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 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-1.58K- 98.94% |
$131K - $167K
|
17
$1.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-149- 5.66% |
$12.3K - $15.7K
|
2.48K
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.18K+ 8.1% |
$263K - $336K
|
42.5K
$4M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
26KNew |
$2.15M - $2.74M
|
26K
$2.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-223- 2.22% |
$18.4K - $23.5K
|
9.84K
$927K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
519+ 1.82% |
$42.9K - $54.8K
|
29K
$2.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.09K+ 3.2% |
$90.1K - $115K
|
35.1K
$3.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-8.45K- 69.86% |
$698K - $892K
|
3.65K
$343K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
361+ 8.75% |
$29.8K - $38.1K
|
4.49K
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
157+ 47.72% |
$13K - $16.6K
|
486
$45.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.52K+ 12.08% |
$290K - $371K
|
32.6K
$3.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-177- 6.51% |
$14.6K - $18.7K
|
2.54K
$240K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
315+ 5.32% |
$26K - $33.2K
|
6.24K
$587K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1KNew |
$82.7K - $106K
|
1K
$94.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-583- 2.7% |
$48.1K - $61.5K
|
21K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
1.26K+ 48.41% |
$104K - $133K
|
3.86K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
29.9K+ 9.11% |
$2.47M - $3.15M
|
357K
$33.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.04K- 4.62% |
$86.1K - $110K
|
21.6K
$2.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
14.5K+ 273.49% |
$1.19M - $1.53M
|
19.7K
$1.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.85K- 30.49% |
$401K - $512K
|
11.1K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
56+ 0.32% |
$4.62K - $5.91K
|
17.6K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
769+ 13.1% |
$63.5K - $81.2K
|
6.64K
$626K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-995- 15.41% |
$82.2K - $105K
|
5.46K
$514K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.37K+ 32.39% |
$196K - $250K
|
9.68K
$912K
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.8K+ 23.82% |
$231K - $295K
|
14.5K
$1.37M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3.21K+ 510.35% |
$265K - $338K
|
3.83K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-92- 1.06% |
$7.6K - $9.71K
|
8.55K
$806K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.2K- 4.26% |
$99.1K - $127K
|
26.9K
$2.54M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-2.38K- 45.24% |
$196K - $251K
|
2.88K
$271K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-140- 58.33% |
$11.6K - $14.8K
|
100
$9.42K
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
189+ 3.11% |
$15.6K - $19.9K
|
6.27K
$590K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-447- 16.27% |
$36.9K - $47.2K
|
2.3K
$217K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
14+ 1.74% |
$1.16K - $1.48K
|
820
$77.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.57KNew |
$295K - $377K
|
3.57K
$336K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.29K- 55.93% |
$272K - $348K
|
2.6K
$245K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
20+ 5.57% |
$1.65K - $2.11K
|
379
$35.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
771+ 7.06% |
$63.7K - $81.4K
|
11.7K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-346- 0.38% |
$28.6K - $36.5K
|
90.9K
$8.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-14- 0.35% |
$1.16K - $1.48K
|
3.93K
$370K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
96+ 2.02% |
$7.93K - $10.1K
|
4.84K
$456K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-709- 15.87% |
$58.5K - $74.8K
|
3.76K
$354K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.58K- 42.13% |
$708K - $905K
|
11.8K
$1.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
92+ 1.13% |
$7.6K - $9.71K
|
8.23K
$775K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-129- 0.78% |
$10.7K - $13.6K
|
16.4K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-536- 4.78% |
$44.3K - $56.6K
|
10.7K
$1.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
89+ 1.29% |
$7.35K - $9.39K
|
7K
$659K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-45- 1.92% |
$3.72K - $4.75K
|
2.3K
$217K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.15K- 28.54% |
$94.7K - $121K
|
2.87K
$271K
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-58.4K- 65.13% |
$4.82M - $6.17M
|
31.3K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-159K- 95.2% |
$13.2M - $16.8M
|
8.05K
$758K
|
|