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 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-12.6K- 12.75% |
$1.04M - $1.33M
|
86.1K
$8.11M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
220+ 4.48% |
$18.2K - $23.2K
|
5.13K
$483K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
84.6KNew |
$6.98M - $8.93M
|
84.6K
$7.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
PUT |
6.6KNew |
$545K - $697K
|
6.6K
$622K
|
|
|
Oct 28, 2025
Q3 2025
|
Emerald Advisors, LLC
|
SELL
|
- |
-1.1K- 13.81% |
$90.6K - $116K
|
6.84K
$645K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
420+ 1.18% |
$34.7K - $44.3K
|
36.1K
$3.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.69KNew |
$305K - $390K
|
3.69K
$348K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
598+ 8.43% |
$49.4K - $63.1K
|
7.69K
$724K
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-104- 70.27% |
$8.59K - $11K
|
44
$4.14K
|
|
|
Oct 28, 2025
Q3 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
35.7KNew |
$2.95M - $3.77M
|
35.7K
$3.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.74K+ 0.52% |
$804K - $1.03M
|
1.89M
$178M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-25- 1.89% |
$2.06K - $2.64K
|
1.3K
$122K
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
855+ 3.85% |
$70.6K - $90.2K
|
23K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.4K+ 18.2% |
$116K - $148K
|
9.1K
$858K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3- 42.86% |
$248 - $317
|
4
$377
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-80.8K- 80.68% |
$6.67M - $8.53M
|
19.4K
$1.82M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.6K- 4.99% |
$2.36M - $3.02M
|
544K
$51.3M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.61K+ 33.13% |
$133K - $170K
|
6.47K
$609K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31+ 0.57% |
$2.56K - $3.27K
|
5.44K
$513K
|
|
|
Oct 27, 2025
Q3 2025
|
Birch Capital Management, LLC
|
SELL
|
- |
-1K- 1.95% |
$82.9K - $106K
|
50.4K
$4.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
654New |
$54K - $69K
|
654
$61.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-140- 17.83% |
$11.6K - $14.8K
|
645
$60.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.55K- 4.52% |
$459K - $586K
|
117K
$11.1M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-20- 5.48% |
$1.65K - $2.11K
|
345
$32.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
118+ 2.34% |
$9.74K - $12.5K
|
5.16K
$486K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
57+ 23.55% |
$4.71K - $6.02K
|
299
$28.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-26K- 77.82% |
$2.14M - $2.74M
|
7.4K
$697K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.71K+ 16.28% |
$637K - $814K
|
55.1K
$5.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
720+ 3.84% |
$59.5K - $76K
|
19.5K
$1.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
155KNew |
$12.8M - $16.4M
|
155K
$14.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
478+ 14.36% |
$39.5K - $50.4K
|
3.81K
$359K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
93.8K+ 1425.12% |
$7.75M - $9.9M
|
100K
$9.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
11.7K+ 52.11% |
$969K - $1.24M
|
34.2K
$3.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
6.25KNew |
$516K - $660K
|
6.25K
$589K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
103+ 2.96% |
$8.51K - $10.9K
|
3.59K
$338K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-832- 1.15% |
$68.7K - $87.8K
|
71.6K
$6.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
879+ 0.97% |
$72.6K - $92.8K
|
91.2K
$8.59M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 38.66% |
$259K - $331K
|
11.3K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
3.15KNew |
$260K - $332K
|
3.15K
$296K
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
220+ 5.87% |
$18.2K - $23.2K
|
3.97K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6.69K+ 327.7% |
$552K - $706K
|
8.73K
$822K
|
|
|
Oct 27, 2025
Q3 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-185- 1.23% |
$15.3K - $19.5K
|
14.9K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-99- 3.03% |
$8.18K - $10.4K
|
3.17K
$298K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.25K+ 4.04% |
$351K - $449K
|
110K
$10.3M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
3.85K+ 14.3% |
$318K - $406K
|
30.8K
$2.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
BUY
|
- |
313+ 12.61% |
$25.8K - $33K
|
2.8K
$263K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.94K- 8.61% |
$160K - $205K
|
20.6K
$1.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-10- 1.87% |
$826 - $1.06K
|
524
$49.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
321+ 284.07% |
$26.5K - $33.9K
|
434
$40.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1.11K- 78.96% |
$91.4K - $117K
|
295
$27.8K
|
|