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 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1+ 2.13% |
$82.6 - $106
|
48
$4.52K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-20- 0.12% |
$1.65K - $2.11K
|
16.8K
$1.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.32K- 2.01% |
$109K - $139K
|
64.5K
$6.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Advocate Group LLC
|
BUY
|
- |
3.45K+ 4.06% |
$285K - $364K
|
88.4K
$8.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
4.91K+ 15.98% |
$405K - $518K
|
35.6K
$3.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.8K- 15.23% |
$479K - $612K
|
32.3K
$3.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.01% |
$165 - $211
|
16.8K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
3.12K+ 22.88% |
$258K - $329K
|
16.8K
$1.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-101- 2.03% |
$8.34K - $10.7K
|
4.87K
$458K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-300- 10.46% |
$24.8K - $31.7K
|
2.57K
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-625- 5.37% |
$51.6K - $66K
|
11K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.06KNew |
$748K - $956K
|
9.06K
$853K
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-94- 34.06% |
$7.76K - $9.92K
|
182
$17.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
549+ 217.0% |
$45.3K - $57.9K
|
802
$75.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
143+ 1.35% |
$11.8K - $15.1K
|
10.7K
$1.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-624- 8.27% |
$51.5K - $65.9K
|
6.92K
$652K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-7.75K- 67.69% |
$640K - $818K
|
3.7K
$348K
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.15K+ 15.28% |
$95K - $121K
|
8.68K
$817K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
168+ 0.21% |
$13.9K - $17.7K
|
80.7K
$7.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-27.3K- 9.36% |
$2.25M - $2.88M
|
264K
$24.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-138- 13.08% |
$11.4K - $14.6K
|
917
$86.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
148+ 160.87% |
$12.2K - $15.6K
|
240
$22.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
4.35K+ 84.21% |
$359K - $459K
|
9.51K
$895K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.56K- 19.22% |
$129K - $165K
|
6.57K
$619K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9.21K+ 13.56% |
$760K - $972K
|
77.1K
$7.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
6.16K+ 44.58% |
$509K - $650K
|
20K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-6.54K- 19.76% |
$540K - $691K
|
26.6K
$2.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-79- 77.45% |
$6.52K - $8.34K
|
23
$2.17K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-6- 0.16% |
$495 - $633
|
3.85K
$363K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-635- 14.19% |
$52.4K - $67K
|
3.84K
$362K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2+ 0.02% |
$165 - $211
|
10.9K
$1.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-818- 7.22% |
$67.6K - $86.3K
|
10.5K
$989K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-107K- 21.31% |
$8.87M - $11.3M
|
397K
$37.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-200- 2.38% |
$16.5K - $21.1K
|
8.19K
$772K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.08K- 7.97% |
$172K - $219K
|
24K
$2.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.86K- 8.93% |
$153K - $196K
|
18.9K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
161New |
$13.3K - $17K
|
161
$15.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 10.75% |
$1M - $1.28M
|
125K
$11.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
6.23K+ 25.03% |
$514K - $657K
|
31.1K
$2.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.26K- 5.81% |
$186K - $238K
|
36.6K
$3.44M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
173+ 1.52% |
$14.3K - $18.3K
|
11.6K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.78KNew |
$807K - $1.03M
|
9.78K
$921K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-700- 1.66% |
$57.8K - $73.9K
|
41.5K
$3.91M
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-442- 9.58% |
$36.5K - $46.6K
|
4.17K
$393K
|
|
|
Oct 16, 2025
Q3 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-6.84K- 99.68% |
$565K - $722K
|
22
$2.07K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
200+ 10.27% |
$16.5K - $21.1K
|
2.15K
$202K
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.88K- 6.49% |
$155K - $198K
|
27K
$2.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.9K+ 668.09% |
$1.39M - $1.78M
|
19.4K
$1.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-581- 2.13% |
$48K - $61.3K
|
26.7K
$2.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-431- 7.08% |
$35.6K - $45.5K
|
5.66K
$533K
|
|