Purchases and Sales Made in Q4 2025 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q4 2025. The information is specifically focused on institutions that hold shares of UNITED PARCEL SERVICE INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
653K+ 155.89% |
$54.1M - $63.6M
|
1.07M
$101M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
142KNew |
$11.8M - $13.8M
|
142K
$13.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
91.3K+ 3691.91% |
$7.56M - $8.89M
|
93.7K
$8.83M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
74K+ 411.1% |
$6.13M - $7.21M
|
92K
$8.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
BUY
|
- |
68KNew |
$5.63M - $6.62M
|
68K
$6.4M
|
|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
45K+ 277.91% |
$3.73M - $4.38M
|
61.1K
$5.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
40.5K+ 0.96% |
$3.36M - $3.95M
|
4.28M
$404M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
36.7KNew |
$3.04M - $3.58M
|
36.7K
$3.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
34.5K+ 313654.56% |
$2.86M - $3.36M
|
34.5K
$3.25M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
33.7K+ 29.2% |
$2.79M - $3.28M
|
149K
$14.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
29.8KNew |
$2.47M - $2.9M
|
29.8K
$2.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
24.7KNew |
$2.05M - $2.41M
|
24.7K
$2.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
22.9K+ 66.9% |
$1.9M - $2.23M
|
57.2K
$5.39M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
22.1K+ 850.58% |
$1.83M - $2.15M
|
24.7K
$2.32M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
18.6K+ 3.96% |
$1.54M - $1.81M
|
489K
$46M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 73.49% |
$1.5M - $1.76M
|
42.7K
$4.02M
|
|
|
Jan 14, 2026
Q4 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
16.7K+ 104.29% |
$1.38M - $1.63M
|
32.7K
$3.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
15.1K+ 86.71% |
$1.26M - $1.48M
|
32.6K
$3.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.3K+ 467.37% |
$1.18M - $1.39M
|
17.3K
$1.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.2K+ 1.93% |
$1.18M - $1.39M
|
753K
$70.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13K+ 192.75% |
$1.08M - $1.27M
|
19.7K
$1.86M
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13K+ 8.41% |
$1.07M - $1.26M
|
167K
$15.7M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2K+ 21.72% |
$929K - $1.09M
|
62.9K
$5.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
11.1KNew |
$918K - $1.08M
|
11.1K
$1.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
10.7K+ 18.63% |
$885K - $1.04M
|
68K
$6.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
10.4K+ 72.46% |
$864K - $1.02M
|
24.8K
$2.34M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.33KNew |
$773K - $909K
|
9.33K
$879K
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
9.02K+ 97.18% |
$747K - $878K
|
18.3K
$1.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
8.46K+ 64.02% |
$701K - $824K
|
21.7K
$2.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.93K+ 79.46% |
$657K - $772K
|
17.9K
$1.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.92K+ 4.24% |
$656K - $771K
|
195K
$18.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.68K+ 144.06% |
$636K - $748K
|
13K
$1.23M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.67K+ 2.76% |
$635K - $747K
|
285K
$26.9M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.3K+ 100.01% |
$605K - $711K
|
14.6K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
6.93K+ 9.46% |
$574K - $675K
|
80.2K
$7.55M
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.64KNew |
$550K - $646K
|
6.64K
$625K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.42KNew |
$532K - $626K
|
6.42K
$605K
|
|
|
Jan 21, 2026
Q4 2025
|
Jefferson Bridge Capital, LLC
Nashville, TN |
BUY
|
- |
5.69KNew |
$471K - $554K
|
5.69K
$535K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
5.6K+ 60.49% |
$464K - $545K
|
14.9K
$1.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$429K - $504K
|
5.18K
$488K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.19K+ 13.97% |
$347K - $408K
|
34.2K
$3.22M
|
|
|
Jan 23, 2026
Q4 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
4.16K+ 1.57% |
$344K - $405K
|
268K
$25.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.09K+ 6.73% |
$339K - $399K
|
64.9K
$6.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.02K+ 22.85% |
$333K - $391K
|
21.6K
$2.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.97K+ 2.64% |
$329K - $387K
|
154K
$14.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.95KNew |
$327K - $385K
|
3.95K
$372K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$312K - $367K
|
3.77K
$355K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.65K+ 16.93% |
$303K - $356K
|
25.2K
$2.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
3.58K+ 79.8% |
$297K - $349K
|
8.07K
$760K
|
|
|
Jan 21, 2026
Q4 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
3.53K+ 1.62% |
$292K - $343K
|
221K
$20.9M
|
|