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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
238New |
$21.9K - $26.2K
|
238
$22.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
211+ 8.04% |
$19.4K - $23.3K
|
2.84K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
207+ 8.98% |
$19K - $22.8K
|
2.51K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
200+ 44.94% |
$18.4K - $22K
|
645
$60.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
180+ 5.65% |
$16.5K - $19.8K
|
3.37K
$317K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
167New |
$15.4K - $18.4K
|
167
$15.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
166+ 8.43% |
$15.3K - $18.3K
|
2.14K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
158New |
$14.5K - $17.4K
|
158
$14.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
154+ 138.74% |
$14.2K - $17K
|
265
$25K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
150New |
$13.8K - $16.5K
|
150
$14.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
147+ 3.73% |
$13.5K - $16.2K
|
4.09K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
139+ 3.67% |
$12.8K - $15.3K
|
3.92K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
131+ 110.08% |
$12K - $14.4K
|
250
$23.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
131+ 2.69% |
$12K - $14.4K
|
5K
$471K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
125New |
$11.5K - $13.8K
|
125
$11.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
120New |
$11K - $13.2K
|
120
$11.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
115+ 1.44% |
$10.6K - $12.7K
|
8.09K
$762K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
109+ 10900.0% |
$10K - $12K
|
110
$10.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
107New |
$9.84K - $11.8K
|
107
$10.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
104+ 1.34% |
$9.56K - $11.5K
|
7.86K
$740K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
103+ 343.33% |
$9.47K - $11.4K
|
133
$12.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
100New |
$9.19K - $11K
|
100
$9.42K
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
100+ 4.59% |
$9.19K - $11K
|
2.28K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
89+ 1.29% |
$8.18K - $9.81K
|
6.99K
$658K
|
|
|
Aug 15, 2025
Q2 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
82+ 3.4% |
$7.54K - $9.04K
|
2.5K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
75+ 3.59% |
$6.89K - $8.27K
|
2.17K
$204K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
70+ 31.67% |
$6.43K - $7.71K
|
291
$27.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
60+ 2.61% |
$5.52K - $6.61K
|
2.36K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
57+ 1.96% |
$5.24K - $6.28K
|
2.97K
$279K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
50New |
$4.6K - $5.51K
|
50
$4.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
50New |
$4.6K - $5.51K
|
50
$4.71K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
50+ 25.0% |
$4.6K - $5.51K
|
250
$23.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
35+ 0.1% |
$3.22K - $3.86K
|
34.6K
$3.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
31New |
$2.85K - $3.42K
|
31
$2.92K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
29New |
$2.67K - $3.2K
|
29
$2.73K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
29+ 4.07% |
$2.67K - $3.2K
|
741
$69.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
25New |
$2.3K - $2.76K
|
25
$2.35K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
23+ 8.78% |
$2.11K - $2.53K
|
285
$26.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
20+ 0.98% |
$1.84K - $2.2K
|
2.07K
$195K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.82% |
$1.84K - $2.2K
|
2.45K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
19New |
$1.75K - $2.09K
|
19
$1.79K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
17+ 283.33% |
$1.56K - $1.87K
|
23
$2.17K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
17New |
$1.56K - $1.87K
|
17
$1.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
16+ 0.76% |
$1.47K - $1.76K
|
2.12K
$199K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
15+ 0.55% |
$1.38K - $1.65K
|
2.76K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
13+ 260.0% |
$1.19K - $1.43K
|
18
$1.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
11+ 0.64% |
$1.01K - $1.21K
|
1.72K
$162K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 0.24% |
$827 - $992
|
3.84K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 25.0% |
$552 - $661
|
30
$2.83K
|
|
|
Aug 04, 2025
Q2 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
6+ 0.05% |
$552 - $661
|
12.9K
$1.22M
|
|