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 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-322- 3.51% |
$44.8K - $51.9K
|
8.86K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-325- 2.36% |
$45.2K - $52.4K
|
13.5K
$1.32M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-328- 4.4% |
$45.6K - $52.9K
|
7.13K
$699K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-328- 2.12% |
$45.6K - $52.9K
|
15.2K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-332- 3.81% |
$46.2K - $53.5K
|
8.38K
$822K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-338- 9.91% |
$47K - $54.5K
|
3.07K
$301K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-340- 3.85% |
$47.3K - $54.8K
|
8.49K
$833K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-341- 71.19% |
$47.4K - $55K
|
138
$13.5K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-341- 11.76% |
$47.4K - $55K
|
2.56K
$251K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-341- 4.35% |
$47.4K - $55K
|
7.51K
$736K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-341- 1.57% |
$47.4K - $55K
|
21.3K
$2.09M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-346- 5.25% |
$48.1K - $55.8K
|
6.25K
$613K
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-350- 13.75% |
$48.7K - $56.4K
|
2.2K
$215K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-350- 1.49% |
$48.7K - $56.4K
|
23.1K
$2.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-352- 14.83% |
$49K - $56.7K
|
2.02K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-355- 0.95% |
$49.4K - $57.2K
|
36.9K
$3.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-356- 0.94% |
$49.5K - $57.4K
|
37.5K
$3.68M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-358- 5.54% |
$49.8K - $57.7K
|
6.1K
$598K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-359- 2.44% |
$49.9K - $57.9K
|
14.4K
$1.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-360- 3.48% |
$50.1K - $58K
|
9.99K
$979K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-360- 1.45% |
$50.1K - $58K
|
24.4K
$2.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-361- 2.41% |
$50.2K - $58.2K
|
14.6K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-365- 1.4% |
$50.8K - $58.8K
|
25.7K
$2.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-366- 1.48% |
$50.9K - $59K
|
24.4K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-366- 18.8% |
$50.9K - $59K
|
1.58K
$155K
|
|
|
Apr 16, 2024
Q1 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-371- 0.58% |
$51.6K - $59.8K
|
64K
$6.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-374- 10.24% |
$52K - $60.3K
|
3.28K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-374- 42.69% |
$52K - $60.3K
|
502
$49.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-375- 1.14% |
$52.2K - $60.5K
|
32.6K
$3.2M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-376- 12.64% |
$52.3K - $60.6K
|
2.6K
$255K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-387- 3.18% |
$53.8K - $62.4K
|
11.8K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-387- 10.12% |
$53.8K - $62.4K
|
3.44K
$337K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-388- 6.77% |
$54K - $62.6K
|
5.34K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-389- 10.77% |
$54.1K - $62.7K
|
3.22K
$316K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-394- 10.74% |
$54.8K - $63.5K
|
3.28K
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-400- 2.76% |
$55.6K - $64.5K
|
14.1K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-400- 21.88% |
$55.6K - $64.5K
|
1.43K
$140K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-400- 2.14% |
$55.6K - $64.5K
|
18.3K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-400- 0.74% |
$55.6K - $64.5K
|
53.9K
$5.29M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-404- 5.4% |
$56.2K - $65.1K
|
7.08K
$694K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-404- 1.09% |
$56.2K - $65.1K
|
36.7K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-407- 1.32% |
$56.6K - $65.6K
|
30.5K
$2.99M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-417- 3.9% |
$58K - $67.2K
|
10.3K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-418- 7.82% |
$58.1K - $67.4K
|
4.93K
$483K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-420- 12.52% |
$58.4K - $67.7K
|
2.93K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-421- 81.27% |
$58.6K - $67.9K
|
97
$9.51K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-422- 11.72% |
$58.7K - $68K
|
3.18K
$312K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-423- 10.44% |
$58.8K - $68.2K
|
3.63K
$356K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-426- 14.83% |
$59.2K - $68.7K
|
2.45K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-433- 3.99% |
$60.2K - $69.8K
|
10.4K
$1.02M
|