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 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.78K+ 0.85% |
$195K - $243K
|
212K
$21.1M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.76K+ 95.08% |
$193K - $240K
|
3.61K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.76K+ 3.0% |
$193K - $239K
|
60.4K
$6.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
1.75K+ 28.27% |
$192K - $238K
|
7.93K
$789K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 2.83% |
$191K - $238K
|
63.3K
$6.29M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.73K+ 3.89% |
$190K - $236K
|
46.2K
$4.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.73K+ 61.0% |
$190K - $236K
|
4.57K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.7K+ 1.59% |
$186K - $231K
|
108K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.68K+ 30.79% |
$185K - $229K
|
7.15K
$712K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.68K+ 32.84% |
$184K - $228K
|
6.78K
$674K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.67K+ 4.59% |
$183K - $228K
|
38.1K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.62K+ 8.37% |
$178K - $221K
|
21K
$2.09M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.6K+ 79.17% |
$175K - $218K
|
3.62K
$360K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.59K+ 2.11% |
$175K - $217K
|
76.9K
$7.65M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.59K+ 21.24% |
$174K - $216K
|
9.07K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
1.59K+ 6.5% |
$174K - $216K
|
26K
$2.59M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.59K+ 3.21% |
$174K - $216K
|
51.1K
$5.08M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.54K+ 33.55% |
$169K - $210K
|
6.14K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.53K+ 18.56% |
$167K - $208K
|
9.75K
$970K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
1.52K+ 1.46% |
$167K - $207K
|
106K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.46K+ 5.14% |
$160K - $199K
|
29.9K
$2.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.4K+ 58.48% |
$154K - $191K
|
3.79K
$378K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.4K+ 21.89% |
$153K - $191K
|
7.79K
$775K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
1.4K+ 7.84% |
$153K - $190K
|
19.2K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.38KNew |
$152K - $189K
|
1.38K
$138K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.36KNew |
$149K - $185K
|
1.36K
$135K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.34K+ 1.13% |
$147K - $183K
|
120K
$12M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.33K+ 26.97% |
$146K - $181K
|
6.26K
$623K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.33K+ 20.56% |
$146K - $181K
|
7.79K
$775K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.33K+ 29.95% |
$146K - $181K
|
5.76K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.31K+ 24.71% |
$143K - $178K
|
6.59K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Sovereign'S Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.3K+ 8.2% |
$142K - $177K
|
17.1K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.28K+ 47.76% |
$140K - $174K
|
3.95K
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 16.46% |
$139K - $173K
|
8.99K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.26K+ 1.71% |
$138K - $172K
|
75.1K
$7.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.25K+ 55.7% |
$137K - $170K
|
3.5K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.25K+ 10.31% |
$137K - $170K
|
13.4K
$1.33M
|
|
|
Apr 15, 2025
Q1 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.25K+ 6.02% |
$137K - $170K
|
22K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.24K+ 29.23% |
$136K - $169K
|
5.48K
$545K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.23K+ 25.79% |
$135K - $167K
|
5.98K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.22K+ 12.67% |
$134K - $166K
|
10.9K
$1.08M
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.21K+ 4.82% |
$133K - $165K
|
26.4K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.21K+ 7.98% |
$133K - $165K
|
16.4K
$1.63M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
1.2K+ 6.9% |
$131K - $163K
|
18.5K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.19K+ 6.97% |
$130K - $161K
|
18.2K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.18K+ 1.36% |
$129K - $160K
|
87.8K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.17K+ 4.44% |
$128K - $159K
|
27.5K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.16K+ 33.6% |
$128K - $158K
|
4.62K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.16K+ 12.46% |
$127K - $158K
|
10.5K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.14K+ 51.61% |
$125K - $155K
|
3.34K
$332K
|