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 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
73+ 0.86% |
$10.2K - $11.8K
|
8.54K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
73+ 2.14% |
$10.2K - $11.8K
|
3.49K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
72+ 1.09% |
$10K - $11.6K
|
6.65K
$891K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
71+ 0.79% |
$9.87K - $11.4K
|
9.11K
$1.22M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
70+ 2.23% |
$9.74K - $11.3K
|
3.21K
$430K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
70+ 2.61% |
$9.74K - $11.3K
|
2.75K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
69+ 0.54% |
$9.6K - $11.1K
|
12.9K
$1.73M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
68+ 0.69% |
$9.46K - $11K
|
9.92K
$1.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
68+ 1.07% |
$9.46K - $11K
|
6.42K
$860K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
68+ 0.23% |
$9.46K - $11K
|
29.6K
$3.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
67+ 3.72% |
$9.32K - $10.8K
|
1.87K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
65+ 2.85% |
$9.04K - $10.5K
|
2.34K
$314K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
63+ 1.43% |
$8.76K - $10.2K
|
4.46K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
63+ 1.25% |
$8.76K - $10.2K
|
5.1K
$682K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
62+ 2.48% |
$8.62K - $10K
|
2.56K
$343K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
61+ 1.84% |
$8.48K - $9.83K
|
3.38K
$453K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
61+ 2.32% |
$8.48K - $9.83K
|
2.69K
$361K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60+ 0.33% |
$8.34K - $9.67K
|
18.5K
$2.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
60+ 4.21% |
$8.34K - $9.67K
|
1.48K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
60+ 3.44% |
$8.34K - $9.67K
|
1.8K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
60+ 3.32% |
$8.34K - $9.67K
|
1.87K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
57+ 0.25% |
$7.93K - $9.19K
|
23K
$3.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
55+ 2.38% |
$7.65K - $8.87K
|
2.37K
$317K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
55+ 2.38% |
$7.65K - $8.87K
|
2.37K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
54+ 2.66% |
$7.51K - $8.71K
|
2.09K
$279K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
53+ 2.67% |
$7.37K - $8.54K
|
2.04K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
52+ 2.3% |
$7.23K - $8.38K
|
2.32K
$310K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
BUY
|
- |
50+ 2.56% |
$6.95K - $8.06K
|
2K
$268K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
50New |
$6.95K - $8.06K
|
50
$6.7K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
50+ 4.34% |
$6.95K - $8.06K
|
1.2K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
50+ 0.21% |
$6.95K - $8.06K
|
24.4K
$3.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
49+ 0.83% |
$6.81K - $7.9K
|
5.95K
$797K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
49+ 13.92% |
$6.81K - $7.9K
|
401
$53.7K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 1.29% |
$6.68K - $7.74K
|
3.77K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
48+ 3.23% |
$6.68K - $7.74K
|
1.54K
$206K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
47+ 0.21% |
$6.54K - $7.58K
|
22.9K
$3.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
46+ 3.03% |
$6.4K - $7.42K
|
1.57K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
BUY
|
- |
46+ 0.72% |
$6.4K - $7.42K
|
6.43K
$861K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
45+ 1.7% |
$6.26K - $7.25K
|
2.69K
$361K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
43+ 1.77% |
$5.98K - $6.93K
|
2.48K
$332K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
43New |
$5.98K - $6.93K
|
43
$5.76K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
43+ 0.68% |
$5.98K - $6.93K
|
6.34K
$849K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
42+ 3.83% |
$5.84K - $6.77K
|
1.14K
$153K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
41+ 0.52% |
$5.7K - $6.61K
|
7.99K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
40+ 1.33% |
$5.56K - $6.45K
|
3.05K
$408K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40+ 0.82% |
$5.56K - $6.45K
|
4.94K
$661K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
39+ 0.17% |
$5.42K - $6.29K
|
22.7K
$3.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
39+ 2.04% |
$5.42K - $6.29K
|
1.95K
$261K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
38+ 1.26% |
$5.29K - $6.13K
|
3.05K
$408K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
38+ 2.61% |
$5.29K - $6.13K
|
1.49K
$200K
|