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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
341+ 8.66% |
$47.4K - $55K
|
4.28K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
319+ 0.04% |
$44.4K - $51.4K
|
803K
$101M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
314New |
$43.7K - $50.6K
|
314
$39.5K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
298+ 3.68% |
$41.4K - $48K
|
8.4K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
263+ 18.39% |
$36.6K - $42.4K
|
1.69K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
239+ 17.28% |
$33.2K - $38.5K
|
1.62K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
232+ 1933.33% |
$32.3K - $37.4K
|
244
$30.7K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
219+ 35.15% |
$30.5K - $35.3K
|
842
$106K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
216+ 1.65% |
$30K - $34.8K
|
13.3K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
200+ 148.15% |
$27.8K - $32.2K
|
335
$42.1K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
195+ 11.77% |
$27.1K - $31.4K
|
1.85K
$233K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
150New |
$20.9K - $24.2K
|
150
$18.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
135+ 21.57% |
$18.8K - $21.8K
|
761
$95.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
133+ 1.23% |
$18.5K - $21.4K
|
10.9K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
111+ 1.03% |
$15.4K - $17.9K
|
10.9K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
108New |
$15K - $17.4K
|
108
$13.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
101+ 183.64% |
$14K - $16.3K
|
156
$19.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$13.9K - $16.1K
|
100
$12.6K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
83+ 5.4% |
$11.5K - $13.4K
|
1.62K
$203K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
80+ 2.33% |
$11.1K - $12.9K
|
3.51K
$442K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
50New |
$6.95K - $8.06K
|
50
$6.28K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
43New |
$5.98K - $6.93K
|
43
$5.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
40+ 1.33% |
$5.56K - $6.45K
|
3.05K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
38+ 1.26% |
$5.29K - $6.13K
|
3.05K
$383K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
35+ 1.35% |
$4.87K - $5.64K
|
2.62K
$330K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
29+ 2.02% |
$4.03K - $4.68K
|
1.46K
$184K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 0.63% |
$4.03K - $4.68K
|
4.61K
$579K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
29New |
$4.03K - $4.68K
|
29
$3.64K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
21+ 1.27% |
$2.92K - $3.39K
|
1.68K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21+ 420.0% |
$2.92K - $3.39K
|
26
$3.27K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20+ 4.04% |
$2.78K - $3.22K
|
515
$64.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
16+ 0.45% |
$2.23K - $2.58K
|
3.54K
$444K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13+ 0.95% |
$1.81K - $2.1K
|
1.38K
$174K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12+ 0.74% |
$1.67K - $1.93K
|
1.63K
$205K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 2.39% |
$1.39K - $1.61K
|
428
$53.8K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.99% |
$974 - $1.13K
|
714
$89.7K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.35% |
$695 - $806
|
1.42K
$178K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5+ 11.11% |
$695 - $806
|
50
$6.28K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2+ 0.15% |
$278 - $322
|
1.37K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 4.17% |
$139 - $161
|
25
$3.14K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.31% |
$139 - $161
|
328
$41.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Viking Global Investors LP
|
BUY
|
- |
1.54M+ 23.1% |
$207M - $251M
|
8.2M
$1.03B
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
189KNew |
$25.5M - $30.8M
|
189K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Albar Capital LTD
London, X0 |
BUY
|
- |
34.9KNew |
$4.7M - $5.69M
|
34.9K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
29.8KNew |
$4.02M - $4.86M
|
29.8K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.3KNew |
$3.69M - $4.45M
|
27.3K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
26.6KNew |
$3.59M - $4.34M
|
26.6K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
19.9KNew |
$2.68M - $3.24M
|
19.9K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
18.8KNew |
$2.53M - $3.06M
|
18.8K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
17.2KNew |
$2.32M - $2.8M
|
17.2K
$2.16M
|
|