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 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-7.89K- 21.96% |
$651K - $832K
|
28K
$2.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-165- 1.62% |
$13.6K - $17.4K
|
10K
$945K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.23K+ 7.74% |
$267K - $341K
|
45K
$4.24M
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
BUY
|
- |
273+ 10.25% |
$22.5K - $28.8K
|
2.94K
$277K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
276+ 6.68% |
$22.8K - $29.1K
|
4.41K
$415K
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-128- 1.25% |
$10.6K - $13.5K
|
10.1K
$955K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-647- 16.87% |
$53.4K - $68.3K
|
3.19K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
CALL |
4KNew |
$330K - $422K
|
4K
$377K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
320+ 1.18% |
$26.4K - $33.8K
|
27.4K
$2.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.9K+ 81.2% |
$157K - $201K
|
4.24K
$399K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-8.72K- 69.67% |
$720K - $920K
|
3.8K
$357K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.88M- 87.92% |
$321M - $410M
|
534K
$50.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 1775.0% |
$5.86K - $7.49K
|
75
$7.06K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.8K+ 11.67% |
$1.72M - $2.2M
|
199K
$18.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
890+ 32.04% |
$73.5K - $93.9K
|
3.67K
$345K
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
14+ 0.01% |
$1.16K - $1.48K
|
123K
$11.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$165 - $211
|
13.2K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.34K- 29.04% |
$111K - $141K
|
3.27K
$308K
|
|
|
Oct 15, 2025
Q3 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-1.35K- 4.52% |
$111K - $142K
|
28.5K
$2.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.2KNew |
$840K - $1.07M
|
10.2K
$958K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.38K- 7.71% |
$114K - $146K
|
16.5K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Cohen Investment Advisors LLC
|
BUY
|
- |
3.73K+ 14.18% |
$308K - $393K
|
30K
$2.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.49K+ 3.68% |
$123K - $157K
|
42K
$3.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-175- 0.43% |
$14.5K - $18.5K
|
40.9K
$3.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.36KNew |
$360K - $460K
|
4.36K
$411K
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.5K+ 5.66% |
$866K - $1.11M
|
196K
$18.4M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
SELL
|
- |
-375- 10.83% |
$31K - $39.6K
|
3.09K
$291K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.58KNew |
$213K - $272K
|
2.58K
$243K
|
|
|
Oct 14, 2025
Q3 2025
|
Coho Partners, Ltd.
|
SELL
|
- |
-105K- 42.69% |
$8.64M - $11M
|
140K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
380+ 10.64% |
$31.4K - $40.1K
|
3.95K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
39+ 55.71% |
$3.22K - $4.12K
|
109
$10.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
9.87K+ 1.47% |
$815K - $1.04M
|
682K
$64.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
190+ 8.45% |
$15.7K - $20.1K
|
2.44K
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.75K- 16.61% |
$145K - $185K
|
8.78K
$827K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
147New |
$12.1K - $15.5K
|
147
$13.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 71.63% |
$848K - $1.08M
|
24.6K
$2.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.15K- 6.39% |
$94.7K - $121K
|
16.8K
$1.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.03K- 3.85% |
$332K - $425K
|
100K
$9.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 0.32% |
$495 - $633
|
1.89K
$178K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
500+ 22.15% |
$41.3K - $52.8K
|
2.76K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-874- 14.99% |
$72.2K - $92.2K
|
4.96K
$467K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-1.14K- 18.42% |
$94.4K - $121K
|
5.06K
$477K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.84KNew |
$234K - $300K
|
2.84K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
9+ 10.34% |
$743 - $950
|
96
$9.04K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.5K+ 1.11% |
$124K - $158K
|
136K
$12.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
287+ 6.52% |
$23.7K - $30.3K
|
4.69K
$442K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
13+ 0.43% |
$1.07K - $1.37K
|
3.04K
$286K
|
|
|
Oct 10, 2025
Q3 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-8.1K- 46.63% |
$669K - $855K
|
9.28K
$874K
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-3.33K- 56.89% |
$275K - $351K
|
2.52K
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
3.49K+ 3.13% |
$288K - $368K
|
115K
$10.8M
|
|