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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
101New |
$13.6K - $15.4K
|
101
$13.5K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
100New |
$13.4K - $15.2K
|
100
$13.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
100+ 4.56% |
$13.4K - $15.2K
|
2.3K
$307K
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 15.48% |
$13.4K - $15.2K
|
746
$99.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
99+ 5.07% |
$13.3K - $15.1K
|
2.05K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
97+ 6.38% |
$13K - $14.8K
|
1.62K
$217K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
96+ 1.32% |
$12.9K - $14.6K
|
7.37K
$986K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
88+ 1.2% |
$11.8K - $13.4K
|
7.4K
$991K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
83+ 0.36% |
$11.1K - $12.6K
|
23K
$3.08M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83+ 218.42% |
$11.1K - $12.6K
|
121
$16.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
75New |
$10.1K - $11.4K
|
75
$10K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
75+ 1.19% |
$10.1K - $11.4K
|
6.38K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
73+ 0.5% |
$9.8K - $11.1K
|
14.5K
$1.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
67+ 3.98% |
$8.99K - $10.2K
|
1.75K
$234K
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
65+ 1.67% |
$8.72K - $9.9K
|
3.95K
$529K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
65+ 3.43% |
$8.72K - $9.9K
|
1.96K
$263K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$8.72K - $9.9K
|
65
$8.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
62+ 3.47% |
$8.32K - $9.44K
|
1.85K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
59+ 0.39% |
$7.92K - $8.98K
|
15.3K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
57+ 2.43% |
$7.65K - $8.68K
|
2.4K
$321K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
56New |
$7.52K - $8.53K
|
56
$7.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
51+ 0.8% |
$6.84K - $7.77K
|
6.45K
$863K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 100.0% |
$6.71K - $7.61K
|
100
$13.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
48+ 1.88% |
$6.44K - $7.31K
|
2.61K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
46+ 1.35% |
$6.17K - $7K
|
3.45K
$462K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 0.2% |
$6.17K - $7K
|
23.4K
$3.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
42+ 2.13% |
$5.64K - $6.4K
|
2.02K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
40+ 0.42% |
$5.37K - $6.09K
|
9.68K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
39+ 20.42% |
$5.23K - $5.94K
|
230
$30.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36+ 2.05% |
$4.83K - $5.48K
|
1.79K
$240K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
31+ 0.16% |
$4.16K - $4.72K
|
19.8K
$2.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$4.16K - $4.72K
|
31
$4.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
30+ 1.85% |
$4.03K - $4.57K
|
1.65K
$221K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
28+ 0.88% |
$3.76K - $4.26K
|
3.23K
$432K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 0.89% |
$3.76K - $4.26K
|
3.16K
$424K
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
25+ 1.19% |
$3.35K - $3.81K
|
2.12K
$284K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
22+ 10.23% |
$2.95K - $3.35K
|
237
$31.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
21+ 1.06% |
$2.82K - $3.2K
|
2.01K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
20+ 0.95% |
$2.68K - $3.05K
|
2.13K
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19+ 13.19% |
$2.55K - $2.89K
|
163
$21.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
18+ 0.31% |
$2.42K - $2.74K
|
5.87K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18+ 0.21% |
$2.42K - $2.74K
|
8.73K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
17+ 0.44% |
$2.28K - $2.59K
|
3.89K
$521K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16+ 0.14% |
$2.15K - $2.44K
|
11.3K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
16+ 0.07% |
$2.15K - $2.44K
|
23.1K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
16+ 0.03% |
$2.15K - $2.44K
|
45.8K
$6.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13+ 0.72% |
$1.74K - $1.98K
|
1.81K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11New |
$1.48K - $1.67K
|
11
$1.47K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11+ 0.15% |
$1.48K - $1.67K
|
7.44K
$996K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 4.39% |
$1.34K - $1.52K
|
238
$31.9K
|