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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.21K+ 95.13% |
$242K - $301K
|
4.53K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.2K+ 424.9% |
$241K - $300K
|
2.72K
$271K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
2.2KNew |
$241K - $300K
|
2.2K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Mayar Capital Ltd.
|
BUY
|
- |
2.2K+ 2.11% |
$241K - $300K
|
107K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.2K+ 47.68% |
$241K - $299K
|
6.81K
$677K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.19KNew |
$240K - $299K
|
2.19K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
2.19K+ 150.65% |
$240K - $298K
|
3.64K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
2.18K+ 1.57% |
$239K - $298K
|
141K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.18K+ 41.0% |
$239K - $297K
|
7.49K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
2.17K+ 14.62% |
$238K - $296K
|
17K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.15K+ 19.91% |
$236K - $293K
|
12.9K
$1.29M
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.12K+ 76.63% |
$233K - $289K
|
4.89K
$486K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.11K+ 55.51% |
$231K - $287K
|
5.9K
$587K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2.1K+ 38.29% |
$230K - $286K
|
7.59K
$755K
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.05KNew |
$224K - $279K
|
2.05K
$204K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.04K+ 8.74% |
$223K - $278K
|
25.3K
$2.52M
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
2.03K+ 32.7% |
$222K - $276K
|
8.22K
$818K
|
|
|
May 15, 2025
Q1 2025
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
2.02KNew |
$221K - $275K
|
2.02K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2K+ 42.51% |
$219K - $273K
|
6.71K
$667K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2K+ 26.18% |
$219K - $273K
|
9.64K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2KNew |
$219K - $273K
|
2K
$199K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$219K - $272K
|
2K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.95K+ 9.95% |
$214K - $266K
|
21.5K
$2.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.94K+ 1.38% |
$213K - $265K
|
143K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.94K+ 6.12% |
$212K - $264K
|
33.5K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.94KNew |
$212K - $264K
|
1.94K
$193K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.93KNew |
$212K - $263K
|
1.93K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.93K+ 20.05% |
$212K - $263K
|
11.6K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
1.93K+ 10.87% |
$211K - $262K
|
19.6K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.92K+ 57.43% |
$210K - $261K
|
5.25K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
1.91KNew |
$209K - $260K
|
1.91K
$190K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.9K+ 8.53% |
$208K - $259K
|
24.2K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.9KNew |
$208K - $259K
|
1.9K
$189K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.9K+ 99.69% |
$208K - $259K
|
3.81K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.9KNew |
$208K - $259K
|
1.9K
$189K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.89KNew |
$207K - $257K
|
1.89K
$188K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.88K+ 7.47% |
$207K - $257K
|
27.1K
$2.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
BUY
|
- |
1.88KNew |
$206K - $257K
|
1.88K
$187K
|
|
|
May 13, 2025
Q1 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.88K+ 9.62% |
$206K - $256K
|
21.4K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$205K - $255K
|
1.87K
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.87KNew |
$205K - $255K
|
1.87K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.86K+ 61.24% |
$203K - $253K
|
4.88K
$486K
|
|
|
Apr 29, 2025
Q1 2025
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.83K+ 12.19% |
$201K - $249K
|
16.8K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.81K+ 33.83% |
$198K - $247K
|
7.16K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
CALL |
1.8KNew |
$197K - $245K
|
1.8K
$179K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.79K+ 3.13% |
$196K - $244K
|
59K
$5.87M
|
|
|
May 01, 2025
Q1 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
1.79K+ 19.51% |
$196K - $244K
|
11K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.79K+ 6.83% |
$196K - $244K
|
28K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.79K+ 2.54% |
$196K - $243K
|
72.2K
$7.18M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 12.94% |
$195K - $243K
|
15.5K
$1.55M
|