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 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
637New |
$88.6K - $103K
|
637
$63.4K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
611+ 13.04% |
$85K - $98.5K
|
5.3K
$527K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
486+ 11.51% |
$67.6K - $78.4K
|
4.71K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
472+ 15.66% |
$65.6K - $76.1K
|
3.49K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
396+ 24.32% |
$55.1K - $63.8K
|
2.02K
$201K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
381+ 17.85% |
$53K - $61.4K
|
2.52K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
341+ 8.66% |
$47.4K - $55K
|
4.28K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
319+ 0.04% |
$44.4K - $51.4K
|
803K
$79.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
314New |
$43.7K - $50.6K
|
314
$31.2K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
298+ 3.68% |
$41.4K - $48K
|
8.4K
$836K
|
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
239+ 17.28% |
$33.2K - $38.5K
|
1.62K
$161K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
232+ 1933.33% |
$32.3K - $37.4K
|
244
$24.3K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
219+ 35.15% |
$30.5K - $35.3K
|
842
$83.8K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
200+ 148.15% |
$27.8K - $32.2K
|
335
$33.3K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
195+ 11.77% |
$27.1K - $31.4K
|
1.85K
$184K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
161New |
$22.4K - $26K
|
161
$16K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
135+ 21.57% |
$18.8K - $21.8K
|
761
$75.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
133+ 1.23% |
$18.5K - $21.4K
|
10.9K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
111+ 1.03% |
$15.4K - $17.9K
|
10.9K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
101+ 183.64% |
$14K - $16.3K
|
156
$15.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
50New |
$6.95K - $8.06K
|
50
$4.98K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
43New |
$5.98K - $6.93K
|
43
$4.28K
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
40+ 1.33% |
$5.56K - $6.45K
|
3.05K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
29+ 2.02% |
$4.03K - $4.68K
|
1.46K
$145K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
29New |
$4.03K - $4.68K
|
29
$2.89K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
21+ 1.27% |
$2.92K - $3.39K
|
1.68K
$167K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21+ 420.0% |
$2.92K - $3.39K
|
26
$2.59K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20+ 4.04% |
$2.78K - $3.22K
|
515
$51.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12+ 0.74% |
$1.67K - $1.93K
|
1.63K
$163K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.99% |
$974 - $1.13K
|
714
$71K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.35% |
$695 - $806
|
1.42K
$141K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5+ 11.11% |
$695 - $806
|
50
$4.98K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2+ 0.15% |
$278 - $322
|
1.37K
$136K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Viking Global Investors LP
|
BUY
|
- |
1.54M+ 23.1% |
$207M - $251M
|
8.2M
$816M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
319K+ 7.6% |
$43.1M - $52.1M
|
4.52M
$450M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
189KNew |
$25.5M - $30.8M
|
189K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Albar Capital LTD
London, X0 |
BUY
|
- |
34.9KNew |
$4.7M - $5.69M
|
34.9K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
PUT |
29.8KNew |
$4.02M - $4.86M
|
29.8K
$2.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.3KNew |
$3.69M - $4.45M
|
27.3K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
26.6KNew |
$3.59M - $4.34M
|
26.6K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
18.8KNew |
$2.53M - $3.06M
|
18.8K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
15.1KNew |
$2.04M - $2.46M
|
15.1K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
14.7K+ 15.38% |
$1.98M - $2.39M
|
110K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
10.5KNew |
$1.42M - $1.71M
|
10.5K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
CALL |
7.5KNew |
$1.01M - $1.22M
|
7.5K
$746K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6.38KNew |
$860K - $1.04M
|
6.38K
$634K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.81K+ 20.94% |
$783K - $946K
|
33.5K
$3.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.69KNew |
$767K - $927K
|
5.69K
$566K
|
|
|
Feb 06, 2024
Q4 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
4.2KNew |
$566K - $684K
|
4.2K
$418K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.15KNew |
$425K - $513K
|
3.15K
$314K
|
|