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 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
16+ 1.34% |
$1.97K - $2.36K
|
1.21K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
15+ 0.35% |
$1.85K - $2.21K
|
4.27K
$575K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
15+ 0.73% |
$1.85K - $2.21K
|
2.06K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
14+ 0.94% |
$1.73K - $2.06K
|
1.51K
$204K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14+ 0.39% |
$1.73K - $2.06K
|
3.57K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
13+ 0.67% |
$1.6K - $1.92K
|
1.95K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
12+ 0.69% |
$1.48K - $1.77K
|
1.75K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 50.0% |
$1.48K - $1.77K
|
36
$4.85K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 1.98% |
$1.48K - $1.77K
|
619
$83.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
11+ 0.22% |
$1.36K - $1.62K
|
4.95K
$667K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
11+ 0.5% |
$1.36K - $1.62K
|
2.22K
$299K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 14.67% |
$1.36K - $1.62K
|
86
$11.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
10New |
$1.23K - $1.47K
|
10
$1.35K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10+ 0.32% |
$1.23K - $1.47K
|
3.18K
$429K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10+ 0.03% |
$1.23K - $1.47K
|
31.4K
$4.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.39% |
$1.23K - $1.47K
|
2.58K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
10+ 0.08% |
$1.23K - $1.47K
|
12.6K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10+ 0.24% |
$1.23K - $1.47K
|
4.17K
$563K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10+ 0.36% |
$1.23K - $1.47K
|
2.82K
$380K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 0.49% |
$1.11K - $1.33K
|
1.85K
$249K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
8New |
$987 - $1.18K
|
8
$1.08K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
8+ 0.53% |
$987 - $1.18K
|
1.53K
$206K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.37% |
$987 - $1.18K
|
2.2K
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
8+ 0.31% |
$987 - $1.18K
|
2.56K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
7+ 1.33% |
$863 - $1.03K
|
532
$71.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
7+ 0.39% |
$863 - $1.03K
|
1.79K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.29% |
$863 - $1.03K
|
2.39K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
7+ 17.95% |
$863 - $1.03K
|
46
$6.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6+ 0.37% |
$740 - $884
|
1.64K
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
6+ 0.32% |
$740 - $884
|
1.86K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
5+ 0.12% |
$617 - $737
|
4.31K
$581K
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
5+ 0.19% |
$617 - $737
|
2.65K
$357K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
5+ 4.42% |
$617 - $737
|
118
$15.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
5New |
$617 - $737
|
5
$674
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
CALL |
4+ 7.14% |
$493 - $590
|
60
$8.09K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4+ 13.33% |
$493 - $590
|
34
$4.58K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4+ 0.12% |
$493 - $590
|
3.27K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
3+ 0.01% |
$370 - $442
|
23.2K
$3.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.09% |
$370 - $442
|
3.47K
$467K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3+ 0.1% |
$370 - $442
|
3.08K
$416K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2+ 0.01% |
$247 - $295
|
17.5K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.01% |
$247 - $295
|
200
$27K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
2+ 0.1% |
$247 - $295
|
2K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.91% |
$247 - $295
|
221
$29.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 0.83% |
$247 - $295
|
242
$32.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2+ 0.13% |
$247 - $295
|
1.57K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 1.27% |
$247 - $295
|
160
$21.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2+ 0.04% |
$247 - $295
|
5.27K
$711K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2+ 0.08% |
$247 - $295
|
2.47K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.04% |
$247 - $295
|
4.45K
$600K
|