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 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
266+ 2.39% |
$29.2K - $36.2K
|
11.4K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
265+ 0.85% |
$29.1K - $36.1K
|
31.3K
$3.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
262+ 5.99% |
$28.7K - $35.7K
|
4.63K
$461K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
262+ 4.84% |
$28.7K - $35.7K
|
5.67K
$564K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
251+ 374.63% |
$27.5K - $34.2K
|
318
$31.6K
|
|
|
May 12, 2025
Q1 2025
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
250+ 1.83% |
$27.4K - $34.1K
|
13.9K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
248+ 1.48% |
$27.2K - $33.8K
|
17K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
248+ 5.37% |
$27.2K - $33.8K
|
4.87K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
247+ 17.91% |
$27.1K - $33.7K
|
1.63K
$162K
|
|
|
May 05, 2025
Q1 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
245+ 11.89% |
$26.9K - $33.4K
|
2.31K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
243+ 6.01% |
$26.6K - $33.1K
|
4.29K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
242+ 13.69% |
$26.5K - $33K
|
2.01K
$200K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
240+ 0.92% |
$26.3K - $32.7K
|
26.3K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
240New |
$26.3K - $32.7K
|
240
$23.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
240+ 10.33% |
$26.3K - $32.7K
|
2.56K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
231+ 6.95% |
$25.3K - $31.5K
|
3.56K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
228+ 3.83% |
$25K - $31.1K
|
6.18K
$615K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
224+ 12.04% |
$24.6K - $30.5K
|
2.09K
$207K
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
BUY
|
- |
217+ 3.44% |
$23.8K - $29.6K
|
6.52K
$649K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
216+ 0.58% |
$23.7K - $29.4K
|
37.3K
$3.71M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
213+ 8.2% |
$23.4K - $29K
|
2.81K
$280K
|
|
|
Apr 25, 2025
Q1 2025
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
213+ 1.21% |
$23.4K - $29K
|
17.8K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
210+ 525.0% |
$23K - $28.6K
|
250
$24.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
209+ 10.86% |
$22.9K - $28.5K
|
2.13K
$212K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
208+ 4.94% |
$22.8K - $28.3K
|
4.42K
$439K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
206+ 10.0% |
$22.6K - $28.1K
|
2.27K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
202+ 3.9% |
$22.2K - $27.5K
|
5.38K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
202+ 1.03% |
$22.2K - $27.5K
|
19.8K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
CALL |
200+ 100.0% |
$21.9K - $27.3K
|
400
$39.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
200+ 5.58% |
$21.9K - $27.3K
|
3.79K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
197New |
$21.6K - $26.8K
|
197
$19.6K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
193+ 2.77% |
$21.2K - $26.3K
|
7.15K
$711K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
192New |
$21.1K - $26.2K
|
192
$19.1K
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
190New |
$20.8K - $25.9K
|
190
$18.9K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
189+ 29.3% |
$20.7K - $25.8K
|
834
$83K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
186+ 51.52% |
$20.4K - $25.3K
|
547
$54.4K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
182+ 6.47% |
$20K - $24.8K
|
2.99K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
179+ 6.83% |
$19.6K - $24.4K
|
2.8K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
178+ 0.51% |
$19.5K - $24.3K
|
35.3K
$3.51M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
178+ 10.06% |
$19.5K - $24.3K
|
1.95K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
175+ 3.28% |
$19.2K - $23.8K
|
5.5K
$548K
|
|
|
May 12, 2025
Q1 2025
|
Horrell Capital Management, Inc.
|
BUY
|
- |
173+ 0.65% |
$19K - $23.6K
|
26.8K
$2.67M
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
173+ 0.55% |
$19K - $23.6K
|
31.4K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
169+ 9.02% |
$18.5K - $23K
|
2.04K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
168+ 79.62% |
$18.4K - $22.9K
|
379
$37.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
165+ 6.39% |
$18.1K - $22.5K
|
2.75K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
157+ 6.85% |
$17.2K - $21.4K
|
2.45K
$244K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
155+ 2.24% |
$17K - $21.1K
|
7.08K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
154New |
$16.9K - $21K
|
154
$15.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
153+ 4.03% |
$16.8K - $20.8K
|
3.95K
$393K
|