Institutional Ownership United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS). We have compiled data on the 2,431 institutions that hold shares in the stock, with a total of 524 Million shares, which have been reported (via 13F filing form) to have a value of $70.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
51
shares
|
$6,829
0.0% of portfolio
|
Q3 2024
Added 64.52%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
50
shares
|
$6,695
0.0% of portfolio
|
Q3 2023
Reduced 68.35%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
50
shares
|
$6,695
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
50
shares
|
$6,695
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
50
shares
|
$6,695
0.0% of portfolio
|
Q1 2024
Reduced 65.52%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
50
shares
|
$6,695
0.0% of portfolio
|
Q2 2024
Reduced 51.46%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
50
shares
|
$6,695
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
46
shares
|
$6,160
0.0% of portfolio
|
Q3 2024
Added 17.95%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
46
shares
|
$6,160
0.01% of portfolio
|
Q2 2024
Added 2.22%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
45
shares
|
$6,026
0.0% of portfolio
|
Q4 2021
Reduced 68.97%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
45
shares
|
$6,026
0.01% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
43
shares
|
$5,758
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
43
shares
|
$5,758
0.0% of portfolio
|
Q2 2024
Reduced 34.85%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
42
shares
|
$5,624
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
40
shares
|
$5,356
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2024 Q2 2024 |
40
shares
|
$5,356
0.0% of portfolio
|
Q4 2021
Reduced 67.74%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
38
shares
|
$5,088
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
38
shares
|
$5,088
0.0% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
36
shares
|
$4,821
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
34
shares
|
$4,553
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
34
shares
|
$4,553
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
31
shares
|
$4,151
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
31
shares
|
$4,151
0.0% of portfolio
|
Q2 2023
Reduced 94.08%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
28
shares
|
$3,749
0.0% of portfolio
|
Q4 2022
Reduced 81.08%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2024 Q3 2024 |
28
shares
|
$3,749
0.0% of portfolio
|
Q4 2023
Reduced 39.13%
|