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 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.94K+ 56.11% |
$244K - $287K
|
8.19K
$772K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
SELL
|
- |
-476- 1.58% |
$39.4K - $46.4K
|
29.7K
$2.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.35K+ 4.91% |
$195K - $229K
|
50.2K
$4.73M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-375- 11.35% |
$31.1K - $36.5K
|
2.93K
$276K
|
|
|
Jan 12, 2026
Q4 2025
|
Pensionfund Sabic
|
SELL
|
- |
-100- 1.49% |
$8.29K - $9.74K
|
6.6K
$622K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-55.3K- 6.19% |
$4.59M - $5.39M
|
839K
$79M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
309+ 8.7% |
$25.6K - $30.1K
|
3.86K
$363K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.73K+ 5.95% |
$226K - $266K
|
48.6K
$4.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-358- 11.59% |
$29.7K - $34.9K
|
2.73K
$257K
|
|
|
Jan 12, 2026
Q4 2025
|
Viking Fund Management LLC
|
BUY
|
- |
500+ 0.85% |
$41.4K - $48.7K
|
59K
$5.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-36.1K- 43.85% |
$2.99M - $3.52M
|
46.2K
$4.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.45KNew |
$203K - $238K
|
2.45K
$230K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
596+ 30.3% |
$49.4K - $58.1K
|
2.56K
$241K
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
232+ 8.47% |
$19.2K - $22.6K
|
2.97K
$280K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5+ 0.2% |
$414 - $487
|
2.53K
$238K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-68- 22.3% |
$5.64K - $6.62K
|
237
$22.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.45KNew |
$203K - $238K
|
2.45K
$230K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-116- 3.93% |
$9.61K - $11.3K
|
2.84K
$267K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-282- 5.25% |
$23.4K - $27.5K
|
5.09K
$479K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
313+ 7.51% |
$25.9K - $30.5K
|
4.48K
$422K
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
SELL
|
- |
-6.94K- 22.28% |
$575K - $676K
|
24.2K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
683+ 28.07% |
$56.6K - $66.5K
|
3.12K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.85% |
$82.9 - $97.4
|
55
$5.18K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
75+ 0.3% |
$6.22K - $7.31K
|
25.2K
$2.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
461+ 6.43% |
$38.2K - $44.9K
|
7.63K
$719K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
75New |
$6.22K - $7.31K
|
75
$7.06K
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
160+ 5.27% |
$13.3K - $15.6K
|
3.2K
$301K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
551+ 18.67% |
$45.7K - $53.7K
|
3.5K
$330K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.11K- 27.16% |
$258K - $303K
|
8.34K
$786K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
653K+ 155.89% |
$54.1M - $63.6M
|
1.07M
$101M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-161K- 36.76% |
$13.3M - $15.7M
|
277K
$26.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
225+ 8.18% |
$18.6K - $21.9K
|
2.98K
$280K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
24.7KNew |
$2.05M - $2.41M
|
24.7K
$2.33M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
2.26KNew |
$187K - $220K
|
2.26K
$213K
|
|
|
Jan 09, 2026
Q4 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-151- 55.11% |
$12.5K - $14.7K
|
123
$11.6K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-19- 0.43% |
$1.57K - $1.85K
|
4.45K
$419K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.64K- 53.98% |
$219K - $257K
|
2.25K
$212K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22+ 275.0% |
$1.82K - $2.14K
|
30
$2.83K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
40.5K+ 0.96% |
$3.36M - $3.95M
|
4.28M
$404M
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
SELL
|
- |
-910- 16.58% |
$75.4K - $88.6K
|
4.58K
$431K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
35+ 1.2% |
$2.9K - $3.41K
|
2.95K
$278K
|
|
|
Jan 08, 2026
Q4 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-191- 5.94% |
$15.8K - $18.6K
|
3.03K
$285K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
2.77KNew |
$230K - $270K
|
2.77K
$261K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-1.09K- 6.2% |
$90.2K - $106K
|
16.5K
$1.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.46% |
$1.41K - $1.66K
|
3.66K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.23KNew |
$185K - $217K
|
2.23K
$210K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.3K+ 100.01% |
$605K - $711K
|
14.6K
$1.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.2K+ 1.93% |
$1.18M - $1.39M
|
753K
$70.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
PUT |
-14.4K- 71.25% |
$1.19M - $1.4M
|
5.81K
$547K
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.08KNew |
$172K - $202K
|
2.08K
$195K
|
|