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 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.6K+ 51.08% |
$878K - $1.12M
|
31.5K
$2.96M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
3.97K+ 41.53% |
$328K - $419K
|
13.5K
$1.27M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-450- 22.08% |
$37.2K - $47.5K
|
1.59K
$150K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-3.29K- 97.74% |
$271K - $347K
|
76
$7.16K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 0.05% |
$495 - $633
|
13.3K
$1.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-999- 3.9% |
$82.5K - $105K
|
24.6K
$2.32M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-32.3K- 45.73% |
$2.67M - $3.41M
|
38.4K
$3.61M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.2K- 23.18% |
$927K - $1.19M
|
37.2K
$3.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.07KNew |
$254K - $324K
|
3.07K
$289K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.84KNew |
$317K - $406K
|
3.84K
$362K
|
|
|
Oct 06, 2025
Q3 2025
|
Jb Global.Com LLC
New York, NY |
SELL
|
- |
-1.32K- 31.15% |
$109K - $140K
|
2.93K
$276K
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.02KNew |
$249K - $319K
|
3.02K
$284K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
26.4KNew |
$2.18M - $2.79M
|
26.4K
$2.49M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
17+ 212.5% |
$1.4K - $1.79K
|
25
$2.35K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.59K+ 118.46% |
$296K - $379K
|
6.62K
$623K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-60.2K- 95.82% |
$4.97M - $6.35M
|
2.62K
$247K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-156- 5.95% |
$12.9K - $16.5K
|
2.47K
$232K
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-12.5K- 60.05% |
$1.03M - $1.32M
|
8.31K
$783K
|
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-644- 1.36% |
$53.2K - $68K
|
46.7K
$4.4M
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
31K+ 9.91% |
$2.85M - $3.42M
|
344K
$32.4M
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-869- 3.39% |
$79.9K - $95.8K
|
24.8K
$2.34M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47M+ 47.98% |
$135M - $162M
|
4.52M
$426M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
8.6K+ 12.29% |
$791K - $948K
|
78.6K
$7.4M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.68K+ 209.24% |
$154K - $185K
|
2.48K
$233K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-15.7K- 46.59% |
$1.45M - $1.73M
|
18K
$1.7M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-653- 15.42% |
$60K - $72K
|
3.58K
$337K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
238New |
$21.9K - $26.2K
|
238
$22.4K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
772+ 14.43% |
$71K - $85.1K
|
6.12K
$577K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-15.8K- 19.94% |
$1.45M - $1.74M
|
63.4K
$5.97M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-54.4KClosed |
$5M - $5.99M
|
0
$0
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
125New |
$11.5K - $13.8K
|
125
$11.8K
|
|
|
Aug 27, 2025
Q2 2025
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
33KNew |
$3.03M - $3.64M
|
33K
$3.11M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.25K+ 43.61% |
$115K - $138K
|
4.12K
$388K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-1.89KClosed |
$174K - $208K
|
0
$0
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
SELL
|
- |
-1.62KClosed |
$149K - $178K
|
0
$0
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.84K+ 688.89% |
$353K - $424K
|
4.4K
$415K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
25New |
$2.3K - $2.76K
|
25
$2.35K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.76K- 20.11% |
$254K - $304K
|
11K
$1.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 518.02% |
$1.83M - $2.2M
|
23.8K
$2.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Mayar Capital Ltd.
|
BUY
|
- |
500+ 0.47% |
$46K - $55.1K
|
107K
$10.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 50.0% |
$91.9 - $110
|
3
$283
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-26- 14.36% |
$2.39K - $2.87K
|
155
$14.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-401- 46.2% |
$36.9K - $44.2K
|
467
$44K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-260- 11.47% |
$23.9K - $28.7K
|
2.01K
$189K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
82+ 3.4% |
$7.54K - $9.04K
|
2.5K
$235K
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.42K+ 17.23% |
$130K - $156K
|
9.63K
$907K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
29New |
$2.67K - $3.2K
|
29
$2.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
158New |
$14.5K - $17.4K
|
158
$14.9K
|
|
|
Aug 14, 2025
Q2 2025
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-124K- 49.84% |
$11.4M - $13.7M
|
125K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
32.3K+ 12.02% |
$2.96M - $3.55M
|
301K
$28.3M
|
|