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 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
100New |
$12.3K - $13.8K
|
100
$11.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
98+ 3.12% |
$12K - $13.6K
|
3.24K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
95+ 1.92% |
$11.7K - $13.1K
|
5.05K
$565K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
94+ 3.81% |
$11.5K - $13K
|
2.56K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
93+ 0.78% |
$11.4K - $12.9K
|
12K
$1.35M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 2.55% |
$10.9K - $12.3K
|
3.58K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
84+ 1.28% |
$10.3K - $11.6K
|
6.66K
$744K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$9.28K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$9.28K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
80+ 16.74% |
$9.81K - $11.1K
|
558
$62.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
77+ 4.81% |
$9.44K - $10.7K
|
1.68K
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
75+ 1.73% |
$9.2K - $10.4K
|
4.42K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
74+ 4.72% |
$9.08K - $10.2K
|
1.64K
$184K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
72+ 1.0% |
$8.83K - $9.96K
|
7.27K
$812K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
71+ 1.17% |
$8.71K - $9.82K
|
6.14K
$686K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70New |
$8.59K - $9.68K
|
70
$7.82K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
68New |
$8.34K - $9.41K
|
68
$7.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
66+ 3.03% |
$8.09K - $9.13K
|
2.25K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66+ 0.14% |
$8.09K - $9.13K
|
46.8K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
62+ 1.17% |
$7.6K - $8.58K
|
5.35K
$597K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
60+ 6.82% |
$7.36K - $8.3K
|
940
$105K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
59New |
$7.24K - $8.16K
|
59
$6.59K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 3.46% |
$6.99K - $7.89K
|
1.7K
$190K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
56+ 5.14% |
$6.87K - $7.75K
|
1.15K
$128K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
55+ 16.22% |
$6.75K - $7.61K
|
394
$44K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 1.18% |
$6.38K - $7.19K
|
4.47K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50+ 2500.0% |
$6.13K - $6.92K
|
52
$5.81K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
50+ 3.25% |
$6.13K - $6.92K
|
1.59K
$177K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50+ 11.06% |
$6.13K - $6.92K
|
502
$56.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
48New |
$5.89K - $6.64K
|
48
$5.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$5.4K - $6.09K
|
5.51K
$616K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
44+ 0.35% |
$5.4K - $6.09K
|
12.5K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
41+ 1.82% |
$5.03K - $5.67K
|
2.29K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 16.94% |
$5.03K - $5.67K
|
283
$31.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41+ 164.0% |
$5.03K - $5.67K
|
66
$7.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
40+ 0.84% |
$4.91K - $5.53K
|
4.82K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
38+ 1.9% |
$4.66K - $5.26K
|
2.03K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
38New |
$4.66K - $5.26K
|
38
$4.25K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
38+ 2.24% |
$4.66K - $5.26K
|
1.74K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35New |
$4.29K - $4.84K
|
35
$3.91K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35+ 0.75% |
$4.29K - $4.84K
|
4.68K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
33+ 0.72% |
$4.05K - $4.57K
|
4.65K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32+ 1.57% |
$3.92K - $4.43K
|
2.07K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
32+ 1.01% |
$3.92K - $4.43K
|
3.21K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
31New |
$3.8K - $4.29K
|
31
$3.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
30+ 0.4% |
$3.68K - $4.15K
|
7.44K
$832K
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.15% |
$3.31K - $3.74K
|
17.6K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
27+ 0.22% |
$3.31K - $3.74K
|
12.6K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
26+ 0.8% |
$3.19K - $3.6K
|
3.26K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
24+ 0.86% |
$2.94K - $3.32K
|
2.82K
$315K
|