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 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
262New |
$32.1K - $36.2K
|
262
$30.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
262+ 18.22% |
$32.1K - $36.2K
|
1.7K
$197K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
257+ 6.75% |
$31.5K - $35.6K
|
4.07K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
255+ 5.26% |
$31.3K - $35.3K
|
5.1K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250+ 13.77% |
$30.7K - $34.6K
|
2.07K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
249+ 4.11% |
$30.5K - $34.4K
|
6.3K
$730K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
248+ 4.93% |
$30.4K - $34.3K
|
5.28K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
247New |
$30.3K - $34.2K
|
247
$28.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
247+ 1.5% |
$30.3K - $34.2K
|
16.7K
$1.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
241+ 1.47% |
$29.6K - $33.3K
|
16.6K
$1.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
237New |
$29.1K - $32.8K
|
237
$27.4K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
236+ 3.62% |
$28.9K - $32.7K
|
6.75K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
228+ 10.74% |
$28K - $31.5K
|
2.35K
$272K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
225New |
$27.6K - $31.1K
|
225
$26.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
221+ 0.86% |
$27.1K - $30.6K
|
26K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
220New |
$27K - $30.4K
|
220
$25.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
216+ 0.33% |
$26.5K - $29.9K
|
66.6K
$7.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
214+ 3.09% |
$26.2K - $29.6K
|
7.15K
$827K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
211New |
$25.9K - $29.2K
|
211
$24.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
210+ 15.38% |
$25.8K - $29.1K
|
1.58K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
206+ 8.78% |
$25.3K - $28.5K
|
2.55K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
205New |
$25.1K - $28.4K
|
205
$23.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
202+ 13.63% |
$24.8K - $27.9K
|
1.68K
$195K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
201+ 12.81% |
$24.7K - $27.8K
|
1.77K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
200New |
$24.5K - $27.7K
|
200
$23.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.17% |
$24.5K - $27.7K
|
121K
$14M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
200New |
$24.5K - $27.7K
|
200
$23.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
200+ 7.78% |
$24.5K - $27.7K
|
2.77K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
200+ 11.95% |
$24.5K - $27.7K
|
1.87K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
200+ 0.22% |
$24.5K - $27.7K
|
90.7K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
199+ 1.05% |
$24.4K - $27.5K
|
19.2K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
194+ 1.17% |
$23.8K - $26.8K
|
16.8K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
193+ 11.96% |
$23.7K - $26.7K
|
1.81K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
193+ 4.13% |
$23.7K - $26.7K
|
4.87K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
192+ 4.23% |
$23.5K - $26.6K
|
4.73K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
185+ 4.55% |
$22.7K - $25.6K
|
4.26K
$493K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
184+ 7.27% |
$22.6K - $25.5K
|
2.71K
$314K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
183+ 12.12% |
$22.4K - $25.3K
|
1.69K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
178+ 3.1% |
$21.8K - $24.6K
|
5.93K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
177+ 2.83% |
$21.7K - $24.5K
|
6.43K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
175+ 3.92% |
$21.5K - $24.2K
|
4.64K
$537K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
175New |
$21.5K - $24.2K
|
175
$20.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
173+ 4.12% |
$21.2K - $23.9K
|
4.37K
$506K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
172+ 5.61% |
$21.1K - $23.8K
|
3.24K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
172+ 5.33% |
$21.1K - $23.8K
|
3.4K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
171+ 1.09% |
$21K - $23.7K
|
15.9K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
168New |
$20.6K - $23.2K
|
168
$19.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
168New |
$20.6K - $23.2K
|
168
$19.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
167+ 1.22% |
$20.5K - $23.1K
|
13.9K
$1.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
167+ 6.23% |
$20.5K - $23.1K
|
2.85K
$330K
|