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 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.2K+ 10.68% |
$201K - $248K
|
12.4K
$1.27M
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.13KNew |
$190K - $234K
|
1.13K
$116K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
1.08K+ 7.98% |
$181K - $224K
|
14.6K
$1.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
927+ 55.61% |
$155K - $192K
|
2.59K
$266K
|
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
BUY
|
- |
734+ 6.61% |
$123K - $152K
|
11.8K
$1.21M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
539+ 1.99% |
$90.2K - $111K
|
27.6K
$2.83M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
461New |
$77.2K - $95.3K
|
461
$47.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
411+ 16.11% |
$68.8K - $84.9K
|
2.96K
$304K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
386+ 14.33% |
$64.6K - $79.8K
|
3.08K
$316K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
267+ 22.78% |
$44.7K - $55.2K
|
1.44K
$148K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
188New |
$31.5K - $38.8K
|
188
$19.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
183+ 9.52% |
$30.6K - $37.8K
|
2.11K
$216K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
137+ 4.31% |
$22.9K - $28.3K
|
3.31K
$340K
|
|
|
Aug 08, 2022
Q2 2022
|
Crossvault Capital Management LLC
|
BUY
|
- |
125+ 5.27% |
$20.9K - $25.8K
|
2.5K
$256K
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
123New |
$20.6K - $25.4K
|
123
$12.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
104+ 67.1% |
$17.4K - $21.5K
|
259
$26.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
100New |
$16.7K - $20.7K
|
100
$10.3K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
91+ 2.3% |
$15.2K - $18.8K
|
4.05K
$415K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
90New |
$15.1K - $18.6K
|
90
$9.23K
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
70+ 0.63% |
$11.7K - $14.5K
|
11.2K
$1.15M
|
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
61+ 28.37% |
$10.2K - $12.6K
|
276
$28.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
56New |
$9.37K - $11.6K
|
56
$5.74K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
51+ 4.45% |
$8.54K - $10.5K
|
1.2K
$123K
|
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
47+ 0.81% |
$7.87K - $9.71K
|
5.88K
$603K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
45+ 1.71% |
$7.53K - $9.3K
|
2.67K
$274K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
45+ 0.81% |
$7.53K - $9.3K
|
5.59K
$573K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
34+ 64.15% |
$5.69K - $7.03K
|
87
$8.92K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
25+ 9.8% |
$4.18K - $5.17K
|
280
$28.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
21New |
$3.52K - $4.34K
|
21
$2.15K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
9+ 0.63% |
$1.51K - $1.86K
|
1.45K
$148K
|
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
7+ 9.59% |
$1.17K - $1.45K
|
80
$8.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
5+ 35.71% |
$837 - $1.03K
|
19
$1.95K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
23K+ 42.59% |
$4.48M - $5.34M
|
77K
$7.89M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
20.3KNew |
$3.96M - $4.72M
|
20.3K
$2.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
7.9KNew |
$1.54M - $1.83M
|
7.9K
$810K
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
5.69K+ 69.85% |
$1.11M - $1.32M
|
13.8K
$1.42M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
CALL |
5.1KNew |
$994K - $1.18M
|
5.1K
$523K
|
|
|
May 11, 2022
Q1 2022
|
Swisspartners Ltd.
Vaduz, N2 |
BUY
|
- |
4.15K+ 922.22% |
$809K - $963K
|
4.6K
$472K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.32KNew |
$257K - $306K
|
1.32K
$135K
|
|
|
Apr 14, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
792New |
$154K - $184K
|
792
$81.2K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
209+ 7.11% |
$40.7K - $48.5K
|
3.15K
$323K
|
|
|
May 16, 2022
Q1 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 17.32% |
$39K - $46.4K
|
1.36K
$139K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
116New |
$22.6K - $26.9K
|
116
$11.9K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
16New |
$3.12K - $3.71K
|
16
$1.64K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 4.0% |
$779 - $928
|
104
$10.7K
|
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
1+ 4.35% |
$195 - $232
|
24
$2.46K
|
|
| Q4 2021 | |||||||
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
4.05KNew |
$723K - $883K
|
4.05K
$415K
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3.5KNew |
$624K - $763K
|
3.5K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
CALL |
1.9KNew |
$339K - $414K
|
1.9K
$195K
|
|