.45K- 33.53% |
$179K - $214K
|
2.88K
$386K
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.41K- 6.94% |
$174K - $208K
|
19K
$2.54M
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-1.4K- 22.58% |
$173K - $206K
|
4.8K
$643K
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.39K- 1.4% |
$172K - $205K
|
98.2K
$13.2M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.39K- 14.57% |
$171K - $205K
|
8.15K
$1.09M
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-1.39K- 4.73% |
$171K - $205K
|
28K
$3.75M
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.38K- 45.84% |
$170K - $203K
|
1.63K
$218K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.35K- 2.54% |
$167K - $199K
|
51.8K
$6.94M
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.35K- 6.35% |
$166K - $199K
|
19.9K
$2.66M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.35K- 98.61% |
$166K - $198K
|
19
$2.54K
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.33K- 4.83% |
$164K - $196K
|
26.2K
$3.5M
|
|
Oct 11, 2024
Q3 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 16.21% |
$163K - $195K
|
6.85K
$917K
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-1.3K- 0.2% |
$160K - $192K
|
656K
$87.9M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.29K- 47.49% |
$158K - $189K
|
1.42K
$190K
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.19K- 13.16% |
$146K - $175K
|
7.84K
$1.05M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.18K- 10.8% |
$146K - $174K
|
9.78K
$1.31M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.18K- 42.1% |
$146K - $174K
|
1.62K
$217K
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.17K- 26.84% |
$144K - $172K
|
3.18K
$426K
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.16K- 12.42% |
$143K - $171K
|
8.2K
$1.1M
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-1.16K- 36.19% |
$143K - $171K
|
2.05K
$274K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.16K- 42.44% |
$143K - $171K
|
1.57K
$211K
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.15K- 10.91% |
$142K - $170K
|
9.41K
$1.26M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.15K- 41.11% |
$141K - $169K
|
1.64K
$220K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.15K- 17.36% |
$141K - $169K
|
5.45K
$730K
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-1.14K- 5.97% |
$141K - $168K
|
18K
$2.4M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.14K- 16.9% |
$140K - $168K
|
5.59K
$748K
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 5.1% |
$139K - $167K
|
21K
$2.82M
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.13K- 8.63% |
$139K - $166K
|
11.9K
$1.6M
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.1K- 6.37% |
$136K - $162K
|
16.2K
$2.17M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 16.5% |
$136K - $162K
|
5.57K
$746K
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.09K- 7.59% |
$135K - $161K
|
13.3K
$1.78M
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.09K- 12.13% |
$134K - $160K
|
7.89K
$1.06M
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.08K- 23.07% |
$134K - $160K
|
3.61K
$484K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.08K- 4.48% |
$134K - $160K
|
23.1K
$3.09M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.08K- 27.88% |
$133K - $159K
|
2.79K
$374K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.06K- 2.8% |
$131K - $156K
|
36.9K
$4.94M
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.03K- 20.61% |
$127K - $152K
|
3.97K
$532K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.03K- 23.15% |
$127K - $151K
|
3.41K
$457K
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 5.55% |
$127K - $151K
|
17.5K
$2.34M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-984- 4.08% |
$121K - $145K
|
23.1K
$3.1M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-984- 4.95% |
$121K - $145K
|
18.9K
$2.53M
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-967- 8.06% |
$119K - $143K
|
11K
$1.48M
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-951- 33.36% |
$117K - $140K
|
1.9K
$254K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-945- 2.11% |
$117K - $139K
|
43.9K
$5.89M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-914- 6.03% |
$113K - $135K
|
14.2K
$1.91M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-901- 14.77% |
$111K - $133K
|
5.2K
$697K
|