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 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
228+ 3.83% |
$25K - $31.1K
|
6.18K
$633K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
224+ 12.04% |
$24.6K - $30.5K
|
2.09K
$214K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
217+ 3.44% |
$23.8K - $29.6K
|
6.52K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
216+ 0.58% |
$23.7K - $29.4K
|
37.3K
$3.83M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
213+ 8.2% |
$23.4K - $29K
|
2.81K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
213+ 1.21% |
$23.4K - $29K
|
17.8K
$1.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
210+ 525.0% |
$23K - $28.6K
|
250
$25.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
209+ 10.86% |
$22.9K - $28.5K
|
2.13K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
208+ 4.94% |
$22.8K - $28.3K
|
4.42K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
206+ 10.0% |
$22.6K - $28.1K
|
2.27K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
202+ 3.9% |
$22.2K - $27.5K
|
5.38K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
202+ 1.03% |
$22.2K - $27.5K
|
19.8K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
CALL |
200+ 100.0% |
$21.9K - $27.3K
|
400
$41K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
200+ 5.58% |
$21.9K - $27.3K
|
3.79K
$388K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
197New |
$21.6K - $26.8K
|
197
$20.2K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
193+ 2.77% |
$21.2K - $26.3K
|
7.15K
$733K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
192New |
$21.1K - $26.2K
|
192
$19.7K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
190New |
$20.8K - $25.9K
|
190
$19.5K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
189+ 29.3% |
$20.7K - $25.8K
|
834
$85.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
186+ 51.52% |
$20.4K - $25.3K
|
547
$56.1K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
179+ 6.83% |
$19.6K - $24.4K
|
2.8K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
178+ 0.51% |
$19.5K - $24.3K
|
35.3K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 10.06% |
$19.5K - $24.3K
|
1.95K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
175+ 3.28% |
$19.2K - $23.8K
|
5.5K
$564K
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
173+ 0.65% |
$19K - $23.6K
|
26.8K
$2.75M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
173+ 0.55% |
$19K - $23.6K
|
31.4K
$3.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
169+ 9.02% |
$18.5K - $23K
|
2.04K
$209K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
168+ 79.62% |
$18.4K - $22.9K
|
379
$38.9K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
157+ 6.85% |
$17.2K - $21.4K
|
2.45K
$251K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
155+ 2.24% |
$17K - $21.1K
|
7.08K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
154New |
$16.9K - $21K
|
154
$15.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
153+ 4.03% |
$16.8K - $20.8K
|
3.95K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
152+ 1.44% |
$16.7K - $20.7K
|
10.7K
$1.1M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
150New |
$16.4K - $20.4K
|
150
$15.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150+ 83.33% |
$16.4K - $20.4K
|
330
$33.8K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 3.22% |
$15.8K - $19.6K
|
4.62K
$473K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
142+ 8.18% |
$15.6K - $19.3K
|
1.88K
$192K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
140+ 0.67% |
$15.4K - $19.1K
|
21.1K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.22% |
$15.4K - $19.1K
|
62.8K
$6.44M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139+ 2.31% |
$15.2K - $18.9K
|
6.15K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
138+ 1.21% |
$15.1K - $18.8K
|
11.6K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
134+ 10.59% |
$14.7K - $18.3K
|
1.4K
$143K
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
133+ 1.38% |
$14.6K - $18.1K
|
9.77K
$1M
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
132+ 1.27% |
$14.5K - $18K
|
10.6K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
128New |
$14K - $17.4K
|
128
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
127+ 0.34% |
$13.9K - $17.3K
|
38K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
127+ 44.88% |
$13.9K - $17.3K
|
410
$42K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
125+ 5.21% |
$13.7K - $17K
|
2.53K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
123+ 492.0% |
$13.5K - $16.8K
|
148
$15.2K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
117+ 2.15% |
$12.8K - $15.9K
|
5.55K
$569K
|