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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.63KNew |
$226K - $262K
|
1.63K
$186K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.63KNew |
$226K - $262K
|
1.63K
$186K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.53KNew |
$213K - $247K
|
1.53K
$175K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.52KNew |
$212K - $246K
|
1.52K
$174K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 12.52% |
$211K - $245K
|
13.7K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$210K - $243K
|
1.51K
$172K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.51KNew |
$210K - $243K
|
1.51K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.49KNew |
$207K - $240K
|
1.49K
$170K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$167K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$167K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
1.41KNew |
$197K - $228K
|
1.41K
$162K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.41KNew |
$195K - $227K
|
1.41K
$160K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$154K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.24KNew |
$172K - $200K
|
1.24K
$142K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
1.2KNew |
$167K - $193K
|
1.2K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.15K+ 14.5% |
$160K - $185K
|
9.06K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.12K+ 82.59% |
$155K - $180K
|
2.47K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1K+ 75.87% |
$139K - $161K
|
2.32K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
PUT |
1K+ 25.0% |
$139K - $161K
|
5K
$571K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
933+ 179.42% |
$130K - $150K
|
1.45K
$166K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
881New |
$123K - $142K
|
881
$101K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
873+ 6.69% |
$121K - $141K
|
13.9K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
794New |
$110K - $128K
|
794
$90.7K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
737New |
$103K - $119K
|
737
$84.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
710+ 4.09% |
$98.7K - $114K
|
18.1K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
689+ 251.46% |
$95.8K - $111K
|
963
$110K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
662+ 18.42% |
$92.1K - $107K
|
4.26K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
637New |
$88.6K - $103K
|
637
$72.8K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
611+ 13.04% |
$85K - $98.5K
|
5.3K
$605K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
486+ 11.51% |
$67.6K - $78.4K
|
4.71K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
472+ 15.66% |
$65.6K - $76.1K
|
3.49K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
396+ 24.32% |
$55.1K - $63.8K
|
2.02K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
381+ 17.85% |
$53K - $61.4K
|
2.52K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
341+ 8.66% |
$47.4K - $55K
|
4.28K
$489K
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
319+ 0.04% |
$44.4K - $51.4K
|
803K
$91.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
314New |
$43.7K - $50.6K
|
314
$35.9K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
298+ 3.68% |
$41.4K - $48K
|
8.4K
$960K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
263+ 18.39% |
$36.6K - $42.4K
|
1.69K
$193K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
239+ 17.28% |
$33.2K - $38.5K
|
1.62K
$185K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
232+ 1933.33% |
$32.3K - $37.4K
|
244
$27.9K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
219+ 35.15% |
$30.5K - $35.3K
|
842
$96.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
216+ 1.65% |
$30K - $34.8K
|
13.3K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
200+ 148.15% |
$27.8K - $32.2K
|
335
$38.3K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
195+ 11.77% |
$27.1K - $31.4K
|
1.85K
$212K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
135+ 21.57% |
$18.8K - $21.8K
|
761
$86.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
133+ 1.23% |
$18.5K - $21.4K
|
10.9K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
111+ 1.03% |
$15.4K - $17.9K
|
10.9K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
108New |
$15K - $17.4K
|
108
$12.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
101+ 183.64% |
$14K - $16.3K
|
156
$17.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$13.9K - $16.1K
|
100
$11.4K
|