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 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
75+ 2.52% |
$8.22K - $10.2K
|
3.05K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
74+ 0.55% |
$8.11K - $10.1K
|
13.6K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
72+ 0.32% |
$7.9K - $9.81K
|
22.4K
$2.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
72+ 26.37% |
$7.9K - $9.81K
|
345
$34.3K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
71+ 3.92% |
$7.79K - $9.67K
|
1.88K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
70New |
$7.68K - $9.54K
|
70
$6.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
70+ 53.03% |
$7.68K - $9.54K
|
202
$20.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
69+ 3.41% |
$7.57K - $9.4K
|
2.09K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
66+ 0.19% |
$7.24K - $8.99K
|
34.6K
$3.45M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
62+ 4.92% |
$6.8K - $8.45K
|
1.32K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
58+ 1.38% |
$6.36K - $7.9K
|
4.27K
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
58+ 26.85% |
$6.36K - $7.9K
|
274
$27.3K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
54+ 18.95% |
$5.92K - $7.36K
|
339
$33.7K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
54+ 3.04% |
$5.92K - $7.36K
|
1.83K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
52+ 2.43% |
$5.7K - $7.09K
|
2.2K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
50+ 2.67% |
$5.48K - $6.81K
|
1.92K
$191K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
BUY
|
- |
47+ 0.38% |
$5.15K - $6.4K
|
12.3K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
45+ 0.77% |
$4.93K - $6.13K
|
5.93K
$590K
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
45+ 0.22% |
$4.93K - $6.13K
|
20.8K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
41+ 2.0% |
$4.5K - $5.59K
|
2.09K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
40+ 3.29% |
$4.39K - $5.45K
|
1.26K
$125K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
40+ 0.59% |
$4.39K - $5.45K
|
6.76K
$673K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
40New |
$4.39K - $5.45K
|
40
$3.98K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
39+ 0.17% |
$4.28K - $5.31K
|
23.3K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
39New |
$4.28K - $5.31K
|
39
$3.88K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
38+ 0.46% |
$4.17K - $5.18K
|
8.28K
$824K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
37+ 1.61% |
$4.06K - $5.04K
|
2.34K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
36+ 14.57% |
$3.95K - $4.91K
|
283
$28.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
36+ 1.18% |
$3.95K - $4.91K
|
3.09K
$307K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
36+ 1.58% |
$3.95K - $4.91K
|
2.31K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
35+ 1.06% |
$3.84K - $4.77K
|
3.33K
$331K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
35+ 0.12% |
$3.84K - $4.77K
|
29.8K
$2.96M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
35+ 0.45% |
$3.84K - $4.77K
|
7.81K
$777K
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
34+ 1.39% |
$3.73K - $4.63K
|
2.49K
$248K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
34+ 4.89% |
$3.73K - $4.63K
|
729
$72.5K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
32+ 4.13% |
$3.51K - $4.36K
|
806
$80.2K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
30+ 0.64% |
$3.29K - $4.09K
|
4.71K
$469K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30+ 1.49% |
$3.29K - $4.09K
|
2.04K
$203K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
29New |
$3.18K - $3.95K
|
29
$2.89K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
28+ 1400.0% |
$3.07K - $3.82K
|
30
$2.99K
|
|
|
May 14, 2025
Q1 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
28+ 0.41% |
$3.07K - $3.82K
|
6.86K
$682K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 36.84% |
$3.07K - $3.82K
|
104
$10.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
28New |
$3.07K - $3.82K
|
28
$2.79K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27+ 25.47% |
$2.96K - $3.68K
|
133
$13.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
27+ 3.71% |
$2.96K - $3.68K
|
754
$75K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
25+ 1.37% |
$2.74K - $3.41K
|
1.85K
$184K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
23+ 0.74% |
$2.52K - $3.13K
|
3.13K
$312K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
21+ 0.12% |
$2.3K - $2.86K
|
17.5K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
20+ 0.62% |
$2.19K - $2.73K
|
3.26K
$324K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
19New |
$2.08K - $2.59K
|
19
$1.89K
|