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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
405+ 9.33% |
$44.4K - $55.2K
|
4.74K
$486K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402+ 1608.0% |
$44.1K - $54.8K
|
427
$43.8K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
391+ 1.02% |
$42.9K - $53.3K
|
38.8K
$3.98M
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
390+ 24.67% |
$42.8K - $53.1K
|
1.97K
$202K
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
386+ 6.12% |
$42.3K - $52.6K
|
6.69K
$686K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
384+ 3.61% |
$42.1K - $52.3K
|
11K
$1.13M
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
382+ 3.23% |
$41.9K - $52.1K
|
12.2K
$1.25M
|
|
Apr 10, 2025
Q1 2025
|
Salvus Wealth Management, LLC
|
BUY
|
- |
379+ 9.51% |
$41.6K - $51.6K
|
4.36K
$447K
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
374+ 3.57% |
$41K - $51K
|
10.9K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
373+ 1.18% |
$40.9K - $50.8K
|
32K
$3.28M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
365+ 2.61% |
$40K - $49.7K
|
14.3K
$1.47M
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
365+ 6.78% |
$40K - $49.7K
|
5.75K
$589K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
356+ 4.5% |
$39K - $48.5K
|
8.27K
$848K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
354+ 14.76% |
$38.8K - $48.2K
|
2.75K
$282K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
347New |
$38.1K - $47.3K
|
347
$35.6K
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
339+ 0.92% |
$37.2K - $46.2K
|
37.2K
$3.81M
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
BUY
|
- |
337+ 2106.25% |
$37K - $45.9K
|
353
$36.2K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
336+ 134.94% |
$36.8K - $45.8K
|
585
$60K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
336+ 3.1% |
$36.8K - $45.8K
|
11.2K
$1.15M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
335New |
$36.7K - $45.6K
|
335
$34.3K
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
330+ 2.63% |
$36.2K - $45K
|
12.9K
$1.32M
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
310+ 12.05% |
$34K - $42.2K
|
2.88K
$295K
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
307+ 2.0% |
$33.7K - $41.8K
|
15.7K
$1.61M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
304+ 3.37% |
$33.3K - $41.4K
|
9.33K
$956K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$32.9K - $40.9K
|
300
$30.8K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
300+ 9.38% |
$32.9K - $40.9K
|
3.5K
$359K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 7.7% |
$32.8K - $40.7K
|
4.18K
$429K
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
295+ 6.66% |
$32.3K - $40.2K
|
4.72K
$484K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
290+ 2.39% |
$31.8K - $39.5K
|
12.4K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
290+ 14.43% |
$31.8K - $39.5K
|
2.3K
$236K
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
289+ 10.05% |
$31.7K - $39.4K
|
3.16K
$324K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
288New |
$31.6K - $39.2K
|
288
$29.5K
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
288+ 13.47% |
$31.6K - $39.2K
|
2.43K
$249K
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
284+ 5.09% |
$31.1K - $38.7K
|
5.87K
$602K
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
282+ 1.47% |
$30.9K - $38.4K
|
19.5K
$2M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
275+ 5.6% |
$30.2K - $37.5K
|
5.19K
$532K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
266+ 2.39% |
$29.2K - $36.2K
|
11.4K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
265+ 0.85% |
$29.1K - $36.1K
|
31.3K
$3.21M
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
262+ 5.99% |
$28.7K - $35.7K
|
4.63K
$475K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262+ 4.84% |
$28.7K - $35.7K
|
5.67K
$581K
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
251+ 374.63% |
$27.5K - $34.2K
|
318
$32.6K
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
250+ 1.83% |
$27.4K - $34.1K
|
13.9K
$1.43M
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
248+ 1.48% |
$27.2K - $33.8K
|
17K
$1.74M
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
248+ 5.37% |
$27.2K - $33.8K
|
4.87K
$499K
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
247+ 17.91% |
$27.1K - $33.7K
|
1.63K
$167K
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
243+ 6.01% |
$26.6K - $33.1K
|
4.29K
$440K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
242+ 13.69% |
$26.5K - $33K
|
2.01K
$206K
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
240+ 0.92% |
$26.3K - $32.7K
|
26.3K
$2.69M
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
240New |
$26.3K - $32.7K
|
240
$24.6K
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
231+ 6.95% |
$25.3K - $31.5K
|
3.56K
$365K
|