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 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
172+ 0.16% |
$23.9K - $27.7K
|
109K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
172+ 0.32% |
$23.9K - $27.7K
|
54.7K
$7.32M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
169+ 9.87% |
$23.5K - $27.2K
|
1.88K
$252K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
166+ 0.15% |
$23.1K - $26.8K
|
112K
$14.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
166+ 10.34% |
$23.1K - $26.8K
|
1.77K
$237K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
166+ 5.61% |
$23.1K - $26.8K
|
3.13K
$418K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
164+ 0.86% |
$22.8K - $26.4K
|
19.3K
$2.58M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
163+ 1.4% |
$22.7K - $26.3K
|
11.8K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
163+ 6.41% |
$22.7K - $26.3K
|
2.71K
$362K
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
161+ 12.11% |
$22.4K - $26K
|
1.49K
$200K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
159+ 5.59% |
$22.1K - $25.6K
|
3K
$402K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
158+ 9.79% |
$22K - $25.5K
|
1.77K
$237K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
157New |
$21.8K - $25.3K
|
157
$21K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
156+ 1.17% |
$21.7K - $25.2K
|
13.5K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
156New |
$21.7K - $25.2K
|
156
$20.9K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
155+ 4.27% |
$21.6K - $25K
|
3.78K
$506K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
152+ 3.58% |
$21.1K - $24.5K
|
4.4K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
152+ 0.9% |
$21.1K - $24.5K
|
17.1K
$2.28M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
151+ 10.61% |
$21K - $24.3K
|
1.57K
$211K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
150New |
$20.9K - $24.2K
|
150
$20.1K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
150+ 5.22% |
$20.9K - $24.2K
|
3.02K
$405K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
149+ 1.44% |
$20.7K - $24K
|
10.5K
$1.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
149+ 6.19% |
$20.7K - $24K
|
2.56K
$342K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
147+ 0.5% |
$20.4K - $23.7K
|
29.4K
$3.93M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
146+ 4.82% |
$20.3K - $23.5K
|
3.17K
$425K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
145+ 2.12% |
$20.2K - $23.4K
|
7K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
143+ 0.87% |
$19.9K - $23.1K
|
16.6K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
142+ 0.77% |
$19.7K - $22.9K
|
18.6K
$2.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
141+ 5.54% |
$19.6K - $22.7K
|
2.69K
$360K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
141+ 18.1% |
$19.6K - $22.7K
|
920
$123K
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
138+ 0.04% |
$19.2K - $22.2K
|
332K
$44.5M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
137+ 13.95% |
$19.1K - $22.1K
|
1.12K
$150K
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
136+ 0.1% |
$18.9K - $21.9K
|
143K
$19.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
135+ 21.57% |
$18.8K - $21.8K
|
761
$102K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
134+ 10.05% |
$18.6K - $21.6K
|
1.47K
$196K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
134+ 1.91% |
$18.6K - $21.6K
|
7.13K
$955K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
133+ 8.66% |
$18.5K - $21.4K
|
1.67K
$224K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
133+ 1.23% |
$18.5K - $21.4K
|
10.9K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
129+ 10.18% |
$17.9K - $20.8K
|
1.4K
$187K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
127+ 2.39% |
$17.7K - $20.5K
|
5.45K
$729K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
127+ 8.3% |
$17.7K - $20.5K
|
1.66K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
126+ 0.91% |
$17.5K - $20.3K
|
14K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
125+ 2500.0% |
$17.4K - $20.2K
|
130
$17.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
124+ 4.48% |
$17.2K - $20K
|
2.89K
$387K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
124+ 7.44% |
$17.2K - $20K
|
1.79K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
124+ 1.91% |
$17.2K - $20K
|
6.62K
$887K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
123+ 5.17% |
$17.1K - $19.8K
|
2.5K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
121+ 4.4% |
$16.8K - $19.5K
|
2.87K
$384K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
119+ 175.0% |
$16.6K - $19.2K
|
187
$25K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
119+ 0.12% |
$16.6K - $19.2K
|
96.3K
$12.9M
|