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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
507+ 16.39% |
$62.5K - $74.7K
|
3.6K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.42% |
$61.7K - $73.7K
|
121K
$15.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$61.7K - $73.7K
|
500
$62.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
498+ 27.56% |
$61.4K - $73.4K
|
2.31K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
497New |
$61.3K - $73.2K
|
497
$62.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
492+ 9.86% |
$60.7K - $72.5K
|
5.48K
$689K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
485+ 9.19% |
$59.8K - $71.5K
|
5.76K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
483+ 8.88% |
$59.6K - $71.2K
|
5.92K
$745K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
474+ 5.45% |
$58.5K - $69.9K
|
9.16K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
469+ 1.83% |
$57.8K - $69.1K
|
26K
$3.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
466+ 0.45% |
$57.5K - $68.7K
|
105K
$13.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
441+ 16.92% |
$54.4K - $65K
|
3.05K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
432+ 1.7% |
$53.3K - $63.7K
|
25.9K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
425+ 5.08% |
$52.4K - $62.6K
|
8.79K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
424+ 13.22% |
$52.3K - $62.5K
|
3.63K
$456K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
424+ 2.12% |
$52.3K - $62.5K
|
20.4K
$2.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
422+ 26.08% |
$52K - $62.2K
|
2.04K
$256K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
419+ 0.28% |
$51.7K - $61.8K
|
149K
$18.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
419+ 1.57% |
$51.7K - $61.8K
|
27.1K
$3.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
412+ 10.12% |
$50.8K - $60.7K
|
4.49K
$564K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
405+ 6.68% |
$49.9K - $59.7K
|
6.47K
$813K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
400+ 1.72% |
$49.3K - $59K
|
23.7K
$2.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
393New |
$48.5K - $57.9K
|
393
$49.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
392+ 0.37% |
$48.3K - $57.8K
|
106K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
385+ 19.08% |
$47.5K - $56.7K
|
2.4K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
383+ 23.69% |
$47.2K - $56.4K
|
2K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
380New |
$46.9K - $56K
|
380
$47.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
379+ 4.71% |
$46.7K - $55.9K
|
8.42K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
378+ 0.94% |
$46.6K - $55.7K
|
40.7K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
377+ 2.44% |
$46.5K - $55.6K
|
15.9K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
376+ 1.14% |
$46.4K - $55.4K
|
33.4K
$4.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
375+ 14.09% |
$46.2K - $55.3K
|
3.04K
$382K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
374+ 12.66% |
$46.1K - $55.1K
|
3.33K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
BUY
|
- |
373+ 2.17% |
$46K - $55K
|
17.6K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
370New |
$45.6K - $54.5K
|
370
$46.5K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
365+ 3.79% |
$45K - $53.8K
|
10K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
364+ 7.66% |
$44.9K - $53.6K
|
5.11K
$643K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
364+ 8.93% |
$44.9K - $53.6K
|
4.44K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
360+ 8.73% |
$44.4K - $53.1K
|
4.49K
$564K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 8.84% |
$44.3K - $52.9K
|
4.42K
$556K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
355+ 15.39% |
$43.8K - $52.3K
|
2.66K
$334K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
355+ 8.48% |
$43.8K - $52.3K
|
4.54K
$571K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
354+ 5.92% |
$43.7K - $52.2K
|
6.33K
$796K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
354+ 3.04% |
$43.7K - $52.2K
|
12K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
353+ 0.77% |
$43.5K - $52K
|
46.2K
$5.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
349+ 23.19% |
$43K - $51.4K
|
1.85K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
346+ 4.48% |
$42.7K - $51K
|
8.06K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
345+ 3.95% |
$42.5K - $50.8K
|
9.08K
$1.14M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
345+ 2.32% |
$42.5K - $50.8K
|
15.2K
$1.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
342+ 1.84% |
$42.2K - $50.4K
|
19K
$2.38M
|