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 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19+ 1.39% |
$2.08K - $2.59K
|
1.38K
$138K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
18New |
$1.97K - $2.45K
|
18
$1.79K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
18+ 1.43% |
$1.97K - $2.45K
|
1.28K
$127K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
18+ 11.11% |
$1.97K - $2.45K
|
180
$17.9K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
17+ 0.67% |
$1.86K - $2.32K
|
2.56K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
17+ 0.25% |
$1.86K - $2.32K
|
6.74K
$671K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
16+ 0.24% |
$1.75K - $2.18K
|
6.6K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16New |
$1.75K - $2.18K
|
16
$1.59K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
16+ 0.31% |
$1.75K - $2.18K
|
5.18K
$515K
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
15+ 1.17% |
$1.64K - $2.04K
|
1.29K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
15+ 0.76% |
$1.64K - $2.04K
|
1.99K
$198K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
15+ 214.29% |
$1.64K - $2.04K
|
22
$2.19K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
14+ 280.0% |
$1.54K - $1.91K
|
19
$1.89K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
14+ 0.46% |
$1.54K - $1.91K
|
3.04K
$302K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
13+ 0.19% |
$1.43K - $1.77K
|
6.89K
$686K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12+ 0.1% |
$1.32K - $1.64K
|
12.3K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12+ 63.16% |
$1.32K - $1.64K
|
31
$3.08K
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
11+ 2.97% |
$1.21K - $1.5K
|
381
$37.9K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
11+ 0.05% |
$1.21K - $1.5K
|
20.2K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
11+ 0.93% |
$1.21K - $1.5K
|
1.2K
$119K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11+ 0.41% |
$1.21K - $1.5K
|
2.67K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
11+ 0.24% |
$1.21K - $1.5K
|
4.58K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$1.1K - $1.36K
|
10
$995
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10+ 16.67% |
$1.1K - $1.36K
|
70
$6.97K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
10+ 0.49% |
$1.1K - $1.36K
|
2.03K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9+ 0.22% |
$987 - $1.23K
|
4.09K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.42% |
$987 - $1.23K
|
2.15K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
8+ 2.3% |
$877 - $1.09K
|
356
$35.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 0.02% |
$877 - $1.09K
|
42.3K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.27% |
$768 - $954
|
2.62K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
7New |
$768 - $954
|
7
$697
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$768 - $954
|
2.82K
$280K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$548 - $681
|
5
$498
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.11% |
$548 - $681
|
4.4K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
5New |
$548 - $681
|
5
$498
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 1.55% |
$548 - $681
|
327
$32.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5+ 1.23% |
$548 - $681
|
413
$41.1K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
4+ 0.05% |
$439 - $545
|
8.38K
$834K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4+ 0.18% |
$439 - $545
|
2.21K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 1.29% |
$439 - $545
|
313
$31.1K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
4+ 0.1% |
$439 - $545
|
3.9K
$388K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 20.0% |
$439 - $545
|
24
$2.39K
|
|
|
May 15, 2025
Q1 2025
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
3+ 0.09% |
$329 - $409
|
3.51K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3+ 0.03% |
$329 - $409
|
10.3K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 1.01% |
$329 - $409
|
300
$29.9K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
3New |
$329 - $409
|
3
$299
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.29% |
$329 - $409
|
1.05K
$105K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
3+ 0.15% |
$329 - $409
|
2.04K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
3+ 15.0% |
$329 - $409
|
23
$2.29K
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2+ 1.49% |
$219 - $273
|
136
$13.5K
|