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 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
6.24K+ 19.29% |
$574K - $688K
|
38.6K
$3.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
173+ 6.27% |
$15.9K - $19.1K
|
2.93K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2+ 0.05% |
$184 - $220
|
3.73K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
442+ 9.13% |
$40.6K - $48.7K
|
5.28K
$526K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-8.05K- 64.53% |
$740K - $887K
|
4.42K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.78K- 5.66% |
$163K - $196K
|
29.6K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.72K- 17.21% |
$158K - $189K
|
8.26K
$822K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 23.23% |
$92.5K - $111K
|
3.32K
$331K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-110- 18.49% |
$10.1K - $12.1K
|
485
$48.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.31K+ 17.06% |
$396K - $475K
|
29.6K
$2.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 4.4% |
$129K - $155K
|
33.4K
$3.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
15.1KNew |
$1.39M - $1.66M
|
15.1K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 13.62% |
$118K - $141K
|
8.12K
$808K
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.43K+ 6.25% |
$131K - $157K
|
24.3K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
9.69KNew |
$891K - $1.07M
|
9.69K
$964K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-84- 3.47% |
$7.72K - $9.26K
|
2.33K
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 6.22% |
$161K - $193K
|
30K
$2.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
524+ 27.98% |
$48.2K - $57.7K
|
2.4K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
472+ 14.4% |
$43.4K - $52K
|
3.75K
$373K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
322+ 6.09% |
$29.6K - $35.5K
|
5.61K
$558K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-4.16K- 66.52% |
$382K - $458K
|
2.09K
$208K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-125- 0.17% |
$11.5K - $13.8K
|
72.1K
$7.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.9K+ 90.19% |
$1.65M - $1.98M
|
37.8K
$3.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
190+ 6.95% |
$17.5K - $20.9K
|
2.93K
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
777+ 1.9% |
$71.4K - $85.6K
|
41.7K
$4.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.13K- 4.16% |
$104K - $125K
|
26.1K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.76K+ 12.14% |
$897K - $1.08M
|
90.1K
$8.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-317- 11.41% |
$29.1K - $34.9K
|
2.46K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
70+ 31.67% |
$6.43K - $7.71K
|
291
$29K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-309- 25.14% |
$28.4K - $34.1K
|
920
$91.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
50+ 11.79% |
$4.6K - $5.51K
|
474
$47.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-72- 9.92% |
$6.62K - $7.93K
|
654
$65.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-173- 3.42% |
$15.9K - $19.1K
|
4.88K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.39KNew |
$219K - $263K
|
2.39K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-5.19K- 40.7% |
$477K - $572K
|
7.57K
$753K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
SELL
|
- |
-65.2K- 21.72% |
$6M - $7.19M
|
235K
$23.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.74K+ 87.71% |
$527K - $632K
|
12.3K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-346- 9.08% |
$31.8K - $38.1K
|
3.46K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.45K+ 9.88% |
$133K - $160K
|
16.1K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.58K+ 29.15% |
$146K - $174K
|
7.01K
$698K
|
|
|
Jul 14, 2025
Q2 2025
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-475- 6.93% |
$43.7K - $52.3K
|
6.38K
$634K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-641- 12.08% |
$58.9K - $70.6K
|
4.66K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.79K- 17.43% |
$164K - $197K
|
8.46K
$841K
|
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-74- 1.02% |
$6.8K - $8.15K
|
7.17K
$713K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-13.6K- 19.91% |
$1.25M - $1.5M
|
54.6K
$5.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
8.58K+ 8.34% |
$789K - $945K
|
111K
$11.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-29- 0.4% |
$2.67K - $3.2K
|
7.27K
$723K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-649- 23.21% |
$59.7K - $71.5K
|
2.15K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-53- 1.12% |
$4.87K - $5.84K
|
4.67K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
466+ 0.44% |
$42.8K - $51.4K
|
105K
$10.5M
|