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 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-990- 41.15% |
$138K - $160K
|
1.42K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-990- 13.2% |
$138K - $160K
|
6.51K
$872K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-990- 14.44% |
$138K - $160K
|
5.87K
$785K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1K- 14.76% |
$139K - $162K
|
5.79K
$776K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.01K- 3.01% |
$140K - $163K
|
32.5K
$4.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.03K- 5.6% |
$144K - $167K
|
17.4K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 10.34% |
$145K - $168K
|
9.02K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.07K- 0.92% |
$148K - $172K
|
115K
$15.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.1K- 32.81% |
$152K - $177K
|
2.24K
$301K
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-1.1K- 9.65% |
$153K - $177K
|
10.3K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.1K- 0.77% |
$153K - $177K
|
142K
$19M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.11K- 29.58% |
$154K - $178K
|
2.64K
$353K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 3.84% |
$155K - $180K
|
27.9K
$3.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.12K- 1.23% |
$155K - $180K
|
90.1K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.13K- 3.02% |
$157K - $182K
|
36.2K
$4.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.13K- 5.6% |
$157K - $182K
|
19K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 1.37% |
$161K - $187K
|
83.5K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.16K- 14.0% |
$161K - $187K
|
7.12K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 43.59% |
$165K - $191K
|
1.53K
$205K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.19K- 6.23% |
$165K - $192K
|
17.9K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.21K- 9.38% |
$168K - $194K
|
11.6K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.21K- 22.08% |
$168K - $194K
|
4.26K
$570K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 15.89% |
$169K - $196K
|
6.43K
$861K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 5.02% |
$171K - $198K
|
23.2K
$3.1M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.23K- 28.24% |
$172K - $199K
|
3.14K
$420K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.24K- 9.65% |
$172K - $199K
|
11.6K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.24K- 0.25% |
$173K - $200K
|
500K
$66.9M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 47.97% |
$174K - $202K
|
1.36K
$182K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 1.9% |
$175K - $202K
|
64.8K
$8.68M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.27K- 2.17% |
$177K - $205K
|
57.4K
$7.69M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.29K- 7.36% |
$180K - $208K
|
16.3K
$2.18M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.29K- 24.35% |
$180K - $209K
|
4.02K
$538K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.3K- 23.21% |
$181K - $210K
|
4.3K
$576K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.34K- 9.89% |
$187K - $217K
|
12.2K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.35K- 2.47% |
$188K - $217K
|
53.2K
$7.12M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.35K- 1.89% |
$188K - $218K
|
70.1K
$9.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.36K- 35.32% |
$189K - $220K
|
2.49K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-1.36K- 38.73% |
$190K - $220K
|
2.16K
$289K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.39K- 2.35% |
$193K - $224K
|
57.8K
$7.73M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.4K- 0.38% |
$195K - $226K
|
371K
$49.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 54.33% |
$197K - $229K
|
1.19K
$160K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.43K- 19.07% |
$198K - $230K
|
6.06K
$811K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.44K- 5.55% |
$200K - $232K
|
24.4K
$3.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.44K- 14.98% |
$200K - $232K
|
8.18K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.45K- 34.57% |
$202K - $234K
|
2.74K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.45K- 3.65% |
$202K - $234K
|
38.3K
$5.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.45K- 14.66% |
$202K - $234K
|
8.46K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.47K- 11.9% |
$204K - $237K
|
10.9K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.47K- 38.76% |
$204K - $237K
|
2.32K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-1.47K- 21.91% |
$204K - $237K
|
5.24K
$702K
|