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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
526New |
$70.6K - $80.1K
|
526
$70.9K
|
|
Jul 12, 2024
Q2 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
512+ 14.67% |
$68.7K - $78K
|
4K
$539K
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
503New |
$67.5K - $76.6K
|
503
$67.8K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
500New |
$67.1K - $76.1K
|
500
$67.4K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
440+ 453.61% |
$59K - $67K
|
537
$72.4K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
439New |
$58.9K - $66.8K
|
439
$59.2K
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
434+ 7.85% |
$58.2K - $66.1K
|
5.96K
$804K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
400+ 79.68% |
$53.7K - $60.9K
|
902
$122K
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
344+ 5.45% |
$46.2K - $52.4K
|
6.66K
$897K
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
328+ 5.66% |
$44K - $49.9K
|
6.12K
$825K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
300+ 67.42% |
$40.3K - $45.7K
|
745
$100K
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
CALL |
300New |
$40.3K - $45.7K
|
300
$40.4K
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
289+ 2.08% |
$38.8K - $44K
|
14.2K
$1.91M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
274+ 3.84% |
$36.8K - $41.7K
|
7.4K
$998K
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
213+ 6.44% |
$28.6K - $32.4K
|
3.52K
$475K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
202+ 8.63% |
$27.1K - $30.8K
|
2.54K
$343K
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
187+ 4.4% |
$25.1K - $28.5K
|
4.43K
$598K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
174New |
$23.4K - $26.5K
|
174
$23.5K
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
161+ 8.09% |
$21.6K - $24.5K
|
2.15K
$290K
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
158+ 8.4% |
$21.2K - $24.1K
|
2.04K
$275K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157+ 5.49% |
$21.1K - $23.9K
|
3.02K
$407K
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
155+ 0.34% |
$20.8K - $23.6K
|
45.8K
$6.18M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
142+ 33.18% |
$19.1K - $21.6K
|
570
$76.8K
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
115+ 8.21% |
$15.4K - $17.5K
|
1.52K
$204K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
111New |
$14.9K - $16.9K
|
111
$15K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
111New |
$14.9K - $16.9K
|
111
$15K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
110+ 7.38% |
$14.8K - $16.7K
|
1.6K
$216K
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
101New |
$13.6K - $15.4K
|
101
$13.6K
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
100New |
$13.4K - $15.2K
|
100
$13.5K
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
100+ 4.56% |
$13.4K - $15.2K
|
2.3K
$309K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
96+ 1.32% |
$12.9K - $14.6K
|
7.37K
$993K
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83+ 218.42% |
$11.1K - $12.6K
|
121
$16.3K
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
75New |
$10.1K - $11.4K
|
75
$10.1K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
75+ 1.19% |
$10.1K - $11.4K
|
6.38K
$860K
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
67+ 3.98% |
$8.99K - $10.2K
|
1.75K
$236K
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$8.72K - $9.9K
|
65
$8.76K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
62+ 3.47% |
$8.32K - $9.44K
|
1.85K
$249K
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
59+ 0.39% |
$7.92K - $8.98K
|
15.3K
$2.06M
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
57+ 2.43% |
$7.65K - $8.68K
|
2.4K
$323K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
56New |
$7.52K - $8.53K
|
56
$7.55K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 100.0% |
$6.71K - $7.61K
|
100
$13.5K
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
48+ 1.88% |
$6.44K - $7.31K
|
2.61K
$351K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 0.2% |
$6.17K - $7K
|
23.4K
$3.15M
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
39+ 20.42% |
$5.23K - $5.94K
|
230
$31K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$4.16K - $4.72K
|
31
$4.18K
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
30+ 1.85% |
$4.03K - $4.57K
|
1.65K
$223K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
28+ 0.88% |
$3.76K - $4.26K
|
3.23K
$435K
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
25+ 1.19% |
$3.35K - $3.81K
|
2.12K
$286K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
22+ 10.23% |
$2.95K - $3.35K
|
237
$32K
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
21+ 1.06% |
$2.82K - $3.2K
|
2.01K
$271K
|