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
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
69+ 0.47% |
$8.51K - $10.2K
|
14.9K
$1.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
68+ 1.15% |
$8.39K - $10K
|
5.96K
$681K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
67+ 0.07% |
$8.26K - $9.87K
|
100K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
65+ 0.44% |
$8.02K - $9.58K
|
14.8K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
61+ 1.56% |
$7.52K - $8.99K
|
3.97K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
54+ 0.6% |
$6.66K - $7.96K
|
9.01K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
54+ 1.67% |
$6.66K - $7.96K
|
3.29K
$376K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 1.23% |
$6.29K - $7.52K
|
4.2K
$480K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
51New |
$6.29K - $7.52K
|
51
$5.83K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
51+ 0.23% |
$6.29K - $7.52K
|
21.9K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
47New |
$5.8K - $6.93K
|
47
$5.37K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
45+ 0.5% |
$5.55K - $6.63K
|
9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45+ 1.46% |
$5.55K - $6.63K
|
3.13K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 4.21% |
$5.43K - $6.48K
|
1.09K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
43+ 1.01% |
$5.3K - $6.34K
|
4.3K
$491K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
42+ 2.35% |
$5.18K - $6.19K
|
1.83K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
41+ 1.69% |
$5.06K - $6.04K
|
2.47K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41+ 28.87% |
$5.06K - $6.04K
|
183
$20.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41+ 1.19% |
$5.06K - $6.04K
|
3.49K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
40+ 0.29% |
$4.93K - $5.9K
|
13.7K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.3% |
$4.93K - $5.9K
|
13.4K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
39+ 1.27% |
$4.81K - $5.75K
|
3.11K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
38+ 1.99% |
$4.69K - $5.6K
|
1.95K
$223K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
37New |
$4.56K - $5.45K
|
37
$4.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 2.87% |
$4.44K - $5.31K
|
1.29K
$147K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
35New |
$4.32K - $5.16K
|
35
$4K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
34+ 1.8% |
$4.19K - $5.01K
|
1.92K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
33+ 1.61% |
$4.07K - $4.86K
|
2.09K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
31+ 0.29% |
$3.82K - $4.57K
|
10.6K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
29+ 1.31% |
$3.58K - $4.27K
|
2.25K
$257K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 1.06% |
$3.45K - $4.13K
|
2.67K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
25+ 1.03% |
$3.08K - $3.68K
|
2.45K
$279K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 1.13% |
$2.96K - $3.54K
|
2.15K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22New |
$2.71K - $3.24K
|
22
$2.51K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 9.24% |
$2.71K - $3.24K
|
260
$29.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
21+ 1.05% |
$2.59K - $3.09K
|
2.03K
$231K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 0.03% |
$2.47K - $2.95K
|
59.7K
$6.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
18+ 0.61% |
$2.22K - $2.65K
|
2.95K
$337K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18New |
$2.22K - $2.65K
|
18
$2.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
17+ 1.28% |
$2.1K - $2.51K
|
1.35K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
17+ 7.87% |
$2.1K - $2.51K
|
233
$26.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 1.34% |
$1.97K - $2.36K
|
1.21K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
15+ 0.35% |
$1.85K - $2.21K
|
4.27K
$487K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
13+ 0.67% |
$1.6K - $1.92K
|
1.95K
$223K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
12+ 0.69% |
$1.48K - $1.77K
|
1.75K
$200K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 1.98% |
$1.48K - $1.77K
|
619
$70.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11+ 0.22% |
$1.36K - $1.62K
|
4.95K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 14.67% |
$1.36K - $1.62K
|
86
$9.82K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$1.23K - $1.47K
|
10
$1.14K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10+ 0.32% |
$1.23K - $1.47K
|
3.18K
$363K
|