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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
190+ 1.18% |
$23.4K - $28K
|
16.4K
$2.2M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
188+ 0.43% |
$23.2K - $27.7K
|
43.4K
$5.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
186New |
$22.9K - $27.4K
|
186
$25.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
184+ 6.2% |
$22.7K - $27.1K
|
3.15K
$425K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
183+ 9.25% |
$22.6K - $27K
|
2.16K
$291K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
182+ 3.57% |
$22.4K - $26.8K
|
5.28K
$712K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
180+ 4.09% |
$22.2K - $26.5K
|
4.59K
$618K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.85% |
$22.1K - $26.4K
|
9.85K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
178+ 2.56% |
$22K - $26.2K
|
7.13K
$961K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
175+ 2.72% |
$21.6K - $25.8K
|
6.62K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
172+ 0.21% |
$21.2K - $25.3K
|
83.1K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
171+ 397.67% |
$21.1K - $25.2K
|
214
$28.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
170+ 5.28% |
$21K - $25.1K
|
3.39K
$457K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
165+ 5.12% |
$20.3K - $24.3K
|
3.39K
$456K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
164+ 3.49% |
$20.2K - $24.2K
|
4.86K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
163New |
$20.1K - $24K
|
163
$22K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
158+ 0.28% |
$19.5K - $23.3K
|
56.2K
$7.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
156+ 1.94% |
$19.2K - $23K
|
8.18K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
155+ 3.15% |
$19.1K - $22.8K
|
5.07K
$684K
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
153+ 5.62% |
$18.9K - $22.5K
|
2.88K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
150+ 20.11% |
$18.5K - $22.1K
|
896
$121K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
150+ 8.8% |
$18.5K - $22.1K
|
1.85K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
150+ 9.84% |
$18.5K - $22.1K
|
1.67K
$226K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 8.93% |
$18.5K - $22.1K
|
1.83K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
150+ 0.67% |
$18.5K - $22.1K
|
22.5K
$3.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
149+ 5.48% |
$18.4K - $22K
|
2.87K
$387K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
145+ 1.69% |
$17.9K - $21.4K
|
8.74K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142+ 4.24% |
$17.5K - $20.9K
|
3.49K
$471K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
140+ 0.4% |
$17.3K - $20.6K
|
34.9K
$4.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
139+ 5.81% |
$17.1K - $20.5K
|
2.53K
$341K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 4.77% |
$17.1K - $20.5K
|
3.05K
$412K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
136+ 3.72% |
$16.8K - $20K
|
3.79K
$512K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
136+ 22.37% |
$16.8K - $20K
|
744
$100K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
134+ 0.21% |
$16.5K - $19.7K
|
63.5K
$8.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
131+ 18.88% |
$16.2K - $19.3K
|
825
$111K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
129+ 7.01% |
$15.9K - $19K
|
1.97K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
128+ 0.25% |
$15.8K - $18.9K
|
51.7K
$6.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
126+ 13.25% |
$15.5K - $18.6K
|
1.08K
$145K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
119+ 0.34% |
$14.7K - $17.5K
|
35.3K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
117+ 1.67% |
$14.4K - $17.2K
|
7.14K
$962K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
113+ 0.67% |
$13.9K - $16.7K
|
17.1K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
112+ 3.99% |
$13.8K - $16.5K
|
2.92K
$393K
|
|
|
Nov 20, 2024
Q3 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
110+ 2.78% |
$13.6K - $16.2K
|
4.06K
$547K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
103+ 50.99% |
$12.7K - $15.2K
|
305
$41.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
102+ 0.67% |
$12.6K - $15K
|
15.4K
$2.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
101+ 6.37% |
$12.5K - $14.9K
|
1.69K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
100+ 2.03% |
$12.3K - $14.7K
|
5.02K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 33.33% |
$12.3K - $14.7K
|
400
$53.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 0.07% |
$12.3K - $14.7K
|
140K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
99+ 3.36% |
$12.2K - $14.6K
|
3.05K
$411K
|