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 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.57K+ 1.3% |
$1.33M - $1.54M
|
745K
$99.7M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
9.55K+ 62.48% |
$1.33M - $1.54M
|
24.8K
$3.32M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.51K+ 2.39% |
$1.32M - $1.53M
|
407K
$54.5M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
9.42K+ 90.74% |
$1.31M - $1.52M
|
19.8K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.23K+ 18.06% |
$1.28M - $1.49M
|
60.3K
$8.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
9.14KNew |
$1.27M - $1.47M
|
9.14K
$1.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
9.07K+ 5.09% |
$1.26M - $1.46M
|
188K
$25.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
8.96K+ 16.82% |
$1.25M - $1.45M
|
62.3K
$8.34M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.94KNew |
$1.24M - $1.44M
|
8.94K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
8.74K+ 3.93% |
$1.21M - $1.41M
|
231K
$30.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
8.55KNew |
$1.19M - $1.38M
|
8.55K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.53K+ 291.92% |
$1.19M - $1.37M
|
11.4K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
8.46K+ 130.14% |
$1.18M - $1.36M
|
15K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
8.23K+ 9.61% |
$1.14M - $1.33M
|
93.9K
$12.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
8.22K+ 300.04% |
$1.14M - $1.33M
|
11K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.2K+ 9.03% |
$1.14M - $1.32M
|
99K
$13.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
8.14K+ 39.59% |
$1.13M - $1.31M
|
28.7K
$3.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
8.07K+ 61.22% |
$1.12M - $1.3M
|
21.3K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
8.03KNew |
$1.12M - $1.29M
|
8.03K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
7.98K+ 17.21% |
$1.11M - $1.29M
|
54.3K
$7.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
7.93K+ 6.94% |
$1.1M - $1.28M
|
122K
$16.4M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
7.88K+ 10.52% |
$1.1M - $1.27M
|
82.7K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.86K+ 416.08% |
$1.09M - $1.27M
|
9.75K
$1.31M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
7.8K+ 231.93% |
$1.09M - $1.26M
|
11.2K
$1.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
BUY
|
- |
7.79K+ 11.44% |
$1.08M - $1.26M
|
75.9K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
7.77K+ 4.42% |
$1.08M - $1.25M
|
183K
$24.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.6K+ 117.11% |
$1.06M - $1.23M
|
14.1K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.47K+ 5.66% |
$1.04M - $1.2M
|
139K
$18.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
7.46K+ 13.87% |
$1.04M - $1.2M
|
61.2K
$8.2M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.42K+ 93.04% |
$1.03M - $1.2M
|
15.4K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.36K+ 3.64% |
$1.02M - $1.19M
|
210K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
7.35K+ 71.84% |
$1.02M - $1.18M
|
17.6K
$2.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.28K+ 4.06% |
$1.01M - $1.17M
|
187K
$25M
|
|
|
May 15, 2024
Q1 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
7.27KNew |
$1.01M - $1.17M
|
7.27K
$973K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.21K+ 7.22% |
$1M - $1.16M
|
107K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
7.16K+ 3.61% |
$996K - $1.15M
|
206K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.16KNew |
$996K - $1.15M
|
7.16K
$959K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
7.15K+ 69.3% |
$994K - $1.15M
|
17.5K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.98K+ 18.59% |
$971K - $1.13M
|
44.6K
$5.97M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
6.98KNew |
$971K - $1.13M
|
6.98K
$935K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
6.88K+ 218.25% |
$956K - $1.11M
|
10K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.87K+ 2.45% |
$955K - $1.11M
|
287K
$38.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.84K+ 73.87% |
$951K - $1.1M
|
16.1K
$2.16M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.82K+ 3.83% |
$948K - $1.1M
|
185K
$24.7M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
6.78K+ 664.15% |
$943K - $1.09M
|
7.8K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
6.6K+ 124.72% |
$918K - $1.06M
|
11.9K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.55K+ 206.17% |
$911K - $1.06M
|
9.72K
$1.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
6.51K+ 2.93% |
$905K - $1.05M
|
228K
$30.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.5K+ 12.25% |
$904K - $1.05M
|
59.6K
$7.98M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
6.45K+ 23.91% |
$898K - $1.04M
|
33.4K
$4.48M
|