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 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-78- 41.05% |
$7.17K - $8.6K
|
112
$11.1K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.31K- 3.48% |
$304K - $364K
|
91.6K
$9.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.25KNew |
$207K - $248K
|
2.25K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.01K+ 174.48% |
$369K - $442K
|
6.31K
$628K
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
BUY
|
- |
18+ 64.29% |
$1.65K - $1.98K
|
46
$4.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
26+ 42.62% |
$2.39K - $2.87K
|
87
$8.66K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.49K+ 31.17% |
$137K - $165K
|
6.29K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
345+ 0.76% |
$31.7K - $38K
|
45.9K
$4.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-328- 62.0% |
$30.1K - $36.1K
|
201
$20K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
375+ 6.13% |
$34.5K - $41.3K
|
6.49K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-32- 0.02% |
$2.94K - $3.53K
|
132K
$13.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-389- 0.94% |
$35.8K - $42.9K
|
41K
$4.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10.8K+ 0.99% |
$988K - $1.18M
|
1.09M
$109M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
499+ 25.36% |
$45.9K - $55K
|
2.47K
$245K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.78KNew |
$255K - $306K
|
2.78K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-196- 0.22% |
$18K - $21.6K
|
90.3K
$8.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.17K+ 34.21% |
$107K - $129K
|
4.58K
$456K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
14K+ 14.09% |
$1.28M - $1.54M
|
113K
$11.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.9K- 44.47% |
$175K - $209K
|
2.37K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-398- 2.63% |
$36.6K - $43.9K
|
14.7K
$1.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-750- 0.82% |
$68.9K - $82.7K
|
90.2K
$8.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-244- 8.39% |
$22.4K - $26.9K
|
2.67K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-14- 46.67% |
$1.29K - $1.54K
|
16
$1.59K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.04K- 11.95% |
$95.4K - $114K
|
7.65K
$761K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1- 0.01% |
$91.9 - $110
|
7.25K
$722K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.15K+ 5.82% |
$106K - $127K
|
21K
$2.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
315+ 43.33% |
$29K - $34.7K
|
1.04K
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-187- 93.5% |
$17.2K - $20.6K
|
13
$1.29K
|
|
|
Jul 15, 2025
Q2 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-772- 3.45% |
$71K - $85.1K
|
21.6K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.82% |
$1.84K - $2.2K
|
2.45K
$244K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-68.2K- 49.47% |
$6.27M - $7.51M
|
69.6K
$6.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
19New |
$1.75K - $2.09K
|
19
$1.89K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
277+ 13.99% |
$25.5K - $30.5K
|
2.26K
$225K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
164+ 5.06% |
$15.1K - $18.1K
|
3.41K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.35K+ 18.8% |
$124K - $148K
|
8.5K
$846K
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
8.14KNew |
$748K - $897K
|
8.14K
$810K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.81K- 99.86% |
$258K - $309K
|
4
$398
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.23K+ 51.99% |
$113K - $135K
|
3.58K
$357K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6+ 0.21% |
$552 - $661
|
2.82K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-1- 0.04% |
$91.9 - $110
|
2.68K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
75+ 0.58% |
$6.89K - $8.27K
|
13K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-200- 2.72% |
$18.4K - $22K
|
7.15K
$711K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.76K+ 58.1% |
$346K - $414K
|
10.2K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-285- 6.92% |
$26.2K - $31.4K
|
3.84K
$382K
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.07K- 27.14% |
$98.4K - $118K
|
2.87K
$286K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-2.37K- 0.77% |
$218K - $261K
|
305K
$30.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-784- 1.44% |
$72.1K - $86.4K
|
53.8K
$5.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-679- 15.09% |
$62.4K - $74.8K
|
3.82K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
100+ 2.88% |
$9.19K - $11K
|
3.57K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-2.07KClosed |
$190K - $228K
|
0
$0
|