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 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-144- 50.88% |
$11.9K - $15.2K
|
139
$13.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.32K- 25.18% |
$109K - $140K
|
3.93K
$370K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.38K+ 15.87% |
$196K - $251K
|
17.4K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
55+ 1.28% |
$4.54K - $5.8K
|
4.36K
$411K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-8.9K- 19.1% |
$735K - $940K
|
37.7K
$3.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
67+ 95.71% |
$5.53K - $7.07K
|
137
$12.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
2.44KNew |
$201K - $257K
|
2.44K
$230K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
6+ 1.63% |
$495 - $633
|
374
$35.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-4.06K- 18.98% |
$335K - $428K
|
17.3K
$1.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
202+ 3.51% |
$16.7K - $21.3K
|
5.97K
$562K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-4.05K- 0.64% |
$335K - $428K
|
628K
$59.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
796New |
$65.7K - $84K
|
796
$75K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
12.9KNew |
$1.07M - $1.36M
|
12.9K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
71+ 253.57% |
$5.86K - $7.49K
|
99
$9.32K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-400- 10.81% |
$33K - $42.2K
|
3.3K
$311K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.9K- 12.92% |
$157K - $201K
|
12.8K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.86K+ 97.89% |
$153K - $196K
|
3.75K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.62K- 14.72% |
$134K - $171K
|
9.37K
$883K
|
|
|
Oct 24, 2025
Q3 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
635+ 0.29% |
$52.4K - $67K
|
218K
$20.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-764- 6.99% |
$63.1K - $80.6K
|
10.2K
$958K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 3.3% |
$248 - $317
|
94
$8.85K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
146+ 9.5% |
$12.1K - $15.4K
|
1.68K
$159K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
19.2K+ 11.85% |
$1.58M - $2.02M
|
181K
$17M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.72K+ 62.94% |
$555K - $709K
|
17.4K
$1.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-2.85KClosed |
$235K - $301K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-2.01K- 5.02% |
$166K - $212K
|
38K
$3.58M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-49.3K- 96.53% |
$4.07M - $5.21M
|
1.77K
$167K
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
11.3K+ 34.73% |
$935K - $1.19M
|
43.9K
$4.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.77K- 7.22% |
$228K - $292K
|
35.5K
$3.35M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
5New |
$413 - $528
|
5
$471
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.44KNew |
$284K - $363K
|
3.44K
$324K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.3K+ 196.3% |
$438K - $559K
|
8K
$754K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-19.2K- 81.86% |
$1.58M - $2.02M
|
4.25K
$400K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
11.5K+ 19.1% |
$949K - $1.21M
|
71.7K
$6.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
585+ 6.77% |
$48.3K - $61.7K
|
9.23K
$869K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.34K+ 3.31% |
$110K - $141K
|
41.7K
$3.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
886+ 6.89% |
$73.2K - $93.5K
|
13.7K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
102K+ 1402.29% |
$8.45M - $10.8M
|
110K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-3.73K- 57.88% |
$308K - $394K
|
2.72K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-259- 2.44% |
$21.4K - $27.3K
|
10.4K
$977K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
62+ 0.43% |
$5.12K - $6.54K
|
14.5K
$1.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-307- 4.17% |
$25.4K - $32.4K
|
7.06K
$665K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.5K- 16.69% |
$206K - $264K
|
12.5K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-92- 0.23% |
$7.6K - $9.71K
|
39.8K
$3.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.01K- 24.33% |
$331K - $423K
|
12.5K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
32+ 0.12% |
$2.64K - $3.38K
|
27.2K
$2.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-2.45K- 15.17% |
$203K - $259K
|
13.7K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-661- 3.92% |
$54.6K - $69.8K
|
16.2K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.56K+ 19.83% |
$294K - $376K
|
21.5K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4.04K+ 35.23% |
$334K - $426K
|
15.5K
$1.46M
|
|