Purchases and Sales Made in Q3 2025 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 2025. The information is specifically focused on institutions that hold shares of UNITED PARCEL SERVICE INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
148KNew |
$12.2M - $15.6M
|
148K
$13.1M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
102K+ 1402.29% |
$8.45M - $10.8M
|
110K
$9.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56.8K+ 260.36% |
$4.69M - $5.99M
|
78.6K
$6.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
41.9K+ 3510.65% |
$3.46M - $4.42M
|
43.1K
$3.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
38.6K+ 303.81% |
$3.19M - $4.07M
|
51.3K
$4.52M
|
|
|
Oct 03, 2025
Q3 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
27.6K+ 49.4% |
$2.28M - $2.91M
|
83.5K
$7.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
27.3K+ 25.77% |
$2.26M - $2.88M
|
133K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
26.9K+ 514.52% |
$2.22M - $2.84M
|
32.1K
$2.83M
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
26.4KNew |
$2.18M - $2.79M
|
26.4K
$2.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
24.7K+ 39.52% |
$2.04M - $2.61M
|
87.2K
$7.68M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
20.8K+ 11.67% |
$1.72M - $2.2M
|
199K
$17.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
19.8K+ 118.47% |
$1.64M - $2.09M
|
36.6K
$3.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Addenda Capital Inc.
|
BUY
|
- |
19.3K+ 28.05% |
$1.59M - $2.04M
|
88.1K
$7.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
19.2K+ 9.74% |
$1.58M - $2.03M
|
216K
$19M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
17.4K+ 18.25% |
$1.44M - $1.84M
|
113K
$9.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
16.9K+ 668.09% |
$1.39M - $1.78M
|
19.4K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
14K+ 23.73% |
$1.16M - $1.48M
|
73K
$6.43M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
14KNew |
$1.16M - $1.48M
|
14K
$1.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
13.6K+ 4.21% |
$1.12M - $1.44M
|
337K
$29.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.7K+ 8.2% |
$1.05M - $1.34M
|
168K
$14.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.1K+ 10.75% |
$1M - $1.28M
|
125K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
11.5K+ 19.1% |
$949K - $1.21M
|
71.7K
$6.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
11.3K+ 34.73% |
$935K - $1.19M
|
43.9K
$3.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
BUY
|
- |
11.3K+ 9.99% |
$935K - $1.19M
|
125K
$11M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
10.6K+ 51.08% |
$878K - $1.12M
|
31.5K
$2.77M
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
10.5K+ 14.69% |
$871K - $1.11M
|
82.3K
$7.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
10.5K+ 5.66% |
$866K - $1.11M
|
196K
$17.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 71.63% |
$848K - $1.08M
|
24.6K
$2.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.2KNew |
$840K - $1.07M
|
10.2K
$896K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
9.87K+ 1.47% |
$815K - $1.04M
|
682K
$60M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
9.78KNew |
$807K - $1.03M
|
9.78K
$861K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9.21K+ 13.56% |
$760K - $972K
|
77.1K
$6.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
9.06KNew |
$748K - $956K
|
9.06K
$798K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
7.59K+ 4.23% |
$627K - $801K
|
187K
$16.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
6.23K+ 25.03% |
$514K - $657K
|
31.1K
$2.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
BUY
|
- |
6.16K+ 44.58% |
$509K - $650K
|
20K
$1.76M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.01K+ 28.76% |
$496K - $634K
|
26.9K
$2.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
5.94K+ 28.81% |
$490K - $626K
|
26.5K
$2.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.66K+ 19.14% |
$467K - $597K
|
35.2K
$3.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.56K+ 12.44% |
$459K - $587K
|
50.3K
$4.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.5K+ 35.38% |
$455K - $581K
|
21.1K
$1.85M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
5.5K+ 54.87% |
$454K - $581K
|
15.5K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.3K+ 196.3% |
$438K - $559K
|
8K
$704K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
4.91K+ 15.98% |
$405K - $518K
|
35.6K
$3.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.79K+ 142.08% |
$396K - $506K
|
8.16K
$719K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.75K+ 15.87% |
$392K - $502K
|
34.7K
$3.06M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
4.68KNew |
$386K - $493K
|
4.68K
$412K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
4.67KNew |
$385K - $492K
|
4.67K
$411K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.43KNew |
$366K - $468K
|
4.43K
$390K
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.36KNew |
$360K - $460K
|
4.36K
$384K
|