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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300New |
$40.3K - $45.7K
|
300
$40.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$40.3K - $45.7K
|
300
$40.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
CALL |
300New |
$40.3K - $45.7K
|
300
$40.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 5.1% |
$40.3K - $45.7K
|
6.18K
$828K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
299+ 4.49% |
$40.1K - $45.5K
|
6.95K
$931K
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
289+ 2.08% |
$38.8K - $44K
|
14.2K
$1.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
288+ 271.7% |
$38.6K - $43.9K
|
394
$52.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
281+ 2.3% |
$37.7K - $42.8K
|
12.5K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
277+ 3.19% |
$37.2K - $42.2K
|
8.96K
$1.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
274+ 3.84% |
$36.8K - $41.7K
|
7.4K
$991K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
267+ 4.51% |
$35.8K - $40.7K
|
6.19K
$829K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
261+ 1.14% |
$35K - $39.7K
|
23.2K
$3.11M
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
253+ 0.93% |
$34K - $38.5K
|
27.5K
$3.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
245+ 1.11% |
$32.9K - $37.3K
|
22.3K
$2.99M
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
232+ 9.02% |
$31.1K - $35.3K
|
2.8K
$376K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
224+ 12.05% |
$30.1K - $34.1K
|
2.08K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
223+ 0.68% |
$29.9K - $34K
|
33K
$4.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
215+ 0.59% |
$28.9K - $32.7K
|
36.4K
$4.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
213+ 6.44% |
$28.6K - $32.4K
|
3.52K
$472K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
202+ 8.63% |
$27.1K - $30.8K
|
2.54K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
187+ 2.91% |
$25.1K - $28.5K
|
6.62K
$886K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
187+ 4.4% |
$25.1K - $28.5K
|
4.43K
$594K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
185+ 6.12% |
$24.8K - $28.2K
|
3.21K
$429K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
174New |
$23.4K - $26.5K
|
174
$23.3K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
164+ 2.38% |
$22K - $25K
|
7.06K
$945K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
161+ 8.09% |
$21.6K - $24.5K
|
2.15K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
158+ 8.4% |
$21.2K - $24.1K
|
2.04K
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
157+ 11.15% |
$21.1K - $23.9K
|
1.57K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157+ 5.49% |
$21.1K - $23.9K
|
3.02K
$404K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
156+ 0.93% |
$20.9K - $23.8K
|
17K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
155+ 3.78% |
$20.8K - $23.6K
|
4.25K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
155+ 4.67% |
$20.8K - $23.6K
|
3.47K
$465K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
155+ 168.48% |
$20.8K - $23.6K
|
247
$33.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
155+ 0.34% |
$20.8K - $23.6K
|
45.8K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
147+ 5.14% |
$19.7K - $22.4K
|
3.01K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
147+ 7.44% |
$19.7K - $22.4K
|
2.12K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
142+ 33.18% |
$19.1K - $21.6K
|
570
$76.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
133+ 1.77% |
$17.8K - $20.3K
|
7.63K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
131+ 9.22% |
$17.6K - $19.9K
|
1.55K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
128+ 6.54% |
$17.2K - $19.5K
|
2.08K
$279K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
128+ 3.13% |
$17.2K - $19.5K
|
4.22K
$566K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
126+ 5.78% |
$16.9K - $19.2K
|
2.31K
$309K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
126+ 6.8% |
$16.9K - $19.2K
|
1.98K
$265K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
117+ 2.11% |
$15.7K - $17.8K
|
5.67K
$760K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
116+ 5.51% |
$15.6K - $17.7K
|
2.22K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
115+ 8.21% |
$15.4K - $17.5K
|
1.52K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
111New |
$14.9K - $16.9K
|
111
$14.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
111New |
$14.9K - $16.9K
|
111
$14.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
110+ 7.38% |
$14.8K - $16.7K
|
1.6K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
109+ 0.49% |
$14.6K - $16.6K
|
22.6K
$3.02M
|