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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.2K+ 6.3% |
$167K - $193K
|
20.2K
$2.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.19K+ 0.69% |
$165K - $191K
|
174K
$23.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.15K+ 21.24% |
$160K - $186K
|
6.58K
$881K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.15K+ 7.86% |
$160K - $186K
|
15.8K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1.15K+ 14.5% |
$160K - $185K
|
9.06K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
1.14K+ 6.79% |
$158K - $183K
|
17.9K
$2.4M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.12K+ 82.59% |
$155K - $180K
|
2.47K
$330K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.11KNew |
$155K - $179K
|
1.11K
$149K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.11K+ 12.59% |
$155K - $179K
|
9.94K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.11K+ 9.15% |
$155K - $179K
|
13.3K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.11K+ 7.9% |
$154K - $178K
|
15.1K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.1K+ 11.66% |
$153K - $177K
|
10.5K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.09K+ 5.7% |
$152K - $176K
|
20.3K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.09K+ 17.95% |
$152K - $176K
|
7.17K
$960K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.09K+ 36.24% |
$151K - $176K
|
4.09K
$548K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.08K+ 6.68% |
$151K - $175K
|
17.3K
$2.32M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.07K+ 4.23% |
$148K - $172K
|
26.3K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
1.07K+ 1.09% |
$148K - $172K
|
99.2K
$13.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.04K+ 6.31% |
$145K - $168K
|
17.5K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.03K+ 5.74% |
$143K - $165K
|
18.9K
$2.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.02K+ 4.38% |
$142K - $164K
|
24.2K
$3.25M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1K+ 24.31% |
$139K - $161K
|
5.11K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1K+ 75.87% |
$139K - $161K
|
2.32K
$310K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1KNew |
$139K - $161K
|
1K
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
BUY
|
- |
990+ 2.57% |
$138K - $160K
|
39.4K
$5.28M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
988+ 20.34% |
$137K - $159K
|
5.85K
$783K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
BUY
|
- |
978+ 3.06% |
$136K - $158K
|
32.9K
$4.41M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
960+ 16.53% |
$134K - $155K
|
6.77K
$906K
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
959+ 2.37% |
$133K - $155K
|
41.5K
$5.55M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
952+ 1.96% |
$132K - $153K
|
49.4K
$6.62M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
951+ 13.69% |
$132K - $153K
|
7.9K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
949+ 19.24% |
$132K - $153K
|
5.88K
$788K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
934+ 4.19% |
$130K - $151K
|
23.2K
$3.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
933+ 179.42% |
$130K - $150K
|
1.45K
$195K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
916+ 1.13% |
$127K - $148K
|
82K
$11M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
911+ 5.53% |
$127K - $147K
|
17.4K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
910+ 7.56% |
$127K - $147K
|
13K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
900+ 17.4% |
$125K - $145K
|
6.07K
$813K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
899+ 10.58% |
$125K - $145K
|
9.4K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
888+ 31.49% |
$124K - $143K
|
3.71K
$497K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
881New |
$123K - $142K
|
881
$118K
|
|
|
Apr 25, 2024
Q1 2024
|
Caliber Wealth Management, LLC
|
BUY
|
- |
873+ 6.69% |
$121K - $141K
|
13.9K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
867+ 1.22% |
$121K - $140K
|
71.7K
$9.6M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
866+ 10.66% |
$120K - $140K
|
8.99K
$1.2M
|
|
|
May 08, 2024
Q1 2024
|
William Allan, LLC
|
BUY
|
- |
852+ 3.22% |
$118K - $137K
|
27.3K
$3.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
846+ 5.69% |
$118K - $136K
|
15.7K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
845+ 9.42% |
$118K - $136K
|
9.82K
$1.32M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
838+ 22.15% |
$117K - $135K
|
4.62K
$619K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
834+ 27.77% |
$116K - $134K
|
3.84K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
828+ 73.6% |
$115K - $133K
|
1.95K
$262K
|