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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
20+ 0.98% |
$1.84K - $2.2K
|
2.07K
$195K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
27.9K+ 85.03% |
$2.56M - $3.07M
|
60.6K
$5.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
218KNew |
$20M - $24M
|
218K
$20.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-483- 18.17% |
$44.4K - $53.2K
|
2.18K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
13+ 260.0% |
$1.19K - $1.43K
|
18
$1.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
50New |
$4.6K - $5.51K
|
50
$4.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
120New |
$11K - $13.2K
|
120
$11.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-6.75K- 11.02% |
$620K - $744K
|
54.5K
$5.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.19KNew |
$201K - $241K
|
2.19K
$206K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
840+ 43.82% |
$77.2K - $92.6K
|
2.76K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5+ 0.21% |
$460 - $551
|
2.4K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-72.7K- 69.38% |
$6.68M - $8.01M
|
32.1K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
11.8KNew |
$1.08M - $1.3M
|
11.8K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
2.53KNew |
$232K - $279K
|
2.53K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.76KNew |
$713K - $855K
|
7.76K
$731K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
334New |
$30.7K - $36.8K
|
334
$31.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.06KNew |
$190K - $227K
|
2.06K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-95- 73.64% |
$8.73K - $10.5K
|
34
$3.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
100New |
$9.19K - $11K
|
100
$9.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
311+ 0.24% |
$28.6K - $34.3K
|
129K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17+ 283.33% |
$1.56K - $1.87K
|
23
$2.17K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-700- 7.67% |
$64.3K - $77.1K
|
8.43K
$794K
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.75K+ 11.93% |
$160K - $192K
|
16.4K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-10- 7.52% |
$919 - $1.1K
|
123
$11.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-8.84K- 60.93% |
$812K - $974K
|
5.67K
$534K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.62K+ 72.88% |
$149K - $179K
|
3.85K
$363K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
2.26KNew |
$208K - $249K
|
2.26K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$368 - $441
|
2.2K
$207K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.7K- 50.28% |
$248K - $297K
|
2.67K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
4.97KNew |
$457K - $547K
|
4.97K
$468K
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
42.4K+ 15.55% |
$3.9M - $4.67M
|
315K
$29.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-103K- 87.97% |
$9.5M - $11.4M
|
14.1K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-36.2K- 98.69% |
$3.33M - $3.99M
|
482
$45.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
772+ 7.11% |
$71K - $85.1K
|
11.6K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
305+ 5.3% |
$28K - $33.6K
|
6.06K
$571K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
967+ 16.4% |
$88.9K - $107K
|
6.86K
$647K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-305- 4.55% |
$28K - $33.6K
|
6.4K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.95KNew |
$179K - $214K
|
1.95K
$183K
|
|
|
Aug 12, 2025
Q2 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-34.2K- 94.14% |
$3.15M - $3.77M
|
2.13K
$201K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.99KNew |
$183K - $219K
|
1.99K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
10KNew |
$919K - $1.1M
|
10K
$942K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
131+ 110.08% |
$12K - $14.4K
|
250
$23.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
3.88KNew |
$356K - $427K
|
3.88K
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-27- 0.06% |
$2.48K - $2.98K
|
45.5K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08KNew |
$99.6K - $119K
|
1.08K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-29- 1.4% |
$2.67K - $3.2K
|
2.04K
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Employees Retirement System Of Texas
|
BUY
|
- |
33.9KNew |
$3.12M - $3.74M
|
33.9K
$3.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-10.2K- 97.25% |
$937K - $1.12M
|
288
$27.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-12.7K- 92.39% |
$1.17M - $1.4M
|
1.05K
$98.4K
|
|