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 |
---|---|---|---|---|---|---|---|
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
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.36K+ 19.26% |
$368K - $458K
|
20.8K
$2.1M
|
|
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
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
3.24KNew |
$355K - $441K
|
3.24K
$327K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.23K+ 71.01% |
$354K - $440K
|
7.78K
$786K
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.23K+ 28.54% |
$354K - $439K
|
14.5K
$1.47M
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.22K+ 6.59% |
$353K - $439K
|
52.1K
$5.27M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.2K+ 3.55% |
$351K - $436K
|
93.2K
$9.42M
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.15K+ 13.76% |
$345K - $429K
|
26K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
3.13KNew |
$343K - $426K
|
3.13K
$316K
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
3.11K+ 26.96% |
$341K - $423K
|
14.6K
$1.48M
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$340K - $422K
|
3.1K
$314K
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.07K+ 43.78% |
$336K - $418K
|
10.1K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.05K+ 23.74% |
$334K - $415K
|
15.9K
$1.61M
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.03KNew |
$332K - $413K
|
3.03K
$307K
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.02KNew |
$331K - $412K
|
3.02K
$306K
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.01K+ 25.62% |
$330K - $410K
|
14.8K
$1.49M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.95K+ 21.29% |
$324K - $403K
|
16.8K
$1.7M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.9K+ 26.34% |
$318K - $395K
|
13.9K
$1.41M
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.9K+ 20.76% |
$318K - $395K
|
16.8K
$1.7M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.85K+ 9.32% |
$313K - $388K
|
33.4K
$3.38M
|