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 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-229- 29.78% |
$18.9K - $24.2K
|
540
$50.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
40New |
$3.3K - $4.22K
|
40
$3.77K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-9- 0.32% |
$743 - $950
|
2.78K
$262K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
313+ 6.19% |
$25.8K - $33K
|
5.37K
$506K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
671+ 7.4% |
$55.4K - $70.8K
|
9.74K
$917K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.38K+ 9.68% |
$196K - $251K
|
26.9K
$2.53M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
105+ 1.14% |
$8.67K - $11.1K
|
9.33K
$879K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.61K- 25.46% |
$298K - $380K
|
10.6K
$994K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.56K+ 12.44% |
$459K - $587K
|
50.3K
$4.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
36+ 1.25% |
$2.97K - $3.8K
|
2.93K
$276K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
17.4K+ 18.25% |
$1.44M - $1.84M
|
113K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13.6K+ 4.21% |
$1.12M - $1.44M
|
337K
$31.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-20- 0.75% |
$1.65K - $2.11K
|
2.65K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-656- 98.5% |
$54.2K - $69.2K
|
10
$942
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800+ 11.81% |
$66.1K - $84.4K
|
7.58K
$713K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 16.06% |
$83K - $106K
|
5.25K
$495K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.8K+ 260.36% |
$4.69M - $5.99M
|
78.6K
$7.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.61K- 10.32% |
$133K - $170K
|
14K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
320+ 11.14% |
$26.4K - $33.8K
|
3.19K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-29- 11.51% |
$2.39K - $3.06K
|
223
$21K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7.89K- 21.96% |
$651K - $832K
|
28K
$2.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-165- 1.62% |
$13.6K - $17.4K
|
10K
$945K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.23K+ 7.74% |
$267K - $341K
|
45K
$4.24M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
273+ 10.25% |
$22.5K - $28.8K
|
2.94K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
276+ 6.68% |
$22.8K - $29.1K
|
4.41K
$415K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-128- 1.25% |
$10.6K - $13.5K
|
10.1K
$955K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-647- 16.87% |
$53.4K - $68.3K
|
3.19K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
CALL |
4KNew |
$330K - $422K
|
4K
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
320+ 1.18% |
$26.4K - $33.8K
|
27.4K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.9K+ 81.2% |
$157K - $201K
|
4.24K
$399K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-8.72K- 69.67% |
$720K - $920K
|
3.8K
$357K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.88M- 87.92% |
$321M - $410M
|
534K
$50.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 1775.0% |
$5.86K - $7.49K
|
75
$7.06K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.8K+ 11.67% |
$1.72M - $2.2M
|
199K
$18.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
14+ 0.01% |
$1.16K - $1.48K
|
123K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$165 - $211
|
13.2K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.34K- 29.04% |
$111K - $141K
|
3.27K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.35K- 4.52% |
$111K - $142K
|
28.5K
$2.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.2KNew |
$840K - $1.07M
|
10.2K
$958K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.38K- 7.71% |
$114K - $146K
|
16.5K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.49K+ 3.68% |
$123K - $157K
|
42K
$3.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-175- 0.43% |
$14.5K - $18.5K
|
40.9K
$3.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.36KNew |
$360K - $460K
|
4.36K
$411K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
SELL
|
- |
-375- 10.83% |
$31K - $39.6K
|
3.09K
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.58KNew |
$213K - $272K
|
2.58K
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-105K- 42.69% |
$8.64M - $11M
|
140K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
380+ 10.64% |
$31.4K - $40.1K
|
3.95K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
39+ 55.71% |
$3.22K - $4.12K
|
109
$10.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
9.87K+ 1.47% |
$815K - $1.04M
|
682K
$64.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
190+ 8.45% |
$15.7K - $20.1K
|
2.44K
$230K
|
|