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 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-34- 55.74% |
$4.73K - $5.48K
|
27
$3.62K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-34- 2.04% |
$4.73K - $5.48K
|
1.64K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-35- 5.14% |
$4.87K - $5.64K
|
646
$86.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-36- 1.6% |
$5.01K - $5.8K
|
2.21K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-37- 9.18% |
$5.15K - $5.97K
|
366
$49K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-38- 1.45% |
$5.29K - $6.13K
|
2.58K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-38- 2.31% |
$5.29K - $6.13K
|
1.6K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-40- 4.94% |
$5.56K - $6.45K
|
769
$103K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-40- 0.08% |
$5.56K - $6.45K
|
49K
$6.56M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-41- 1.23% |
$5.7K - $6.61K
|
3.28K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-41- 0.53% |
$5.7K - $6.61K
|
7.68K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-41- 14.75% |
$5.7K - $6.61K
|
237
$31.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-42- 0.93% |
$5.84K - $6.77K
|
4.46K
$598K
|
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-43- 0.35% |
$5.98K - $6.93K
|
12.3K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-44- 0.11% |
$6.12K - $7.09K
|
41.7K
$5.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-45- 0.61% |
$6.26K - $7.25K
|
7.36K
$985K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-45- 0.1% |
$6.26K - $7.25K
|
45.8K
$6.14M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-46- 3.17% |
$6.4K - $7.42K
|
1.41K
$188K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-49- 1.16% |
$6.81K - $7.9K
|
4.16K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-50- 23.04% |
$6.95K - $8.06K
|
167
$22.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-50- 0.26% |
$6.95K - $8.06K
|
19.3K
$2.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-50- 1.38% |
$6.95K - $8.06K
|
3.56K
$477K
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-50- 1.96% |
$6.95K - $8.06K
|
2.51K
$335K
|
|
|
Apr 11, 2024
Q1 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-51- 1.44% |
$7.09K - $8.22K
|
3.49K
$467K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-51- 1.42% |
$7.09K - $8.22K
|
3.54K
$474K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-51- 4.39% |
$7.09K - $8.22K
|
1.11K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-51- 2.97% |
$7.09K - $8.22K
|
1.66K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-51- 0.45% |
$7.09K - $8.22K
|
11.3K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-56- 0.75% |
$7.79K - $9.03K
|
7.4K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-56- 0.11% |
$7.79K - $9.03K
|
49.9K
$6.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-57- 1.59% |
$7.93K - $9.19K
|
3.52K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-58- 1.49% |
$8.07K - $9.35K
|
3.84K
$514K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-58- 18.89% |
$8.07K - $9.35K
|
249
$33.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-59- 2.43% |
$8.21K - $9.51K
|
2.37K
$317K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-59- 1.91% |
$8.21K - $9.51K
|
3.03K
$406K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-60- 3.67% |
$8.34K - $9.67K
|
1.57K
$211K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-60- 3.97% |
$8.34K - $9.67K
|
1.45K
$194K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-61- 6.65% |
$8.48K - $9.83K
|
856
$115K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-61- 3.14% |
$8.48K - $9.83K
|
1.88K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-61- 4.04% |
$8.48K - $9.83K
|
1.45K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-62- 1.37% |
$8.62K - $10K
|
4.45K
$596K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-65- 3.25% |
$9.04K - $10.5K
|
1.94K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.22% |
$9.04K - $10.5K
|
5.27K
$706K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-65- 12.87% |
$9.04K - $10.5K
|
440
$58.9K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-66- 2.64% |
$9.18K - $10.6K
|
2.43K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-67- 2.09% |
$9.32K - $10.8K
|
3.15K
$421K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-67- 3.5% |
$9.32K - $10.8K
|
1.85K
$247K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-68- 4.71% |
$9.46K - $11K
|
1.38K
$184K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-69- 3.13% |
$9.6K - $11.1K
|
2.14K
$286K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-70- 3.01% |
$9.74K - $11.3K
|
2.26K
$302K
|