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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.23K+ 71.01% |
$354K - $440K
|
7.78K
$774K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.23K+ 28.54% |
$354K - $439K
|
14.5K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.22K+ 6.59% |
$353K - $439K
|
52.1K
$5.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.2K+ 3.55% |
$351K - $436K
|
93.2K
$9.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.17K+ 1.76% |
$348K - $432K
|
184K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.15K+ 13.76% |
$345K - $429K
|
26K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
3.13KNew |
$343K - $426K
|
3.13K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
3.11K+ 26.96% |
$341K - $423K
|
14.6K
$1.46M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$340K - $422K
|
3.1K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
3.07K+ 43.78% |
$336K - $418K
|
10.1K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.05K+ 23.74% |
$334K - $415K
|
15.9K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.04K+ 98.67% |
$333K - $414K
|
6.11K
$608K
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
3.03KNew |
$332K - $413K
|
3.03K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
3.02KNew |
$331K - $412K
|
3.02K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
3.01K+ 25.62% |
$330K - $410K
|
14.8K
$1.47M
|
|
|
May 08, 2025
Q1 2025
|
Eliot Finkel Investment Counsel, LLC
|
BUY
|
- |
2.98K+ 7.91% |
$326K - $405K
|
40.6K
$4.04M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.95K+ 21.29% |
$324K - $403K
|
16.8K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.9K+ 26.34% |
$318K - $395K
|
13.9K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.9K+ 20.76% |
$318K - $395K
|
16.8K
$1.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.86K+ 43.2% |
$314K - $390K
|
9.49K
$944K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
2.85K+ 11.67% |
$313K - $389K
|
27.3K
$2.72M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.85K+ 9.32% |
$313K - $388K
|
33.4K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.85K+ 2.92% |
$313K - $388K
|
101K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
2.84KNew |
$312K - $387K
|
2.84K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.8K+ 0.84% |
$307K - $382K
|
337K
$33.5M
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$307K - $382K
|
2.8K
$279K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 108.56% |
$306K - $380K
|
5.36K
$534K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
2.75KNew |
$302K - $375K
|
2.75K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.71K+ 3.13% |
$297K - $370K
|
89.5K
$8.9M
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$296K - $368K
|
2.7K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.66KNew |
$291K - $362K
|
2.66K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
2.64K+ 71.27% |
$289K - $359K
|
6.34K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.59KNew |
$284K - $353K
|
2.59K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
2.57K+ 9.44% |
$281K - $350K
|
29.7K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
2.5KNew |
$274K - $341K
|
2.5K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.49K+ 69.98% |
$273K - $339K
|
6.05K
$602K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.48KNew |
$272K - $338K
|
2.48K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.44K+ 117.86% |
$268K - $333K
|
4.51K
$449K
|
|
|
May 12, 2025
Q1 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.44K+ 47.96% |
$267K - $332K
|
7.53K
$749K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.44K+ 24.34% |
$267K - $332K
|
12.5K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.42KNew |
$265K - $329K
|
2.42K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
2.38K+ 40.27% |
$261K - $324K
|
8.28K
$823K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.34K+ 30.39% |
$257K - $319K
|
10K
$999K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.3KNew |
$252K - $313K
|
2.3K
$228K
|
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.26K+ 3.83% |
$248K - $308K
|
61.3K
$6.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.24K+ 20.23% |
$245K - $305K
|
13.3K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cv Advisors LLC
Aventura, FL |
BUY
|
- |
2.23KNew |
$244K - $303K
|
2.23K
$221K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
2.22K+ 4.09% |
$244K - $303K
|
56.5K
$5.62M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.22K+ 6.68% |
$243K - $302K
|
35.5K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.22K+ 9.25% |
$243K - $302K
|
26.2K
$2.61M
|