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 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-62- 55.36% |
$5.12K - $6.54K
|
50
$4.71K
|
|
|
Oct 23, 2025
Q3 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4.13K- 15.46% |
$341K - $436K
|
22.6K
$2.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-22.6K- 21.44% |
$1.87M - $2.38M
|
82.8K
$7.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
612+ 2.53% |
$50.5K - $64.6K
|
24.8K
$2.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-14.3K- 8.5% |
$1.18M - $1.51M
|
154K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
211New |
$17.4K - $22.3K
|
211
$19.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-269- 31.03% |
$22.2K - $28.4K
|
598
$56.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
35+ 10.61% |
$2.89K - $3.69K
|
365
$34.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
16+ 1.33% |
$1.32K - $1.69K
|
1.22K
$115K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
26.5K+ 28.93% |
$2.19M - $2.8M
|
118K
$11.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20.7K+ 32.75% |
$1.71M - $2.19M
|
84K
$7.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
SELL
|
- |
-864- 13.63% |
$71.3K - $91.2K
|
5.48K
$516K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
287+ 6.32% |
$23.7K - $30.3K
|
4.83K
$455K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-20- 0.21% |
$1.65K - $2.11K
|
9.67K
$911K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
28.1K+ 1376.42% |
$2.32M - $2.96M
|
30.1K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-872- 5.58% |
$72K - $92K
|
14.7K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
150+ 3.77% |
$12.4K - $15.8K
|
4.13K
$389K
|
|
|
Oct 23, 2025
Q3 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-2.19K- 93.72% |
$181K - $231K
|
147
$13.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-10.5K- 3.17% |
$866K - $1.11M
|
320K
$30.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.83KNew |
$233K - $298K
|
2.83K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-50- 12.29% |
$4.13K - $5.28K
|
357
$33.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.48K+ 0.37% |
$205K - $262K
|
667K
$62.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
SELL
|
- |
-385- 2.18% |
$31.8K - $40.6K
|
17.3K
$1.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.88KNew |
$238K - $304K
|
2.88K
$271K
|
|
|
Oct 22, 2025
Q3 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.76K+ 15.88% |
$311K - $397K
|
27.4K
$2.58M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.57K- 26.48% |
$130K - $166K
|
4.37K
$412K
|
|
|
Oct 22, 2025
Q3 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-7.2K- 71.01% |
$595K - $760K
|
2.94K
$277K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
321+ 1.21% |
$26.5K - $33.9K
|
26.8K
$2.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-837- 11.4% |
$69.1K - $88.3K
|
6.51K
$613K
|
|
|
Oct 22, 2025
Q3 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
1.3K+ 39.29% |
$107K - $137K
|
4.59K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-37- 0.8% |
$3.06K - $3.9K
|
4.6K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-35.9K- 21.57% |
$2.96M - $3.79M
|
131K
$12.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-106- 3.96% |
$8.75K - $11.2K
|
2.57K
$242K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-52- 0.19% |
$4.29K - $5.49K
|
27.2K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
1.15K+ 8.17% |
$95.3K - $122K
|
15.3K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-31- 0.62% |
$2.56K - $3.27K
|
4.98K
$469K
|
|
|
Oct 22, 2025
Q3 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-462- 10.38% |
$38.2K - $48.8K
|
3.99K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-36.4K- 23.94% |
$3M - $3.84M
|
115K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-342- 1.81% |
$28.2K - $36.1K
|
18.5K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.39% |
$82.6 - $106
|
255
$24K
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
3+ 1.8% |
$248 - $317
|
170
$16K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.9K+ 514.52% |
$2.22M - $2.84M
|
32.1K
$3.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.42K+ 30.32% |
$117K - $149K
|
6.09K
$573K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-64.3K- 5.88% |
$5.31M - $6.79M
|
1.03M
$97M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.05K+ 6.11% |
$86.8K - $111K
|
18.2K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.24K- 44.99% |
$350K - $448K
|
5.19K
$488K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-12.7K- 42.91% |
$1.05M - $1.34M
|
16.9K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 5.51% |
$16.5K - $21.1K
|
3.43K
$323K
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.26% |
$8.26K - $10.6K
|
38.6K
$3.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
707+ 7.88% |
$58.4K - $74.6K
|
9.68K
$912K
|
|