Latest Institutional Purchases of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
789+ 4931.25% |
$65.2K - $83.3K
|
805
$75.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
786+ 23.26% |
$64.9K - $83K
|
4.17K
$392K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
784+ 16.87% |
$64.7K - $82.7K
|
5.43K
$512K
|
|
|
Nov 12, 2025
Q3 2025
|
Washington Trust CO
|
BUY
|
- |
784+ 26.79% |
$64.7K - $82.7K
|
3.71K
$350K
|
|
|
Oct 31, 2025
Q3 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
778+ 11.6% |
$64.2K - $82.1K
|
7.49K
$705K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
771+ 7.06% |
$63.7K - $81.4K
|
11.7K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
769+ 13.1% |
$63.5K - $81.2K
|
6.64K
$626K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
761+ 12.3% |
$62.8K - $80.3K
|
6.95K
$655K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
748+ 9.52% |
$61.8K - $78.9K
|
8.61K
$811K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
744+ 7.96% |
$61.4K - $78.5K
|
10.1K
$950K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
720+ 3.84% |
$59.5K - $76K
|
19.5K
$1.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
715+ 0.43% |
$59K - $75.5K
|
168K
$15.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
710+ 21.4% |
$58.6K - $74.9K
|
4.03K
$379K
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
707+ 7.88% |
$58.4K - $74.6K
|
9.68K
$912K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
700New |
$57.8K - $73.9K
|
700
$65.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
698+ 3.59% |
$57.6K - $73.7K
|
20.1K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
697+ 15.04% |
$57.6K - $73.6K
|
5.33K
$502K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
692+ 7.3% |
$57.1K - $73K
|
10.2K
$957K
|
|
|
Oct 21, 2025
Q3 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
691+ 3.03% |
$57.1K - $72.9K
|
23.5K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
689+ 13.95% |
$56.9K - $72.7K
|
5.63K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
688+ 14.58% |
$56.8K - $72.6K
|
5.41K
$509K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
674+ 5.7% |
$55.7K - $71.1K
|
12.5K
$1.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
671+ 7.4% |
$55.4K - $70.8K
|
9.74K
$917K
|
|
|
Oct 30, 2025
Q3 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
666+ 9.81% |
$55K - $70.3K
|
7.46K
$702K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
665+ 31.67% |
$54.9K - $70.2K
|
2.77K
$260K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
661+ 51.12% |
$54.6K - $69.8K
|
1.95K
$184K
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
660+ 8.42% |
$54.5K - $69.7K
|
8.5K
$801K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
654New |
$54K - $69K
|
654
$61.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
641+ 6.06% |
$52.9K - $67.7K
|
11.2K
$1.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
635+ 0.29% |
$52.4K - $67K
|
218K
$20.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
618+ 9.13% |
$51K - $65.2K
|
7.38K
$695K
|
|
|
Nov 13, 2025
Q3 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
618New |
$51K - $65.2K
|
618
$58.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
615+ 5.51% |
$50.8K - $64.9K
|
11.8K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Cardinal Capital Management
|
BUY
|
- |
612+ 2.53% |
$50.5K - $64.6K
|
24.8K
$2.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
604+ 1.47% |
$49.9K - $63.7K
|
41.7K
$3.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
603+ 23.16% |
$49.8K - $63.6K
|
3.21K
$302K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
598+ 8.43% |
$49.4K - $63.1K
|
7.69K
$724K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
BUY
|
- |
590+ 35.76% |
$48.7K - $62.3K
|
2.24K
$211K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
585+ 6.77% |
$48.3K - $61.7K
|
9.23K
$869K
|
|
|
Nov 13, 2025
Q3 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
580+ 11.28% |
$47.9K - $61.2K
|
5.72K
$539K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
549+ 217.0% |
$45.3K - $57.9K
|
802
$75.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
537+ 38.09% |
$44.3K - $56.7K
|
1.95K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
522+ 6.76% |
$43.1K - $55.1K
|
8.24K
$776K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
520+ 2.44% |
$42.9K - $54.9K
|
21.8K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
515+ 27.26% |
$42.5K - $54.4K
|
2.4K
$226K
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
508+ 0.99% |
$42K - $53.6K
|
52K
$4.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
506+ 25.1% |
$41.8K - $53.4K
|
2.52K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
500New |
$41.3K - $52.8K
|
500
$47.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
500New |
$41.3K - $52.8K
|
500
$47.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
500+ 62.5% |
$41.3K - $52.8K
|
1.3K
$122K
|
|