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 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
11.1KNew |
$918K - $1.08M
|
11.1K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Econ Financial Services Corp
|
SELL
|
- |
-12.7K- 34.68% |
$1.05M - $1.24M
|
23.9K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10.4K+ 72.46% |
$864K - $1.02M
|
24.8K
$2.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13K+ 8.41% |
$1.07M - $1.26M
|
167K
$15.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
422+ 10.25% |
$35K - $41.1K
|
4.54K
$428K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 1.3% |
$2.73K - $3.21K
|
2.51K
$236K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 11.46% |
$912 - $1.07K
|
107
$10.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
60+ 1.6% |
$4.97K - $5.84K
|
3.81K
$359K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
36.7KNew |
$3.04M - $3.58M
|
36.7K
$3.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
SELL
|
- |
-504- 12.57% |
$41.8K - $49.1K
|
3.51K
$330K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
640+ 17.45% |
$53K - $62.3K
|
4.31K
$406K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
142+ 0.16% |
$11.8K - $13.8K
|
89.9K
$8.47M
|
|
|
Jan 15, 2026
Q4 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.47K+ 4.89% |
$122K - $143K
|
31.5K
$2.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
403+ 2.73% |
$33.4K - $39.3K
|
15.1K
$1.43M
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-7- 0.26% |
$580 - $682
|
2.7K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.06K- 22.11% |
$88.1K - $104K
|
3.74K
$353K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
133+ 1.57% |
$11K - $13K
|
8.62K
$811K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11+ 0.58% |
$912 - $1.07K
|
1.9K
$179K
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
68KNew |
$5.63M - $6.62M
|
68K
$6.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
830+ 2.06% |
$68.8K - $80.8K
|
41.1K
$3.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-3.03K- 22.18% |
$251K - $295K
|
10.6K
$1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 2.09% |
$829 - $974
|
489
$46.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.1K+ 86.71% |
$1.26M - $1.48M
|
32.6K
$3.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-300- 1.15% |
$24.9K - $29.2K
|
25.8K
$2.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.09K+ 6.73% |
$339K - $399K
|
64.9K
$6.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
16.7K+ 104.29% |
$1.38M - $1.63M
|
32.7K
$3.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-12.2K- 9.14% |
$1.01M - $1.19M
|
121K
$11.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
715+ 1.66% |
$59.3K - $69.6K
|
43.8K
$4.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
41+ 1.29% |
$3.4K - $3.99K
|
3.21K
$303K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
488+ 20.04% |
$40.4K - $47.5K
|
2.92K
$275K
|
|
|
Jan 14, 2026
Q4 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
2.4KNew |
$199K - $234K
|
2.4K
$226K
|
|
|
Jan 14, 2026
Q4 2025
|
Bonness Enterprises Inc
|
BUY
|
- |
2K+ 9.46% |
$166K - $195K
|
23.2K
$2.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-530- 12.37% |
$43.9K - $51.6K
|
3.76K
$354K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
127+ 4.17% |
$10.5K - $12.4K
|
3.17K
$299K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
304+ 12.51% |
$25.2K - $29.6K
|
2.73K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-187- 0.74% |
$15.5K - $18.2K
|
25.2K
$2.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.15K+ 14.85% |
$95.3K - $112K
|
8.89K
$838K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-93- 3.18% |
$7.71K - $9.06K
|
2.84K
$267K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
721+ 13.03% |
$59.7K - $70.2K
|
6.25K
$589K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-8.99K- 7.22% |
$745K - $876K
|
116K
$10.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-508- 25.05% |
$42.1K - $49.5K
|
1.52K
$143K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.68K+ 144.06% |
$636K - $748K
|
13K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
34.5K+ 313654.56% |
$2.86M - $3.36M
|
34.5K
$3.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-855- 5.53% |
$70.9K - $83.3K
|
14.6K
$1.38M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.71KNew |
$225K - $264K
|
2.71K
$255K
|
|
|
Jan 14, 2026
Q4 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 10.66% |
$106K - $125K
|
10.7K
$1.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Sky Investment Group LLC
|
SELL
|
- |
-5.95K- 34.5% |
$493K - $579K
|
11.3K
$1.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.6KNew |
$215K - $253K
|
2.6K
$245K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
SELL
|
- |
-7.21K- 16.99% |
$598K - $702K
|
35.2K
$3.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
SELL
|
- |
-525- 20.39% |
$43.5K - $51.1K
|
2.05K
$193K
|
|