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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
166+ 7.5% |
$20.4K - $23K
|
2.38K
$315K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
160+ 98.77% |
$19.6K - $22.1K
|
322
$42.7K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.24% |
$19.4K - $21.9K
|
12.9K
$1.71M
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
151+ 232.31% |
$18.5K - $20.9K
|
216
$28.6K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
150+ 2.86% |
$18.4K - $20.8K
|
5.39K
$715K
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
131+ 5.96% |
$16.1K - $18.1K
|
2.33K
$309K
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
120+ 4.35% |
$14.7K - $16.6K
|
2.88K
$381K
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
111+ 2.76% |
$13.6K - $15.4K
|
4.13K
$548K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
109+ 2.23% |
$13.4K - $15.1K
|
4.99K
$661K
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
106+ 5.9% |
$13K - $14.7K
|
1.9K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
98+ 3.12% |
$12K - $13.6K
|
3.24K
$429K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
93+ 0.78% |
$11.4K - $12.9K
|
12K
$1.6M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 2.55% |
$10.9K - $12.3K
|
3.58K
$475K
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
84+ 1.28% |
$10.3K - $11.6K
|
6.66K
$883K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83New |
$10.2K - $11.5K
|
83
$11K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
75+ 1.73% |
$9.2K - $10.4K
|
4.42K
$586K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
72+ 1.0% |
$8.83K - $9.96K
|
7.27K
$964K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
68New |
$8.34K - $9.41K
|
68
$9.01K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
66+ 0.14% |
$8.09K - $9.13K
|
46.8K
$6.2M
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
62+ 1.17% |
$7.6K - $8.58K
|
5.35K
$708K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
60+ 6.82% |
$7.36K - $8.3K
|
940
$125K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
57+ 3.46% |
$6.99K - $7.89K
|
1.7K
$226K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
55+ 16.22% |
$6.75K - $7.61K
|
394
$52.2K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50+ 11.06% |
$6.13K - $6.92K
|
502
$66.5K
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
44+ 0.81% |
$5.4K - $6.09K
|
5.51K
$730K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
44+ 0.35% |
$5.4K - $6.09K
|
12.5K
$1.66M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
41+ 16.94% |
$5.03K - $5.67K
|
283
$37.5K
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
41+ 164.0% |
$5.03K - $5.67K
|
66
$8.75K
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
38+ 2.24% |
$4.66K - $5.26K
|
1.74K
$230K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35New |
$4.29K - $4.84K
|
35
$4.64K
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35+ 0.75% |
$4.29K - $4.84K
|
4.68K
$620K
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
33+ 0.72% |
$4.05K - $4.57K
|
4.65K
$616K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32+ 1.57% |
$3.92K - $4.43K
|
2.07K
$275K
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
32+ 1.01% |
$3.92K - $4.43K
|
3.21K
$426K
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
24+ 0.86% |
$2.94K - $3.32K
|
2.82K
$373K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 0.5% |
$2.58K - $2.91K
|
4.18K
$555K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
18+ 0.56% |
$2.21K - $2.49K
|
3.24K
$429K
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17+ 0.97% |
$2.09K - $2.35K
|
1.77K
$234K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.33% |
$1.84K - $2.08K
|
4.59K
$608K
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
14+ 0.49% |
$1.72K - $1.94K
|
2.9K
$384K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11+ 0.2% |
$1.35K - $1.52K
|
5.58K
$740K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11+ 0.61% |
$1.35K - $1.52K
|
1.83K
$242K
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.16% |
$1.35K - $1.52K
|
6.88K
$912K
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
10+ 0.36% |
$1.23K - $1.38K
|
2.77K
$368K
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
9+ 81.82% |
$1.1K - $1.25K
|
20
$2.65K
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8+ 0.08% |
$981 - $1.11K
|
9.48K
$1.26M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
7New |
$859 - $968
|
7
$928
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.08% |
$736 - $830
|
7.53K
$998K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.26% |
$736 - $830
|
2.29K
$304K
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
4+ 0.24% |
$491 - $553
|
1.69K
$224K
|