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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.93K+ 1.66% |
$988K - $1.16M
|
363K
$35M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
5.31K+ 59.84% |
$885K - $1.04M
|
14.2K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
CALL |
5KNew |
$833K - $980K
|
5K
$482K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
4.75KNew |
$791K - $931K
|
4.75K
$458K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.22K+ 127.72% |
$702K - $826K
|
7.52K
$725K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.84K+ 17.15% |
$639K - $752K
|
26.2K
$2.53M
|
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.49K+ 53.01% |
$581K - $684K
|
10.1K
$971K
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.11KNew |
$518K - $609K
|
3.11K
$300K
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.01KNew |
$335K - $394K
|
2.01K
$194K
|
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2K+ 6.91% |
$333K - $391K
|
30.9K
$2.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
1.88KNew |
$314K - $369K
|
1.88K
$182K
|
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
1.63KNew |
$272K - $320K
|
1.63K
$157K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.59KNew |
$265K - $311K
|
1.59K
$153K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$236K - $278K
|
1.42K
$137K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.38KNew |
$230K - $271K
|
1.38K
$133K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.28KNew |
$213K - $251K
|
1.28K
$123K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.15K+ 9.82% |
$191K - $225K
|
12.9K
$1.24M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.14KNew |
$190K - $223K
|
1.14K
$110K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
506New |
$84.3K - $99.2K
|
506
$48.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
391+ 2.01% |
$65.1K - $76.6K
|
19.8K
$1.91M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
390+ 37.5% |
$65K - $76.5K
|
1.43K
$138K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
333+ 9.39% |
$55.5K - $65.3K
|
3.88K
$374K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
302New |
$50.3K - $59.2K
|
302
$29.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
220+ 17.24% |
$36.7K - $43.1K
|
1.5K
$144K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$78.1K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$78.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
148+ 1.41% |
$24.7K - $29K
|
10.7K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
142+ 10.45% |
$23.7K - $27.8K
|
1.5K
$145K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
119New |
$19.8K - $23.3K
|
119
$11.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
106+ 1.31% |
$17.7K - $20.8K
|
8.17K
$788K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
102+ 8.38% |
$17K - $20K
|
1.32K
$127K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 3.22% |
$16.7K - $19.6K
|
3.21K
$309K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 43.69% |
$15K - $17.6K
|
296
$28.5K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
78+ 1.47% |
$13K - $15.3K
|
5.4K
$521K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
77+ 6.84% |
$12.8K - $15.1K
|
1.2K
$116K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
57+ 1.0% |
$9.5K - $11.2K
|
5.74K
$554K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
55+ 2.89% |
$9.16K - $10.8K
|
1.96K
$189K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.57% |
$8.66K - $10.2K
|
2.08K
$200K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 4.08% |
$8.33K - $9.8K
|
1.28K
$123K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 17.56% |
$8.16K - $9.61K
|
328
$31.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
41+ 3.69% |
$6.83K - $8.04K
|
1.15K
$111K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
38+ 3.5% |
$6.33K - $7.45K
|
1.13K
$108K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
26+ 0.39% |
$4.33K - $5.1K
|
6.78K
$654K
|
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
25+ 2.1% |
$4.17K - $4.9K
|
1.21K
$117K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 133.33% |
$3.33K - $3.92K
|
35
$3.38K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
15+ 1.25% |
$2.5K - $2.94K
|
1.22K
$117K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9New |
$1.5K - $1.76K
|
9
$868
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.35% |
$666 - $784
|
1.13K
$109K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.05% |
$500 - $588
|
290
$28K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.33% |
$333 - $392
|
601
$58K
|