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
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
38+ 1.64% |
$5.29K - $6.13K
|
2.36K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
37New |
$5.15K - $5.97K
|
37
$4.96K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
37+ 5.74% |
$5.15K - $5.97K
|
682
$91.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
36+ 1.35% |
$5.01K - $5.8K
|
2.69K
$361K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
36+ 1.95% |
$5.01K - $5.8K
|
1.88K
$252K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
36+ 0.24% |
$5.01K - $5.8K
|
14.8K
$1.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
35+ 1.35% |
$4.87K - $5.64K
|
2.62K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
35+ 0.81% |
$4.87K - $5.64K
|
4.36K
$584K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
34+ 0.14% |
$4.73K - $5.48K
|
23.7K
$3.17M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
34+ 1.83% |
$4.73K - $5.48K
|
1.89K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
33+ 1.72% |
$4.59K - $5.32K
|
1.96K
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
31+ 0.87% |
$4.31K - $5K
|
3.59K
$481K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 3.67% |
$4.17K - $4.84K
|
847
$113K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
30+ 1.03% |
$4.17K - $4.84K
|
2.95K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
29New |
$4.03K - $4.68K
|
29
$3.88K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
29+ 0.63% |
$4.03K - $4.68K
|
4.61K
$617K
|
|
|
May 02, 2024
Q1 2024
|
Value Partners Investments Inc.
|
BUY
|
- |
29+ 0.01% |
$4.03K - $4.68K
|
425K
$56.9M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
29+ 2.02% |
$4.03K - $4.68K
|
1.46K
$196K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
28+ 0.98% |
$3.89K - $4.51K
|
2.9K
$388K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
27+ 2.33% |
$3.76K - $4.35K
|
1.19K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
27+ 1.37% |
$3.76K - $4.35K
|
1.99K
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
26+ 2.33% |
$3.62K - $4.19K
|
1.14K
$153K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
26+ 8.28% |
$3.62K - $4.19K
|
340
$45.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
26+ 5.79% |
$3.62K - $4.19K
|
475
$63.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
25+ 3.86% |
$3.48K - $4.03K
|
673
$90.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
25+ 0.71% |
$3.48K - $4.03K
|
3.55K
$476K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 1.48% |
$3.34K - $3.87K
|
1.65K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
24+ 0.96% |
$3.34K - $3.87K
|
2.53K
$339K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
24+ 14.37% |
$3.34K - $3.87K
|
191
$25.6K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22+ 0.62% |
$3.06K - $3.55K
|
3.56K
$476K
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
21+ 1.27% |
$2.92K - $3.39K
|
1.68K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
21+ 420.0% |
$2.92K - $3.39K
|
26
$3.48K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 181.82% |
$2.78K - $3.22K
|
31
$4.15K
|
|
|
Apr 18, 2024
Q1 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
20+ 0.71% |
$2.78K - $3.22K
|
2.83K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
20+ 0.68% |
$2.78K - $3.22K
|
2.97K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
20+ 4.04% |
$2.78K - $3.22K
|
515
$69K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
19+ 0.4% |
$2.64K - $3.06K
|
4.73K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 0.14% |
$2.64K - $3.06K
|
13.5K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
19+ 0.6% |
$2.64K - $3.06K
|
3.17K
$424K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
18+ 0.89% |
$2.5K - $2.9K
|
2.03K
$272K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 14.88% |
$2.5K - $2.9K
|
139
$18.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17+ 25.76% |
$2.36K - $2.74K
|
83
$11.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
17+ 0.96% |
$2.36K - $2.74K
|
1.78K
$239K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
16+ 0.45% |
$2.23K - $2.58K
|
3.54K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 1.1% |
$2.23K - $2.58K
|
1.48K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.91% |
$2.09K - $2.42K
|
1.66K
$223K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
15+ 9.26% |
$2.09K - $2.42K
|
177
$23.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15+ 0.55% |
$2.09K - $2.42K
|
2.75K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 5.95% |
$2.09K - $2.42K
|
267
$35.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14+ 0.53% |
$1.95K - $2.26K
|
2.67K
$358K
|