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
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-180- 13.47% |
$25K - $29K
|
1.16K
$155K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-181- 8.31% |
$25.2K - $29.2K
|
2K
$267K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-185- 4.25% |
$25.7K - $29.8K
|
4.16K
$558K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-190- 34.23% |
$26.4K - $30.6K
|
365
$48.9K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-190- 1.89% |
$26.4K - $30.6K
|
9.88K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-195- 5.36% |
$27.1K - $31.4K
|
3.45K
$461K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-196- 5.61% |
$27.3K - $31.6K
|
3.3K
$441K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-199- 5.85% |
$27.7K - $32.1K
|
3.2K
$429K
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-200- 3.09% |
$27.8K - $32.2K
|
6.26K
$839K
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-200- 1.42% |
$27.8K - $32.2K
|
13.9K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-200- 12.5% |
$27.8K - $32.2K
|
1.4K
$187K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-202- 0.37% |
$28.1K - $32.6K
|
55K
$7.37M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-207- 2.81% |
$28.8K - $33.4K
|
7.15K
$957K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-209- 5.58% |
$29.1K - $33.7K
|
3.53K
$473K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-212- 5.68% |
$29.5K - $34.2K
|
3.52K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-212- 2.58% |
$29.5K - $34.2K
|
8.01K
$1.07M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
SELL
|
- |
-214- 0.06% |
$29.8K - $34.5K
|
334K
$44.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-215- 12.74% |
$29.9K - $34.7K
|
1.47K
$197K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-215- 7.89% |
$29.9K - $34.7K
|
2.51K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-215- 3.13% |
$29.9K - $34.7K
|
6.66K
$892K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-216- 6.43% |
$30K - $34.8K
|
3.14K
$421K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
SELL
|
- |
-219- 0.27% |
$30.5K - $35.3K
|
80.2K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-219- 1.27% |
$30.5K - $35.3K
|
17K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-220- 6.39% |
$30.6K - $35.5K
|
3.22K
$431K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-221- 5.22% |
$30.7K - $35.6K
|
4.02K
$538K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-221- 2.72% |
$30.7K - $35.6K
|
7.91K
$1.06M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-222- 11.54% |
$30.9K - $35.8K
|
1.7K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-222- 2.77% |
$30.9K - $35.8K
|
7.78K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-225- 4.56% |
$31.3K - $36.3K
|
4.71K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-225- 4.37% |
$31.3K - $36.3K
|
4.92K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-226- 5.33% |
$31.4K - $36.4K
|
4.01K
$537K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-227- 1.23% |
$31.6K - $36.6K
|
18.3K
$2.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-229- 7.66% |
$31.8K - $36.9K
|
2.76K
$370K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-233- 7.04% |
$32.4K - $37.6K
|
3.08K
$412K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-233- 1.76% |
$32.4K - $37.6K
|
13K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-233- 0.87% |
$32.4K - $37.6K
|
26.5K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-234- 10.52% |
$32.5K - $37.7K
|
1.99K
$267K
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-235- 6.24% |
$32.7K - $37.9K
|
3.53K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-235- 2.69% |
$32.7K - $37.9K
|
8.5K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-244- 7.26% |
$33.9K - $39.3K
|
3.12K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-248- 27.28% |
$34.5K - $40K
|
661
$88.5K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-250- 10.31% |
$34.8K - $40.3K
|
2.17K
$291K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-252- 0.42% |
$35K - $40.6K
|
60.1K
$8.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-255- 9.38% |
$35.5K - $41.1K
|
2.46K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-258- 4.42% |
$35.9K - $41.6K
|
5.58K
$747K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-260- 22.24% |
$36.2K - $41.9K
|
909
$122K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-260- 0.6% |
$36.2K - $41.9K
|
43.2K
$5.79M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-265- 0.7% |
$36.9K - $42.7K
|
37.3K
$5M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-265- 0.19% |
$36.9K - $42.7K
|
142K
$19M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-268- 1.88% |
$37.3K - $43.2K
|
14K
$1.88M
|