Purchases and Sales Made in Q1 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 2024. The information is specifically focused on institutions that hold shares of UNITED PARCEL SERVICE INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.6K+ 98.46% |
$223K - $258K
|
3.23K
$432K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.59K+ 2.36% |
$222K - $257K
|
69.2K
$9.26M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.58K+ 1.86% |
$220K - $255K
|
86.7K
$11.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.58K+ 17.04% |
$219K - $254K
|
10.8K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.57K+ 1.75% |
$218K - $253K
|
91.2K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.57K+ 11.05% |
$218K - $252K
|
15.7K
$2.11M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.56KNew |
$217K - $251K
|
1.56K
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.55K+ 9.33% |
$216K - $250K
|
18.2K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.55K+ 7.41% |
$215K - $250K
|
22.4K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.55KNew |
$215K - $249K
|
1.55K
$207K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 25.67% |
$214K - $248K
|
7.54K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.53KNew |
$213K - $247K
|
1.53K
$205K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.52KNew |
$212K - $246K
|
1.52K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.52KNew |
$212K - $245K
|
1.52K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 12.52% |
$211K - $245K
|
13.7K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.52K+ 22.61% |
$211K - $245K
|
8.23K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$210K - $243K
|
1.51K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.51KNew |
$210K - $243K
|
1.51K
$202K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.51KNew |
$210K - $243K
|
1.51K
$202K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.51KNew |
$209K - $243K
|
1.51K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.49KNew |
$207K - $240K
|
1.49K
$200K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
1.49K+ 12.47% |
$207K - $240K
|
13.4K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.47K+ 9.55% |
$204K - $237K
|
16.9K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$196K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$196K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.47KNew |
$204K - $236K
|
1.47K
$196K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.45KNew |
$201K - $233K
|
1.45K
$194K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.42K+ 2.07% |
$197K - $229K
|
70K
$9.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
1.41KNew |
$197K - $228K
|
1.41K
$189K
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.41KNew |
$195K - $227K
|
1.41K
$188K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 9.46% |
$192K - $223K
|
16K
$2.14M
|
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.38K+ 2.15% |
$192K - $222K
|
65.6K
$8.78M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.36KNew |
$189K - $219K
|
1.36K
$182K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$181K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.35KNew |
$187K - $217K
|
1.35K
$180K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
1.33K+ 4.06% |
$186K - $215K
|
34.2K
$4.57M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
1.31K+ 0.41% |
$182K - $211K
|
320K
$42.9M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.29K+ 0.38% |
$179K - $207K
|
342K
$45.8M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.28K+ 5.72% |
$178K - $207K
|
23.7K
$3.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.28K+ 4.13% |
$178K - $207K
|
32.3K
$4.32M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
1.28K+ 75.03% |
$178K - $206K
|
2.98K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.27K+ 74.3% |
$176K - $205K
|
2.98K
$399K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.26K+ 6.59% |
$176K - $204K
|
20.4K
$2.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.25K+ 1.58% |
$174K - $202K
|
80.4K
$10.8M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
1.25K+ 14.11% |
$174K - $201K
|
10.1K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.24KNew |
$172K - $200K
|
1.24K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.24K+ 3.85% |
$172K - $199K
|
33.4K
$4.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.23K+ 1.33% |
$171K - $199K
|
93.7K
$12.5M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.23K+ 11.97% |
$171K - $198K
|
11.5K
$1.54M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.21K+ 21.98% |
$168K - $195K
|
6.7K
$898K
|