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 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-108- 3.91% |
$15K - $17.4K
|
2.65K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-109- 1.94% |
$15.2K - $17.6K
|
5.51K
$737K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-113- 5.9% |
$15.7K - $18.2K
|
1.8K
$241K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-113- 20.89% |
$15.7K - $18.2K
|
428
$57.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-114- 6.86% |
$15.9K - $18.4K
|
1.55K
$207K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-114- 0.83% |
$15.9K - $18.4K
|
13.7K
$1.83M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-114- 1.8% |
$15.9K - $18.4K
|
6.23K
$834K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-118- 0.53% |
$16.4K - $19K
|
22.3K
$2.99M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-119- 7.07% |
$16.6K - $19.2K
|
1.57K
$210K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-120- 5.23% |
$16.7K - $19.3K
|
2.18K
$291K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-120- 1.25% |
$16.7K - $19.3K
|
9.5K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-123- 7.0% |
$17.1K - $19.8K
|
1.64K
$219K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-125- 3.96% |
$17.4K - $20.2K
|
3.03K
$406K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-129- 6.47% |
$17.9K - $20.8K
|
1.86K
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-129- 16.17% |
$17.9K - $20.8K
|
669
$89.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-129- 0.69% |
$17.9K - $20.8K
|
18.5K
$2.48M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-132- 5.81% |
$18.4K - $21.3K
|
2.14K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-133- 3.14% |
$18.5K - $21.4K
|
4.1K
$549K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-134- 5.3% |
$18.6K - $21.6K
|
2.4K
$321K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-134- 4.04% |
$18.6K - $21.6K
|
3.19K
$427K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-134- 22.79% |
$18.6K - $21.6K
|
454
$60.8K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-135- 2.47% |
$18.8K - $21.8K
|
5.33K
$714K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-135- 3.11% |
$18.8K - $21.8K
|
4.2K
$563K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-137- 34.68% |
$19.1K - $22.1K
|
258
$34.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-139- 3.27% |
$19.3K - $22.4K
|
4.12K
$551K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-140- 2.94% |
$19.5K - $22.6K
|
4.62K
$619K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-140- 1.45% |
$19.5K - $22.6K
|
9.53K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-145- 7.09% |
$20.2K - $23.4K
|
1.9K
$254K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-145- 1.26% |
$20.2K - $23.4K
|
11.4K
$1.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-148- 1.46% |
$20.6K - $23.9K
|
9.99K
$1.34M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-150- 44.91% |
$20.9K - $24.2K
|
184
$24.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-150- 30.86% |
$20.9K - $24.2K
|
336
$45K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-150- 2.39% |
$20.9K - $24.2K
|
6.14K
$822K
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
SELL
|
- |
-151- 0.81% |
$21K - $24.3K
|
18.6K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-152- 0.24% |
$21.1K - $24.5K
|
62.3K
$8.34M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-152- 0.27% |
$21.1K - $24.5K
|
56.1K
$7.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-153- 0.38% |
$21.3K - $24.7K
|
40.2K
$5.38M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-154- 4.38% |
$21.4K - $24.8K
|
3.36K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-155- 5.65% |
$21.6K - $25K
|
2.59K
$347K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-156- 8.85% |
$21.7K - $25.2K
|
1.61K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-159- 2.59% |
$22.1K - $25.6K
|
5.99K
$802K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-161- 0.81% |
$22.4K - $26K
|
19.6K
$2.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-163- 1.22% |
$22.7K - $26.3K
|
13.2K
$1.76M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-163- 5.98% |
$22.7K - $26.3K
|
2.56K
$343K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-164- 8.92% |
$22.8K - $26.4K
|
1.68K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-167- 13.72% |
$23.2K - $26.9K
|
1.05K
$141K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-170- 44.16% |
$23.6K - $27.4K
|
215
$28.8K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-172- 0.11% |
$23.9K - $27.7K
|
150K
$20.1M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-173- 6.22% |
$24.1K - $27.9K
|
2.61K
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-175- 2.5% |
$24.3K - $28.2K
|
6.81K
$912K
|