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 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.37K- 0.45% |
$329K - $382K
|
524K
$70.2M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 3.77% |
$331K - $383K
|
60.6K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.39K- 4.94% |
$332K - $385K
|
45.9K
$6.14M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.41K- 34.29% |
$335K - $388K
|
4.62K
$618K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.48K- 14.61% |
$344K - $399K
|
14.5K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.48K- 12.31% |
$345K - $400K
|
17.7K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.49K- 6.64% |
$346K - $402K
|
35K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.54K- 41.48% |
$353K - $409K
|
3.58K
$480K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.55K- 54.67% |
$355K - $412K
|
2.12K
$284K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.56K- 40.28% |
$356K - $413K
|
3.8K
$509K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.57K- 8.9% |
$357K - $414K
|
26.2K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.59K- 16.62% |
$360K - $417K
|
13K
$1.74M
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.59K- 8.97% |
$360K - $418K
|
26.3K
$3.52M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 5.33% |
$361K - $418K
|
46K
$6.16M
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.6K- 2.16% |
$362K - $419K
|
118K
$15.8M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 1.32% |
$364K - $422K
|
196K
$26.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.69K- 47.67% |
$374K - $433K
|
2.95K
$395K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-2.69K- 5.73% |
$374K - $434K
|
44.3K
$5.93M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.75K- 46.0% |
$382K - $443K
|
3.22K
$432K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.81K- 26.62% |
$391K - $454K
|
7.75K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.82K- 11.77% |
$392K - $454K
|
21.1K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.82K- 11.57% |
$393K - $455K
|
21.6K
$2.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-2.83K- 2.73% |
$394K - $457K
|
101K
$13.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2.93K- 9.07% |
$408K - $473K
|
29.4K
$3.94M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-2.94K- 5.08% |
$409K - $474K
|
54.9K
$7.36M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-3K- 15.98% |
$417K - $484K
|
15.8K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.01K- 44.55% |
$418K - $484K
|
3.74K
$501K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.02K- 62.49% |
$419K - $486K
|
1.81K
$242K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 3.31% |
$424K - $492K
|
89.2K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-3.14K- 2.7% |
$437K - $506K
|
113K
$15.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.14K- 6.87% |
$437K - $507K
|
42.6K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.17K- 48.17% |
$440K - $510K
|
3.41K
$456K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.18K- 2.04% |
$442K - $512K
|
152K
$20.4M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.19K- 3.33% |
$444K - $515K
|
92.7K
$12.4M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-3.22K- 5.16% |
$448K - $519K
|
59.2K
$7.93M
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.23K- 3.67% |
$449K - $520K
|
84.8K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-3.32K- 1.02% |
$462K - $535K
|
322K
$43.1M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-3.37K- 51.52% |
$468K - $543K
|
3.17K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.37K- 18.98% |
$468K - $543K
|
14.4K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.43K- 0.94% |
$478K - $554K
|
361K
$48.3M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.45K- 2.65% |
$479K - $555K
|
126K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.48K- 53.9% |
$484K - $561K
|
2.98K
$399K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.58K- 5.34% |
$498K - $578K
|
63.5K
$8.5M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.59K- 65.88% |
$499K - $579K
|
1.86K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.62K- 3.7% |
$503K - $583K
|
94.2K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.62K- 0.89% |
$504K - $584K
|
402K
$53.9M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.71K- 14.78% |
$516K - $598K
|
21.4K
$2.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.78K- 7.9% |
$526K - $609K
|
44K
$5.9M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.79K- 3.62% |
$527K - $611K
|
101K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.8K- 3.36% |
$528K - $612K
|
109K
$14.6M
|