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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-333- 11.02% |
$30.6K - $36.7K
|
2.69K
$253K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
139+ 3.67% |
$12.8K - $15.3K
|
3.92K
$370K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
472+ 236.0% |
$43.4K - $52K
|
672
$63.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
932+ 6.44% |
$85.7K - $103K
|
15.4K
$1.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-29- 1.36% |
$2.67K - $3.2K
|
2.11K
$198K
|
|
|
Jul 29, 2025
Q2 2025
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.51KNew |
$230K - $276K
|
2.51K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-69- 0.11% |
$6.34K - $7.6K
|
61.2K
$5.77M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
2.2KNew |
$202K - $242K
|
2.2K
$207K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.03K- 27.86% |
$94.8K - $114K
|
2.67K
$251K
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
460+ 16.19% |
$42.3K - $50.7K
|
3.3K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.1K+ 8.92% |
$193K - $231K
|
25.6K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04K+ 0.96% |
$95.4K - $114K
|
109K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
26.2KNew |
$2.41M - $2.89M
|
26.2K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10- 0.44% |
$919 - $1.1K
|
2.25K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.35K- 80.76% |
$859K - $1.03M
|
2.23K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
75+ 3.59% |
$6.89K - $8.27K
|
2.17K
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
600+ 17.65% |
$55.2K - $66.1K
|
4K
$377K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
103+ 343.33% |
$9.47K - $11.4K
|
133
$12.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
102K+ 526.5% |
$9.35M - $11.2M
|
121K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
2KNew |
$184K - $220K
|
2K
$188K
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
5.91K+ 52.42% |
$543K - $651K
|
17.2K
$1.62M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-2.59K- 98.89% |
$238K - $285K
|
29
$2.73K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
SELL
|
- |
-8.3K- 99.68% |
$763K - $915K
|
27
$2.54K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-279- 11.91% |
$25.6K - $30.7K
|
2.06K
$194K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.82KNew |
$167K - $201K
|
1.82K
$172K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-500- 18.05% |
$46K - $55.1K
|
2.27K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.77K- 41.92% |
$163K - $195K
|
2.45K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
22.1KNew |
$2.04M - $2.44M
|
22.1K
$2.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-299- 90.88% |
$27.5K - $32.9K
|
30
$2.83K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.3K- 45.68% |
$1.68M - $2.01M
|
21.7K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
SELL
|
- |
-1.62K- 20.39% |
$149K - $178K
|
6.31K
$594K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 0.24% |
$827 - $992
|
3.84K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-305- 18.53% |
$28K - $33.6K
|
1.34K
$126K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-100- 1.66% |
$9.19K - $11K
|
5.94K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-64- 1.3% |
$5.88K - $7.05K
|
4.85K
$457K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-131- 3.41% |
$12K - $14.4K
|
3.71K
$349K
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
2.24KNew |
$206K - $247K
|
2.24K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
13.2K+ 5.28% |
$1.21M - $1.45M
|
263K
$24.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
344New |
$31.6K - $37.9K
|
344
$32.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-317- 10.39% |
$29.1K - $34.9K
|
2.73K
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-150- 3.23% |
$13.8K - $16.5K
|
4.5K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11+ 0.64% |
$1.01K - $1.21K
|
1.72K
$162K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
211+ 8.04% |
$19.4K - $23.3K
|
2.84K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
1.8KNew |
$165K - $198K
|
1.8K
$170K
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-70- 40.0% |
$6.43K - $7.71K
|
105
$9.89K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
60+ 2.61% |
$5.52K - $6.61K
|
2.36K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-100- 4.77% |
$9.19K - $11K
|
2K
$188K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
207+ 8.98% |
$19K - $22.8K
|
2.51K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.88K+ 83.65% |
$173K - $207K
|
4.12K
$388K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
115+ 1.44% |
$10.6K - $12.7K
|
8.09K
$762K
|
|