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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.22K+ 21.49% |
$354K - $423K
|
12.6K
$1.57M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.92KNew |
$306K - $366K
|
1.92K
$241K
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.85KNew |
$294K - $352K
|
1.85K
$232K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
1.74KNew |
$276K - $330K
|
1.74K
$218K
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
1.58KNew |
$251K - $300K
|
1.58K
$198K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.26KNew |
$200K - $239K
|
1.26K
$157K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
1.25KNew |
$199K - $238K
|
1.25K
$157K
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.24KNew |
$197K - $236K
|
1.24K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.21KNew |
$193K - $230K
|
1.21K
$152K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.21KNew |
$192K - $230K
|
1.21K
$152K
|
|
|
Feb 14, 2023
Q4 2022
|
Carroll Investors, Inc
|
BUY
|
- |
1.2KNew |
$191K - $228K
|
1.2K
$150K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.18KNew |
$187K - $224K
|
1.18K
$147K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$186K - $222K
|
1.17K
$146K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
1KNew |
$159K - $190K
|
1K
$125K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
CALL |
1KNew |
$159K - $190K
|
1K
$125K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
833+ 5.51% |
$133K - $159K
|
16K
$2M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
818New |
$130K - $156K
|
818
$103K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
746+ 25.29% |
$119K - $142K
|
3.7K
$463K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
561+ 14.6% |
$89.3K - $107K
|
4.4K
$552K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
549New |
$87.4K - $105K
|
549
$68.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
540New |
$85.9K - $103K
|
540
$67.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
536New |
$85.3K - $102K
|
536
$67.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
524New |
$83.4K - $99.7K
|
524
$65.7K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
434+ 31.68% |
$69.1K - $82.6K
|
1.8K
$226K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
418+ 5.75% |
$66.5K - $79.6K
|
7.68K
$963K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
407+ 112.74% |
$64.8K - $77.5K
|
768
$96.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
400New |
$63.7K - $76.1K
|
400
$50.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
368New |
$58.6K - $70.1K
|
368
$46.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
335New |
$53.3K - $63.8K
|
335
$42K
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
334+ 38.43% |
$53.2K - $63.6K
|
1.2K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
304+ 6.84% |
$48.4K - $57.9K
|
4.75K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
279New |
$44.4K - $53.1K
|
279
$35K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
267+ 4.29% |
$42.5K - $50.8K
|
6.5K
$814K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
253New |
$40.3K - $48.2K
|
253
$31.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
BUY
|
- |
240New |
$38.2K - $45.7K
|
240
$30.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
200New |
$31.8K - $38.1K
|
200
$25.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
165New |
$26.3K - $31.4K
|
165
$20.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
158+ 7.2% |
$25.1K - $30.1K
|
2.35K
$295K
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
135+ 7.21% |
$21.5K - $25.7K
|
2.01K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
135+ 126.17% |
$21.5K - $25.7K
|
242
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
125New |
$19.9K - $23.8K
|
125
$15.7K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
120+ 7.99% |
$19.1K - $22.8K
|
1.62K
$203K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
116+ 3.87% |
$18.5K - $22.1K
|
3.11K
$390K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
107New |
$17K - $20.4K
|
107
$13.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
86+ 1.91% |
$13.7K - $16.4K
|
4.6K
$576K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
81+ 1.0% |
$12.9K - $15.4K
|
8.17K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
77+ 0.88% |
$12.3K - $14.7K
|
8.8K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
75New |
$11.9K - $14.3K
|
75
$9.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
50+ 0.79% |
$7.96K - $9.52K
|
6.35K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42New |
$6.68K - $8K
|
42
$5.26K
|