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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
11.4KNew |
$1.4M - $1.58M
|
11.4K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
11.4KNew |
$1.39M - $1.57M
|
11.4K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.39M - $1.57M
|
11.4K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.39M - $1.56M
|
11.3K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.2K+ 42.51% |
$1.25M - $1.41M
|
34.1K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
10.1KNew |
$1.24M - $1.39M
|
10.1K
$1M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9.85KNew |
$1.21M - $1.36M
|
9.85K
$980K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
9.69KNew |
$1.19M - $1.34M
|
9.69K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
9.27KNew |
$1.14M - $1.28M
|
9.27K
$923K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
8.81K+ 70.26% |
$1.08M - $1.22M
|
21.4K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
7.9KNew |
$969K - $1.09M
|
7.9K
$786K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.86KNew |
$964K - $1.09M
|
7.86K
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
7.37K+ 34.22% |
$904K - $1.02M
|
28.9K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
6.4KNew |
$785K - $885K
|
6.4K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
6.31KNew |
$774K - $873K
|
6.31K
$628K
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.3KNew |
$772K - $871K
|
6.3K
$627K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.85KNew |
$717K - $809K
|
5.85K
$582K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.75K+ 26.66% |
$705K - $796K
|
27.3K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
5.4KNew |
$662K - $747K
|
5.4K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.24KNew |
$643K - $725K
|
5.24K
$521K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.05KNew |
$620K - $699K
|
5.05K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.85K+ 1367.32% |
$595K - $672K
|
5.21K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4.8KNew |
$589K - $664K
|
4.8K
$478K
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
4.7KNew |
$576K - $650K
|
4.7K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
4.5KNew |
$552K - $623K
|
4.5K
$448K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.14KNew |
$507K - $572K
|
4.14K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
4.1K+ 24.05% |
$503K - $567K
|
21.2K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.91KNew |
$479K - $540K
|
3.91K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
3.56KNew |
$437K - $493K
|
3.56K
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.52KNew |
$432K - $487K
|
3.52K
$350K
|
|
|
Feb 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.37K+ 1.24% |
$413K - $466K
|
275K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
3.36K+ 28.73% |
$411K - $464K
|
15K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.2KNew |
$392K - $442K
|
3.2K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
2.91KNew |
$357K - $402K
|
2.91K
$289K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
2.87KNew |
$352K - $397K
|
2.87K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
2.8KNew |
$344K - $388K
|
2.8K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.8KNew |
$343K - $387K
|
2.8K
$279K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
2.7KNew |
$331K - $374K
|
2.7K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.66KNew |
$326K - $368K
|
2.66K
$265K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.63KNew |
$322K - $363K
|
2.63K
$261K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
2.6KNew |
$319K - $360K
|
2.6K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.52KNew |
$309K - $349K
|
2.52K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
2.5KNew |
$307K - $346K
|
2.5K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.22KNew |
$273K - $308K
|
2.22K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.18KNew |
$268K - $302K
|
2.18K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
2.13KNew |
$261K - $294K
|
2.13K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.1K+ 95.19% |
$258K - $291K
|
4.31K
$428K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.1KNew |
$257K - $290K
|
2.1K
$209K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.08KNew |
$255K - $287K
|
2.08K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 43.12% |
$251K - $284K
|
6.8K
$677K
|