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 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 27.0% |
$253K - $303K
|
12.9K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
83+ 2.44% |
$7.63K - $9.15K
|
3.48K
$347K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.44K+ 5.87% |
$133K - $159K
|
26K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.31K+ 15.24% |
$121K - $145K
|
9.94K
$989K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
666New |
$61.2K - $73.4K
|
666
$66.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
153+ 0.53% |
$14.1K - $16.9K
|
28.8K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5+ 0.11% |
$460 - $551
|
4.55K
$453K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
658+ 5.36% |
$60.5K - $72.5K
|
12.9K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Montis Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$91.9 - $110
|
3.3K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
82+ 4.86% |
$7.54K - $9.04K
|
1.77K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-89- 1.87% |
$8.18K - $9.81K
|
4.68K
$466K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
15.5K+ 6.49% |
$1.42M - $1.7M
|
254K
$25.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.9K+ 97.64% |
$2.2M - $2.64M
|
48.4K
$4.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Gleason Group, Inc.
|
BUY
|
- |
113+ 1.67% |
$10.4K - $12.5K
|
6.86K
$683K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.68K- 6.22% |
$246K - $295K
|
40.4K
$4.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-1.12K- 1.11% |
$103K - $124K
|
100K
$9.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.8K+ 12.75% |
$5.95M - $7.14M
|
573K
$57M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-65- 1.69% |
$5.97K - $7.16K
|
3.79K
$377K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
195+ 2.88% |
$17.9K - $21.5K
|
6.97K
$694K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.54K+ 574.07% |
$877K - $1.05M
|
11.2K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
156KNew |
$14.4M - $17.2M
|
156K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Jlb & Associates Inc
|
SELL
|
- |
-4.82K- 37.01% |
$443K - $531K
|
8.2K
$815K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
87+ 3.79% |
$8K - $9.59K
|
2.38K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.54K- 6.26% |
$234K - $280K
|
38.1K
$3.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-574- 5.74% |
$52.8K - $63.3K
|
9.43K
$938K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-5- 0.19% |
$460 - $551
|
2.62K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
649+ 15.2% |
$59.7K - $71.5K
|
4.92K
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-12- 0.24% |
$1.1K - $1.32K
|
5.01K
$499K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.8KNew |
$1.17M - $1.41M
|
12.8K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
649+ 8.9% |
$59.7K - $71.5K
|
7.94K
$790K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
349+ 5.06% |
$32.1K - $38.5K
|
7.25K
$721K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
61+ 3.33% |
$5.61K - $6.72K
|
1.89K
$188K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-8.69K- 13.25% |
$799K - $958K
|
56.9K
$5.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.8KNew |
$257K - $309K
|
2.8K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-123- 0.25% |
$11.3K - $13.6K
|
49.2K
$4.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.05K+ 7.46% |
$96.9K - $116K
|
15.2K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-2.77K- 12.42% |
$254K - $305K
|
19.5K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
87+ 0.92% |
$8K - $9.59K
|
9.5K
$945K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4.02K+ 32.09% |
$369K - $443K
|
16.5K
$1.65M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
3+ 0.09% |
$276 - $331
|
3.45K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-457- 1.02% |
$42K - $50.4K
|
44.2K
$4.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Meyer Handelman CO
|
SELL
|
- |
-1.2K- 27.91% |
$110K - $132K
|
3.1K
$308K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-18- 0.56% |
$1.65K - $1.98K
|
3.23K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Cox Capital Mgt LLC
|
SELL
|
- |
-251- 1.34% |
$23.1K - $27.7K
|
18.5K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-329- 8.46% |
$30.2K - $36.3K
|
3.56K
$354K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 17.36% |
$138K - $165K
|
10.1K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-34- 0.04% |
$3.13K - $3.75K
|
92.2K
$9.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-171- 6.63% |
$15.7K - $18.8K
|
2.41K
$240K
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-53- 0.2% |
$4.87K - $5.84K
|
26.7K
$2.66M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
85+ 4.35% |
$7.81K - $9.37K
|
2.04K
$203K
|