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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
756+ 5.87% |
$92.7K - $105K
|
13.6K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
746+ 13.88% |
$91.5K - $103K
|
6.12K
$699K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
740+ 9.84% |
$90.8K - $102K
|
8.26K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
727+ 22.29% |
$89.2K - $101K
|
3.99K
$456K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
726+ 30.16% |
$89K - $100K
|
3.13K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
724+ 4.08% |
$88.8K - $100K
|
18.5K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
691+ 4.2% |
$84.8K - $95.6K
|
17.1K
$1.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
691+ 0.78% |
$84.8K - $95.6K
|
88.7K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
669+ 2.82% |
$82.1K - $92.6K
|
24.4K
$2.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
638+ 1.83% |
$78.3K - $88.3K
|
35.6K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
634+ 3.45% |
$77.8K - $87.7K
|
19K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
627+ 0.69% |
$76.9K - $86.7K
|
91.5K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
626+ 17.58% |
$76.8K - $86.6K
|
4.19K
$478K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
625+ 7.64% |
$76.7K - $86.5K
|
8.81K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
611New |
$74.9K - $84.5K
|
611
$69.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
610+ 8.35% |
$74.8K - $84.4K
|
7.91K
$904K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
605+ 1.72% |
$74.2K - $83.7K
|
35.7K
$4.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
602+ 32.93% |
$73.8K - $83.3K
|
2.43K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
589+ 33.95% |
$72.2K - $81.5K
|
2.32K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
584+ 4.64% |
$71.6K - $80.8K
|
13.2K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
582+ 16.78% |
$71.4K - $80.5K
|
4.05K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
576+ 0.42% |
$70.6K - $79.7K
|
137K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
553+ 11.91% |
$67.8K - $76.5K
|
5.2K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
543+ 6.7% |
$66.6K - $75.1K
|
8.65K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
499+ 3.33% |
$61.2K - $69K
|
15.5K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
498+ 22.74% |
$61.1K - $68.9K
|
2.69K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
495+ 18.88% |
$60.7K - $68.5K
|
3.12K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
487+ 21.55% |
$59.7K - $67.4K
|
2.75K
$314K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
481+ 44.66% |
$59K - $66.5K
|
1.56K
$178K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 9.69% |
$58.6K - $66.1K
|
5.41K
$618K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
477+ 23.14% |
$58.5K - $66K
|
2.54K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
475+ 20.85% |
$58.3K - $65.7K
|
2.75K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
467+ 3.33% |
$57.3K - $64.6K
|
14.5K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
456+ 26.18% |
$55.9K - $63.1K
|
2.2K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
435+ 1.55% |
$53.4K - $60.2K
|
28.4K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
431+ 3.29% |
$52.9K - $59.6K
|
13.5K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
427+ 12.39% |
$52.4K - $59.1K
|
3.87K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
417+ 9.4% |
$51.1K - $57.7K
|
4.86K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
415+ 1152.78% |
$50.9K - $57.4K
|
451
$51.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
401+ 1.66% |
$49.2K - $55.5K
|
24.6K
$2.81M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
396+ 3.29% |
$48.6K - $54.8K
|
12.4K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
389+ 21.43% |
$47.7K - $53.8K
|
2.2K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
380+ 10.58% |
$46.6K - $52.6K
|
3.97K
$454K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
376+ 9.49% |
$46.1K - $52K
|
4.34K
$496K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
375+ 5.05% |
$46K - $51.9K
|
7.8K
$891K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
357+ 7.97% |
$43.8K - $49.4K
|
4.84K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
354+ 8.69% |
$43.4K - $49K
|
4.43K
$506K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
352+ 38.81% |
$43.2K - $48.7K
|
1.26K
$144K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
348+ 17.22% |
$42.7K - $48.1K
|
2.37K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
343+ 6.81% |
$42.1K - $47.5K
|
5.38K
$615K
|