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 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-268- 31.05% |
$37.3K - $43.2K
|
595
$79.7K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-270- 0.92% |
$37.6K - $43.5K
|
29.2K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-271- 1.6% |
$37.7K - $43.7K
|
16.7K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-272- 16.05% |
$37.8K - $43.9K
|
1.42K
$191K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-275- 0.91% |
$38.2K - $44.3K
|
29.8K
$3.99M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-277- 0.92% |
$38.5K - $44.7K
|
29.9K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-279- 13.73% |
$38.8K - $45K
|
1.75K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-281- 0.39% |
$39.1K - $45.3K
|
72.3K
$9.68M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-281- 8.94% |
$39.1K - $45.3K
|
2.86K
$383K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-282- 6.99% |
$39.2K - $45.5K
|
3.75K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-282- 4.97% |
$39.2K - $45.5K
|
5.39K
$722K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-283- 43.88% |
$39.4K - $45.6K
|
362
$48.5K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-284- 0.64% |
$39.5K - $45.8K
|
44K
$5.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-285- 3.36% |
$39.6K - $45.9K
|
8.2K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-288- 8.23% |
$40.1K - $46.4K
|
3.21K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-289- 2.65% |
$40.2K - $46.6K
|
10.6K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-290- 2.12% |
$40.3K - $46.8K
|
13.4K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-292- 17.74% |
$40.6K - $47.1K
|
1.35K
$181K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-296- 10.15% |
$41.2K - $47.7K
|
2.62K
$351K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 18.01% |
$41.7K - $48.4K
|
1.37K
$183K
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-300- 1.77% |
$41.7K - $48.4K
|
16.6K
$2.23M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-301- 1.52% |
$41.9K - $48.5K
|
19.5K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-310- 9.05% |
$43.1K - $50K
|
3.12K
$417K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-312- 0.36% |
$43.4K - $50.3K
|
86.6K
$11.6M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-317- 8.64% |
$44.1K - $51.1K
|
3.35K
$449K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-320- 11.96% |
$44.5K - $51.6K
|
2.36K
$315K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-322- 3.51% |
$44.8K - $51.9K
|
8.86K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-325- 2.36% |
$45.2K - $52.4K
|
13.5K
$1.8M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-328- 4.4% |
$45.6K - $52.9K
|
7.13K
$954K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-328- 2.12% |
$45.6K - $52.9K
|
15.2K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-332- 3.81% |
$46.2K - $53.5K
|
8.38K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-338- 9.91% |
$47K - $54.5K
|
3.07K
$411K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-340- 3.85% |
$47.3K - $54.8K
|
8.49K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-341- 71.19% |
$47.4K - $55K
|
138
$18.5K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-341- 11.76% |
$47.4K - $55K
|
2.56K
$343K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-341- 4.35% |
$47.4K - $55K
|
7.51K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-341- 1.57% |
$47.4K - $55K
|
21.3K
$2.86M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-346- 5.25% |
$48.1K - $55.8K
|
6.25K
$836K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-350- 13.75% |
$48.7K - $56.4K
|
2.2K
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-350- 1.49% |
$48.7K - $56.4K
|
23.1K
$3.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-352- 14.83% |
$49K - $56.7K
|
2.02K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-355- 0.95% |
$49.4K - $57.2K
|
36.9K
$4.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-356- 0.94% |
$49.5K - $57.4K
|
37.5K
$5.02M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-358- 5.54% |
$49.8K - $57.7K
|
6.1K
$817K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-359- 2.44% |
$49.9K - $57.9K
|
14.4K
$1.92M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-360- 3.48% |
$50.1K - $58K
|
9.99K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-360- 1.45% |
$50.1K - $58K
|
24.4K
$3.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-361- 2.41% |
$50.2K - $58.2K
|
14.6K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-365- 1.4% |
$50.8K - $58.8K
|
25.7K
$3.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-366- 1.48% |
$50.9K - $59K
|
24.4K
$3.27M
|