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 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-366- 18.8% |
$50.9K - $59K
|
1.58K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-371- 0.58% |
$51.6K - $59.8K
|
64K
$8.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-374- 10.24% |
$52K - $60.3K
|
3.28K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-374- 42.69% |
$52K - $60.3K
|
502
$67.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-375- 1.14% |
$52.2K - $60.5K
|
32.6K
$4.36M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-376- 12.64% |
$52.3K - $60.6K
|
2.6K
$348K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-387- 3.18% |
$53.8K - $62.4K
|
11.8K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-387- 10.12% |
$53.8K - $62.4K
|
3.44K
$460K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-388- 6.77% |
$54K - $62.6K
|
5.34K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-389- 10.77% |
$54.1K - $62.7K
|
3.22K
$431K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-394- 10.74% |
$54.8K - $63.5K
|
3.28K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-400- 2.76% |
$55.6K - $64.5K
|
14.1K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-400- 21.88% |
$55.6K - $64.5K
|
1.43K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 2.14% |
$55.6K - $64.5K
|
18.3K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-400- 0.74% |
$55.6K - $64.5K
|
53.9K
$7.22M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-404- 5.4% |
$56.2K - $65.1K
|
7.08K
$947K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-404- 1.09% |
$56.2K - $65.1K
|
36.7K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-407- 1.32% |
$56.6K - $65.6K
|
30.5K
$4.09M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-417- 3.9% |
$58K - $67.2K
|
10.3K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-418- 7.82% |
$58.1K - $67.4K
|
4.93K
$660K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-420- 12.52% |
$58.4K - $67.7K
|
2.93K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-421- 81.27% |
$58.6K - $67.9K
|
97
$13K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-422- 11.72% |
$58.7K - $68K
|
3.18K
$426K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-423- 10.44% |
$58.8K - $68.2K
|
3.63K
$486K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-426- 14.83% |
$59.2K - $68.7K
|
2.45K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-433- 3.99% |
$60.2K - $69.8K
|
10.4K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-434- 7.82% |
$60.4K - $70K
|
5.12K
$685K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-439- 11.67% |
$61.1K - $70.8K
|
3.32K
$445K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-443- 0.42% |
$61.6K - $71.4K
|
105K
$14M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-448- 11.4% |
$62.3K - $72.2K
|
3.48K
$466K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-449- 4.36% |
$62.4K - $72.4K
|
9.85K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-452- 2.85% |
$62.9K - $72.9K
|
15.4K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-457- 76.68% |
$63.6K - $73.7K
|
139
$18.6K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-458- 14.62% |
$63.7K - $73.8K
|
2.68K
$358K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-460- 3.43% |
$64K - $74.2K
|
12.9K
$1.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-461- 3.62% |
$64.1K - $74.3K
|
12.3K
$1.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-467- 15.5% |
$65K - $75.3K
|
2.55K
$341K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-470- 5.75% |
$65.4K - $75.8K
|
7.7K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-470- 9.96% |
$65.4K - $75.8K
|
4.25K
$569K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-471- 5.12% |
$65.5K - $75.9K
|
8.74K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-475- 17.39% |
$66.1K - $76.6K
|
2.26K
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-475- 4.8% |
$66.1K - $76.6K
|
9.43K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-475- 2.47% |
$66.1K - $76.6K
|
18.8K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-478- 1.03% |
$66.5K - $77.1K
|
46K
$6.16M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-481- 7.87% |
$66.9K - $77.5K
|
5.63K
$754K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-481- 2.81% |
$66.9K - $77.5K
|
16.6K
$2.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-495- 1.19% |
$68.8K - $79.8K
|
41K
$5.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-500- 3.3% |
$69.5K - $80.6K
|
14.7K
$1.96M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-500- 3.95% |
$69.5K - $80.6K
|
12.2K
$1.63M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-500- 6.9% |
$69.5K - $80.6K
|
6.75K
$904K
|