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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2+ 0.0% |
$165 - $211
|
756K
$71.2M
|
|
|
Nov 07, 2025
Q3 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-114- 1.47% |
$9.41K - $12K
|
7.63K
$719K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.1K- 4.14% |
$91.1K - $116K
|
25.5K
$2.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 20.74% |
$105K - $134K
|
4.84K
$456K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.61K+ 22.21% |
$133K - $170K
|
8.84K
$833K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
6.82KNew |
$563K - $719K
|
6.82K
$642K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.54K- 16.2% |
$127K - $162K
|
7.96K
$750K
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-831- 16.97% |
$68.6K - $87.7K
|
4.07K
$383K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.62K+ 72.52% |
$546K - $698K
|
15.7K
$1.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-24.7K- 39.12% |
$2.04M - $2.61M
|
38.5K
$3.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-3.6K- 8.11% |
$297K - $380K
|
40.8K
$3.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.29K- 0.41% |
$106K - $136K
|
312K
$29.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.11K+ 26.09% |
$91.3K - $117K
|
5.34K
$503K
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-639- 10.93% |
$52.8K - $67.4K
|
5.21K
$490K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-245K- 62.61% |
$20.2M - $25.9M
|
146K
$13.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-642- 2.78% |
$53K - $67.8K
|
22.5K
$2.12M
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-306- 2.57% |
$25.3K - $32.3K
|
11.6K
$1.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.12K+ 7.57% |
$92.6K - $118K
|
15.9K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.23K- 38.14% |
$432K - $552K
|
8.48K
$799K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.23K- 8.23% |
$101K - $130K
|
13.7K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-300- 5.34% |
$24.8K - $31.7K
|
5.32K
$501K
|
|
|
Nov 07, 2025
Q3 2025
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
21K+ 28.93% |
$1.73M - $2.22M
|
93.6K
$8.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
761+ 12.3% |
$62.8K - $80.3K
|
6.95K
$655K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.48K- 21.47% |
$122K - $157K
|
5.43K
$511K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.45KNew |
$202K - $259K
|
2.45K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
195+ 1.73% |
$16.1K - $20.6K
|
11.4K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-12- 4.74% |
$991 - $1.27K
|
241
$22.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.35K- 13.12% |
$607K - $775K
|
48.6K
$4.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.5K+ 18.6% |
$1.28M - $1.63M
|
98.7K
$9.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-150- 1.24% |
$12.4K - $15.8K
|
11.9K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
14.5K+ 236.75% |
$1.2M - $1.53M
|
20.6K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-7.82K- 19.28% |
$646K - $825K
|
32.7K
$3.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25- 0.65% |
$2.06K - $2.64K
|
3.8K
$358K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.6K- 18.41% |
$875K - $1.12M
|
46.9K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
4.99K+ 73.27% |
$412K - $527K
|
11.8K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-856- 10.19% |
$70.7K - $90.3K
|
7.54K
$710K
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
171+ 1.9% |
$14.1K - $18K
|
9.18K
$865K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8- 29.63% |
$661 - $844
|
19
$1.79K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-3.43K- 2.99% |
$284K - $362K
|
112K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.1K+ 3.08% |
$91.1K - $116K
|
36.9K
$3.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-1.84K- 8.42% |
$152K - $194K
|
20K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
51K+ 807.75% |
$4.21M - $5.38M
|
57.3K
$5.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
19.1KNew |
$1.58M - $2.02M
|
19.1K
$1.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
29.4K+ 11.11% |
$2.43M - $3.1M
|
294K
$27.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
72.3K+ 111.2% |
$5.97M - $7.63M
|
137K
$12.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-35.9K- 2.76% |
$2.97M - $3.79M
|
1.26M
$119M
|
|
|
Nov 06, 2025
Q3 2025
|
Vision Financial Markets LLC
Stamford, CT |
SELL
|
- |
-398- 12.94% |
$32.9K - $42K
|
2.68K
$252K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 2.0% |
$88.6K - $113K
|
52.6K
$4.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Mqs Management LLC
|
BUY
|
- |
3.97KNew |
$328K - $419K
|
3.97K
$374K
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
112+ 4.58% |
$9.25K - $11.8K
|
2.56K
$241K
|
|