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 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
355+ 8.48% |
$43.8K - $52.3K
|
4.54K
$608K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
354+ 5.92% |
$43.7K - $52.2K
|
6.33K
$848K
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
354+ 3.04% |
$43.7K - $52.2K
|
12K
$1.61M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
349+ 23.19% |
$43K - $51.4K
|
1.85K
$248K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
346+ 4.48% |
$42.7K - $51K
|
8.06K
$1.08M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
345+ 2.32% |
$42.5K - $50.8K
|
15.2K
$2.04M
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
342+ 1.84% |
$42.2K - $50.4K
|
19K
$2.54M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
338+ 16.34% |
$41.7K - $49.8K
|
2.41K
$322K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
333+ 4.6% |
$41.1K - $49.1K
|
7.57K
$1.01M
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
331+ 0.77% |
$40.8K - $48.8K
|
43.4K
$5.81M
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
321+ 16.67% |
$39.6K - $47.3K
|
2.25K
$301K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
320+ 4.73% |
$39.5K - $47.2K
|
7.09K
$949K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
315+ 2.65% |
$38.8K - $46.4K
|
12.2K
$1.63M
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
304+ 25.44% |
$37.5K - $44.8K
|
1.5K
$201K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
303+ 10.26% |
$37.4K - $44.7K
|
3.26K
$436K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$37K - $44.2K
|
300
$40.2K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
300+ 17.69% |
$37K - $44.2K
|
2K
$267K
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
293+ 19.65% |
$36.1K - $43.2K
|
1.78K
$239K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
292+ 7.54% |
$36K - $43K
|
4.16K
$558K
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
288+ 0.1% |
$35.5K - $42.4K
|
275K
$36.8M
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286+ 5.3% |
$35.3K - $42.2K
|
5.68K
$761K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
276+ 5.93% |
$34K - $40.7K
|
4.93K
$660K
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
273+ 9.36% |
$33.7K - $40.2K
|
3.19K
$427K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
271+ 32.15% |
$33.4K - $39.9K
|
1.11K
$149K
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
259+ 12.67% |
$31.9K - $38.2K
|
2.3K
$308K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
258+ 1.4% |
$31.8K - $38K
|
18.7K
$2.5M
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
252+ 6.8% |
$31.1K - $37.1K
|
3.96K
$530K
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
248+ 1.57% |
$30.6K - $36.6K
|
16.1K
$2.15M
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
246+ 8.08% |
$30.3K - $36.3K
|
3.29K
$441K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
239+ 19.93% |
$29.5K - $35.2K
|
1.44K
$193K
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
238New |
$29.4K - $35.1K
|
238
$31.9K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
238+ 2.8% |
$29.4K - $35.1K
|
8.73K
$1.17M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
237+ 24.21% |
$29.2K - $34.9K
|
1.22K
$163K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
233+ 14.37% |
$28.7K - $34.3K
|
1.85K
$248K
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
233+ 1.35% |
$28.7K - $34.3K
|
17.5K
$2.35M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
231New |
$28.5K - $34K
|
231
$30.9K
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
230+ 12.74% |
$28.4K - $33.9K
|
2.04K
$273K
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
221+ 0.75% |
$27.3K - $32.6K
|
29.9K
$4M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
216+ 720.0% |
$26.6K - $31.8K
|
246
$32.9K
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
216+ 0.74% |
$26.6K - $31.8K
|
29.3K
$3.93M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
210+ 8.5% |
$25.9K - $30.9K
|
2.68K
$359K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
206+ 9.37% |
$25.4K - $30.4K
|
2.41K
$322K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
205+ 4.92% |
$25.3K - $30.2K
|
4.37K
$585K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 408.16% |
$24.7K - $29.5K
|
249
$33.3K
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
200+ 11.4% |
$24.7K - $29.5K
|
1.96K
$262K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
197+ 3.9% |
$24.3K - $29K
|
5.25K
$703K
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
196+ 10.27% |
$24.2K - $28.9K
|
2.1K
$282K
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
195+ 7.46% |
$24K - $28.7K
|
2.81K
$376K
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
190+ 1.18% |
$23.4K - $28K
|
16.4K
$2.19M
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
188+ 0.43% |
$23.2K - $27.7K
|
43.4K
$5.82M
|