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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
4.01K+ 174.48% |
$369K - $442K
|
6.31K
$628K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.99K+ 34.48% |
$367K - $439K
|
15.6K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.76K+ 58.1% |
$346K - $414K
|
10.2K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.61K+ 9.32% |
$332K - $397K
|
42.3K
$4.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.54K+ 2.69% |
$325K - $390K
|
135K
$13.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
3.49K+ 9.43% |
$321K - $385K
|
40.5K
$4.03M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.46KNew |
$318K - $381K
|
3.46K
$344K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.46K+ 21.4% |
$318K - $381K
|
19.6K
$1.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
2.82K+ 2.75% |
$259K - $311K
|
105K
$10.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.8KNew |
$257K - $309K
|
2.8K
$279K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.79K+ 6.26% |
$257K - $308K
|
47.4K
$4.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.78KNew |
$255K - $306K
|
2.78K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.75KNew |
$253K - $303K
|
2.75K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
2.75K+ 27.0% |
$253K - $303K
|
12.9K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2.66K+ 158.03% |
$244K - $293K
|
4.34K
$432K
|
|
|
Jul 07, 2025
Q2 2025
|
Value Partners Investments Inc.
|
BUY
|
- |
2.54K+ 0.44% |
$233K - $280K
|
578K
$57.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
2.48K+ 6.04% |
$228K - $273K
|
43.5K
$4.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.39KNew |
$219K - $263K
|
2.39K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.25KNew |
$207K - $248K
|
2.25K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.13K+ 44.6% |
$196K - $235K
|
6.91K
$688K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
2.12K+ 14.47% |
$195K - $234K
|
16.8K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.11KNew |
$193K - $232K
|
2.11K
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.07KNew |
$190K - $228K
|
2.07K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.96K+ 49.31% |
$180K - $215K
|
5.92K
$589K
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
1.85K+ 7.28% |
$170K - $204K
|
27.3K
$2.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 14.46% |
$166K - $200K
|
14.3K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 6.22% |
$161K - $193K
|
30K
$2.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.75K+ 10.54% |
$161K - $193K
|
18.4K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.67K+ 36.86% |
$154K - $184K
|
6.2K
$617K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.58K+ 29.15% |
$146K - $174K
|
7.01K
$698K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.5K+ 17.36% |
$138K - $165K
|
10.1K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.49K+ 31.17% |
$137K - $165K
|
6.29K
$626K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.47K+ 23.74% |
$135K - $162K
|
7.65K
$761K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
1.45K+ 9.88% |
$133K - $160K
|
16.1K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.44K+ 5.87% |
$133K - $159K
|
26K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Exeter Financial, LLC
|
BUY
|
- |
1.43K+ 6.25% |
$131K - $157K
|
24.3K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 4.4% |
$129K - $155K
|
33.4K
$3.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.41K+ 1.95% |
$129K - $155K
|
73.6K
$7.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.36K+ 889.54% |
$125K - $150K
|
1.51K
$151K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.35K+ 18.8% |
$124K - $148K
|
8.5K
$846K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.31K+ 15.24% |
$121K - $145K
|
9.94K
$989K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.27K+ 21.47% |
$117K - $140K
|
7.21K
$717K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1.23K+ 51.99% |
$113K - $135K
|
3.58K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.22K+ 18.43% |
$112K - $135K
|
7.86K
$782K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.19K+ 12.37% |
$110K - $132K
|
10.8K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.18K+ 23.13% |
$108K - $130K
|
6.28K
$625K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
1.17K+ 34.21% |
$107K - $129K
|
4.58K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
BUY
|
- |
1.15K+ 5.82% |
$106K - $127K
|
21K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.08K+ 6.02% |
$99.2K - $119K
|
19K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.08K+ 5.01% |
$98.8K - $118K
|
22.5K
$2.24M
|