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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.32KNew |
$192K - $226K
|
2.32K
$219K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2.31KNew |
$192K - $225K
|
2.31K
$218K
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
2.26KNew |
$187K - $220K
|
2.26K
$213K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.26KNew |
$187K - $220K
|
2.26K
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
2.23KNew |
$185K - $217K
|
2.23K
$210K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.23K+ 6.57% |
$185K - $217K
|
36.2K
$3.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
2.14K+ 36.62% |
$178K - $209K
|
7.99K
$753K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.14K+ 6.79% |
$177K - $208K
|
33.6K
$3.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.1KNew |
$174K - $204K
|
2.1K
$198K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.1KNew |
$174K - $204K
|
2.1K
$197K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.08K+ 16.47% |
$172K - $202K
|
14.7K
$1.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.08KNew |
$172K - $202K
|
2.08K
$195K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.06KNew |
$170K - $200K
|
2.06K
$194K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
2.05KNew |
$169K - $199K
|
2.05K
$193K
|
|
|
Jan 14, 2026
Q4 2025
|
Bonness Enterprises Inc
|
BUY
|
- |
2K+ 9.46% |
$166K - $195K
|
23.2K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.91K+ 2.1% |
$158K - $186K
|
92.8K
$8.74M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.23K+ 267.03% |
$102K - $120K
|
1.69K
$159K
|
|
|
Jan 14, 2026
Q4 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.15K+ 14.85% |
$95.3K - $112K
|
8.89K
$838K
|
|
|
Jan 05, 2026
Q4 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.11K+ 4.19% |
$92.2K - $108K
|
27.7K
$2.6M
|
|
|
Jan 06, 2026
Q4 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
998+ 1.34% |
$82.7K - $97.2K
|
75.2K
$7.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
883+ 5.17% |
$73.2K - $86K
|
18K
$1.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
830+ 2.06% |
$68.8K - $80.8K
|
41.1K
$3.87M
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
818+ 1090.67% |
$67.8K - $79.7K
|
893
$84.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
721+ 13.03% |
$59.7K - $70.2K
|
6.25K
$589K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
715+ 1.66% |
$59.3K - $69.6K
|
43.8K
$4.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
689+ 7.43% |
$57.1K - $67.1K
|
9.97K
$939K
|
|
|
Jan 12, 2026
Q4 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
683+ 28.07% |
$56.6K - $66.5K
|
3.12K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
621+ 6.2% |
$51.5K - $60.5K
|
10.6K
$1M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
596+ 30.3% |
$49.4K - $58.1K
|
2.56K
$241K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
551+ 18.67% |
$45.7K - $53.7K
|
3.5K
$330K
|
|
|
Jan 12, 2026
Q4 2025
|
Viking Fund Management LLC
|
BUY
|
- |
500+ 0.85% |
$41.4K - $48.7K
|
59K
$5.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
488+ 20.04% |
$40.4K - $47.5K
|
2.92K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
461+ 6.43% |
$38.2K - $44.9K
|
7.63K
$719K
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
422+ 10.25% |
$35K - $41.1K
|
4.54K
$428K
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
379+ 2.42% |
$31.4K - $36.9K
|
16K
$1.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
370+ 1.05% |
$30.7K - $36K
|
35.6K
$3.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
313+ 7.51% |
$25.9K - $30.5K
|
4.48K
$422K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
309+ 8.7% |
$25.6K - $30.1K
|
3.86K
$363K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
305+ 8.8% |
$25.3K - $29.7K
|
3.77K
$355K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
304+ 12.51% |
$25.2K - $29.6K
|
2.73K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
301+ 1.5% |
$24.9K - $29.3K
|
20.3K
$1.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
232+ 8.47% |
$19.2K - $22.6K
|
2.97K
$280K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
225+ 8.18% |
$18.6K - $21.9K
|
2.98K
$280K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
200+ 0.13% |
$16.6K - $19.5K
|
157K
$14.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
166+ 0.41% |
$13.8K - $16.2K
|
41K
$3.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
160+ 5.27% |
$13.3K - $15.6K
|
3.2K
$301K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
141+ 3.45% |
$11.7K - $13.7K
|
4.23K
$398K
|
|
|
Jan 14, 2026
Q4 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
127+ 4.17% |
$10.5K - $12.4K
|
3.17K
$299K
|
|
|
Jan 05, 2026
Q4 2025
|
Miller Global Investments, LLC
Dallas, TX |
BUY
|
- |
116New |
$9.61K - $11.3K
|
116
$10.9K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
107+ 2.71% |
$8.87K - $10.4K
|
4.06K
$382K
|
|