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 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-70- 3.4% |
$9.74K - $11.3K
|
1.99K
$266K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-70- 1.49% |
$9.74K - $11.3K
|
4.61K
$618K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-70- 0.51% |
$9.74K - $11.3K
|
13.8K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-70- 3.41% |
$9.74K - $11.3K
|
1.98K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-70- 0.82% |
$9.74K - $11.3K
|
8.46K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-72- 0.5% |
$10K - $11.6K
|
14.4K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Haverford Financial Services, Inc.
Radnor, PA |
SELL
|
- |
-72- 0.16% |
$10K - $11.6K
|
45.2K
$6.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-73- 4.98% |
$10.2K - $11.8K
|
1.39K
$187K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-74- 0.97% |
$10.3K - $11.9K
|
7.57K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-75- 4.3% |
$10.4K - $12.1K
|
1.67K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-77- 1.3% |
$10.7K - $12.4K
|
5.86K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-85- 0.44% |
$11.8K - $13.7K
|
19.2K
$2.57M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-86- 0.24% |
$12K - $13.9K
|
36.3K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-86- 1.47% |
$12K - $13.9K
|
5.77K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-87- 1.56% |
$12.1K - $14K
|
5.5K
$737K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-89- 1.72% |
$12.4K - $14.3K
|
5.08K
$680K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-89- 0.38% |
$12.4K - $14.3K
|
23.1K
$3.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-90- 1.11% |
$12.5K - $14.5K
|
7.98K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-91- 2.29% |
$12.7K - $14.7K
|
3.89K
$520K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-92- 2.86% |
$12.8K - $14.8K
|
3.12K
$418K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-92- 1.9% |
$12.8K - $14.8K
|
4.76K
$637K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-92- 1.57% |
$12.8K - $14.8K
|
5.78K
$773K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-94- 1.96% |
$13.1K - $15.2K
|
4.69K
$629K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-94- 1.7% |
$13.1K - $15.2K
|
5.44K
$728K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-94- 0.26% |
$13.1K - $15.2K
|
35.9K
$4.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-95- 65.52% |
$13.2K - $15.3K
|
50
$6.7K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-95- 0.64% |
$13.2K - $15.3K
|
14.6K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-95- 1.66% |
$13.2K - $15.3K
|
5.64K
$756K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-96- 4.81% |
$13.4K - $15.5K
|
1.9K
$254K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-96- 48.24% |
$13.4K - $15.5K
|
103
$13.8K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-97- 9.54% |
$13.5K - $15.6K
|
920
$123K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-97- 1.9% |
$13.5K - $15.6K
|
5K
$669K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-98- 3.54% |
$13.6K - $15.8K
|
2.67K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-100- 0.37% |
$13.9K - $16.1K
|
27.1K
$3.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 34.48% |
$13.9K - $16.1K
|
190
$25.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-100- 5.03% |
$13.9K - $16.1K
|
1.89K
$253K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-100- 0.4% |
$13.9K - $16.1K
|
24.8K
$3.32M
|
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-100- 3.85% |
$13.9K - $16.1K
|
2.5K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-100- 0.48% |
$13.9K - $16.1K
|
20.6K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 17.12% |
$13.9K - $16.1K
|
484
$64.8K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 0.08% |
$13.9K - $16.1K
|
126K
$16.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-101- 1.33% |
$14K - $16.3K
|
7.52K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-102- 2.37% |
$14.2K - $16.4K
|
4.21K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-103- 3.88% |
$14.3K - $16.6K
|
2.56K
$342K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-103- 0.9% |
$14.3K - $16.6K
|
11.4K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-104- 0.08% |
$14.5K - $16.8K
|
130K
$17.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-105- 9.38% |
$14.6K - $16.9K
|
1.01K
$136K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-107- 3.41% |
$14.9K - $17.3K
|
3.03K
$406K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-107- 0.79% |
$14.9K - $17.3K
|
13.4K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-107- 3.78% |
$14.9K - $17.3K
|
2.72K
$365K
|