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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
4+ 0.35% |
$666 - $784
|
1.13K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 1.05% |
$500 - $588
|
290
$36.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.33% |
$333 - $392
|
601
$75.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 0.61% |
$167 - $196
|
165
$20.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Vulcan Value Partners, LLC
Birmingham, AL |
BUY
|
- |
384KNew |
$66.7M - $74.4M
|
384K
$48.2M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
19.9K+ 1012.1% |
$3.46M - $3.86M
|
21.9K
$2.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Ardevora Asset Management LLP
|
BUY
|
- |
13.9K+ 5.63% |
$2.42M - $2.7M
|
261K
$32.8M
|
|
|
May 15, 2023
Q1 2023
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
10.9KNew |
$1.89M - $2.11M
|
10.9K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.5KNew |
$1.82M - $2.03M
|
10.5K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.47K+ 261.95% |
$1.47M - $1.64M
|
11.7K
$1.47M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
8.06KNew |
$1.4M - $1.56M
|
8.06K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
5.6K+ 109.67% |
$974K - $1.09M
|
10.7K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.09KNew |
$363K - $405K
|
2.09K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
1.51KNew |
$262K - $293K
|
1.51K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
1.5KNew |
$261K - $291K
|
1.5K
$189K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.47KNew |
$256K - $285K
|
1.47K
$185K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.33KNew |
$230K - $257K
|
1.33K
$167K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.32KNew |
$229K - $256K
|
1.32K
$166K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.29KNew |
$225K - $251K
|
1.29K
$163K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1.27K+ 95.5% |
$221K - $247K
|
2.61K
$328K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.2KNew |
$208K - $232K
|
1.2K
$150K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.19KNew |
$206K - $230K
|
1.19K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.16KNew |
$202K - $226K
|
1.16K
$146K
|
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
1.14KNew |
$199K - $222K
|
1.14K
$144K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.13KNew |
$197K - $220K
|
1.13K
$142K
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$138K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$138K
|
|
|
Apr 18, 2023
Q1 2023
|
Hixon Zuercher, LLC
|
BUY
|
- |
1.1KNew |
$191K - $213K
|
1.1K
$138K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.09KNew |
$190K - $212K
|
1.09K
$137K
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
1.09KNew |
$189K - $211K
|
1.09K
$137K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.09KNew |
$189K - $211K
|
1.09K
$137K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.08KNew |
$187K - $209K
|
1.08K
$135K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
1.08KNew |
$187K - $209K
|
1.08K
$135K
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.07KNew |
$186K - $207K
|
1.07K
$134K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.07KNew |
$185K - $207K
|
1.07K
$134K
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.07KNew |
$185K - $207K
|
1.07K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
1.06KNew |
$185K - $206K
|
1.06K
$134K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.06KNew |
$184K - $205K
|
1.06K
$133K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.05KNew |
$183K - $204K
|
1.05K
$132K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.05K+ 72.65% |
$182K - $203K
|
2.49K
$313K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.05KNew |
$182K - $203K
|
1.05K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.05KNew |
$182K - $203K
|
1.05K
$131K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
1.04KNew |
$181K - $202K
|
1.04K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.03KNew |
$179K - $200K
|
1.03K
$130K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
929New |
$161K - $180K
|
929
$117K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
869New |
$151K - $169K
|
869
$109K
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
400+ 26.67% |
$69.5K - $77.6K
|
1.9K
$239K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
355New |
$61.7K - $68.9K
|
355
$44.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
241+ 1.4% |
$41.9K - $46.8K
|
17.5K
$2.2M
|
|