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 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
147+ 3.3% |
$13.5K - $16.2K
|
4.6K
$458K
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-675- 15.68% |
$62K - $74.4K
|
3.63K
$361K
|
|
|
Jul 02, 2025
Q2 2025
|
Jacobs & CO
|
SELL
|
- |
-76.7K- 93.44% |
$7.05M - $8.45M
|
5.39K
$536K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
115+ 3.18% |
$10.6K - $12.7K
|
3.74K
$372K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
78+ 3.19% |
$7.17K - $8.6K
|
2.53K
$251K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-52- 2.49% |
$4.78K - $5.73K
|
2.04K
$203K
|
|
|
Jul 02, 2025
Q2 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-26.9K- 67.97% |
$2.47M - $2.97M
|
12.7K
$1.26M
|
|
|
Jul 02, 2025
Q2 2025
|
Norway Savings Bank
|
SELL
|
- |
-550- 7.36% |
$50.6K - $60.6K
|
6.93K
$689K
|
|
|
Jul 02, 2025
Q2 2025
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
1.03K+ 32.15% |
$95K - $114K
|
4.25K
$423K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
11.5K+ 19.06% |
$1.06M - $1.27M
|
71.8K
$7.14M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.79K+ 6.26% |
$257K - $308K
|
47.4K
$4.71M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2+ 2.17% |
$184 - $220
|
94
$9.35K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
SELL
|
- |
-23.1K- 87.07% |
$2.12M - $2.54M
|
3.43K
$341K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-1.59K- 13.69% |
$146K - $175K
|
10K
$997K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
33.2K+ 5.19% |
$3.05M - $3.65M
|
672K
$66.8M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-609- 24.19% |
$56K - $67.1K
|
1.91K
$190K
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4.3K- 26.86% |
$395K - $473K
|
11.7K
$1.16M
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
50.8K+ 117.19% |
$5.57M - $6.93M
|
94.2K
$9.37M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-329K- 74.99% |
$36.1M - $44.9M
|
110K
$10.9M
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Sabic
|
SELL
|
- |
-700- 9.46% |
$76.8K - $95.4K
|
6.7K
$667K
|
|
|
Jun 26, 2025
Q1 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
27.5KNew |
$3.01M - $3.74M
|
27.5K
$2.73M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-31- 1.64% |
$3.4K - $4.22K
|
1.86K
$185K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-538- 21.08% |
$59K - $73.3K
|
2.01K
$200K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-530- 5.33% |
$58.1K - $72.2K
|
9.41K
$936K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-30Closed |
$3.29K - $4.09K
|
0
$0
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.03K+ 32.7% |
$222K - $276K
|
8.22K
$818K
|
|
|
Jun 06, 2025
Q1 2025
|
First Long Island Investors, LLC
|
SELL
|
- |
-112K- 97.13% |
$12.2M - $15.2M
|
3.29K
$328K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
113New |
$12.4K - $15.4K
|
113
$11.2K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12+ 0.1% |
$1.32K - $1.64K
|
12.3K
$1.23M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
192New |
$21.1K - $26.2K
|
192
$19.1K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.08K- 9.34% |
$118K - $147K
|
10.4K
$1.04M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2.4KClosed |
$263K - $326K
|
0
$0
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
150New |
$16.4K - $20.4K
|
150
$14.9K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
307K+ 16004.79% |
$33.7M - $41.9M
|
309K
$30.8M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
86.1K+ 31.0% |
$9.44M - $11.7M
|
364K
$36.2M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
609+ 2.76% |
$66.8K - $83K
|
22.7K
$2.26M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-319- 2.16% |
$35K - $43.5K
|
14.5K
$1.44M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
23.6K+ 96.86% |
$2.59M - $3.22M
|
48K
$4.78M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
132+ 1.27% |
$14.5K - $18K
|
10.6K
$1.05M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.21K+ 4.82% |
$133K - $165K
|
26.4K
$2.62M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-644- 6.58% |
$70.6K - $87.8K
|
9.14K
$910K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.93KNew |
$212K - $263K
|
1.93K
$192K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-399- 0.69% |
$43.8K - $54.4K
|
57.2K
$5.7M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.5K+ 137.5% |
$1.37M - $1.7M
|
21.5K
$2.14M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-930- 2.26% |
$102K - $127K
|
40.2K
$4M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.44K+ 10.2% |
$378K - $469K
|
37.2K
$3.7M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$32.9K - $40.9K
|
300
$29.9K
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
458+ 28.12% |
$50.2K - $62.4K
|
2.09K
$208K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
104+ 3.38% |
$11.4K - $14.2K
|
3.19K
$317K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 22.14% |
$224K - $278K
|
7.17K
$714K
|
|