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 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
186+ 16.12% |
$32.3K - $36.1K
|
1.34K
$179K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
173+ 14.0% |
$30.1K - $33.6K
|
1.41K
$189K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
170+ 14.31% |
$29.5K - $33K
|
1.36K
$182K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
167New |
$29K - $32.4K
|
167
$22.4K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
154+ 252.46% |
$26.8K - $29.9K
|
215
$28.8K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
147+ 76.56% |
$25.6K - $28.5K
|
339
$45.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
109New |
$18.9K - $21.1K
|
109
$14.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Sturgeon Ventures LLP
|
BUY
|
- |
80New |
$13.9K - $15.5K
|
80
$10.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Weybosset Research & Management LLC
|
BUY
|
- |
75+ 4.17% |
$13K - $14.5K
|
1.88K
$251K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
58+ 56.86% |
$10.1K - $11.3K
|
160
$21.4K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
51+ 1.51% |
$8.86K - $9.89K
|
3.43K
$459K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50+ 100.0% |
$8.69K - $9.7K
|
100
$13.4K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
48New |
$8.34K - $9.31K
|
48
$6.43K
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
27+ 9.0% |
$4.69K - $5.24K
|
327
$43.8K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
25+ 1.86% |
$4.35K - $4.85K
|
1.37K
$183K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
23+ 25.0% |
$4K - $4.46K
|
115
$15.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
22+ 1.84% |
$3.82K - $4.27K
|
1.22K
$163K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
19+ 57.58% |
$3.3K - $3.69K
|
52
$6.96K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
18+ 4.6% |
$3.13K - $3.49K
|
409
$54.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
14+ 0.89% |
$2.43K - $2.72K
|
1.6K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
9+ 0.05% |
$1.56K - $1.75K
|
16.8K
$2.26M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9New |
$1.56K - $1.75K
|
9
$1.21K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
7+ 22.58% |
$1.22K - $1.36K
|
38
$5.09K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
4+ 0.27% |
$695 - $776
|
1.48K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.21% |
$521 - $582
|
1.45K
$194K
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
2+ 0.11% |
$348 - $388
|
1.75K
$234K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1+ 0.07% |
$174 - $194
|
1.4K
$187K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.62MNew |
$1.05B - $1.26B
|
6.62M
$887M
|
|
|
Feb 14, 2023
Q4 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
55.5KNew |
$8.83M - $10.6M
|
55.5K
$7.43M
|
|
|
Jan 26, 2023
Q4 2022
|
Zenyatta Capital Management LP
|
BUY
|
- |
55KNew |
$8.75M - $10.5M
|
55K
$7.37M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
45.6K+ 5714.54% |
$7.26M - $8.68M
|
46.4K
$6.21M
|
|
|
Jan 26, 2023
Q4 2022
|
True Signal LP
New York, NY |
BUY
|
- |
33.4KNew |
$5.31M - $6.35M
|
33.4K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
30KNew |
$4.78M - $5.72M
|
30K
$4.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
14.4K+ 112.25% |
$2.29M - $2.74M
|
27.2K
$3.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
12.3KNew |
$1.96M - $2.34M
|
12.3K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
11.4K+ 2.37% |
$1.81M - $2.17M
|
492K
$65.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
9KNew |
$1.43M - $1.71M
|
9K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7.87K+ 88.17% |
$1.25M - $1.5M
|
16.8K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.96K+ 20.96% |
$1.11M - $1.32M
|
40.1K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
4.82KNew |
$767K - $918K
|
4.82K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
4.59KNew |
$730K - $873K
|
4.59K
$614K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
4.28KNew |
$682K - $815K
|
4.28K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
3.9KNew |
$621K - $742K
|
3.9K
$522K
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
3.58KNew |
$569K - $681K
|
3.58K
$479K
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
3.13KNew |
$497K - $595K
|
3.13K
$418K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
2.82K+ 24.3% |
$449K - $537K
|
14.4K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
2.75KNew |
$438K - $524K
|
2.75K
$368K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.38KNew |
$378K - $453K
|
2.38K
$318K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
2.31KNew |
$368K - $440K
|
2.31K
$310K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.28KNew |
$363K - $435K
|
2.28K
$306K
|
|