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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
603+ 23.16% |
$49.8K - $63.6K
|
3.21K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.9K+ 64.62% |
$1.07M - $1.36M
|
32.9K
$3.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
689+ 13.95% |
$56.9K - $72.7K
|
5.63K
$530K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
203+ 5.27% |
$16.8K - $21.4K
|
4.05K
$382K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
486K+ 10.61% |
$40.2M - $51.3M
|
5.07M
$478M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.2K- 1.78% |
$264K - $338K
|
177K
$16.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.11K+ 449.36% |
$753K - $962K
|
11.1K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.6K+ 0.68% |
$1.2M - $1.54M
|
2.14M
$202M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-216- 0.36% |
$17.8K - $22.8K
|
59.9K
$5.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.08K+ 42.65% |
$172K - $220K
|
6.97K
$656K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-16.2K- 70.41% |
$1.34M - $1.71M
|
6.82K
$642K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.85K+ 4.42% |
$235K - $300K
|
67.2K
$6.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.59KNew |
$214K - $273K
|
2.59K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
6+ 0.01% |
$495 - $633
|
48.7K
$4.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
126+ 1.13% |
$10.4K - $13.3K
|
11.2K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-57K- 3.04% |
$4.71M - $6.01M
|
1.82M
$171M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
BUY
|
- |
10.4K+ 145.29% |
$857K - $1.09M
|
17.5K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.27K- 6.23% |
$187K - $239K
|
34.1K
$3.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
12+ 13.33% |
$991 - $1.27K
|
102
$9.61K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-5.19K- 25.43% |
$428K - $547K
|
15.2K
$1.43M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
BUY
|
- |
3.1K+ 4.6% |
$256K - $327K
|
70.4K
$6.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
999+ 42.4% |
$82.5K - $105K
|
3.36K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25+ 6.85% |
$2.06K - $2.64K
|
390
$36.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
400K+ 129.13% |
$33M - $42.2M
|
710K
$66.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
615+ 5.51% |
$50.8K - $64.9K
|
11.8K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-4.35K- 5.6% |
$359K - $459K
|
73.3K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
124+ 37.35% |
$10.2K - $13.1K
|
456
$43K
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2.59KNew |
$214K - $273K
|
2.59K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
402+ 5.61% |
$33.2K - $42.4K
|
7.57K
$713K
|
|
|
Nov 12, 2025
Q3 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 10.69% |
$88.7K - $113K
|
11.1K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
82.2KNew |
$6.79M - $8.68M
|
82.2K
$7.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
60+ 40.0% |
$4.95K - $6.33K
|
210
$19.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-1.77K- 36.94% |
$146K - $187K
|
3.02K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
82.2KNew |
$6.79M - $8.68M
|
82.2K
$7.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4.28K- 22.75% |
$354K - $452K
|
14.5K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.97K- 48.57% |
$245K - $313K
|
3.14K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-29.5K- 52.15% |
$2.44M - $3.11M
|
27.1K
$2.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
2.65KNew |
$219K - $279K
|
2.65K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.59K- 1.77% |
$131K - $168K
|
88.4K
$8.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-24.3K- 1.18% |
$2.01M - $2.56M
|
2.03M
$192M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.48K+ 11.87% |
$370K - $473K
|
42.3K
$3.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-48.2K- 22.58% |
$3.98M - $5.09M
|
165K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.31K- 23.99% |
$356K - $455K
|
13.7K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.38K- 55.58% |
$279K - $357K
|
2.7K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.19K- 27.62% |
$346K - $443K
|
11K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
459+ 22.38% |
$37.9K - $48.4K
|
2.51K
$236K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
2.71KNew |
$223K - $286K
|
2.71K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
16.7K+ 15.15% |
$1.38M - $1.76M
|
127K
$11.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-20- 0.57% |
$1.65K - $2.11K
|
3.5K
$330K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-29- 0.42% |
$2.39K - $3.06K
|
6.84K
$644K
|
|