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 |
---|---|---|---|---|---|---|---|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.22K+ 127.72% |
$702K - $826K
|
7.52K
$1.01M
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.84K+ 17.15% |
$639K - $752K
|
26.2K
$3.51M
|
|
Jul 20, 2023
Q2 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
3.49K+ 53.01% |
$581K - $684K
|
10.1K
$1.35M
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
3.11KNew |
$518K - $609K
|
3.11K
$416K
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.98KNew |
$496K - $583K
|
2.98K
$399K
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.01KNew |
$335K - $394K
|
2.01K
$269K
|
|
Aug 11, 2023
Q2 2023
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
2K+ 6.91% |
$333K - $391K
|
30.9K
$4.14M
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
1.88KNew |
$314K - $369K
|
1.88K
$252K
|
|
Aug 08, 2023
Q2 2023
|
Xr Securities LLC
|
BUY
|
- |
1.63KNew |
$272K - $320K
|
1.63K
$218K
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.6KNew |
$267K - $314K
|
1.6K
$215K
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.59KNew |
$265K - $311K
|
1.59K
$213K
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$236K - $278K
|
1.42K
$190K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.4KNew |
$233K - $274K
|
1.4K
$187K
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.38KNew |
$230K - $271K
|
1.38K
$185K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.28KNew |
$213K - $251K
|
1.28K
$171K
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.14KNew |
$190K - $223K
|
1.14K
$153K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
506New |
$84.3K - $99.2K
|
506
$67.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
401New |
$66.8K - $78.6K
|
401
$53.7K
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
391+ 2.01% |
$65.1K - $76.6K
|
19.8K
$2.66M
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
390+ 37.5% |
$65K - $76.5K
|
1.43K
$192K
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
333+ 9.39% |
$55.5K - $65.3K
|
3.88K
$519K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
302New |
$50.3K - $59.2K
|
302
$40.4K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
220+ 17.24% |
$36.7K - $43.1K
|
1.5K
$200K
|
|
Jul 28, 2023
Q2 2023
|
Chase Investment Counsel Corp
|
BUY
|
- |
185+ 10.77% |
$30.8K - $36.3K
|
1.9K
$255K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$108K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
160+ 24.62% |
$26.7K - $31.4K
|
810
$108K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
148+ 1.41% |
$24.7K - $29K
|
10.7K
$1.43M
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
142+ 10.45% |
$23.7K - $27.8K
|
1.5K
$201K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
119New |
$19.8K - $23.3K
|
119
$15.9K
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
106+ 1.31% |
$17.7K - $20.8K
|
8.17K
$1.09M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
102+ 8.38% |
$17K - $20K
|
1.32K
$177K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
100+ 3.22% |
$16.7K - $19.6K
|
3.21K
$429K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
90+ 43.69% |
$15K - $17.6K
|
296
$39.6K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
78+ 1.47% |
$13K - $15.3K
|
5.4K
$723K
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
77+ 6.84% |
$12.8K - $15.1K
|
1.2K
$161K
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
71+ 100.0% |
$11.8K - $13.9K
|
142
$19K
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
60+ 1200.0% |
$10K - $11.8K
|
65
$8.7K
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
57+ 1.0% |
$9.5K - $11.2K
|
5.74K
$769K
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
55+ 2.89% |
$9.16K - $10.8K
|
1.96K
$262K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
52+ 2.57% |
$8.66K - $10.2K
|
2.08K
$278K
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
50+ 23.15% |
$8.33K - $9.8K
|
266
$35.6K
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
50+ 4.08% |
$8.33K - $9.8K
|
1.28K
$171K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49+ 17.56% |
$8.16K - $9.61K
|
328
$43.9K
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
41+ 3.69% |
$6.83K - $8.04K
|
1.15K
$154K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
38+ 3.5% |
$6.33K - $7.45K
|
1.13K
$151K
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
26+ 0.39% |
$4.33K - $5.1K
|
6.78K
$908K
|
|
Jul 18, 2023
Q2 2023
|
Mayport, LLC
|
BUY
|
- |
25+ 2.1% |
$4.17K - $4.9K
|
1.21K
$162K
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
23+ 0.77% |
$3.83K - $4.51K
|
3.02K
$405K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20+ 133.33% |
$3.33K - $3.92K
|
35
$4.69K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
15New |
$2.5K - $2.94K
|
15
$2.01K
|