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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
9.62K+ 109.27% |
$1.18M - $1.33M
|
18.4K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.36K+ 6.27% |
$1.15M - $1.29M
|
159K
$18.1M
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
8.81K+ 70.26% |
$1.08M - $1.22M
|
21.4K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.59K+ 29.76% |
$1.05M - $1.19M
|
37.5K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.54K+ 16.31% |
$1.05M - $1.18M
|
60.9K
$6.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
7.55K+ 3.72% |
$925K - $1.04M
|
211K
$24.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
7.37K+ 34.22% |
$904K - $1.02M
|
28.9K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.94K+ 9.66% |
$852K - $961K
|
78.9K
$9.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
6.83K+ 27.71% |
$838K - $945K
|
31.5K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
6.64K+ 7.5% |
$814K - $918K
|
95.1K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
6.61K+ 9.95% |
$811K - $914K
|
73K
$8.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.6K+ 49.27% |
$810K - $914K
|
20K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
6.22K+ 9.09% |
$762K - $860K
|
74.6K
$8.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.18K+ 18.78% |
$758K - $855K
|
39.1K
$4.47M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.87K+ 58.67% |
$720K - $812K
|
15.9K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.85KNew |
$717K - $809K
|
5.85K
$668K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.78K+ 239.7% |
$709K - $800K
|
8.2K
$936K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.75K+ 26.66% |
$705K - $796K
|
27.3K
$3.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
5.69K+ 26.5% |
$698K - $787K
|
27.2K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
5.61K+ 21.71% |
$688K - $776K
|
31.4K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.5KNew |
$675K - $761K
|
5.5K
$628K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.42K+ 47.66% |
$665K - $750K
|
16.8K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.3K+ 18.18% |
$650K - $733K
|
34.4K
$3.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.24K+ 68.1% |
$643K - $725K
|
12.9K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.24KNew |
$643K - $725K
|
5.24K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.19KNew |
$636K - $717K
|
5.19K
$592K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.83KNew |
$592K - $668K
|
4.83K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
4.81K+ 29.91% |
$589K - $665K
|
20.9K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.79KNew |
$587K - $662K
|
4.79K
$547K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.75K+ 4.75% |
$583K - $658K
|
105K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.72K+ 63.8% |
$579K - $653K
|
12.1K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.67K+ 153.28% |
$573K - $646K
|
7.72K
$882K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.58K+ 43.92% |
$562K - $634K
|
15K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
4.5KNew |
$552K - $623K
|
4.5K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.49K+ 4.57% |
$550K - $621K
|
103K
$11.7M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.45K+ 5.59% |
$546K - $616K
|
84.2K
$9.61M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.44KNew |
$544K - $614K
|
4.44K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.3K+ 10.81% |
$527K - $595K
|
44.1K
$5.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
4.1K+ 24.05% |
$503K - $567K
|
21.2K
$2.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.02K+ 41.26% |
$493K - $556K
|
13.8K
$1.57M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.01K+ 117.57% |
$492K - $555K
|
7.42K
$847K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.98K+ 21.76% |
$488K - $551K
|
22.3K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.96K+ 6.08% |
$486K - $548K
|
69.1K
$7.89M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.95KNew |
$484K - $546K
|
3.95K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.88K+ 2.8% |
$476K - $537K
|
142K
$16.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3.73KNew |
$457K - $516K
|
3.73K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3.73KNew |
$457K - $516K
|
3.73K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.72K+ 2.1% |
$456K - $515K
|
180K
$20.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.66KNew |
$448K - $506K
|
3.66K
$418K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.63K+ 16.72% |
$445K - $502K
|
25.3K
$2.89M
|