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 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-211- 45.47% |
$17.5K - $20.6K
|
253
$23.8K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6.28K- 13.2% |
$520K - $612K
|
41.3K
$3.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
SELL
|
- |
-170- 33.01% |
$14.1K - $16.6K
|
345
$32.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-239- 8.66% |
$19.8K - $23.3K
|
2.52K
$237K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
142KNew |
$11.8M - $13.8M
|
142K
$13.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-669- 16.56% |
$55.4K - $65.2K
|
3.37K
$318K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.23K+ 267.03% |
$102K - $120K
|
1.69K
$159K
|
|
|
Jan 08, 2026
Q4 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
621+ 6.2% |
$51.5K - $60.5K
|
10.6K
$1M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.49K- 26.59% |
$206K - $242K
|
6.87K
$647K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3+ 0.08% |
$249 - $292
|
3.74K
$352K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-177- 15.55% |
$14.7K - $17.2K
|
961
$90.5K
|
|
|
Jan 08, 2026
Q4 2025
|
Norway Savings Bank
|
SELL
|
- |
-1.97K- 45.77% |
$163K - $191K
|
2.33K
$219K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-15- 2.29% |
$1.24K - $1.46K
|
641
$60.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
101New |
$8.37K - $9.84K
|
101
$9.51K
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 30.66% |
$86K - $101K
|
2.35K
$221K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-2.97K- 1.33% |
$246K - $289K
|
219K
$20.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.71K- 12.86% |
$224K - $264K
|
18.4K
$1.73M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-57- 1.22% |
$4.72K - $5.55K
|
4.62K
$435K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.2K- 5.08% |
$99.8K - $117K
|
22.5K
$2.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-10- 0.1% |
$829 - $974
|
9.85K
$928K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-310- 9.16% |
$25.7K - $30.2K
|
3.07K
$290K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
2.6KNew |
$215K - $253K
|
2.6K
$245K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.71KNew |
$225K - $264K
|
2.71K
$256K
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
8.46K+ 64.02% |
$701K - $824K
|
21.7K
$2.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.52KNew |
$209K - $246K
|
2.52K
$238K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.08K+ 16.47% |
$172K - $202K
|
14.7K
$1.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
166+ 0.41% |
$13.8K - $16.2K
|
41K
$3.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Exeter Financial, LLC
|
SELL
|
- |
-1.4K- 17.45% |
$116K - $136K
|
6.63K
$624K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$429K - $504K
|
5.18K
$488K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-55- 14.36% |
$4.56K - $5.36K
|
328
$30.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-30- 0.41% |
$2.49K - $2.92K
|
7.36K
$693K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
52+ 1.38% |
$4.31K - $5.06K
|
3.83K
$361K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
29New |
$2.4K - $2.82K
|
29
$2.73K
|
|
|
Jan 07, 2026
Q4 2025
|
Lynch & Associates
|
SELL
|
- |
-3.36K- 7.45% |
$279K - $328K
|
41.8K
$3.94M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-564- 66.04% |
$46.7K - $54.9K
|
290
$27.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-1.32K- 2.81% |
$110K - $129K
|
45.8K
$4.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.73K- 60.57% |
$226K - $265K
|
1.77K
$167K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.32K- 15.9% |
$109K - $128K
|
6.97K
$657K
|
|
|
Jan 07, 2026
Q4 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-200- 1.85% |
$16.6K - $19.5K
|
10.6K
$999K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06KNew |
$170K - $200K
|
2.06K
$194K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
74K+ 411.1% |
$6.13M - $7.21M
|
92K
$8.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.95KNew |
$327K - $385K
|
3.95K
$372K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.23% |
$4.14K - $4.87K
|
22.1K
$2.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-3.97K- 4.56% |
$329K - $387K
|
83.2K
$7.84M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-12.3K- 21.66% |
$1.02M - $1.2M
|
44.6K
$4.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
51+ 0.65% |
$4.23K - $4.97K
|
7.9K
$744K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-1.22K- 10.86% |
$101K - $119K
|
10K
$945K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-725- 9.65% |
$60.1K - $70.6K
|
6.79K
$639K
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-700- 0.84% |
$58K - $68.2K
|
82.8K
$7.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.4KNew |
$199K - $234K
|
2.4K
$226K
|
|