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 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
626+ 17.58% |
$76.8K - $86.6K
|
4.19K
$557K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
625+ 7.64% |
$76.7K - $86.5K
|
8.81K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
605+ 1.72% |
$74.2K - $83.7K
|
35.7K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
602+ 32.93% |
$73.8K - $83.3K
|
2.43K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
589+ 33.95% |
$72.2K - $81.5K
|
2.32K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
582+ 16.78% |
$71.4K - $80.5K
|
4.05K
$539K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
553+ 11.91% |
$67.8K - $76.5K
|
5.2K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
498+ 22.74% |
$61.1K - $68.9K
|
2.69K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
487+ 21.55% |
$59.7K - $67.4K
|
2.75K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
481+ 44.66% |
$59K - $66.5K
|
1.56K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 9.69% |
$58.6K - $66.1K
|
5.41K
$720K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
477+ 23.14% |
$58.5K - $66K
|
2.54K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
467+ 3.33% |
$57.3K - $64.6K
|
14.5K
$1.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
456+ 26.18% |
$55.9K - $63.1K
|
2.2K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
435+ 1.55% |
$53.4K - $60.2K
|
28.4K
$3.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
427+ 12.39% |
$52.4K - $59.1K
|
3.87K
$515K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
417+ 9.4% |
$51.1K - $57.7K
|
4.86K
$646K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
401+ 1.66% |
$49.2K - $55.5K
|
24.6K
$3.27M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
396+ 3.29% |
$48.6K - $54.8K
|
12.4K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
380+ 10.58% |
$46.6K - $52.6K
|
3.97K
$528K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
376+ 9.49% |
$46.1K - $52K
|
4.34K
$577K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
357+ 7.97% |
$43.8K - $49.4K
|
4.84K
$643K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
352+ 38.81% |
$43.2K - $48.7K
|
1.26K
$167K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
348+ 17.22% |
$42.7K - $48.1K
|
2.37K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
343+ 6.81% |
$42.1K - $47.5K
|
5.38K
$716K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
331+ 4.63% |
$40.6K - $45.8K
|
7.48K
$994K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
330+ 6.87% |
$40.5K - $45.7K
|
5.13K
$683K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
321+ 10.52% |
$39.4K - $44.4K
|
3.37K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
318+ 5.9% |
$39K - $44K
|
5.71K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
317+ 205.84% |
$38.9K - $43.9K
|
471
$62.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
316+ 2.65% |
$38.8K - $43.7K
|
12.2K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
315New |
$38.6K - $43.6K
|
315
$41.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
305+ 9.32% |
$37.4K - $42.2K
|
3.58K
$476K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
300New |
$36.8K - $41.5K
|
300
$39.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
298+ 1.55% |
$36.5K - $41.2K
|
19.5K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
290+ 7.62% |
$35.6K - $40.1K
|
4.1K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
285+ 1.57% |
$35K - $39.4K
|
18.4K
$2.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
268+ 5.0% |
$32.9K - $37.1K
|
5.63K
$749K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
262+ 18.22% |
$32.1K - $36.2K
|
1.7K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
257+ 6.75% |
$31.5K - $35.6K
|
4.07K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
255+ 5.26% |
$31.3K - $35.3K
|
5.1K
$678K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
247+ 1.5% |
$30.3K - $34.2K
|
16.7K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
201+ 12.81% |
$24.7K - $27.8K
|
1.77K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
200+ 11.95% |
$24.5K - $27.7K
|
1.87K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
200+ 0.22% |
$24.5K - $27.7K
|
90.7K
$12.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
193+ 4.13% |
$23.7K - $26.7K
|
4.87K
$648K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
184+ 7.27% |
$22.6K - $25.5K
|
2.71K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
183+ 12.12% |
$22.4K - $25.3K
|
1.69K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
175New |
$21.5K - $24.2K
|
175
$23.3K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
172+ 5.33% |
$21.1K - $23.8K
|
3.4K
$452K
|