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 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-691- 2.77% |
$96.1K - $111K
|
24.3K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-695- 1.02% |
$96.7K - $112K
|
67.4K
$9.03M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-701- 31.99% |
$97.5K - $113K
|
1.49K
$200K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-704- 1.15% |
$97.9K - $113K
|
60.5K
$8.11M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-706- 10.72% |
$98.2K - $114K
|
5.88K
$788K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-710- 1.83% |
$98.7K - $114K
|
38.1K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-714- 15.89% |
$99.3K - $115K
|
3.78K
$506K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-721- 14.23% |
$100K - $116K
|
4.34K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-723- 21.93% |
$101K - $117K
|
2.57K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-723- 10.07% |
$101K - $117K
|
6.46K
$865K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-733- 24.93% |
$102K - $118K
|
2.21K
$296K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-737- 7.5% |
$103K - $119K
|
9.1K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-743- 17.23% |
$103K - $120K
|
3.57K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-743- 12.65% |
$103K - $120K
|
5.13K
$687K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-744- 13.63% |
$103K - $120K
|
4.72K
$631K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-757- 3.82% |
$105K - $122K
|
19.1K
$2.55M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-761- 0.41% |
$106K - $123K
|
186K
$24.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-764- 29.02% |
$106K - $123K
|
1.87K
$250K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-794- 5.63% |
$110K - $128K
|
13.3K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-800- 10.32% |
$111K - $129K
|
6.95K
$931K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-810- 16.28% |
$113K - $131K
|
4.17K
$558K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-812- 25.69% |
$113K - $131K
|
2.35K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-817- 9.83% |
$114K - $132K
|
7.5K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-819- 64.79% |
$114K - $132K
|
445
$59.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-822- 5.24% |
$114K - $133K
|
14.9K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-830- 8.07% |
$115K - $134K
|
9.45K
$1.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-836- 12.5% |
$116K - $135K
|
5.85K
$784K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-844- 23.71% |
$117K - $136K
|
2.72K
$364K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-850- 25.76% |
$118K - $137K
|
2.45K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-851- 1.37% |
$118K - $137K
|
61.1K
$8.19M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-854- 1.19% |
$119K - $138K
|
71K
$9.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-855- 29.25% |
$119K - $138K
|
2.07K
$277K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-883- 29.09% |
$123K - $142K
|
2.15K
$288K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-891- 4.2% |
$124K - $144K
|
20.3K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-899- 2.23% |
$125K - $145K
|
39.3K
$5.27M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-904- 5.27% |
$126K - $146K
|
16.2K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-904- 3.66% |
$126K - $146K
|
23.8K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-906- 6.14% |
$126K - $146K
|
13.9K
$1.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-918- 3.1% |
$128K - $148K
|
28.7K
$3.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-925- 5.53% |
$129K - $149K
|
15.8K
$2.12M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-926- 28.15% |
$129K - $149K
|
2.36K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-926- 10.48% |
$129K - $149K
|
7.91K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-940- 88.51% |
$131K - $152K
|
122
$16.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-943- 23.99% |
$131K - $152K
|
2.99K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-946- 6.2% |
$132K - $153K
|
14.3K
$1.92M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-950- 38.2% |
$132K - $153K
|
1.54K
$206K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-958- 46.04% |
$133K - $154K
|
1.12K
$150K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-964- 4.47% |
$134K - $155K
|
20.6K
$2.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-976- 17.9% |
$136K - $157K
|
4.48K
$599K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-982- 17.64% |
$137K - $158K
|
4.59K
$614K
|