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 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
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.84KNew |
$312K - $387K
|
2.84K
$287K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.8K+ 0.84% |
$307K - $382K
|
337K
$34.1M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$307K - $382K
|
2.8K
$283K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 108.56% |
$306K - $380K
|
5.36K
$542K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$302K - $375K
|
2.75K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.71K+ 3.13% |
$297K - $370K
|
89.5K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$296K - $368K
|
2.7K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.66KNew |
$291K - $362K
|
2.66K
$269K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
2.64K+ 71.27% |
$289K - $359K
|
6.34K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.59KNew |
$284K - $353K
|
2.59K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
2.57K+ 9.44% |
$281K - $350K
|
29.7K
$3.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.5KNew |
$274K - $341K
|
2.5K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.49K+ 69.98% |
$273K - $339K
|
6.05K
$612K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$272K - $338K
|
2.48K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.44K+ 117.86% |
$268K - $333K
|
4.51K
$457K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.44K+ 47.96% |
$267K - $332K
|
7.53K
$761K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.44K+ 24.34% |
$267K - $332K
|
12.5K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.42KNew |
$265K - $329K
|
2.42K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 30.39% |
$257K - $319K
|
10K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.3KNew |
$252K - $313K
|
2.3K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.26K+ 3.83% |
$248K - $308K
|
61.3K
$6.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 20.23% |
$245K - $305K
|
13.3K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.23KNew |
$244K - $303K
|
2.23K
$225K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.22K+ 4.09% |
$244K - $303K
|
56.5K
$5.71M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.22K+ 6.68% |
$243K - $302K
|
35.5K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.22K+ 9.25% |
$243K - $302K
|
26.2K
$2.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.21K+ 95.13% |
$242K - $301K
|
4.53K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.2K+ 424.9% |
$241K - $300K
|
2.72K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
2.2KNew |
$241K - $300K
|
2.2K
$223K
|
|
|
May 02, 2025
Q1 2025
|
Mayar Capital Ltd.
|
BUY
|
- |
2.2K+ 2.11% |
$241K - $300K
|
107K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.2K+ 47.68% |
$241K - $299K
|
6.81K
$688K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$240K - $299K
|
2.19K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.19K+ 150.65% |
$240K - $298K
|
3.64K
$368K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2.18K+ 1.57% |
$239K - $298K
|
141K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.18K+ 41.0% |
$239K - $297K
|
7.49K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2.17K+ 14.62% |
$238K - $296K
|
17K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.15K+ 19.91% |
$236K - $293K
|
12.9K
$1.31M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 76.63% |
$233K - $289K
|
4.89K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 55.51% |
$231K - $287K
|
5.9K
$596K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.1K+ 38.29% |
$230K - $286K
|
7.59K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.05KNew |
$224K - $279K
|
2.05K
$207K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.04K+ 8.74% |
$223K - $278K
|
25.3K
$2.56M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.03K+ 32.7% |
$222K - $276K
|
8.22K
$831K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.02KNew |
$221K - $275K
|
2.02K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2K+ 42.51% |
$219K - $273K
|
6.71K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2K+ 26.18% |
$219K - $273K
|
9.64K
$975K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2KNew |
$219K - $273K
|
2K
$202K
|