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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.88K+ 83.65% |
$173K - $207K
|
4.12K
$388K
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.82KNew |
$167K - $201K
|
1.82K
$172K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
1.8KNew |
$165K - $198K
|
1.8K
$170K
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.75K+ 11.93% |
$160K - $192K
|
16.4K
$1.54M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.68K+ 209.24% |
$154K - $185K
|
2.48K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.62K+ 72.88% |
$149K - $179K
|
3.85K
$363K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.58K+ 29.15% |
$146K - $174K
|
7.01K
$661K
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.47K+ 4.58% |
$135K - $162K
|
33.5K
$3.15M
|
|
|
Aug 15, 2025
Q2 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.42K+ 17.23% |
$130K - $156K
|
9.63K
$907K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
1.25K+ 43.61% |
$115K - $138K
|
4.12K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.23K+ 51.99% |
$113K - $135K
|
3.58K
$338K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.15K+ 5.82% |
$106K - $127K
|
21K
$1.98M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.1K+ 50.09% |
$101K - $121K
|
3.3K
$311K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.08KNew |
$99.6K - $119K
|
1.08K
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.04K+ 0.96% |
$95.4K - $114K
|
109K
$10.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
CALL |
1K+ 66.67% |
$91.9K - $110K
|
2.5K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
1K+ 108.23% |
$91.9K - $110K
|
1.92K
$181K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
1K+ 775.19% |
$91.9K - $110K
|
1.13K
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
967+ 16.4% |
$88.9K - $107K
|
6.86K
$647K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
932+ 6.44% |
$85.7K - $103K
|
15.4K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
921+ 18.64% |
$84.7K - $101K
|
5.86K
$552K
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
892+ 1.58% |
$82K - $98.3K
|
57.4K
$5.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
840+ 43.82% |
$77.2K - $92.6K
|
2.76K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
BUY
|
- |
794+ 2.89% |
$73K - $87.5K
|
28.3K
$2.66M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
772+ 14.43% |
$71K - $85.1K
|
6.12K
$577K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
772+ 7.11% |
$71K - $85.1K
|
11.6K
$1.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
673+ 89.26% |
$61.9K - $74.2K
|
1.43K
$134K
|
|
|
Jul 29, 2025
Q2 2025
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
600+ 17.65% |
$55.2K - $66.1K
|
4K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
592+ 15.3% |
$54.4K - $65.2K
|
4.46K
$420K
|
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
545+ 17.41% |
$50.1K - $60.1K
|
3.68K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
543+ 10.05% |
$49.9K - $59.8K
|
5.95K
$560K
|
|
|
Aug 15, 2025
Q2 2025
|
Mayar Capital Ltd.
|
BUY
|
- |
500+ 0.47% |
$46K - $55.1K
|
107K
$10.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
500+ 20.0% |
$46K - $55.1K
|
3K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
499+ 25.36% |
$45.9K - $55K
|
2.47K
$232K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
483+ 6.74% |
$44.4K - $53.2K
|
7.65K
$721K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
472+ 236.0% |
$43.4K - $52K
|
672
$63.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
460+ 16.19% |
$42.3K - $50.7K
|
3.3K
$311K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
453+ 5.81% |
$41.6K - $49.9K
|
8.25K
$777K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
448+ 24.48% |
$41.2K - $49.4K
|
2.28K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
445New |
$40.9K - $49K
|
445
$41.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
353+ 4.28% |
$32.4K - $38.9K
|
8.6K
$810K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
344New |
$31.6K - $37.9K
|
344
$32.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
334New |
$30.7K - $36.8K
|
334
$31.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Uss Investment Management LTD
|
BUY
|
- |
311+ 0.24% |
$28.6K - $34.3K
|
129K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
305+ 5.3% |
$28K - $33.6K
|
6.06K
$571K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
304+ 9.84% |
$27.9K - $33.5K
|
3.4K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
291+ 8.49% |
$26.7K - $32.1K
|
3.72K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Group Foundation
|
BUY
|
- |
262+ 8.39% |
$24.1K - $28.9K
|
3.38K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
254New |
$23.3K - $28K
|
254
$23.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
253+ 5.36% |
$23.3K - $27.9K
|
4.98K
$469K
|
|