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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
152+ 1.44% |
$16.7K - $20.7K
|
10.7K
$1.06M
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
150New |
$16.4K - $20.4K
|
150
$14.9K
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150+ 83.33% |
$16.4K - $20.4K
|
330
$32.8K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
144+ 3.22% |
$15.8K - $19.6K
|
4.62K
$459K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
142+ 8.18% |
$15.6K - $19.3K
|
1.88K
$187K
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
140+ 0.67% |
$15.4K - $19.1K
|
21.1K
$2.09M
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
140+ 0.22% |
$15.4K - $19.1K
|
62.8K
$6.25M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
139+ 2.31% |
$15.2K - $18.9K
|
6.15K
$612K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
138+ 1.21% |
$15.1K - $18.8K
|
11.6K
$1.15M
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
134+ 10.59% |
$14.7K - $18.3K
|
1.4K
$139K
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
133+ 1.38% |
$14.6K - $18.1K
|
9.77K
$972K
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
132+ 1.27% |
$14.5K - $18K
|
10.6K
$1.05M
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
128New |
$14K - $17.4K
|
128
$12.7K
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
127+ 0.34% |
$13.9K - $17.3K
|
38K
$3.78M
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
127+ 44.88% |
$13.9K - $17.3K
|
410
$40.8K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
125+ 5.21% |
$13.7K - $17K
|
2.53K
$251K
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
123+ 492.0% |
$13.5K - $16.8K
|
148
$14.7K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
122+ 1.02% |
$13.4K - $16.6K
|
12.1K
$1.2M
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
117+ 2.15% |
$12.8K - $15.9K
|
5.55K
$552K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
116+ 2.04% |
$12.7K - $15.8K
|
5.81K
$578K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
115+ 68.86% |
$12.6K - $15.7K
|
282
$28.1K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
113New |
$12.4K - $15.4K
|
113
$11.2K
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
BUY
|
- |
113+ 0.19% |
$12.4K - $15.4K
|
59K
$5.87M
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
113+ 4.01% |
$12.4K - $15.4K
|
2.93K
$292K
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
111+ 6.22% |
$12.2K - $15.1K
|
1.9K
$189K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
104+ 3.38% |
$11.4K - $14.2K
|
3.19K
$317K
|
|
May 15, 2025
Q1 2025
|
First Dallas Securities Inc.
|
BUY
|
- |
102+ 0.9% |
$11.2K - $13.9K
|
11.4K
$1.14M
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
101+ 2.51% |
$11.1K - $13.8K
|
4.12K
$410K
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$9.95K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$11K - $13.6K
|
100
$9.95K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
100New |
$11K - $13.6K
|
100
$9.95K
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$9.95K
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
100New |
$11K - $13.6K
|
100
$9.95K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
99New |
$10.9K - $13.5K
|
99
$9.85K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
99+ 4.5% |
$10.9K - $13.5K
|
2.3K
$229K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
97+ 11.04% |
$10.6K - $13.2K
|
976
$97.1K
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
97+ 1.43% |
$10.6K - $13.2K
|
6.9K
$686K
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
93+ 1.41% |
$10.2K - $12.7K
|
6.71K
$667K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
91+ 102.25% |
$9.98K - $12.4K
|
180
$17.9K
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
91+ 0.18% |
$9.98K - $12.4K
|
51.1K
$5.09M
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
90+ 4.41% |
$9.87K - $12.3K
|
2.13K
$212K
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
90+ 1.28% |
$9.87K - $12.3K
|
7.14K
$710K
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
89+ 1.04% |
$9.76K - $12.1K
|
8.62K
$857K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
88+ 5.65% |
$9.65K - $12K
|
1.65K
$164K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
86+ 0.95% |
$9.43K - $11.7K
|
9.19K
$914K
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
84+ 18.5% |
$9.21K - $11.4K
|
538
$53.5K
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
82+ 2.51% |
$8.99K - $11.2K
|
3.34K
$333K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
81+ 0.13% |
$8.88K - $11K
|
64.1K
$6.37M
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
76New |
$8.33K - $10.4K
|
76
$7.56K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
76+ 95.0% |
$8.33K - $10.4K
|
156
$15.5K
|