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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
1.94KNew |
$262K - $316K
|
1.94K
$260K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.87K+ 340.0% |
$252K - $305K
|
2.42K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.81KNew |
$243K - $294K
|
1.81K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.69KNew |
$228K - $276K
|
1.69K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.68KNew |
$226K - $273K
|
1.68K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.64KNew |
$221K - $267K
|
1.64K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.49KNew |
$201K - $243K
|
1.49K
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.45KNew |
$196K - $236K
|
1.45K
$194K
|
|
|
Feb 20, 2024
Q4 2023
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
1.45KNew |
$195K - $236K
|
1.45K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.38KNew |
$187K - $226K
|
1.38K
$185K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.36KNew |
$184K - $222K
|
1.36K
$182K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.33KNew |
$179K - $216K
|
1.33K
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.32K+ 99.62% |
$179K - $216K
|
2.65K
$355K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.32KNew |
$178K - $216K
|
1.32K
$177K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
1.31K+ 33.92% |
$177K - $214K
|
5.18K
$694K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
1.31KNew |
$176K - $213K
|
1.31K
$175K
|
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
1.3K+ 3.54% |
$175K - $211K
|
37.9K
$5.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.28KNew |
$173K - $209K
|
1.28K
$172K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.28KNew |
$172K - $208K
|
1.28K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.18K+ 8.92% |
$159K - $193K
|
14.4K
$1.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.07KNew |
$145K - $175K
|
1.07K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
990New |
$133K - $161K
|
990
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
965New |
$130K - $157K
|
965
$129K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
820+ 24.61% |
$111K - $134K
|
4.15K
$556K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
779+ 22.88% |
$105K - $127K
|
4.18K
$560K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
774New |
$104K - $126K
|
774
$104K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
768+ 11.2% |
$104K - $125K
|
7.62K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
710New |
$95.7K - $116K
|
710
$95.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
656+ 19.54% |
$88.4K - $107K
|
4.01K
$537K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
641New |
$86.4K - $104K
|
641
$85.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
610New |
$82.2K - $99.4K
|
610
$81.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
554New |
$74.7K - $90.3K
|
554
$74.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
479+ 1.51% |
$64.6K - $78K
|
32.3K
$4.32M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
394+ 19700.0% |
$53.1K - $64.2K
|
396
$53K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
355New |
$47.9K - $57.8K
|
355
$47.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
353+ 5.94% |
$47.6K - $57.5K
|
6.3K
$843K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
350+ 57.38% |
$47.2K - $57K
|
960
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
343New |
$46.2K - $55.9K
|
343
$45.9K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
225+ 4.57% |
$30.3K - $36.7K
|
5.15K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
200New |
$27K - $32.6K
|
200
$26.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
200New |
$27K - $32.6K
|
200
$26.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
167New |
$22.5K - $27.2K
|
167
$22.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
126New |
$17K - $20.5K
|
126
$16.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
124+ 8.34% |
$16.7K - $20.2K
|
1.61K
$216K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
121+ 11.43% |
$16.3K - $19.7K
|
1.18K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
113New |
$15.2K - $18.4K
|
113
$15.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
105New |
$14.2K - $17.1K
|
105
$14.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
102New |
$13.8K - $16.6K
|
102
$13.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
100+ 4.08% |
$13.5K - $16.3K
|
2.55K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
95+ 3.51% |
$12.8K - $15.5K
|
2.8K
$375K
|