Latest Institutional Purchases of United Parcel Service Inc (UPS)
This list provides information on the latest institutional transactions involving United Parcel Service Inc (UPS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
5.61K+ 21.71% |
$688K - $776K
|
31.4K
$4.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.5KNew |
$675K - $761K
|
5.5K
$732K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.42K+ 47.66% |
$665K - $750K
|
16.8K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.3K+ 18.18% |
$650K - $733K
|
34.4K
$4.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.24K+ 68.1% |
$643K - $725K
|
12.9K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.83KNew |
$592K - $668K
|
4.83K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
4.81K+ 29.91% |
$589K - $665K
|
20.9K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.79KNew |
$587K - $662K
|
4.79K
$637K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.75K+ 4.75% |
$583K - $658K
|
105K
$13.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.72K+ 63.8% |
$579K - $653K
|
12.1K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.67K+ 153.28% |
$573K - $646K
|
7.72K
$1.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.44KNew |
$544K - $614K
|
4.44K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
4.1K+ 24.05% |
$503K - $567K
|
21.2K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.02K+ 41.26% |
$493K - $556K
|
13.8K
$1.83M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.01K+ 117.57% |
$492K - $555K
|
7.42K
$987K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.98K+ 21.76% |
$488K - $551K
|
22.3K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.96K+ 6.08% |
$486K - $548K
|
69.1K
$9.19M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.95KNew |
$484K - $546K
|
3.95K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.88K+ 2.8% |
$476K - $537K
|
142K
$18.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3.73KNew |
$457K - $516K
|
3.73K
$496K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.72K+ 2.1% |
$456K - $515K
|
180K
$24M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.66KNew |
$448K - $506K
|
3.66K
$486K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 56.14% |
$432K - $487K
|
9.79K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.44K+ 44.94% |
$422K - $476K
|
11.1K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.4K+ 11.48% |
$417K - $470K
|
33K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 70.69% |
$406K - $458K
|
8K
$1.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.17K+ 103.05% |
$389K - $439K
|
6.25K
$832K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.93K+ 67.75% |
$359K - $405K
|
7.25K
$964K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.91K+ 6.25% |
$357K - $402K
|
49.4K
$6.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.89KNew |
$355K - $400K
|
2.89K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$351K - $396K
|
2.86K
$381K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.72KNew |
$334K - $376K
|
2.72K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.63KNew |
$322K - $363K
|
2.63K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58KNew |
$316K - $357K
|
2.58K
$343K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.49K+ 0.51% |
$305K - $344K
|
487K
$64.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.44K+ 6.15% |
$299K - $338K
|
42.1K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.4K+ 74.03% |
$295K - $332K
|
5.65K
$751K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.4K+ 62.79% |
$294K - $332K
|
6.23K
$828K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.38K+ 79.96% |
$292K - $329K
|
5.35K
$712K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.32K+ 15.64% |
$285K - $322K
|
17.2K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.23K+ 394.51% |
$273K - $308K
|
2.79K
$372K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.2K+ 85.68% |
$269K - $304K
|
4.76K
$633K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 0.49% |
$262K - $295K
|
438K
$58.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.13KNew |
$261K - $294K
|
2.13K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
2K+ 8.45% |
$245K - $277K
|
25.7K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2K+ 3.17% |
$245K - $276K
|
65K
$8.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.99K+ 11.64% |
$244K - $275K
|
19.1K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.94K+ 6.8% |
$237K - $268K
|
30.4K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.88K+ 0.17% |
$231K - $261K
|
1.09M
$144M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.88KNew |
$230K - $260K
|
1.88K
$250K
|