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 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
101+ 0.78% |
$8.37K - $9.84K
|
13K
$1.22M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-100- 0.56% |
$8.29K - $9.74K
|
17.9K
$1.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.84K+ 48.79% |
$236K - $277K
|
8.67K
$816K
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-239- 4.39% |
$19.8K - $23.3K
|
5.21K
$490K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
1+ 0.01% |
$82.9 - $97.4
|
8.55K
$806K
|
|
|
Jan 16, 2026
Q4 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
22.9K+ 66.9% |
$1.9M - $2.23M
|
57.2K
$5.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-350- 14.43% |
$29K - $34.1K
|
2.08K
$195K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.5K- 66.52% |
$870K - $1.02M
|
5.29K
$498K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-756- 4.5% |
$62.6K - $73.6K
|
16K
$1.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.98KNew |
$164K - $192K
|
1.98K
$186K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-11.3K- 42.02% |
$937K - $1.1M
|
15.6K
$1.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.42K- 27.58% |
$118K - $139K
|
3.74K
$352K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.37K+ 48.57% |
$114K - $134K
|
4.2K
$395K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.55K+ 2183.1% |
$128K - $151K
|
1.62K
$153K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
972+ 981.82% |
$80.5K - $94.7K
|
1.07K
$101K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
185+ 4.84% |
$15.3K - $18K
|
4.01K
$378K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-988- 3.5% |
$81.9K - $96.2K
|
27.2K
$2.57M
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
20+ 10.0% |
$1.66K - $1.95K
|
220
$20.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 2.33% |
$74.6K - $87.7K
|
37.7K
$3.55M
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
18.6K+ 3.96% |
$1.54M - $1.81M
|
489K
$46M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-62- 74.7% |
$5.14K - $6.04K
|
21
$1.98K
|
|
|
Jan 16, 2026
Q4 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
29.8KNew |
$2.47M - $2.9M
|
29.8K
$2.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 33.26% |
$113K - $133K
|
2.75K
$259K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 4.21% |
$121K - $142K
|
33.2K
$3.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
53+ 0.78% |
$4.39K - $5.16K
|
6.87K
$647K
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-140- 3.62% |
$11.6K - $13.6K
|
3.72K
$351K
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.38KNew |
$197K - $232K
|
2.38K
$224K
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.95K- 33.81% |
$244K - $287K
|
5.78K
$544K
|
|
|
Jan 16, 2026
Q4 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-28- 60.87% |
$2.32K - $2.73K
|
18
$1.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
7.67K+ 2.76% |
$635K - $747K
|
285K
$26.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
200+ 0.13% |
$16.6K - $19.5K
|
157K
$14.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-175- 5.93% |
$14.5K - $17K
|
2.78K
$262K
|
|
|
Jan 15, 2026
Q4 2025
|
Signature Wealth Management Group
|
BUY
|
- |
3.01K+ 10.38% |
$250K - $293K
|
32K
$3.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
42+ 0.17% |
$3.48K - $4.09K
|
24.1K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-3.22K- 19.01% |
$267K - $314K
|
13.7K
$1.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.24K+ 10.61% |
$268K - $315K
|
33.8K
$3.18M
|
|
|
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
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.41K- 20.74% |
$117K - $137K
|
5.37K
$506K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
SELL
|
- |
-3- 0.2% |
$249 - $292
|
1.47K
$138K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.26KNew |
$187K - $220K
|
2.26K
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-12.9K- 56.54% |
$1.07M - $1.26M
|
9.91K
$934K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
305+ 8.8% |
$25.3K - $29.7K
|
3.77K
$355K
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.14K+ 36.62% |
$178K - $209K
|
7.99K
$753K
|
|
|
Jan 15, 2026
Q4 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-124- 4.89% |
$10.3K - $12.1K
|
2.41K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4- 0.09% |
$331 - $390
|
4.43K
$417K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-3.42K- 24.46% |
$283K - $333K
|
10.6K
$995K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-370- 3.2% |
$30.7K - $36K
|
11.2K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.89K+ 1.48% |
$240K - $282K
|
199K
$18.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-158- 3.4% |
$13.1K - $15.4K
|
4.49K
$423K
|
|