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 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
820+ 3.85% |
$114K - $132K
|
22.1K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
817New |
$114K - $132K
|
817
$109K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
809+ 6.74% |
$113K - $130K
|
12.8K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
805+ 15.5% |
$112K - $130K
|
6K
$803K
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
803+ 2.51% |
$112K - $129K
|
32.8K
$4.39M
|
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
800+ 2.81% |
$111K - $129K
|
29.3K
$3.93M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
799+ 9.38% |
$111K - $129K
|
9.31K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
794New |
$110K - $128K
|
794
$106K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
793+ 31.41% |
$110K - $128K
|
3.32K
$444K
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
790+ 5.2% |
$110K - $127K
|
16K
$2.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
781+ 24.56% |
$109K - $126K
|
3.96K
$530K
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
776+ 3.32% |
$108K - $125K
|
24.2K
$3.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
770+ 5.87% |
$107K - $124K
|
13.9K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
764+ 3.27% |
$106K - $123K
|
24.1K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
755+ 8.29% |
$105K - $122K
|
9.87K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
751+ 15.11% |
$104K - $121K
|
5.72K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
751+ 17.47% |
$104K - $121K
|
5.05K
$676K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
748+ 4.45% |
$104K - $121K
|
17.5K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
745New |
$104K - $120K
|
745
$99.8K
|
|
|
Aug 29, 2024
Q1 2024
|
University Of Texas
|
BUY
|
- |
737New |
$103K - $119K
|
737
$98.7K
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
725+ 4.89% |
$101K - $117K
|
15.6K
$2.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
710+ 4.09% |
$98.7K - $114K
|
18.1K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
709+ 4.63% |
$98.6K - $114K
|
16K
$2.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
708+ 6.16% |
$98.5K - $114K
|
12.2K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
707+ 0.39% |
$98.3K - $114K
|
181K
$24.3M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
692+ 9.34% |
$96.2K - $112K
|
8.1K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
689+ 251.46% |
$95.8K - $111K
|
963
$129K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
686+ 1.93% |
$95.4K - $111K
|
36.2K
$4.84M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
683+ 3.07% |
$95K - $110K
|
22.9K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
681+ 30.81% |
$94.7K - $110K
|
2.89K
$387K
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
670+ 5.24% |
$93.2K - $108K
|
13.4K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
669+ 13.77% |
$93K - $108K
|
5.53K
$740K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
662+ 18.42% |
$92.1K - $107K
|
4.26K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
661+ 5.2% |
$91.9K - $107K
|
13.4K
$1.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
658+ 7.22% |
$91.5K - $106K
|
9.77K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
658+ 6.81% |
$91.5K - $106K
|
10.3K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
657+ 1.9% |
$91.4K - $106K
|
35.3K
$4.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
653+ 9.15% |
$90.8K - $105K
|
7.79K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
651+ 19.39% |
$90.5K - $105K
|
4.01K
$537K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
648+ 1.5% |
$90.1K - $104K
|
43.9K
$5.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
647+ 24.14% |
$90K - $104K
|
3.33K
$446K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
647+ 12.39% |
$90K - $104K
|
5.87K
$786K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
645New |
$89.7K - $104K
|
645
$86.4K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
642+ 5.83% |
$89.3K - $104K
|
11.7K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
637+ 10.33% |
$88.6K - $103K
|
6.8K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
637New |
$88.6K - $103K
|
637
$85.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
635+ 25.53% |
$88.3K - $102K
|
3.12K
$418K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
634+ 31.14% |
$88.2K - $102K
|
2.67K
$358K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
632+ 20.1% |
$87.9K - $102K
|
3.78K
$506K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
625+ 3.36% |
$86.9K - $101K
|
19.2K
$2.57M
|