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 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
301+ 1.5% |
$24.9K - $29.3K
|
20.3K
$1.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-45- 27.78% |
$3.73K - $4.38K
|
117
$11K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-188- 2.19% |
$15.6K - $18.3K
|
8.38K
$790K
|
|
|
Jan 14, 2026
Q4 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-191- 7.52% |
$15.8K - $18.6K
|
2.35K
$221K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.95KNew |
$245K - $288K
|
2.95K
$278K
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-11.7K- 69.26% |
$968K - $1.14M
|
5.18K
$488K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
379+ 2.42% |
$31.4K - $36.9K
|
16K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
45K+ 277.91% |
$3.73M - $4.38M
|
61.1K
$5.76M
|
|
|
Jan 14, 2026
Q4 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.4K- 22.67% |
$116K - $136K
|
4.78K
$450K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-615- 13.98% |
$51K - $59.9K
|
3.78K
$356K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55+ 26.83% |
$4.56K - $5.36K
|
260
$24.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-3.29K- 8.35% |
$272K - $320K
|
36K
$3.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
25+ 1.0% |
$2.07K - $2.44K
|
2.53K
$238K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-69- 0.64% |
$5.72K - $6.72K
|
10.7K
$1M
|
|
|
Jan 13, 2026
Q4 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5- 0.05% |
$414 - $487
|
9.44K
$889K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 19.93% |
$91.6K - $108K
|
4.44K
$418K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
689+ 7.43% |
$57.1K - $67.1K
|
9.97K
$939K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
107+ 2.71% |
$8.87K - $10.4K
|
4.06K
$382K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.31KNew |
$192K - $225K
|
2.31K
$218K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.14K+ 6.79% |
$177K - $208K
|
33.6K
$3.17M
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
58New |
$4.81K - $5.65K
|
58
$5.46K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.37KNew |
$279K - $328K
|
3.37K
$317K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-219- 4.65% |
$18.1K - $21.3K
|
4.49K
$423K
|
|
|
Jan 13, 2026
Q4 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-140- 5.53% |
$11.6K - $13.6K
|
2.39K
$225K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.1KNew |
$174K - $204K
|
2.1K
$198K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-40- 0.24% |
$3.31K - $3.9K
|
16.7K
$1.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Corbyn Investment Management Inc
|
SELL
|
- |
-397- 2.84% |
$32.9K - $38.7K
|
13.6K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370+ 1.05% |
$30.7K - $36K
|
35.6K
$3.35M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 7.47% |
$869K - $1.02M
|
130K
$12.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-910- 8.23% |
$75.4K - $88.6K
|
10.1K
$955K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.05KNew |
$169K - $199K
|
2.05K
$193K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.19K+ 13.97% |
$347K - $408K
|
34.2K
$3.22M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18+ 0.63% |
$1.49K - $1.75K
|
2.86K
$270K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
141+ 3.45% |
$11.7K - $13.7K
|
4.23K
$398K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-366- 5.72% |
$30.3K - $35.6K
|
6.03K
$568K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.1K- 1.83% |
$91.2K - $107K
|
59.2K
$5.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.58K+ 79.8% |
$297K - $349K
|
8.07K
$760K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.93K+ 9.46% |
$574K - $675K
|
80.2K
$7.55M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.92K+ 4.24% |
$656K - $771K
|
195K
$18.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.91K+ 2.1% |
$158K - $186K
|
92.8K
$8.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 16.03% |
$138K - $162K
|
8.73K
$823K
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.45KNew |
$203K - $239K
|
2.45K
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.1KNew |
$174K - $204K
|
2.1K
$197K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
883+ 5.17% |
$73.2K - $86K
|
18K
$1.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 4.94% |
$1.66K - $1.95K
|
425
$40K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$312K - $367K
|
3.77K
$355K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.47K- 18.09% |
$122K - $143K
|
6.64K
$626K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-71- 1.06% |
$5.88K - $6.92K
|
6.62K
$624K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.32KNew |
$192K - $226K
|
2.32K
$219K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-11.4K- 36.14% |
$944K - $1.11M
|
20.1K
$1.9M
|
|