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 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-11.2K- 71.93% |
$928K - $1.19M
|
4.39K
$413K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.69K- 33.17% |
$718K - $918K
|
17.5K
$1.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-258- 3.59% |
$21.3K - $27.2K
|
6.92K
$652K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-775- 9.16% |
$64K - $81.8K
|
7.68K
$724K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-42- 8.84% |
$3.47K - $4.43K
|
433
$40.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.99K+ 74.42% |
$412K - $527K
|
11.7K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-24.2K- 85.86% |
$2M - $2.56M
|
3.99K
$376K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
64+ 1.2% |
$5.29K - $6.75K
|
5.4K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.64K- 32.21% |
$301K - $384K
|
7.66K
$721K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-13.3K- 47.05% |
$1.1M - $1.4M
|
14.9K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-278- 22.92% |
$23K - $29.3K
|
935
$88.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.15K- 16.92% |
$178K - $227K
|
10.6K
$995K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-6.77K- 13.17% |
$559K - $715K
|
44.6K
$4.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
CALL |
200+ 50.0% |
$16.5K - $21.1K
|
600
$56.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
9.49K+ 107.99% |
$783K - $1M
|
18.3K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-886- 6.27% |
$73.2K - $93.5K
|
13.2K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-22.8K- 60.7% |
$1.88M - $2.41M
|
14.8K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-2.23K- 26.74% |
$184K - $235K
|
6.1K
$575K
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
49+ 1.67% |
$4.05K - $5.17K
|
2.98K
$281K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-217- 7.5% |
$17.9K - $22.9K
|
2.68K
$252K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-6.52K- 28.35% |
$539K - $688K
|
16.5K
$1.55M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
149+ 0.78% |
$12.3K - $15.7K
|
19.2K
$1.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-2K- 16.08% |
$165K - $211K
|
10.4K
$983K
|
|
|
Nov 10, 2025
Q3 2025
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
417+ 8.37% |
$34.4K - $44K
|
5.4K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
7.3K+ 124.26% |
$603K - $770K
|
13.2K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.46KNew |
$203K - $260K
|
2.46K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
3.59K+ 22.06% |
$296K - $379K
|
19.8K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-937- 3.65% |
$77.4K - $98.9K
|
24.7K
$2.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-6.76K- 40.46% |
$558K - $713K
|
9.95K
$937K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
2.43K+ 0.67% |
$200K - $256K
|
364K
$34.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-19- 12.34% |
$1.57K - $2.01K
|
135
$12.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-926- 2.93% |
$76.5K - $97.7K
|
30.7K
$2.89M
|
|
|
Nov 10, 2025
Q3 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-249- 5.02% |
$20.6K - $26.3K
|
4.72K
$444K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
247+ 2.01% |
$20.4K - $26.1K
|
12.5K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Weaver Consulting Group
|
SELL
|
- |
-133- 4.31% |
$11K - $14K
|
2.96K
$278K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
12.5K+ 64.39% |
$1.03M - $1.32M
|
31.9K
$3M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-110K- 19.85% |
$9.11M - $11.6M
|
445K
$42M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-4.15K- 3.76% |
$343K - $438K
|
106K
$10M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
21.9K+ 2.3% |
$1.81M - $2.31M
|
976K
$92M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
71.8K+ 5.13% |
$5.93M - $7.57M
|
1.47M
$139M
|
|
|
Nov 10, 2025
Q3 2025
|
Lansing Street Advisors
|
BUY
|
- |
3.46KNew |
$285K - $365K
|
3.46K
$326K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-27.7K- 31.84% |
$2.29M - $2.93M
|
59.3K
$5.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-578- 0.38% |
$47.7K - $61K
|
150K
$14.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-35.4K- 1.54% |
$2.92M - $3.74M
|
2.26M
$213M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.08K+ 20.81% |
$171K - $219K
|
12.1K
$1.14M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
243+ 21.02% |
$20.1K - $25.6K
|
1.4K
$132K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
11.4K+ 220.51% |
$939K - $1.2M
|
16.5K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.02K+ 27.15% |
$250K - $319K
|
14.2K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11+ 15.71% |
$908 - $1.16K
|
81
$7.63K
|
|
|
Nov 10, 2025
Q3 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.19% |
$1.16K - $1.48K
|
7.42K
$698K
|
|