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 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
54+ 1.67% |
$6.66K - $7.96K
|
3.29K
$413K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
53+ 1.55% |
$6.54K - $7.81K
|
3.46K
$435K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
52+ 1.3% |
$6.41K - $7.66K
|
4.04K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 1.23% |
$6.29K - $7.52K
|
4.2K
$528K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
51New |
$6.29K - $7.52K
|
51
$6.41K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
51+ 0.23% |
$6.29K - $7.52K
|
21.9K
$2.75M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
50+ 0.72% |
$6.17K - $7.37K
|
6.96K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
47New |
$5.8K - $6.93K
|
47
$5.91K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
47+ 0.9% |
$5.8K - $6.93K
|
5.26K
$660K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
47+ 1.99% |
$5.8K - $6.93K
|
2.41K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
45+ 0.5% |
$5.55K - $6.63K
|
9K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
45+ 1.46% |
$5.55K - $6.63K
|
3.13K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
45+ 0.75% |
$5.55K - $6.63K
|
6.05K
$761K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 4.21% |
$5.43K - $6.48K
|
1.09K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
43+ 1.01% |
$5.3K - $6.34K
|
4.3K
$540K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
42+ 2.35% |
$5.18K - $6.19K
|
1.83K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
42+ 2.7% |
$5.18K - $6.19K
|
1.6K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
41+ 1.69% |
$5.06K - $6.04K
|
2.47K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
41+ 28.87% |
$5.06K - $6.04K
|
183
$23K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41+ 1.19% |
$5.06K - $6.04K
|
3.49K
$439K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
41+ 1.57% |
$5.06K - $6.04K
|
2.65K
$333K
|
|
|
Nov 07, 2024
Q3 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
40+ 0.29% |
$4.93K - $5.9K
|
13.7K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
40+ 0.99% |
$4.93K - $5.9K
|
4.06K
$511K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.3% |
$4.93K - $5.9K
|
13.4K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
39+ 1.27% |
$4.81K - $5.75K
|
3.11K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
38+ 1.99% |
$4.69K - $5.6K
|
1.95K
$245K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
37New |
$4.56K - $5.45K
|
37
$4.65K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 2.87% |
$4.44K - $5.31K
|
1.29K
$162K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
35New |
$4.32K - $5.16K
|
35
$4.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
35+ 8.58% |
$4.32K - $5.16K
|
443
$55.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
34+ 1.8% |
$4.19K - $5.01K
|
1.92K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
34+ 0.85% |
$4.19K - $5.01K
|
4.02K
$505K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
34+ 0.47% |
$4.19K - $5.01K
|
7.2K
$905K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
33+ 1.61% |
$4.07K - $4.86K
|
2.09K
$262K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 8.63% |
$3.95K - $4.72K
|
403
$50.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
31+ 0.29% |
$3.82K - $4.57K
|
10.6K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.27% |
$3.82K - $4.57K
|
2.47K
$310K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
31+ 1.98% |
$3.82K - $4.57K
|
1.6K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
29+ 1.31% |
$3.58K - $4.27K
|
2.25K
$283K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 1.06% |
$3.45K - $4.13K
|
2.67K
$335K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
26+ 0.81% |
$3.21K - $3.83K
|
3.24K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
25+ 1.03% |
$3.08K - $3.68K
|
2.45K
$307K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 1.13% |
$2.96K - $3.54K
|
2.15K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
22New |
$2.71K - $3.24K
|
22
$2.76K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 9.24% |
$2.71K - $3.24K
|
260
$32.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
21+ 1.05% |
$2.59K - $3.09K
|
2.03K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21+ 2.09% |
$2.59K - $3.09K
|
1.03K
$129K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 0.03% |
$2.47K - $2.95K
|
59.7K
$7.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 64.52% |
$2.47K - $2.95K
|
51
$6.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
20+ 0.23% |
$2.47K - $2.95K
|
8.8K
$1.11M
|