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 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
245+ 4.72% |
$34.1K - $39.5K
|
5.44K
$729K
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
239+ 17.28% |
$33.2K - $38.5K
|
1.62K
$217K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
238+ 3.44% |
$33.1K - $38.4K
|
7.17K
$960K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
235+ 6.52% |
$32.7K - $37.9K
|
3.84K
$514K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
234+ 36.56% |
$32.5K - $37.7K
|
874
$117K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
234+ 0.15% |
$32.5K - $37.7K
|
160K
$21.4M
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
233+ 0.47% |
$32.4K - $37.6K
|
49.3K
$6.6M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
232+ 1933.33% |
$32.3K - $37.4K
|
244
$32.7K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
232+ 3.36% |
$32.3K - $37.4K
|
7.13K
$955K
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
231+ 5.75% |
$32.1K - $37.2K
|
4.25K
$569K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
230+ 2.01% |
$32K - $37.1K
|
11.7K
$1.56M
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
229+ 7.54% |
$31.8K - $36.9K
|
3.27K
$437K
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
227+ 0.84% |
$31.6K - $36.6K
|
27.4K
$3.66M
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
226+ 1.36% |
$31.4K - $36.4K
|
16.9K
$2.26M
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
224+ 1.92% |
$31.2K - $36.1K
|
11.9K
$1.59M
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
220+ 1.79% |
$30.6K - $35.5K
|
12.5K
$1.68M
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
219+ 35.15% |
$30.5K - $35.3K
|
842
$113K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
219+ 14.15% |
$30.5K - $35.3K
|
1.77K
$237K
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
216+ 1.65% |
$30K - $34.8K
|
13.3K
$1.78M
|
|
Apr 11, 2024
Q1 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
207+ 1.68% |
$28.8K - $33.4K
|
12.5K
$1.68M
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
207+ 1.19% |
$28.8K - $33.4K
|
17.6K
$2.36M
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
206+ 0.85% |
$28.7K - $33.2K
|
24.5K
$3.28M
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
206+ 9.0% |
$28.7K - $33.2K
|
2.5K
$334K
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
205+ 4.7% |
$28.5K - $33.1K
|
4.57K
$611K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
205+ 3.36% |
$28.5K - $33.1K
|
6.3K
$844K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
204+ 4.25% |
$28.4K - $32.9K
|
5K
$670K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
204+ 1.43% |
$28.4K - $32.9K
|
14.5K
$1.94M
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
203+ 0.25% |
$28.2K - $32.7K
|
82.3K
$11M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
201+ 1.6% |
$28K - $32.4K
|
12.7K
$1.71M
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
200+ 869.57% |
$27.8K - $32.2K
|
223
$29.9K
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.1% |
$27.8K - $32.2K
|
198K
$26.5M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
200+ 148.15% |
$27.8K - $32.2K
|
335
$44.9K
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
200New |
$27.8K - $32.2K
|
200
$26.8K
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
200+ 8.27% |
$27.8K - $32.2K
|
2.62K
$351K
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
199+ 80.24% |
$27.7K - $32.1K
|
447
$59.9K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
195+ 11.77% |
$27.1K - $31.4K
|
1.85K
$248K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
192+ 2.0% |
$26.7K - $31K
|
9.77K
$1.31M
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
192+ 0.77% |
$26.7K - $31K
|
25.1K
$3.36M
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
190+ 8.4% |
$26.4K - $30.6K
|
2.45K
$329K
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
189+ 10.06% |
$26.3K - $30.5K
|
2.07K
$277K
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
188+ 6.15% |
$26.1K - $30.3K
|
3.25K
$435K
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
187+ 8.47% |
$26K - $30.1K
|
2.39K
$321K
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
183+ 6.7% |
$25.5K - $29.5K
|
2.91K
$390K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
183+ 23.31% |
$25.5K - $29.5K
|
968
$130K
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
178+ 9.96% |
$24.8K - $28.7K
|
1.97K
$263K
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
175+ 4.93% |
$24.3K - $28.2K
|
3.73K
$499K
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
175+ 13.06% |
$24.3K - $28.2K
|
1.52K
$203K
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
174+ 0.12% |
$24.2K - $28.1K
|
150K
$20.1M
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
173+ 6.84% |
$24.1K - $27.9K
|
2.7K
$362K
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
172+ 7.48% |
$23.9K - $27.7K
|
2.47K
$331K
|