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 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
36New |
$4.42K - $4.98K
|
36
$3.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35New |
$4.29K - $4.84K
|
35
$3.46K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 23.44% |
$3.68K - $4.15K
|
158
$15.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
29New |
$3.56K - $4.01K
|
29
$2.87K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25New |
$3.07K - $3.46K
|
25
$2.47K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
25New |
$3.07K - $3.46K
|
25
$2.47K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22+ 64.71% |
$2.7K - $3.04K
|
56
$5.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22New |
$2.7K - $3.04K
|
22
$2.18K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
21New |
$2.58K - $2.91K
|
21
$2.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
21+ 2.34% |
$2.58K - $2.91K
|
920
$91K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
19+ 0.25% |
$2.33K - $2.63K
|
7.59K
$751K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
18New |
$2.21K - $2.49K
|
18
$1.78K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
17+ 1.0% |
$2.09K - $2.35K
|
1.71K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.71% |
$1.96K - $2.21K
|
2.26K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 0.78% |
$1.84K - $2.08K
|
1.94K
$192K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
15+ 0.82% |
$1.84K - $2.08K
|
1.85K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
14New |
$1.72K - $1.94K
|
14
$1.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
13New |
$1.59K - $1.8K
|
13
$1.29K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
11+ 0.63% |
$1.35K - $1.52K
|
1.76K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.4% |
$613 - $692
|
1.26K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
4New |
$491 - $553
|
4
$396
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
4+ 0.24% |
$491 - $553
|
1.69K
$167K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3New |
$368 - $415
|
3
$297
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
3+ 0.02% |
$368 - $415
|
17.9K
$1.77M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2New |
$245 - $277
|
2
$198
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
2New |
$245 - $277
|
2
$198
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1+ 0.05% |
$123 - $138
|
2.15K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.3% |
$123 - $138
|
329
$32.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 2.0% |
$123 - $138
|
51
$5.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 1.47% |
$123 - $138
|
69
$6.82K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.45% |
$123 - $138
|
222
$22K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
CALL |
400KNew |
$49.3M - $59M
|
400K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
240K+ 177.78% |
$29.6M - $35.4M
|
375K
$37.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
222KNew |
$27.4M - $32.7M
|
222K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
168KNew |
$20.7M - $24.8M
|
168K
$16.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
48.4K+ 36.73% |
$5.97M - $7.14M
|
180K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
48.4K+ 33.47% |
$5.97M - $7.13M
|
193K
$19.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
36.5K+ 1586.96% |
$4.5M - $5.38M
|
38.8K
$3.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
35.4K+ 290.16% |
$4.37M - $5.22M
|
47.6K
$4.71M
|
|
|
Oct 03, 2024
Q3 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
30.8K+ 39.74% |
$3.8M - $4.54M
|
108K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
26.3K+ 69.63% |
$3.24M - $3.87M
|
64K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
24K+ 45.28% |
$2.96M - $3.54M
|
77K
$7.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
22.7KNew |
$2.8M - $3.35M
|
22.7K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
19.3KNew |
$2.38M - $2.84M
|
19.3K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
15.4K+ 666.22% |
$1.89M - $2.26M
|
17.7K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Arnhold LLC
|
BUY
|
- |
11K+ 149.25% |
$1.36M - $1.62M
|
18.4K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
9.6KNew |
$1.18M - $1.41M
|
9.6K
$949K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.29KNew |
$1.15M - $1.37M
|
9.29K
$919K
|
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
8.39K+ 8.33% |
$1.04M - $1.24M
|
109K
$10.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
7K+ 13.21% |
$863K - $1.03M
|
60K
$5.93M
|
|