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 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-313- 19.71% |
$28.8K - $34.5K
|
1.28K
$127K
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-481- 5.21% |
$44.2K - $53K
|
8.75K
$871K
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
9.35K+ 11.75% |
$859K - $1.03M
|
88.9K
$8.85M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.65K+ 50.15% |
$611K - $733K
|
19.9K
$1.98M
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-75- 1.01% |
$6.89K - $8.27K
|
7.33K
$729K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$184 - $220
|
26.2K
$2.6M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
364+ 7.79% |
$33.5K - $40.1K
|
5.04K
$501K
|
|
Jul 08, 2025
Q2 2025
|
Adams Asset Advisors, LLC
|
BUY
|
- |
10.7K+ 26.27% |
$985K - $1.18M
|
51.5K
$5.12M
|
|
Jul 08, 2025
Q2 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-121- 0.38% |
$11.1K - $13.3K
|
31.5K
$3.14M
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-7- 0.25% |
$643 - $771
|
2.74K
$273K
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-15.6K- 93.28% |
$1.43M - $1.72M
|
1.13K
$112K
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-625- 7.67% |
$57.5K - $68.9K
|
7.53K
$749K
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
8.39K+ 67.47% |
$771K - $924K
|
20.8K
$2.07M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
629+ 5.63% |
$57.8K - $69.3K
|
11.8K
$1.17M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.26K+ 122.42% |
$484K - $580K
|
9.56K
$951K
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.19K+ 12.37% |
$110K - $132K
|
10.8K
$1.08M
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
39.7K+ 245.71% |
$3.65M - $4.38M
|
55.9K
$5.56M
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
105+ 13.78% |
$9.65K - $11.6K
|
867
$86.3K
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
961+ 39.83% |
$88.3K - $106K
|
3.37K
$336K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
980+ 41.7% |
$90.1K - $108K
|
3.33K
$331K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-803- 9.6% |
$73.8K - $88.5K
|
7.56K
$752K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-105- 9.24% |
$9.65K - $11.6K
|
1.03K
$103K
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-150- 6.28% |
$13.8K - $16.5K
|
2.24K
$223K
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.85K+ 7.28% |
$170K - $204K
|
27.3K
$2.71M
|
|
Jul 08, 2025
Q2 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
34+ 1.2% |
$3.13K - $3.75K
|
2.88K
$286K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-75- 27.27% |
$6.89K - $8.27K
|
200
$19.9K
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
304+ 9.84% |
$27.9K - $33.5K
|
3.4K
$338K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.09K- 6.85% |
$192K - $230K
|
28.4K
$2.83M
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
291+ 7.95% |
$26.7K - $32.1K
|
3.95K
$393K
|
|
Jul 07, 2025
Q2 2025
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-170- 7.22% |
$15.6K - $18.7K
|
2.18K
$217K
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
101+ 1.9% |
$9.28K - $11.1K
|
5.41K
$539K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-57- 10.14% |
$5.24K - $6.28K
|
505
$50.2K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.68K- 33.25% |
$154K - $185K
|
3.36K
$335K
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
147+ 3.73% |
$13.5K - $16.2K
|
4.09K
$407K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.66K+ 158.03% |
$244K - $293K
|
4.34K
$432K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2+ 33.33% |
$184 - $220
|
8
$796
|
|
Jul 07, 2025
Q2 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
6.3K+ 44.06% |
$579K - $694K
|
20.6K
$2.05M
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1K+ 775.19% |
$91.9K - $110K
|
1.13K
$112K
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-400- 20.83% |
$36.8K - $44.1K
|
1.52K
$151K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.03K- 21.99% |
$94.9K - $114K
|
3.66K
$364K
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-243- 7.86% |
$22.3K - $26.8K
|
2.85K
$283K
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.67K+ 36.86% |
$154K - $184K
|
6.2K
$617K
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.54K+ 0.44% |
$233K - $280K
|
578K
$57.5M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 34.48% |
$367K - $439K
|
15.6K
$1.55M
|
|
Jul 07, 2025
Q2 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-1.5K- 13.39% |
$138K - $165K
|
9.7K
$965K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.76K- 2.96% |
$162K - $194K
|
57.5K
$5.73M
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-41- 62.12% |
$3.77K - $4.52K
|
25
$2.49K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.46K+ 21.4% |
$318K - $381K
|
19.6K
$1.95M
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.41K+ 1.95% |
$129K - $155K
|
73.6K
$7.32M
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-307- 91.1% |
$28.2K - $33.8K
|
30
$2.99K
|