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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.02KNew |
$249K - $298K
|
2.02K
$271K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
1.98K+ 2.3% |
$244K - $292K
|
88.1K
$11.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
1.97K+ 21.22% |
$243K - $291K
|
11.3K
$1.51M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.94KNew |
$240K - $286K
|
1.94K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.94K+ 8.21% |
$239K - $286K
|
25.6K
$3.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.93KNew |
$238K - $285K
|
1.93K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.89KNew |
$233K - $278K
|
1.89K
$253K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.87K+ 12.72% |
$231K - $276K
|
16.6K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.86K+ 6.99% |
$229K - $274K
|
28.5K
$3.81M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.84K+ 14.03% |
$227K - $271K
|
15K
$2M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.84K+ 239.27% |
$227K - $271K
|
2.61K
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
1.83K+ 0.91% |
$226K - $270K
|
203K
$27.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.82K+ 6.86% |
$224K - $267K
|
28.3K
$3.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.8KNew |
$222K - $265K
|
1.8K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.79K+ 99.72% |
$221K - $264K
|
3.59K
$481K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.77K+ 3608.16% |
$218K - $261K
|
1.82K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 13.01% |
$215K - $257K
|
15.1K
$2.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.74KNew |
$214K - $256K
|
1.74K
$232K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
1.73K+ 46.42% |
$214K - $255K
|
5.46K
$732K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.7K+ 61.82% |
$210K - $251K
|
4.45K
$596K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.69KNew |
$208K - $249K
|
1.69K
$226K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.67K+ 70.61% |
$206K - $246K
|
4.04K
$540K
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.67KNew |
$206K - $246K
|
1.67K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.65K+ 23.24% |
$204K - $243K
|
8.76K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.65K+ 9.4% |
$203K - $243K
|
19.2K
$2.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
1.65K+ 4.12% |
$203K - $243K
|
41.7K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 11.6% |
$203K - $243K
|
15.9K
$2.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.61K+ 16.55% |
$198K - $237K
|
11.3K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.59K+ 67.22% |
$196K - $235K
|
3.96K
$531K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.58K+ 11.55% |
$195K - $233K
|
15.3K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.57KNew |
$193K - $231K
|
1.57K
$210K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.55KNew |
$191K - $228K
|
1.55K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
1.54KNew |
$190K - $227K
|
1.54K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.51K+ 3.34% |
$186K - $222K
|
46.6K
$6.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
CALL |
1.5KNew |
$185K - $221K
|
1.5K
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.48KNew |
$183K - $219K
|
1.48K
$199K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.47K+ 12.23% |
$182K - $217K
|
13.5K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.45K+ 89.96% |
$179K - $214K
|
3.07K
$411K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.44K+ 34.01% |
$177K - $212K
|
5.66K
$758K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.43K+ 2.37% |
$176K - $211K
|
61.7K
$8.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.41K+ 15.71% |
$174K - $208K
|
10.4K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.4K+ 61.6% |
$172K - $206K
|
3.67K
$491K
|
|
|
Oct 21, 2024
Q3 2024
|
Benin Management Corp
|
BUY
|
- |
1.38K+ 5.08% |
$170K - $204K
|
28.6K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.38K+ 1.59% |
$170K - $203K
|
88.1K
$11.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.38K+ 1.64% |
$170K - $203K
|
85.5K
$11.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1.38K+ 81.99% |
$170K - $203K
|
3.05K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.37K+ 53.78% |
$169K - $201K
|
3.91K
$523K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.34K+ 0.8% |
$166K - $198K
|
170K
$22.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.33K+ 26.88% |
$164K - $195K
|
6.26K
$838K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.32K+ 17.88% |
$163K - $194K
|
8.69K
$1.16M
|