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 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
624+ 5.4% |
$86.8K - $101K
|
12.2K
$1.63M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
622+ 4.6% |
$86.5K - $100K
|
14.2K
$1.9M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
618+ 16.68% |
$86K - $99.6K
|
4.32K
$579K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
613+ 7.82% |
$85.3K - $98.8K
|
8.45K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
613+ 18.79% |
$85.3K - $98.8K
|
3.88K
$519K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
611+ 1.43% |
$85K - $98.5K
|
43.4K
$5.81M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
611+ 13.04% |
$85K - $98.5K
|
5.3K
$710K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
609+ 1.39% |
$84.7K - $98.2K
|
44.5K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
593+ 0.16% |
$82.5K - $95.6K
|
381K
$51M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
592+ 11.17% |
$82.3K - $95.4K
|
5.89K
$789K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
591+ 2.22% |
$82.2K - $95.3K
|
27.2K
$3.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
587+ 2.76% |
$81.6K - $94.6K
|
21.8K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
579+ 2.71% |
$80.5K - $93.3K
|
21.9K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
576+ 17.48% |
$80.1K - $92.9K
|
3.87K
$518K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
574+ 2.23% |
$79.8K - $92.5K
|
26.3K
$3.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
BUY
|
- |
572+ 3.18% |
$79.6K - $92.2K
|
18.6K
$2.48M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
571+ 7.35% |
$79.4K - $92.1K
|
8.34K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
569+ 12.3% |
$79.1K - $91.7K
|
5.2K
$696K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
562+ 0.44% |
$78.2K - $90.6K
|
127K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
561+ 3.24% |
$78K - $90.4K
|
17.9K
$2.39M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
558+ 8.22% |
$77.6K - $90K
|
7.35K
$984K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
556+ 11.12% |
$77.3K - $89.6K
|
5.56K
$744K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
551+ 2.81% |
$76.6K - $88.8K
|
20.2K
$2.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
545+ 6.89% |
$75.8K - $87.9K
|
8.45K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
541+ 8.03% |
$75.2K - $87.2K
|
7.28K
$974K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
539+ 48.43% |
$75K - $86.9K
|
1.65K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
537+ 3.44% |
$74.7K - $86.6K
|
16.1K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
527+ 15.6% |
$73.3K - $85K
|
3.91K
$523K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
525+ 6.09% |
$73K - $84.6K
|
9.14K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
524+ 1.62% |
$72.9K - $84.5K
|
33K
$4.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
521+ 30.05% |
$72.5K - $84K
|
2.26K
$302K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
519+ 9.12% |
$72.2K - $83.7K
|
6.21K
$832K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
509+ 0.37% |
$70.8K - $82.1K
|
138K
$18.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
504+ 8.44% |
$70.1K - $81.3K
|
6.48K
$867K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
504+ 1.76% |
$70.1K - $81.3K
|
29.2K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
503+ 6.21% |
$70K - $81.1K
|
8.6K
$1.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
501+ 8.15% |
$69.7K - $80.8K
|
6.65K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
500+ 12.71% |
$69.5K - $80.6K
|
4.43K
$594K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
496+ 35.58% |
$69K - $80K
|
1.89K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
494+ 15.75% |
$68.7K - $79.6K
|
3.63K
$486K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
492+ 4.06% |
$68.4K - $79.3K
|
12.6K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
492+ 1.61% |
$68.4K - $79.3K
|
31K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
491+ 0.92% |
$68.3K - $79.2K
|
53.6K
$7.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
486+ 6.14% |
$67.6K - $78.4K
|
8.41K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
486+ 11.51% |
$67.6K - $78.4K
|
4.71K
$631K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
482+ 0.85% |
$67K - $77.7K
|
56.9K
$7.61M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
482+ 1.59% |
$67K - $77.7K
|
30.8K
$4.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
479+ 14.27% |
$66.6K - $77.2K
|
3.84K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
473+ 8.58% |
$65.8K - $76.3K
|
5.99K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
472+ 15.66% |
$65.6K - $76.1K
|
3.49K
$467K
|