Latest Institutional Purchases of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.05K+ 13.96% |
$86.9K - $111K
|
8.59K
$809K
|
|
|
Nov 05, 2025
Q3 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
1.05K+ 7.67% |
$86.9K - $111K
|
14.8K
$1.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.05K+ 6.11% |
$86.8K - $111K
|
18.2K
$1.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.05K+ 6.34% |
$86.5K - $111K
|
17.6K
$1.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.04K+ 41.06% |
$85.7K - $110K
|
3.57K
$336K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1KNew |
$82.7K - $106K
|
1K
$94.4K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
CALL |
1K+ 250.0% |
$82.6K - $106K
|
1.4K
$132K
|
|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
1K+ 5.41% |
$82.6K - $106K
|
19.5K
$1.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
1KNew |
$82.6K - $106K
|
1K
$94.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
999+ 42.4% |
$82.5K - $105K
|
3.36K
$316K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
996+ 31.27% |
$82.2K - $105K
|
4.18K
$394K
|
|
|
Nov 14, 2025
Q3 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
979+ 1.08% |
$80.8K - $103K
|
91.9K
$8.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
959+ 7.69% |
$79.2K - $101K
|
13.4K
$1.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
930+ 32.99% |
$76.8K - $98.2K
|
3.75K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
915+ 88.75% |
$75.6K - $96.6K
|
1.95K
$183K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
909+ 36.16% |
$75.1K - $95.9K
|
3.42K
$322K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
908+ 35.95% |
$75K - $95.8K
|
3.43K
$323K
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
903+ 0.98% |
$74.6K - $95.3K
|
93.1K
$8.77M
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
898+ 0.79% |
$74.2K - $94.8K
|
115K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
897+ 36.24% |
$74.1K - $94.7K
|
3.37K
$318K
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
896+ 19.15% |
$74K - $94.6K
|
5.58K
$525K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
886+ 6.89% |
$73.2K - $93.5K
|
13.7K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
883+ 6.39% |
$72.9K - $93.2K
|
14.7K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
879+ 1.8% |
$72.6K - $92.8K
|
49.6K
$4.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
879+ 0.97% |
$72.6K - $92.8K
|
91.2K
$8.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
875+ 0.73% |
$72.3K - $92.3K
|
121K
$11.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
869+ 7.92% |
$71.8K - $91.7K
|
11.8K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
856+ 10.19% |
$70.7K - $90.3K
|
9.25K
$872K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
855+ 3.85% |
$70.6K - $90.2K
|
23K
$2.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
846+ 12.19% |
$69.9K - $89.3K
|
7.79K
$733K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
CALL |
800New |
$66.1K - $84.4K
|
800
$75.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
800+ 114.29% |
$66.1K - $84.4K
|
1.5K
$141K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
800+ 11.81% |
$66.1K - $84.4K
|
7.58K
$713K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
796New |
$65.7K - $84K
|
796
$75K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
789+ 4931.25% |
$65.2K - $83.3K
|
805
$75.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
786+ 23.26% |
$64.9K - $83K
|
4.17K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
784+ 16.87% |
$64.7K - $82.7K
|
5.43K
$512K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
784+ 26.79% |
$64.7K - $82.7K
|
3.71K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
778+ 11.6% |
$64.2K - $82.1K
|
7.49K
$705K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
771+ 7.06% |
$63.7K - $81.4K
|
11.7K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
769+ 13.1% |
$63.5K - $81.2K
|
6.64K
$626K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
761+ 12.3% |
$62.8K - $80.3K
|
6.95K
$655K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
748+ 9.52% |
$61.8K - $78.9K
|
8.61K
$811K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
744+ 7.96% |
$61.4K - $78.5K
|
10.1K
$950K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
720+ 3.84% |
$59.5K - $76K
|
19.5K
$1.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
715+ 0.43% |
$59K - $75.5K
|
168K
$15.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
710+ 21.4% |
$58.6K - $74.9K
|
4.03K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
707+ 7.88% |
$58.4K - $74.6K
|
9.68K
$912K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
700New |
$57.8K - $73.9K
|
700
$65.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
698+ 3.59% |
$57.6K - $73.7K
|
20.1K
$1.9M
|
|