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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.58K+ 2.25% |
$319K - $381K
|
118K
$14.8M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.58K+ 20.14% |
$318K - $380K
|
15.4K
$1.93M
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.56KNew |
$316K - $378K
|
2.56K
$322K
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.56K+ 106.76% |
$316K - $377K
|
4.96K
$623K
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
2.56K+ 7.32% |
$315K - $377K
|
37.5K
$4.71M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.56KNew |
$315K - $377K
|
2.56K
$321K
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.53K+ 68.22% |
$312K - $373K
|
6.24K
$784K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.52K+ 51.56% |
$311K - $372K
|
7.42K
$932K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.52K+ 85.68% |
$311K - $371K
|
5.46K
$686K
|
|
Oct 02, 2024
Q3 2024
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 0.68% |
$308K - $368K
|
368K
$46.2M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.5K+ 49.54% |
$308K - $368K
|
7.54K
$947K
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
2.48KNew |
$306K - $365K
|
2.48K
$312K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$305K - $364K
|
2.47K
$311K
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.47KNew |
$305K - $364K
|
2.47K
$310K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.46KNew |
$303K - $363K
|
2.46K
$309K
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.46K+ 7.29% |
$303K - $362K
|
36.2K
$4.54M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.44KNew |
$301K - $360K
|
2.44K
$307K
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.41KNew |
$298K - $356K
|
2.41K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.41KNew |
$297K - $354K
|
2.41K
$302K
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.4KNew |
$296K - $354K
|
2.4K
$302K
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.39K+ 18.21% |
$295K - $352K
|
15.5K
$1.95M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.39K+ 20.38% |
$295K - $352K
|
14.1K
$1.77M
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.39KNew |
$294K - $352K
|
2.39K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.35K+ 3.98% |
$290K - $347K
|
61.5K
$7.72M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.35K+ 29.17% |
$289K - $346K
|
10.4K
$1.31M
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.31K+ 12.9% |
$285K - $341K
|
20.2K
$2.54M
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
2.3K+ 11.56% |
$284K - $339K
|
22.2K
$2.79M
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.3K+ 4.42% |
$284K - $339K
|
54.3K
$6.82M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.29KNew |
$282K - $337K
|
2.29K
$288K
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.27K+ 108.16% |
$280K - $334K
|
4.36K
$548K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.27KNew |
$279K - $334K
|
2.27K
$285K
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
2.26K+ 1.76% |
$279K - $334K
|
131K
$16.5M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.24K+ 1.29% |
$277K - $331K
|
177K
$22.2M
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
BUY
|
- |
2.23K+ 0.98% |
$274K - $328K
|
229K
$28.7M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.21KNew |
$272K - $325K
|
2.21K
$277K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.19K+ 21.06% |
$270K - $322K
|
12.6K
$1.58M
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$266K - $318K
|
2.16K
$271K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.15K+ 1.23% |
$265K - $317K
|
177K
$22.2M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.15K+ 10.71% |
$265K - $317K
|
22.2K
$2.79M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.14K+ 5.24% |
$264K - $315K
|
43K
$5.4M
|
|
Nov 13, 2024
Q3 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
2.1KNew |
$259K - $309K
|
2.1K
$264K
|
|
Oct 18, 2024
Q3 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
2.1K+ 14.05% |
$259K - $309K
|
17.1K
$2.14M
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.09K+ 11.71% |
$258K - $308K
|
20K
$2.51M
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.06K+ 5.1% |
$254K - $304K
|
42.5K
$5.35M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.06KNew |
$254K - $304K
|
2.06K
$259K
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.06K+ 13.84% |
$254K - $304K
|
16.9K
$2.13M
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.04K+ 10.19% |
$251K - $300K
|
22K
$2.77M
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.02KNew |
$249K - $298K
|
2.02K
$254K
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.02K+ 20.83% |
$248K - $297K
|
11.7K
$1.47M
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2K+ 22.01% |
$247K - $295K
|
11.1K
$1.39M
|