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 22, 2025
Q2 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
2.45K+ 146.71% |
$225K - $270K
|
4.12K
$388K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
262+ 8.39% |
$24.1K - $28.9K
|
3.38K
$319K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.91K+ 113.11% |
$635K - $762K
|
13K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-577- 41.69% |
$53K - $63.6K
|
807
$76K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
483+ 6.74% |
$44.4K - $53.2K
|
7.65K
$721K
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-1.9K- 65.09% |
$175K - $209K
|
1.02K
$96K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
150New |
$13.8K - $16.5K
|
150
$14.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
PUT |
40.8KNew |
$3.75M - $4.5M
|
40.8K
$3.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
921+ 18.64% |
$84.7K - $101K
|
5.86K
$552K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-55- 2.56% |
$5.06K - $6.06K
|
2.09K
$197K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
453+ 5.81% |
$41.6K - $49.9K
|
8.25K
$777K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.15KNew |
$198K - $237K
|
2.15K
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
3.08K+ 11.28% |
$283K - $339K
|
30.4K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-4.58K- 68.4% |
$421K - $505K
|
2.12K
$199K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
353+ 4.28% |
$32.4K - $38.9K
|
8.6K
$810K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
592+ 15.3% |
$54.4K - $65.2K
|
4.46K
$420K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
180+ 5.65% |
$16.5K - $19.8K
|
3.37K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.52K+ 26.55% |
$232K - $278K
|
12K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17New |
$1.56K - $1.87K
|
17
$1.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
15+ 0.55% |
$1.38K - $1.65K
|
2.76K
$260K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-50- 1.33% |
$4.6K - $5.51K
|
3.72K
$351K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-4.54K- 50.47% |
$417K - $500K
|
4.45K
$419K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-23.2K- 88.72% |
$2.13M - $2.55M
|
2.94K
$277K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 1.86% |
$2.02K - $2.42K
|
1.16K
$109K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-260- 56.28% |
$23.9K - $28.7K
|
202
$19K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
5.1KNew |
$469K - $562K
|
5.1K
$481K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 4.07% |
$2.67K - $3.2K
|
741
$69.8K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 36.25% |
$117K - $140K
|
2.24K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 27.0% |
$253K - $303K
|
12.9K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$91.9 - $110
|
3.3K
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-89- 1.87% |
$8.18K - $9.81K
|
4.68K
$441K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
15.5K+ 6.49% |
$1.42M - $1.7M
|
254K
$23.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.8KNew |
$257K - $309K
|
2.8K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.2K- 27.91% |
$110K - $132K
|
3.1K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-251- 1.34% |
$23.1K - $27.7K
|
18.5K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-171- 6.63% |
$15.7K - $18.8K
|
2.41K
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
18+ 64.29% |
$1.65K - $1.98K
|
46
$4.33K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-32- 0.02% |
$2.94K - $3.53K
|
132K
$12.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
499+ 25.36% |
$45.9K - $55K
|
2.47K
$232K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.9K- 44.47% |
$175K - $209K
|
2.37K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-750- 0.82% |
$68.9K - $82.7K
|
90.2K
$8.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-14- 46.67% |
$1.29K - $1.54K
|
16
$1.51K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1- 0.01% |
$91.9 - $110
|
7.25K
$683K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.15K+ 5.82% |
$106K - $127K
|
21K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.82% |
$1.84K - $2.2K
|
2.45K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
19New |
$1.75K - $2.09K
|
19
$1.79K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.23K+ 51.99% |
$113K - $135K
|
3.58K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1- 0.04% |
$91.9 - $110
|
2.68K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-200- 2.72% |
$18.4K - $22K
|
7.15K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-2.07KClosed |
$190K - $228K
|
0
$0
|
|