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 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.01K+ 132.64% |
$549K - $683K
|
8.79K
$889K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5KNew |
$548K - $681K
|
5K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.96K+ 14.11% |
$544K - $675K
|
40.1K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
4.84KNew |
$531K - $660K
|
4.84K
$490K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.68K+ 87.48% |
$513K - $638K
|
10K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
4.66KNew |
$511K - $634K
|
4.66K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.64K+ 32.15% |
$509K - $632K
|
19.1K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
BUY
|
- |
4.45KNew |
$488K - $606K
|
4.45K
$450K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.45K+ 93.0% |
$488K - $606K
|
9.24K
$934K
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.44KNew |
$487K - $605K
|
4.44K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.4K+ 7.32% |
$483K - $600K
|
64.5K
$6.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
4.4K+ 37.93% |
$483K - $600K
|
16K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.38K+ 1.33% |
$480K - $597K
|
334K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.35K+ 187.69% |
$476K - $592K
|
6.66K
$674K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
4.31K+ 34.18% |
$472K - $587K
|
16.9K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4.27K+ 58.76% |
$468K - $582K
|
11.5K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.24K+ 176.06% |
$465K - $578K
|
6.65K
$673K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.24KNew |
$465K - $577K
|
4.24K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4.23K+ 207.91% |
$464K - $577K
|
6.27K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Flossbach Von Storch Ag
Cologne, 2M |
BUY
|
- |
4.23KNew |
$463K - $576K
|
4.23K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4.22K+ 182.93% |
$463K - $575K
|
6.53K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.17K+ 43.66% |
$458K - $569K
|
13.7K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.12K+ 37.13% |
$452K - $561K
|
15.2K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4.09K+ 12.98% |
$449K - $557K
|
35.6K
$3.6M
|
|
|
Apr 29, 2025
Q1 2025
|
J Hagan Capital, Inc.
Louisville, KY |
BUY
|
- |
4.01KNew |
$440K - $546K
|
4.01K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
3.99K+ 6.8% |
$438K - $544K
|
62.7K
$6.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
3.97KNew |
$435K - $541K
|
3.97K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.93K+ 24.93% |
$431K - $535K
|
19.7K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.9K+ 12.58% |
$427K - $531K
|
34.9K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.82K+ 30.29% |
$419K - $520K
|
16.4K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
3.8KNew |
$417K - $518K
|
3.8K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
3.79K+ 7.96% |
$416K - $517K
|
51.4K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
Farringdon Capital, Ltd.
London, X0 |
BUY
|
- |
3.79KNew |
$416K - $517K
|
3.79K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
3.79KNew |
$415K - $516K
|
3.79K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
3.78K+ 62.42% |
$414K - $515K
|
9.83K
$994K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.7K+ 30.8% |
$406K - $504K
|
15.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.68K+ 0.49% |
$403K - $501K
|
756K
$76.5M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$400K - $497K
|
3.65K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Benin Management Corp
|
BUY
|
- |
3.61K+ 12.73% |
$395K - $491K
|
31.9K
$3.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.57K+ 73.51% |
$392K - $487K
|
8.44K
$853K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.46K+ 8.86% |
$379K - $471K
|
42.5K
$4.29M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.44K+ 10.2% |
$378K - $469K
|
37.2K
$3.76M
|
|
|
May 12, 2025
Q1 2025
|
Keating Investment Counselors Inc
|
BUY
|
- |
3.44K+ 17.68% |
$377K - $469K
|
22.9K
$2.32M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.4K+ 23.33% |
$373K - $463K
|
18K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
3.39K+ 11.09% |
$372K - $462K
|
34K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.36K+ 57.14% |
$369K - $458K
|
9.25K
$936K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
3.3KNew |
$362K - $449K
|
3.3K
$333K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
3.3K+ 26.41% |
$361K - $449K
|
15.8K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.25KNew |
$357K - $443K
|
3.25K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
3.25K+ 1.54% |
$356K - $442K
|
215K
$21.7M
|