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 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-84- 3.47% |
$7.72K - $9.26K
|
2.33K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-4.16K- 66.52% |
$382K - $458K
|
2.09K
$197K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
70+ 31.67% |
$6.43K - $7.71K
|
291
$27.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.58K+ 29.15% |
$146K - $174K
|
7.01K
$661K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-649- 23.21% |
$59.7K - $71.5K
|
2.15K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-69- 15.97% |
$6.34K - $7.6K
|
363
$34.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-34- 1.22% |
$3.13K - $3.75K
|
2.76K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.46KNew |
$318K - $381K
|
3.46K
$326K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
SELL
|
- |
-2.82K- 1.35% |
$259K - $310K
|
205K
$19.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
104+ 1.34% |
$9.56K - $11.5K
|
7.86K
$740K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-311- 12.52% |
$28.6K - $34.3K
|
2.17K
$205K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
448+ 24.48% |
$41.2K - $49.4K
|
2.28K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.11KNew |
$193K - $232K
|
2.11K
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
545+ 17.41% |
$50.1K - $60.1K
|
3.68K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-16.8K- 78.48% |
$1.55M - $1.86M
|
4.62K
$435K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
167New |
$15.4K - $18.4K
|
167
$15.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
50+ 25.0% |
$4.6K - $5.51K
|
250
$23.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.27K- 8.68% |
$209K - $250K
|
23.9K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
87.4KNew |
$8.03M - $9.63M
|
87.4K
$8.23M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-368- 92.7% |
$33.8K - $40.6K
|
29
$2.73K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
35+ 0.1% |
$3.22K - $3.86K
|
34.6K
$3.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.75KNew |
$253K - $303K
|
2.75K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-463- 2.18% |
$42.6K - $51K
|
20.8K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-75- 1.01% |
$6.89K - $8.27K
|
7.33K
$690K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-15.6K- 93.28% |
$1.43M - $1.72M
|
1.13K
$106K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-75- 27.27% |
$6.89K - $8.27K
|
200
$18.8K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
304+ 9.84% |
$27.9K - $33.5K
|
3.4K
$320K
|
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-170- 7.22% |
$15.6K - $18.7K
|
2.18K
$206K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
147+ 3.73% |
$13.5K - $16.2K
|
4.09K
$385K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1K+ 775.19% |
$91.9K - $110K
|
1.13K
$106K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.54K+ 0.44% |
$233K - $280K
|
578K
$54.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-41- 62.12% |
$3.77K - $4.52K
|
25
$2.35K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-307- 91.1% |
$28.2K - $33.8K
|
30
$2.83K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-23.1K- 87.07% |
$2.12M - $2.54M
|
3.43K
$323K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
849+ 39.53% |
$93.1K - $116K
|
3K
$282K
|
|
|
Aug 27, 2025
Q1 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-5.51KClosed |
$604K - $751K
|
0
$0
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.1K+ 51.0% |
$120K - $150K
|
3.25K
$306K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
310New |
$34K - $42.2K
|
310
$29.2K
|
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
CALL |
300New |
$32.9K - $40.9K
|
300
$28.3K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-63- 74.12% |
$6.91K - $8.58K
|
22
$2.07K
|
|
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
50.8K+ 117.19% |
$5.57M - $6.93M
|
94.2K
$8.87M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-31- 1.64% |
$3.4K - $4.22K
|
1.86K
$175K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-538- 21.08% |
$59K - $73.3K
|
2.01K
$190K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-30Closed |
$3.29K - $4.09K
|
0
$0
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-112K- 97.13% |
$12.2M - $15.2M
|
3.29K
$310K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
192New |
$21.1K - $26.2K
|
192
$18.1K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2.4KClosed |
$263K - $326K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
150New |
$16.4K - $20.4K
|
150
$14.1K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$32.9K - $40.9K
|
300
$28.3K
|
|
|
May 19, 2025
Q1 2025
|
Sws Partners
|
SELL
|
- |
-1- 0.01% |
$110 - $136
|
16.5K
$1.56M
|
|