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 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
610+ 8.35% |
$74.8K - $84.4K
|
7.91K
$916K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
605+ 1.72% |
$74.2K - $83.7K
|
35.7K
$4.14M
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
602+ 32.93% |
$73.8K - $83.3K
|
2.43K
$281K
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
589+ 33.95% |
$72.2K - $81.5K
|
2.32K
$269K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
584+ 4.64% |
$71.6K - $80.8K
|
13.2K
$1.53M
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
582+ 16.78% |
$71.4K - $80.5K
|
4.05K
$469K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
581+ 13.42% |
$71.3K - $80.4K
|
4.91K
$569K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
576+ 0.42% |
$70.6K - $79.7K
|
137K
$15.9M
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
565+ 4.29% |
$69.3K - $78.2K
|
13.7K
$1.59M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
554+ 22.41% |
$67.9K - $76.6K
|
3.03K
$350K
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
553+ 11.91% |
$67.8K - $76.5K
|
5.2K
$602K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
550+ 1.47% |
$67.5K - $76.1K
|
38.1K
$4.41M
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
543+ 6.7% |
$66.6K - $75.1K
|
8.65K
$1M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
521+ 0.48% |
$63.9K - $72.1K
|
109K
$12.6M
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
518New |
$63.5K - $71.7K
|
518
$60K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
517+ 4.31% |
$63.4K - $71.5K
|
12.5K
$1.45M
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
508New |
$62.3K - $70.3K
|
508
$58.8K
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
507+ 0.62% |
$62.2K - $70.1K
|
82.4K
$9.55M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
499+ 3.33% |
$61.2K - $69K
|
15.5K
$1.79M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
498+ 22.74% |
$61.1K - $68.9K
|
2.69K
$311K
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
495+ 18.88% |
$60.7K - $68.5K
|
3.12K
$361K
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
494+ 26.0% |
$60.6K - $68.3K
|
2.39K
$277K
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
491+ 25.73% |
$60.2K - $67.9K
|
2.4K
$278K
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
487+ 29.79% |
$59.7K - $67.4K
|
2.12K
$246K
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
487+ 21.55% |
$59.7K - $67.4K
|
2.75K
$318K
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
481+ 44.66% |
$59K - $66.5K
|
1.56K
$180K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
478+ 17.13% |
$58.6K - $66.1K
|
3.27K
$379K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 9.69% |
$58.6K - $66.1K
|
5.41K
$626K
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
477+ 23.14% |
$58.5K - $66K
|
2.54K
$294K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
475+ 20.85% |
$58.3K - $65.7K
|
2.75K
$319K
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
467+ 8.1% |
$57.3K - $64.6K
|
6.23K
$721K
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
467+ 3.33% |
$57.3K - $64.6K
|
14.5K
$1.68M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
456+ 26.18% |
$55.9K - $63.1K
|
2.2K
$255K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
447New |
$54.8K - $61.8K
|
447
$51.8K
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
445+ 6.69% |
$54.6K - $61.6K
|
7.1K
$822K
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
441+ 1.9% |
$54.1K - $61K
|
23.7K
$2.74M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
439New |
$53.8K - $60.7K
|
439
$50.8K
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
435+ 1.55% |
$53.4K - $60.2K
|
28.4K
$3.29M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
431+ 3.29% |
$52.9K - $59.6K
|
13.5K
$1.57M
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
427+ 3.44% |
$52.4K - $59.1K
|
12.8K
$1.49M
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
427+ 12.39% |
$52.4K - $59.1K
|
3.87K
$448K
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
421+ 9.97% |
$51.6K - $58.2K
|
4.65K
$538K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
419+ 21.29% |
$51.4K - $58K
|
2.39K
$276K
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
417+ 9.4% |
$51.1K - $57.7K
|
4.86K
$562K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
415+ 1152.78% |
$50.9K - $57.4K
|
451
$52.2K
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
406+ 7.84% |
$49.8K - $56.2K
|
5.58K
$647K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
401+ 1.66% |
$49.2K - $55.5K
|
24.6K
$2.85M
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
396+ 3.29% |
$48.6K - $54.8K
|
12.4K
$1.44M
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
389+ 21.43% |
$47.7K - $53.8K
|
2.2K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
387+ 13.34% |
$47.5K - $53.5K
|
3.29K
$381K
|