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 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
18+ 0.12% |
$1.49K - $1.9K
|
15.6K
$1.47M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
17+ 212.5% |
$1.4K - $1.79K
|
25
$2.35K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
16+ 1.33% |
$1.32K - $1.69K
|
1.22K
$115K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 0.23% |
$1.32K - $1.69K
|
7.12K
$670K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 84.21% |
$1.32K - $1.69K
|
35
$3.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
14+ 0.19% |
$1.16K - $1.48K
|
7.42K
$698K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 1.74% |
$1.16K - $1.48K
|
820
$77.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
14+ 0.01% |
$1.16K - $1.48K
|
123K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
13New |
$1.07K - $1.37K
|
13
$1.22K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13+ 0.43% |
$1.07K - $1.37K
|
3.04K
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
12+ 13.33% |
$991 - $1.27K
|
102
$9.61K
|
|
|
Nov 03, 2025
Q3 2025
|
Joule Financial, LLC
|
BUY
|
- |
12+ 0.47% |
$991 - $1.27K
|
2.55K
$240K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12+ 0.16% |
$991 - $1.27K
|
7.31K
$688K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
12+ 0.26% |
$991 - $1.27K
|
4.55K
$429K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 1.16% |
$991 - $1.27K
|
1.04K
$98.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Adams Wealth Management
|
BUY
|
- |
11+ 0.28% |
$908 - $1.16K
|
3.87K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
11+ 0.28% |
$908 - $1.16K
|
3.87K
$365K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
11+ 15.71% |
$908 - $1.16K
|
81
$7.63K
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
BUY
|
- |
10+ 0.28% |
$826 - $1.06K
|
3.57K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10+ 0.87% |
$826 - $1.06K
|
1.16K
$109K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
8+ 1.72% |
$661 - $844
|
472
$44.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
8+ 0.1% |
$661 - $844
|
8.42K
$793K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
7New |
$578 - $739
|
7
$659
|
|
|
Nov 12, 2025
Q3 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
6+ 0.01% |
$495 - $633
|
48.7K
$4.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
6+ 31.58% |
$495 - $633
|
25
$2.35K
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
6+ 3.13% |
$495 - $633
|
198
$18.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
6+ 1.63% |
$495 - $633
|
374
$35.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
6+ 1.73% |
$495 - $633
|
353
$33.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.06% |
$413 - $528
|
8.39K
$790K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
5New |
$413 - $528
|
5
$471
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 1.64% |
$413 - $528
|
310
$29.2K
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5New |
$413 - $528
|
5
$471
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
4New |
$330 - $422
|
4
$377
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4+ 0.16% |
$330 - $422
|
2.48K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
4+ 0.97% |
$330 - $422
|
418
$39.4K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.61% |
$330 - $422
|
658
$62K
|
|
|
Nov 14, 2025
Q3 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
3+ 0.09% |
$248 - $317
|
3.41K
$322K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 3.3% |
$248 - $317
|
94
$8.85K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.8% |
$248 - $317
|
170
$16K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.07% |
$248 - $317
|
4.46K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
PUT |
2New |
$165 - $211
|
2
$188
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
2+ 0.31% |
$165 - $211
|
655
$61.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$165 - $211
|
756K
$71.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
2+ 0.05% |
$165 - $211
|
3.76K
$354K
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
2+ 0.71% |
$165 - $211
|
284
$26.7K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 100.0% |
$165 - $211
|
4
$377
|
|
|
Oct 20, 2025
Q3 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.03% |
$165 - $211
|
7.56K
$712K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.01% |
$165 - $211
|
16.8K
$1.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2+ 0.02% |
$165 - $211
|
10.9K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$165 - $211
|
13.2K
$1.25M
|
|