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 04, 2025
Q3 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-770- 0.98% |
$63.6K - $81.3K
|
77.5K
$7.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
163+ 76.53% |
$13.5K - $17.2K
|
376
$35.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-25- 0.61% |
$2.06K - $2.64K
|
4.08K
$384K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-173- 75.55% |
$14.3K - $18.3K
|
56
$5.27K
|
|
|
Nov 04, 2025
Q3 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.22K- 2.76% |
$101K - $129K
|
43K
$4.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15.5K+ 2045.84% |
$1.28M - $1.63M
|
16.2K
$1.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
49+ 1.21% |
$4.05K - $5.17K
|
4.09K
$385K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-824- 85.83% |
$68K - $87K
|
136
$12.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Marco Investment Management LLC
|
BUY
|
- |
898+ 0.79% |
$74.2K - $94.8K
|
115K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
55+ 5.2% |
$4.54K - $5.8K
|
1.11K
$105K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-70.9K- 75.7% |
$5.86M - $7.48M
|
22.8K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
124K+ 664.06% |
$10.2M - $13M
|
142K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.7K- 16.85% |
$964K - $1.23M
|
57.6K
$5.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.73K- 9.8% |
$143K - $183K
|
15.9K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.75K+ 0.96% |
$145K - $185K
|
185K
$17.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-276K- 21.68% |
$22.8M - $29.1M
|
997K
$93.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
369K+ 32.66% |
$30.5M - $39M
|
1.5M
$141M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-960- 26.4% |
$79.3K - $101K
|
2.68K
$252K
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-188- 34.62% |
$15.5K - $19.8K
|
355
$33.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
1.57K+ 22.14% |
$130K - $166K
|
8.66K
$816K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.85K+ 153.02% |
$318K - $406K
|
6.36K
$599K
|
|
|
Nov 03, 2025
Q3 2025
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
800+ 114.29% |
$66.1K - $84.4K
|
1.5K
$141K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
157+ 1.51% |
$13K - $16.6K
|
10.5K
$993K
|
|
|
Nov 03, 2025
Q3 2025
|
Maj Invest Holding A
|
BUY
|
- |
276K+ 38.79% |
$22.8M - $29.1M
|
986K
$92.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.37K- 6.6% |
$361K - $461K
|
61.9K
$5.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.21K+ 32.96% |
$99.7K - $127K
|
4.87K
$459K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-173- 3.04% |
$14.3K - $18.3K
|
5.51K
$519K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.21KNew |
$265K - $338K
|
3.21K
$302K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Alternative Capital
|
SELL
|
- |
-81- 22.88% |
$6.69K - $8.55K
|
273
$25.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-227- 4.0% |
$18.7K - $24K
|
5.44K
$513K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-82.8K- 20.58% |
$6.83M - $8.73M
|
319K
$30.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.86KNew |
$236K - $302K
|
2.86K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18M- 99.84% |
$97.7M - $125M
|
1.84K
$173K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 8.89% |
$204K - $261K
|
25.3K
$2.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
31.5KNew |
$2.6M - $3.32M
|
31.5K
$2.97M
|
|
|
Nov 03, 2025
Q3 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-24.8K- 31.85% |
$2.05M - $2.61M
|
53K
$4.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
32.9K+ 4.2% |
$2.72M - $3.47M
|
817K
$76.9M
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-48.6K- 5.73% |
$4.01M - $5.13M
|
800K
$75.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.93K- 14.84% |
$159K - $203K
|
11.1K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-38- 1.39% |
$3.14K - $4.01K
|
2.69K
$253K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-758- 29.77% |
$62.6K - $80K
|
1.79K
$168K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.87K- 9.81% |
$237K - $303K
|
26.4K
$2.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.45K+ 17.53% |
$120K - $153K
|
9.74K
$917K
|
|
|
Nov 03, 2025
Q3 2025
|
Field & Main Bank
|
SELL
|
- |
-315- 82.89% |
$26K - $33.2K
|
65
$6.12K
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-209- 7.29% |
$17.3K - $22.1K
|
2.66K
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
17.7KNew |
$1.46M - $1.87M
|
17.7K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-7- 4.02% |
$578 - $739
|
167
$15.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
908+ 35.95% |
$75K - $95.8K
|
3.43K
$323K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
229+ 28.2% |
$18.9K - $24.2K
|
1.04K
$98.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-411- 7.73% |
$33.9K - $43.4K
|
4.91K
$462K
|
|