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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.84KNew |
$225K - $254K
|
1.84K
$173K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$223K - $251K
|
1.82K
$171K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.7KNew |
$208K - $235K
|
1.7K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.67KNew |
$204K - $231K
|
1.67K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.64KNew |
$201K - $226K
|
1.64K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.61KNew |
$198K - $223K
|
1.61K
$152K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.6KNew |
$197K - $222K
|
1.6K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
1.6KNew |
$196K - $221K
|
1.6K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Paralel Advisors LLC
|
BUY
|
- |
1.54K+ 10.0% |
$188K - $213K
|
16.9K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.48K+ 7.54% |
$182K - $205K
|
21.1K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.26K+ 4.75% |
$154K - $174K
|
27.7K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.25K+ 4.71% |
$153K - $172K
|
27.7K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.1K+ 7.4% |
$135K - $152K
|
16K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
CALL |
1KNew |
$123K - $138K
|
1K
$94.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
877+ 14.05% |
$108K - $121K
|
7.12K
$671K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
859+ 0.07% |
$105K - $119K
|
1.2M
$113M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
850New |
$104K - $118K
|
850
$80.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
782+ 1.9% |
$95.9K - $108K
|
41.8K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
714+ 1.27% |
$87.6K - $98.8K
|
57.1K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
637+ 2.13% |
$78.1K - $88.1K
|
30.5K
$2.88M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
635New |
$77.9K - $87.9K
|
635
$59.8K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
547New |
$67.1K - $75.7K
|
547
$51.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
389+ 21.43% |
$47.7K - $53.8K
|
2.2K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
387+ 13.34% |
$47.5K - $53.5K
|
3.29K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
376+ 7.08% |
$46.1K - $52K
|
5.69K
$536K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
350New |
$42.9K - $48.4K
|
350
$33K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
315New |
$38.6K - $43.6K
|
315
$29.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
305+ 9.32% |
$37.4K - $42.2K
|
3.58K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
300New |
$36.8K - $41.5K
|
300
$28.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250+ 13.77% |
$30.7K - $34.6K
|
2.07K
$195K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
247+ 1.5% |
$30.3K - $34.2K
|
16.7K
$1.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
237New |
$29.1K - $32.8K
|
237
$22.3K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
215New |
$26.4K - $29.7K
|
215
$20.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
202+ 13.63% |
$24.8K - $27.9K
|
1.68K
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
193+ 11.96% |
$23.7K - $26.7K
|
1.81K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
185+ 4.55% |
$22.7K - $25.6K
|
4.26K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
175+ 3.92% |
$21.5K - $24.2K
|
4.64K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
172+ 5.61% |
$21.1K - $23.8K
|
3.24K
$305K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
168New |
$20.6K - $23.2K
|
168
$15.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
167+ 6.23% |
$20.5K - $23.1K
|
2.85K
$268K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
152+ 2.61% |
$18.6K - $21K
|
5.98K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
135+ 7.34% |
$16.6K - $18.7K
|
1.98K
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
120+ 6.59% |
$14.7K - $16.6K
|
1.94K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
117+ 4.67% |
$14.4K - $16.2K
|
2.62K
$247K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
100New |
$12.3K - $13.8K
|
100
$9.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$12.3K - $13.8K
|
100
$9.42K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
100New |
$12.3K - $13.8K
|
100
$9.42K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
93+ 0.78% |
$11.4K - $12.9K
|
12K
$1.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
88+ 5.37% |
$10.8K - $12.2K
|
1.73K
$163K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
87New |
$10.7K - $12K
|
87
$8.19K
|
|