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 16, 2024
Q1 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-475- 4.8% |
$66.1K - $76.6K
|
9.43K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-475- 2.47% |
$66.1K - $76.6K
|
18.8K
$2.14M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-478- 1.03% |
$66.5K - $77.1K
|
46K
$5.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-481- 7.87% |
$66.9K - $77.5K
|
5.63K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-481- 2.81% |
$66.9K - $77.5K
|
16.6K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-495- 1.19% |
$68.8K - $79.8K
|
41K
$4.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-500- 3.3% |
$69.5K - $80.6K
|
14.7K
$1.68M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-500- 3.95% |
$69.5K - $80.6K
|
12.2K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-500- 6.9% |
$69.5K - $80.6K
|
6.75K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-500- 3.03% |
$69.5K - $80.6K
|
16K
$1.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-505- 21.37% |
$70.2K - $81.4K
|
1.86K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-506- 7.19% |
$70.4K - $81.6K
|
6.53K
$746K
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-511- 0.18% |
$71.1K - $82.4K
|
290K
$33.1M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-519- 48.96% |
$72.2K - $83.7K
|
541
$61.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-520- 0.28% |
$72.3K - $83.8K
|
183K
$20.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-523- 9.97% |
$72.7K - $84.3K
|
4.72K
$539K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-526- 9.24% |
$73.2K - $84.8K
|
5.17K
$590K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-527- 10.86% |
$73.3K - $85K
|
4.32K
$494K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-529- 98.14% |
$73.6K - $85.3K
|
10
$1.14K
|
|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-530- 3.8% |
$73.7K - $85.4K
|
13.4K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-530- 1.38% |
$73.7K - $85.4K
|
38K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-533- 9.22% |
$74.1K - $85.9K
|
5.25K
$600K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-537- 16.36% |
$74.7K - $86.6K
|
2.75K
$314K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-538- 22.41% |
$74.8K - $86.7K
|
1.86K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-543- 13.37% |
$75.5K - $87.5K
|
3.52K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-548- 4.01% |
$76.2K - $88.3K
|
13.1K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-552- 6.99% |
$76.8K - $89K
|
7.35K
$839K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-558- 7.76% |
$77.6K - $90K
|
6.64K
$758K
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-561- 2.59% |
$78K - $90.4K
|
21.1K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-563- 2.44% |
$78.3K - $90.8K
|
22.5K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-569- 98.96% |
$79.1K - $91.7K
|
6
$685
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-572- 1.97% |
$79.6K - $92.2K
|
28.5K
$3.26M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-573- 6.3% |
$79.7K - $92.4K
|
8.52K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-575- 2.5% |
$80K - $92.7K
|
22.4K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-580- 4.69% |
$80.7K - $93.5K
|
11.8K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-584- 15.3% |
$81.2K - $94.2K
|
3.23K
$369K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-585- 17.81% |
$81.4K - $94.3K
|
2.7K
$308K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-590- 3.67% |
$82.1K - $95.1K
|
15.5K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-590- 11.68% |
$82.1K - $95.1K
|
4.46K
$510K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-594- 0.93% |
$82.6K - $95.8K
|
63K
$7.2M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-600- 3.03% |
$83.4K - $96.7K
|
19.2K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-620- 8.91% |
$86.2K - $100K
|
6.34K
$724K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-621- 8.25% |
$86.4K - $100K
|
6.91K
$789K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-628- 7.3% |
$87.3K - $101K
|
7.98K
$911K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-629- 1.4% |
$87.5K - $101K
|
44.4K
$5.07M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-637- 18.88% |
$88.6K - $103K
|
2.74K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-638- 10.63% |
$88.7K - $103K
|
5.37K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-640- 11.39% |
$89K - $103K
|
4.98K
$569K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-641- 11.48% |
$89.2K - $103K
|
4.94K
$565K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-646- 9.72% |
$89.8K - $104K
|
6K
$685K
|