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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
309+ 8.7% |
$25.6K - $30.1K
|
3.86K
$363K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
305+ 8.8% |
$25.3K - $29.7K
|
3.77K
$355K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
304+ 12.51% |
$25.2K - $29.6K
|
2.73K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
301+ 1.5% |
$24.9K - $29.3K
|
20.3K
$1.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
232+ 8.47% |
$19.2K - $22.6K
|
2.97K
$280K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
225+ 8.18% |
$18.6K - $21.9K
|
2.98K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
200+ 0.13% |
$16.6K - $19.5K
|
157K
$14.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
185+ 4.84% |
$15.3K - $18K
|
4.01K
$378K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
166+ 0.41% |
$13.8K - $16.2K
|
41K
$3.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
160+ 5.27% |
$13.3K - $15.6K
|
3.2K
$301K
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
142+ 0.16% |
$11.8K - $13.8K
|
89.9K
$8.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
141+ 3.45% |
$11.7K - $13.7K
|
4.23K
$398K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
133+ 1.57% |
$11K - $13K
|
8.62K
$811K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
127+ 4.17% |
$10.5K - $12.4K
|
3.17K
$299K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
116New |
$9.61K - $11.3K
|
116
$10.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
107+ 2.71% |
$8.87K - $10.4K
|
4.06K
$382K
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
101+ 0.78% |
$8.37K - $9.84K
|
13K
$1.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
101New |
$8.37K - $9.84K
|
101
$9.51K
|
|
|
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
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
75New |
$6.22K - $7.31K
|
75
$7.06K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
60+ 1.6% |
$4.97K - $5.84K
|
3.81K
$359K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
58New |
$4.81K - $5.65K
|
58
$5.46K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55+ 26.83% |
$4.56K - $5.36K
|
260
$24.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
53+ 0.78% |
$4.39K - $5.16K
|
6.87K
$647K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
52+ 1.38% |
$4.31K - $5.06K
|
3.83K
$361K
|
|
|
Jan 06, 2026
Q4 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
51+ 0.65% |
$4.23K - $4.97K
|
7.9K
$744K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
50+ 0.23% |
$4.14K - $4.87K
|
22.1K
$2.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
42+ 0.17% |
$3.48K - $4.09K
|
24.1K
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
41+ 1.29% |
$3.4K - $3.99K
|
3.21K
$303K
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
35+ 1.2% |
$2.9K - $3.41K
|
2.95K
$278K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
29New |
$2.4K - $2.82K
|
29
$2.73K
|
|
|
Jan 14, 2026
Q4 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
25+ 1.0% |
$2.07K - $2.44K
|
2.53K
$238K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22+ 275.0% |
$1.82K - $2.14K
|
30
$2.83K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
20+ 10.0% |
$1.66K - $1.95K
|
220
$20.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 4.94% |
$1.66K - $1.95K
|
425
$40K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
18+ 0.63% |
$1.49K - $1.75K
|
2.86K
$270K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 11.46% |
$912 - $1.07K
|
107
$10.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11+ 0.58% |
$912 - $1.07K
|
1.9K
$179K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 2.09% |
$829 - $974
|
489
$46.1K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5+ 0.2% |
$414 - $487
|
2.53K
$238K
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3+ 0.08% |
$249 - $292
|
3.74K
$352K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1+ 0.01% |
$82.9 - $97.4
|
8.55K
$806K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.85% |
$82.9 - $97.4
|
55
$5.18K
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.04% |
$82.9 - $97.4
|
97
$9.14K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.81M+ 32.49% |
$232M - $297M
|
11.5M
$1.08B
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1.86M+ 468.6% |
$153M - $196M
|
2.25M
$212M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
1.61M+ 226.58% |
$133M - $170M
|
2.33M
$219M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.43M+ 53.16% |
$118M - $151M
|
4.12M
$388M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
1.36M+ 45.74% |
$112M - $143M
|
4.32M
$407M
|
|