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 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25+ 1.86% |
$4.35K - $4.85K
|
1.37K
$183K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
23+ 25.0% |
$4K - $4.46K
|
115
$15.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
22+ 1.84% |
$3.82K - $4.27K
|
1.22K
$163K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19+ 57.58% |
$3.3K - $3.69K
|
52
$6.95K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
18+ 4.6% |
$3.13K - $3.49K
|
409
$54.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
14+ 0.89% |
$2.43K - $2.72K
|
1.6K
$213K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
9+ 0.05% |
$1.56K - $1.75K
|
16.8K
$2.25M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$1.56K - $1.75K
|
9
$1.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7+ 22.58% |
$1.22K - $1.36K
|
38
$5.08K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
4+ 0.27% |
$695 - $776
|
1.48K
$197K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.21% |
$521 - $582
|
1.45K
$194K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.07% |
$174 - $194
|
1.4K
$187K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.62MNew |
$1.05B - $1.26B
|
6.62M
$885M
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
55.5KNew |
$8.83M - $10.6M
|
55.5K
$7.41M
|
|
|
Jan 26, 2023
Q4 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
55KNew |
$8.75M - $10.5M
|
55K
$7.35M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
45.6K+ 5714.54% |
$7.26M - $8.68M
|
46.4K
$6.2M
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
33.4KNew |
$5.31M - $6.35M
|
33.4K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
30KNew |
$4.78M - $5.72M
|
30K
$4.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
14.4K+ 112.25% |
$2.29M - $2.74M
|
27.2K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.3KNew |
$1.96M - $2.34M
|
12.3K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.4K+ 2.37% |
$1.81M - $2.17M
|
492K
$65.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
9KNew |
$1.43M - $1.71M
|
9K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7.87K+ 88.17% |
$1.25M - $1.5M
|
16.8K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.96K+ 20.96% |
$1.11M - $1.32M
|
40.1K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
4.82KNew |
$767K - $918K
|
4.82K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.59KNew |
$730K - $873K
|
4.59K
$613K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.28KNew |
$682K - $815K
|
4.28K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.9KNew |
$621K - $742K
|
3.9K
$521K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
3.58KNew |
$569K - $681K
|
3.58K
$478K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
3.13KNew |
$497K - $595K
|
3.13K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
2.82K+ 24.3% |
$449K - $537K
|
14.4K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
2.75KNew |
$438K - $524K
|
2.75K
$368K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.38KNew |
$378K - $453K
|
2.38K
$318K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.31KNew |
$368K - $440K
|
2.31K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.28KNew |
$363K - $435K
|
2.28K
$305K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.22K+ 21.49% |
$354K - $423K
|
12.6K
$1.68M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.92KNew |
$306K - $366K
|
1.92K
$257K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.85KNew |
$294K - $352K
|
1.85K
$247K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
1.74KNew |
$276K - $330K
|
1.74K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.58KNew |
$251K - $300K
|
1.58K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.26KNew |
$200K - $239K
|
1.26K
$168K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.25KNew |
$199K - $238K
|
1.25K
$167K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.24KNew |
$197K - $236K
|
1.24K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.21KNew |
$193K - $230K
|
1.21K
$162K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$192K - $230K
|
1.21K
$162K
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
BUY
|
- |
1.2KNew |
$191K - $228K
|
1.2K
$160K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$157K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$186K - $222K
|
1.17K
$156K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
1KNew |
$159K - $190K
|
1K
$134K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$159K - $190K
|
1K
$134K
|
|