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
|
Simplicity Wealth,Llc
|
BUY
|
- |
36.1K+ 1459.34% |
$5.02M - $5.82M
|
38.6K
$5.17M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
35.9K+ 61.36% |
$5M - $5.79M
|
94.5K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
33K+ 10.7% |
$4.59M - $5.32M
|
342K
$45.8M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
32.7KNew |
$4.55M - $5.27M
|
32.7K
$4.38M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
32.2K+ 85.48% |
$4.47M - $5.18M
|
69.8K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
32.1KNew |
$4.47M - $5.18M
|
32.1K
$4.31M
|
|
|
May 14, 2024
Q1 2024
|
Advent Capital Management
New York, NY |
BUY
|
- |
30KNew |
$4.17M - $4.84M
|
30K
$4.02M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
29.2K+ 42.66% |
$4.06M - $4.71M
|
97.6K
$13.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
28.9KNew |
$4.02M - $4.66M
|
28.9K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
28.3KNew |
$3.93M - $4.56M
|
28.3K
$3.78M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.1K+ 2.45% |
$3.91M - $4.54M
|
1.18M
$158M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
28.1K+ 8.55% |
$3.9M - $4.53M
|
357K
$47.8M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
27.5K+ 226.53% |
$3.83M - $4.44M
|
39.7K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
27.2KNew |
$3.78M - $4.38M
|
27.2K
$3.64M
|
|
|
May 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
26K+ 4.5% |
$3.61M - $4.19M
|
603K
$80.8M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25.8K+ 31.57% |
$3.59M - $4.16M
|
108K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.6K+ 77.67% |
$3.56M - $4.13M
|
58.6K
$7.84M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
25.4K+ 7.5% |
$3.54M - $4.1M
|
365K
$48.8M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
25.2K+ 211.7% |
$3.5M - $4.06M
|
37.1K
$4.96M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
25.2K+ 41.56% |
$3.5M - $4.06M
|
85.7K
$11.5M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
24.2KNew |
$3.37M - $3.9M
|
24.2K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
23.8KNew |
$3.31M - $3.84M
|
23.8K
$3.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
23.8K+ 140.35% |
$3.3M - $3.83M
|
40.7K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
23.6K+ 78.79% |
$3.28M - $3.81M
|
53.6K
$7.18M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
23.6K+ 66.26% |
$3.28M - $3.8M
|
59.2K
$7.92M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
23.5K+ 814.28% |
$3.27M - $3.79M
|
26.4K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
23.5KNew |
$3.27M - $3.79M
|
23.5K
$3.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Impax Asset Management Group PLC
|
BUY
|
- |
23.3K+ 8.48% |
$3.24M - $3.75M
|
298K
$39.9M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.2K+ 129.18% |
$3.22M - $3.74M
|
41.1K
$5.51M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
22.8K+ 164.38% |
$3.18M - $3.68M
|
36.7K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.6K+ 21.87% |
$3.14M - $3.65M
|
126K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
22.6K+ 42.12% |
$3.14M - $3.64M
|
76.1K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
22K+ 9.64% |
$3.05M - $3.54M
|
250K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.9K+ 43.66% |
$3.05M - $3.54M
|
72.2K
$9.66M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
21.5K+ 7.2% |
$2.99M - $3.46M
|
320K
$42.8M
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
21.3K+ 36.63% |
$2.96M - $3.43M
|
79.5K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
20.9K+ 44.01% |
$2.9M - $3.37M
|
68.3K
$9.15M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20.7K+ 128.77% |
$2.88M - $3.34M
|
36.8K
$4.93M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
20K+ 880.25% |
$2.78M - $3.22M
|
22.2K
$2.98M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19.9K+ 2.25% |
$2.76M - $3.2M
|
901K
$121M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
19.5K+ 22.73% |
$2.71M - $3.14M
|
105K
$14.1M
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
19.1K+ 117.86% |
$2.65M - $3.07M
|
35.2K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.1K+ 1121.0% |
$2.65M - $3.07M
|
20.8K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
18.9K+ 14.67% |
$2.63M - $3.05M
|
148K
$19.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
18.9K+ 6.59% |
$2.62M - $3.04M
|
305K
$40.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
18.7K+ 34.45% |
$2.6M - $3.01M
|
72.8K
$9.75M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
BUY
|
- |
18.5K+ 10.88% |
$2.58M - $2.98M
|
189K
$25.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
18.2K+ 1147.48% |
$2.53M - $2.93M
|
19.8K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Torray LLC
|
BUY
|
- |
17.7K+ 182.93% |
$2.46M - $2.85M
|
27.4K
$3.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
17.3KNew |
$2.41M - $2.79M
|
17.3K
$2.32M
|