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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
101+ 6.37% |
$12.5K - $14.9K
|
1.69K
$229K
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
100+ 2.03% |
$12.3K - $14.7K
|
5.02K
$682K
|
|
|
Nov 12, 2024
Q3 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
100+ 33.33% |
$12.3K - $14.7K
|
400
$54.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 0.07% |
$12.3K - $14.7K
|
140K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
99+ 3.36% |
$12.2K - $14.6K
|
3.05K
$414K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
98+ 1.99% |
$12.1K - $14.4K
|
5.02K
$681K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
97+ 5.63% |
$12K - $14.3K
|
1.82K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
94+ 1.27% |
$11.6K - $13.9K
|
7.5K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
94+ 0.87% |
$11.6K - $13.9K
|
10.9K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
91+ 4.36% |
$11.2K - $13.4K
|
2.18K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 3.62% |
$11.1K - $13.3K
|
2.58K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
89+ 3.0% |
$11K - $13.1K
|
3.05K
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
88+ 0.05% |
$10.9K - $13K
|
180K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
87+ 1.66% |
$10.7K - $12.8K
|
5.34K
$725K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
87+ 3.11% |
$10.7K - $12.8K
|
2.88K
$391K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
87+ 5.52% |
$10.7K - $12.8K
|
1.66K
$226K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
86+ 4.93% |
$10.6K - $12.7K
|
1.83K
$248K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
85+ 1.99% |
$10.5K - $12.5K
|
4.35K
$590K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
85+ 3.03% |
$10.5K - $12.5K
|
2.89K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
83New |
$10.2K - $12.2K
|
83
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
83+ 1.17% |
$10.2K - $12.2K
|
7.18K
$974K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
81+ 97.59% |
$9.99K - $11.9K
|
164
$22.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
81+ 1.84% |
$9.99K - $11.9K
|
4.49K
$609K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
80+ 1.23% |
$9.87K - $11.8K
|
6.58K
$892K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
79+ 0.63% |
$9.74K - $11.6K
|
12.6K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
79+ 6.09% |
$9.74K - $11.6K
|
1.38K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
75+ 1.12% |
$9.25K - $11.1K
|
6.75K
$916K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
75+ 2.65% |
$9.25K - $11.1K
|
2.91K
$394K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
75+ 1.01% |
$9.25K - $11.1K
|
7.51K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
72+ 3.16% |
$8.88K - $10.6K
|
2.35K
$319K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
72New |
$8.88K - $10.6K
|
72
$9.77K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
72+ 2.16% |
$8.88K - $10.6K
|
3.41K
$463K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
71+ 2.77% |
$8.76K - $10.5K
|
2.64K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
71+ 1.5% |
$8.76K - $10.5K
|
4.8K
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
70+ 0.46% |
$8.63K - $10.3K
|
15.2K
$2.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.11% |
$8.63K - $10.3K
|
62.7K
$8.5M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70+ 10.77% |
$8.63K - $10.3K
|
720
$97.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
69+ 0.47% |
$8.51K - $10.2K
|
14.9K
$2.02M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
69+ 1.93% |
$8.51K - $10.2K
|
3.64K
$494K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
68+ 1.15% |
$8.39K - $10K
|
5.96K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
67+ 0.07% |
$8.26K - $9.87K
|
100K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
65+ 0.44% |
$8.02K - $9.58K
|
14.8K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
61+ 1.56% |
$7.52K - $8.99K
|
3.97K
$539K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
60+ 3.46% |
$7.4K - $8.84K
|
1.8K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
58+ 19.21% |
$7.15K - $8.55K
|
360
$48.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
58+ 2.72% |
$7.15K - $8.55K
|
2.19K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
57+ 1.23% |
$7.03K - $8.4K
|
4.68K
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
54+ 0.6% |
$6.66K - $7.96K
|
9.01K
$1.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
54+ 1.67% |
$6.66K - $7.96K
|
3.29K
$446K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
53+ 1.55% |
$6.54K - $7.81K
|
3.46K
$470K
|