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 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
560+ 34.98% |
$61.4K - $76.3K
|
2.16K
$219K
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
555+ 9.23% |
$60.9K - $75.6K
|
6.57K
$664K
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
554+ 21.56% |
$60.8K - $75.5K
|
3.12K
$316K
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
551+ 22.08% |
$60.4K - $75.1K
|
3.05K
$308K
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
549+ 7.12% |
$60.2K - $74.8K
|
8.26K
$835K
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
545+ 4192.31% |
$59.8K - $74.3K
|
558
$56.4K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
530+ 18.29% |
$58.1K - $72.2K
|
3.43K
$347K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
523+ 968.52% |
$57.4K - $71.3K
|
577
$58.4K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
513+ 6.56% |
$56.3K - $69.9K
|
8.33K
$842K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
500+ 78.13% |
$54.8K - $68.1K
|
1.14K
$115K
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
497New |
$54.5K - $67.7K
|
497
$50.3K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
496+ 6.18% |
$54.4K - $67.6K
|
8.53K
$863K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
488+ 11.81% |
$53.5K - $66.5K
|
4.62K
$467K
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
475+ 7.07% |
$52.1K - $64.7K
|
7.19K
$727K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
465New |
$51K - $63.4K
|
465
$47K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
464+ 2.16% |
$50.9K - $63.2K
|
22K
$2.22M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
460+ 1.52% |
$50.4K - $62.7K
|
30.7K
$3.1M
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
458+ 28.12% |
$50.2K - $62.4K
|
2.09K
$211K
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
455+ 3.94% |
$49.9K - $62K
|
12K
$1.21M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
453+ 38.82% |
$49.7K - $61.7K
|
1.62K
$164K
|
|
May 12, 2025
Q1 2025
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
450New |
$49.3K - $61.3K
|
450
$45.5K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
450+ 2.57% |
$49.3K - $61.3K
|
17.9K
$1.81M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
450+ 11.07% |
$49.3K - $61.3K
|
4.52K
$457K
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
448+ 15.21% |
$49.1K - $61K
|
3.39K
$343K
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
448+ 32.51% |
$49.1K - $61K
|
1.83K
$185K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
447+ 3.1% |
$49K - $60.9K
|
14.9K
$1.5M
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
447+ 25.91% |
$49K - $60.9K
|
2.17K
$220K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
443New |
$48.6K - $60.4K
|
443
$44.8K
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
440+ 0.58% |
$48.3K - $60K
|
76K
$7.69M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
437+ 42.97% |
$47.9K - $59.5K
|
1.45K
$147K
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
435+ 15.81% |
$47.7K - $59.3K
|
3.19K
$322K
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
431+ 14.62% |
$47.3K - $58.7K
|
3.38K
$342K
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
429+ 209.27% |
$47K - $58.5K
|
634
$64.1K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
423+ 1.71% |
$46.4K - $57.6K
|
25.1K
$2.54M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
420+ 1.25% |
$46.1K - $57.2K
|
34.1K
$3.45M
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
409+ 6.29% |
$44.9K - $55.7K
|
6.91K
$699K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
409+ 0.87% |
$44.9K - $55.7K
|
47.2K
$4.77M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
405+ 9.33% |
$44.4K - $55.2K
|
4.74K
$480K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402+ 1608.0% |
$44.1K - $54.8K
|
427
$43.2K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
391+ 1.02% |
$42.9K - $53.3K
|
38.8K
$3.92M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
390+ 24.67% |
$42.8K - $53.1K
|
1.97K
$199K
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
386+ 6.12% |
$42.3K - $52.6K
|
6.69K
$677K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
384+ 3.61% |
$42.1K - $52.3K
|
11K
$1.11M
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
382+ 3.23% |
$41.9K - $52.1K
|
12.2K
$1.24M
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
379+ 9.51% |
$41.6K - $51.6K
|
4.36K
$441K
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
374+ 3.57% |
$41K - $51K
|
10.9K
$1.1M
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
373+ 1.18% |
$40.9K - $50.8K
|
32K
$3.24M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
365+ 2.61% |
$40K - $49.7K
|
14.3K
$1.45M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
365+ 6.78% |
$40K - $49.7K
|
5.75K
$581K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
356+ 4.5% |
$39K - $48.5K
|
8.27K
$836K
|