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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
597+ 3.74% |
$73.6K - $88K
|
16.6K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
589+ 5.31% |
$72.6K - $86.8K
|
11.7K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
575+ 4.36% |
$70.9K - $84.7K
|
13.7K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
566+ 2.3% |
$69.8K - $83.4K
|
25.2K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
564+ 3.42% |
$69.6K - $83.1K
|
17.1K
$1.93M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
559+ 4.71% |
$68.9K - $82.4K
|
12.4K
$1.4M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
558+ 21.93% |
$68.8K - $82.2K
|
3.1K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
543+ 4.36% |
$67K - $80K
|
13K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
523+ 6.16% |
$64.5K - $77.1K
|
9.01K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
516New |
$63.6K - $76K
|
516
$58.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
507+ 3.29% |
$62.5K - $74.7K
|
15.9K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.42% |
$61.7K - $73.7K
|
121K
$13.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$61.7K - $73.7K
|
500
$56.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
498+ 27.56% |
$61.4K - $73.4K
|
2.31K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
497New |
$61.3K - $73.2K
|
497
$56.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
492+ 9.86% |
$60.7K - $72.5K
|
5.48K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
483+ 8.88% |
$59.6K - $71.2K
|
5.92K
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
425+ 5.08% |
$52.4K - $62.6K
|
8.79K
$995K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
424+ 13.22% |
$52.3K - $62.5K
|
3.63K
$411K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
419+ 0.28% |
$51.7K - $61.8K
|
149K
$16.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
419+ 1.57% |
$51.7K - $61.8K
|
27.1K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
412+ 10.12% |
$50.8K - $60.7K
|
4.49K
$507K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
393New |
$48.5K - $57.9K
|
393
$44.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
385+ 19.08% |
$47.5K - $56.7K
|
2.4K
$272K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
383+ 23.69% |
$47.2K - $56.4K
|
2K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
380New |
$46.9K - $56K
|
380
$43K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
379+ 4.71% |
$46.7K - $55.9K
|
8.42K
$953K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
378+ 0.94% |
$46.6K - $55.7K
|
40.7K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
377+ 2.44% |
$46.5K - $55.6K
|
15.9K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
376+ 1.14% |
$46.4K - $55.4K
|
33.4K
$3.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
370New |
$45.6K - $54.5K
|
370
$41.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
364+ 7.66% |
$44.9K - $53.6K
|
5.11K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
360+ 8.73% |
$44.4K - $53.1K
|
4.49K
$507K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
354+ 5.92% |
$43.7K - $52.2K
|
6.33K
$716K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
353+ 0.77% |
$43.5K - $52K
|
46.2K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
345+ 3.95% |
$42.5K - $50.8K
|
9.08K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
333+ 16.98% |
$41.1K - $49.1K
|
2.29K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
303+ 0.54% |
$37.4K - $44.7K
|
56.4K
$6.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
300+ 0.77% |
$37K - $44.2K
|
39.1K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
300+ 2.33% |
$37K - $44.2K
|
13.2K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
300New |
$37K - $44.2K
|
300
$33.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$37K - $44.2K
|
300
$33.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
297+ 0.02% |
$36.6K - $43.8K
|
1.38M
$156M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
288+ 0.1% |
$35.5K - $42.4K
|
275K
$31.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
285+ 2.93% |
$35.1K - $42K
|
10K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
276+ 13.45% |
$34K - $40.7K
|
2.33K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
276+ 5.93% |
$34K - $40.7K
|
4.93K
$558K
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
268+ 1.38% |
$33K - $39.5K
|
19.7K
$2.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
256+ 3.44% |
$31.6K - $37.7K
|
7.69K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
252+ 0.51% |
$31.1K - $37.1K
|
49.6K
$5.61M
|