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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
590+ 35.76% |
$48.7K - $62.3K
|
2.24K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-7.1K- 17.58% |
$586K - $749K
|
33.3K
$3.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 9.74% |
$1.58M - $2.03M
|
216K
$20.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Generali Asset Management Spa Sgr
Trieste, L6 |
SELL
|
- |
-16.1K- 21.81% |
$1.33M - $1.7M
|
57.6K
$5.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-381- 10.32% |
$31.5K - $40.2K
|
3.31K
$312K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
38.6K+ 303.81% |
$3.19M - $4.07M
|
51.3K
$4.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
302+ 5.98% |
$24.9K - $31.9K
|
5.36K
$504K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
280+ 4.42% |
$23.1K - $29.6K
|
6.61K
$623K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-478- 15.22% |
$39.5K - $50.4K
|
2.66K
$251K
|
|
|
Oct 21, 2025
Q3 2025
|
Gam Holding Ag
|
SELL
|
- |
-840- 1.58% |
$69.4K - $88.7K
|
52.2K
$4.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
219+ 1684.62% |
$18.1K - $23.1K
|
232
$21.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.58K- 37.73% |
$131K - $167K
|
2.61K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-278- 3.17% |
$23K - $29.3K
|
8.5K
$800K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
SELL
|
- |
-934- 2.69% |
$77.1K - $98.6K
|
33.8K
$3.19M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
12+ 0.26% |
$991 - $1.27K
|
4.55K
$429K
|
|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
148KNew |
$12.2M - $15.6M
|
148K
$14M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.62K- 14.42% |
$546K - $698K
|
39.3K
$3.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-104- 2.72% |
$8.59K - $11K
|
3.72K
$350K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
100+ 3.26% |
$8.26K - $10.6K
|
3.17K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
14K+ 23.73% |
$1.16M - $1.48M
|
73K
$6.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
208+ 4.2% |
$17.2K - $22K
|
5.16K
$486K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-3.34K- 96.78% |
$276K - $353K
|
111
$10.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
691+ 3.03% |
$57.1K - $72.9K
|
23.5K
$2.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.25K+ 2.37% |
$351K - $449K
|
184K
$17.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-29- 3.22% |
$2.39K - $3.06K
|
871
$82K
|
|
|
Oct 21, 2025
Q3 2025
|
Rexford Capital Inc
Bellaire, TX |
SELL
|
- |
-14- 0.42% |
$1.16K - $1.48K
|
3.29K
$310K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.21K- 50.65% |
$678K - $866K
|
8K
$753K
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
139New |
$11.5K - $14.7K
|
139
$13.1K
|
|
|
Oct 21, 2025
Q3 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
897+ 36.24% |
$74.1K - $94.7K
|
3.37K
$318K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.29K- 8.44% |
$107K - $136K
|
14K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-136K- 90.95% |
$11.2M - $14.4M
|
13.6K
$1.28M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.88K- 7.22% |
$155K - $198K
|
24.1K
$2.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-797- 11.64% |
$65.8K - $84.1K
|
6.05K
$570K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
6+ 1.73% |
$495 - $633
|
353
$33.2K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 40.4% |
$3.3K - $4.22K
|
139
$13.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-28.5K- 98.75% |
$2.35M - $3.01M
|
360
$33.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.43KNew |
$366K - $468K
|
4.43K
$417K
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
BUY
|
- |
96+ 2.75% |
$7.93K - $10.1K
|
3.59K
$338K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-13.6K- 38.63% |
$1.12M - $1.43M
|
21.6K
$2.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Salzhauer Michael
|
BUY
|
- |
369New |
$30.5K - $38.9K
|
369
$34.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.03% |
$165 - $211
|
7.56K
$712K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 0.23% |
$1.32K - $1.69K
|
7.12K
$670K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.77KNew |
$229K - $293K
|
2.77K
$261K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
68+ 2.42% |
$5.62K - $7.18K
|
2.88K
$271K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-25- 0.22% |
$2.06K - $2.64K
|
11.1K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-231- 0.78% |
$19.1K - $24.4K
|
29.5K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.09K- 17.51% |
$90.3K - $115K
|
5.15K
$485K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.06K+ 29.88% |
$87.5K - $112K
|
4.61K
$434K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.6K- 2.52% |
$1.79M - $2.28M
|
839K
$79M
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 0.64% |
$33K - $42.2K
|
62.2K
$5.86M
|
|