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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-34.2K- 94.14% |
$3.15M - $3.77M
|
2.13K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.99KNew |
$183K - $219K
|
1.99K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
10KNew |
$919K - $1.1M
|
10K
$942K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
131+ 110.08% |
$12K - $14.4K
|
250
$23.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
3.88KNew |
$356K - $427K
|
3.88K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-27- 0.06% |
$2.48K - $2.98K
|
45.5K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08KNew |
$99.6K - $119K
|
1.08K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-29- 1.4% |
$2.67K - $3.2K
|
2.04K
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
33.9KNew |
$3.12M - $3.74M
|
33.9K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-10.2K- 97.25% |
$937K - $1.12M
|
288
$27.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-12.7K- 92.39% |
$1.17M - $1.4M
|
1.05K
$98.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23+ 8.78% |
$2.11K - $2.53K
|
285
$26.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.73KNew |
$435K - $521K
|
4.73K
$446K
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
4.31KNew |
$396K - $474K
|
4.31K
$405K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
CALL |
1K+ 66.67% |
$91.9K - $110K
|
2.5K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.06KNew |
$189K - $227K
|
2.06K
$194K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
16+ 0.76% |
$1.47K - $1.76K
|
2.12K
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-68- 21.38% |
$6.25K - $7.49K
|
250
$23.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-348- 2.67% |
$32K - $38.3K
|
12.7K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-50.7K- 25.14% |
$4.66M - $5.59M
|
151K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
SELL
|
- |
-12.4K- 38.74% |
$1.14M - $1.37M
|
19.6K
$1.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
SELL
|
- |
-7K- 97.32% |
$644K - $772K
|
193
$18.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 1.29% |
$8.18K - $9.81K
|
6.99K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-721- 0.09% |
$66.3K - $79.5K
|
784K
$73.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
5.88K+ 43.69% |
$540K - $647K
|
19.3K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-207- 1.61% |
$19K - $22.8K
|
12.6K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-18.2K- 45.02% |
$1.67M - $2M
|
22.2K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-277- 50.64% |
$25.5K - $30.5K
|
270
$25.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-2- 1.47% |
$184 - $220
|
134
$12.6K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-50- 1.78% |
$4.6K - $5.51K
|
2.75K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
1.94K+ 15.37% |
$178K - $214K
|
14.6K
$1.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-412- 15.59% |
$37.9K - $45.4K
|
2.23K
$210K
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-89.7K- 14.28% |
$8.24M - $9.88M
|
539K
$50.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-590- 22.84% |
$54.2K - $65K
|
1.99K
$188K
|
|
|
Aug 08, 2025
Q2 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-375- 1.81% |
$34.5K - $41.3K
|
20.4K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
2.81K+ 6.0% |
$258K - $310K
|
49.7K
$4.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12K+ 14.62% |
$1.11M - $1.33M
|
94.4K
$8.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
31New |
$2.85K - $3.42K
|
31
$2.92K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.47% |
$184 - $220
|
429
$40.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
673+ 89.26% |
$61.9K - $74.2K
|
1.43K
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
25.3K+ 137.5% |
$2.33M - $2.79M
|
43.7K
$4.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-48- 2.02% |
$4.41K - $5.29K
|
2.33K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-4.67K- 38.28% |
$429K - $514K
|
7.52K
$709K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
445New |
$40.9K - $49K
|
445
$41.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
500+ 20.0% |
$46K - $55.1K
|
3K
$283K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Partners Inc.
Toronto, Z4 |
SELL
|
- |
-100- 3.98% |
$9.19K - $11K
|
2.41K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-8- 14.29% |
$735 - $882
|
48
$4.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
892+ 1.58% |
$82K - $98.3K
|
57.4K
$5.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
154+ 138.74% |
$14.2K - $17K
|
265
$25K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-350- 13.2% |
$32.2K - $38.6K
|
2.3K
$217K
|
|