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 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-960- 72.45% |
$88.2K - $106K
|
365
$36.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
216+ 4.88% |
$19.9K - $23.8K
|
4.64K
$462K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-33.7K- 7.72% |
$3.09M - $3.71M
|
402K
$40M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.52K- 15.77% |
$140K - $168K
|
8.14K
$810K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-1.08K- 2.45% |
$99.1K - $119K
|
42.9K
$4.27M
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-143K- 89.81% |
$13.2M - $15.8M
|
16.3K
$1.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-962- 14.48% |
$88.4K - $106K
|
5.68K
$565K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.67KNew |
$429K - $515K
|
4.67K
$465K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-50- 1.33% |
$4.6K - $5.51K
|
3.72K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.29K- 14.39% |
$302K - $362K
|
19.6K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
203+ 4.47% |
$18.7K - $22.4K
|
4.74K
$472K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-4.54K- 50.47% |
$417K - $500K
|
4.45K
$443K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.15K- 46.46% |
$657K - $787K
|
8.23K
$819K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
370+ 2.1% |
$34K - $40.8K
|
18K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-23.2K- 88.72% |
$2.13M - $2.55M
|
2.94K
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.19K- 5.24% |
$110K - $131K
|
21.6K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
24.5K+ 4184.64% |
$2.25M - $2.7M
|
25.1K
$2.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-22- 1.86% |
$2.02K - $2.42K
|
1.16K
$115K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 13.04% |
$552 - $661
|
52
$5.17K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.57K- 19.82% |
$144K - $172K
|
6.33K
$630K
|
|
|
Jul 18, 2025
Q2 2025
|
Cohen Klingenstein LLC
|
SELL
|
- |
-1.45K- 5.03% |
$133K - $159K
|
27.3K
$2.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-260- 56.28% |
$23.9K - $28.7K
|
202
$20.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-13- 0.06% |
$1.19K - $1.43K
|
20.8K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-290- 5.53% |
$26.7K - $32K
|
4.95K
$493K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.72K- 5.46% |
$250K - $300K
|
47.2K
$4.69M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.07KNew |
$190K - $228K
|
2.07K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
46.3K+ 43.8% |
$4.25M - $5.1M
|
152K
$15.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-204- 4.38% |
$18.8K - $22.5K
|
4.45K
$443K
|
|
|
Jul 18, 2025
Q2 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-605- 2.3% |
$55.6K - $66.7K
|
25.7K
$2.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
5.1KNew |
$469K - $562K
|
5.1K
$508K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-827- 13.6% |
$76K - $91.1K
|
5.26K
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-480- 66.67% |
$44.1K - $52.9K
|
240
$23.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.43K- 7.83% |
$315K - $378K
|
40.4K
$4.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.03K- 32.43% |
$370K - $444K
|
8.39K
$835K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-20- 1.2% |
$1.84K - $2.2K
|
1.65K
$164K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-943- 27.2% |
$86.7K - $104K
|
2.52K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
250+ 4.35% |
$23K - $27.6K
|
6K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 4.07% |
$2.67K - $3.2K
|
741
$73.7K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
26.5K+ 487.07% |
$2.44M - $2.92M
|
32K
$3.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.1K- 24.64% |
$469K - $562K
|
15.6K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.75K- 22.71% |
$160K - $192K
|
5.94K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-184- 7.29% |
$16.9K - $20.3K
|
2.34K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
13.5K+ 24.51% |
$1.24M - $1.49M
|
68.8K
$6.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-364- 9.43% |
$33.5K - $40.1K
|
3.5K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.27K- 36.25% |
$117K - $140K
|
2.24K
$222K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
982+ 4.73% |
$90.3K - $108K
|
21.8K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
206+ 1.45% |
$18.9K - $22.7K
|
14.4K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
30.6K+ 24.58% |
$2.81M - $3.37M
|
155K
$15.4M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
889+ 5.67% |
$81.7K - $98K
|
16.6K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 27.0% |
$253K - $303K
|
12.9K
$1.29M
|