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 |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
26
shares
|
$3,481
0.0% of portfolio
|
Q1 2024
Added 420.0%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
25
shares
|
$3,347
0.0% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
25
shares
|
$3,347
0.0% of portfolio
|
Q4 2018
Reduced 57.63%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
25
shares
|
$3,347
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$3,214
0.0% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
24
shares
|
$3,214
0.0% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
23
shares
|
$3,080
0.0% of portfolio
|
Q2 2024
Reduced 55.77%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
21
shares
|
$2,812
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
21
shares
|
$2,812
0.0% of portfolio
|
Q3 2024
Reduced 60.38%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
20
shares
|
$2,678
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
19
shares
|
$2,544
0.0% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,544
0.01% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
18
shares
|
$2,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
17
shares
|
$2,276
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
17
shares
|
$2,276
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
16
shares
|
$2,142
0.0% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
15
shares
|
$2,008
0.0% of portfolio
|
Q4 2022
Reduced 25.0%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
14
shares
|
$1,874
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
11
shares
|
$1,473
0.0% of portfolio
|
Q3 2022
Added 10.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
10
shares
|
$1,339
0.0% of portfolio
|
Q2 2024
Reduced 62.96%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
10
shares
|
$1,339
0.0% of portfolio
|
Q2 2024
Reduced 90.91%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
9
shares
|
$1,205
0.0% of portfolio
|
Q3 2024
Reduced 88.16%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
9
shares
|
$1,205
0.0% of portfolio
|
Q3 2024
Reduced 99.7%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
8
shares
|
$1,071
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$1,071
0.0% of portfolio
|
Q3 2024
New holding
|