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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
2.46K+ 2455.0% |
$203K - $259K
|
2.56K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Quilter PLC
|
BUY
|
- |
61+ 0.54% |
$5.04K - $6.44K
|
11.4K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10.7K- 8.25% |
$881K - $1.13M
|
119K
$11.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.04K+ 41.06% |
$85.7K - $110K
|
3.57K
$336K
|
|
|
Oct 31, 2025
Q3 2025
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-747- 2.02% |
$61.7K - $78.8K
|
36.3K
$3.42M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-4.06K- 13.64% |
$335K - $428K
|
25.7K
$2.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-885- 4.35% |
$73.1K - $93.4K
|
19.5K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-35- 0.64% |
$2.89K - $3.69K
|
5.4K
$508K
|
|
|
Oct 31, 2025
Q3 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
21K+ 21.82% |
$1.73M - $2.21M
|
117K
$11M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.47K- 6.4% |
$121K - $155K
|
21.4K
$2.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-95- 3.58% |
$7.85K - $10K
|
2.56K
$241K
|
|
|
Oct 31, 2025
Q3 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
778+ 11.6% |
$64.2K - $82.1K
|
7.49K
$705K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 4.41% |
$13K - $16.7K
|
3.42K
$322K
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-11K- 13.37% |
$908K - $1.16M
|
71.3K
$6.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.36K- 5.17% |
$360K - $460K
|
79.8K
$7.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Fidelis I M, LLC
Medford, OR |
BUY
|
- |
2KNew |
$165K - $211K
|
2K
$188K
|
|
|
Oct 31, 2025
Q3 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-270- 1.66% |
$22.3K - $28.5K
|
16K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-20.5K- 27.52% |
$1.69M - $2.16M
|
54K
$5.08M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.85K+ 32.74% |
$318K - $407K
|
15.6K
$1.47M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
424+ 0.89% |
$35K - $44.7K
|
47.9K
$4.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Monte Financial Group, LLC
|
BUY
|
- |
13.3K+ 24.73% |
$1.1M - $1.4M
|
67.1K
$6.32M
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-792- 1.41% |
$65.4K - $83.6K
|
55.5K
$5.23M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
108+ 2.6% |
$8.92K - $11.4K
|
4.27K
$402K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-19.8K- 32.28% |
$1.64M - $2.09M
|
41.6K
$3.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-1.16K- 41.41% |
$95.9K - $123K
|
1.64K
$155K
|
|
|
Oct 31, 2025
Q3 2025
|
Alta Advisers LTD
|
SELL
|
- |
-600- 15.81% |
$49.5K - $63.3K
|
3.19K
$301K
|
|
|
Oct 31, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
35.9KNew |
$2.96M - $3.79M
|
35.9K
$3.38M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-102- 59.3% |
$8.42K - $10.8K
|
70
$6.59K
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
697+ 15.04% |
$57.6K - $73.6K
|
5.33K
$502K
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
268+ 9.63% |
$22.1K - $28.3K
|
3.05K
$287K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-56- 2.19% |
$4.62K - $5.91K
|
2.5K
$236K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
85.6K+ 13.22% |
$7.07M - $9.03M
|
733K
$69M
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
12.2K+ 56.74% |
$1.01M - $1.29M
|
33.8K
$3.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-2.36K- 18.02% |
$195K - $249K
|
10.8K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-152- 1.15% |
$12.6K - $16K
|
13K
$1.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-5.57K- 27.28% |
$460K - $588K
|
14.8K
$1.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-50.5K- 75.11% |
$4.17M - $5.33M
|
16.7K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-349- 1.94% |
$28.8K - $36.8K
|
17.6K
$1.66M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-17.5K- 78.66% |
$1.45M - $1.85M
|
4.75K
$447K
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
715+ 0.43% |
$59K - $75.5K
|
168K
$15.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.51K- 61.65% |
$537K - $687K
|
4.05K
$381K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
5.83K+ 285.37% |
$482K - $616K
|
7.88K
$742K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-114- 8.94% |
$9.41K - $12K
|
1.16K
$109K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
313+ 146.95% |
$25.8K - $33K
|
526
$49.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
2.8K+ 12.04% |
$231K - $296K
|
26.1K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
537+ 38.09% |
$44.3K - $56.7K
|
1.95K
$183K
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
SELL
|
- |
-622- 2.52% |
$51.4K - $65.6K
|
24K
$2.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
113K+ 29.78% |
$9.32M - $11.9M
|
492K
$46.3M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.62KNew |
$299K - $382K
|
3.62K
$341K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-585- 3.63% |
$48.3K - $61.7K
|
15.5K
$1.46M
|
|