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 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
6.39KNew |
$889K - $1.03M
|
6.39K
$856K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.37K+ 29.8% |
$886K - $1.03M
|
27.7K
$3.72M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.3KNew |
$876K - $1.02M
|
6.3K
$843K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.22K+ 336.71% |
$865K - $1M
|
8.07K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
6.17K+ 2.66% |
$859K - $995K
|
239K
$32M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
BUY
|
- |
5.96K+ 44.26% |
$829K - $961K
|
19.4K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.92KNew |
$823K - $955K
|
5.92K
$793K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5.91K+ 141.35% |
$823K - $953K
|
10.1K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Biechele Royce Advisors
|
BUY
|
- |
5.9K+ 6.69% |
$820K - $950K
|
94K
$12.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
BUY
|
- |
5.74K+ 37.1% |
$799K - $926K
|
21.2K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.7K+ 1.95% |
$793K - $919K
|
298K
$40M
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
BUY
|
- |
5.66K+ 6.98% |
$787K - $912K
|
86.7K
$11.6M
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
5.6KNew |
$779K - $903K
|
5.6K
$750K
|
|
|
May 07, 2024
Q1 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
5.56KNew |
$773K - $896K
|
5.56K
$744K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.55K+ 55.86% |
$772K - $895K
|
15.5K
$2.07M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
5.49KNew |
$763K - $884K
|
5.49K
$735K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.4K+ 34.46% |
$751K - $871K
|
21.1K
$2.82M
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
5.4K+ 25.75% |
$751K - $870K
|
26.4K
$3.53M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
5.37K+ 6.72% |
$747K - $866K
|
85.3K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.33K+ 1.68% |
$741K - $859K
|
322K
$43.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.31K+ 0.45% |
$738K - $856K
|
1.18M
$158M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.19KNew |
$722K - $837K
|
5.19K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
5.17K+ 1.87% |
$719K - $833K
|
282K
$37.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.07K+ 4.9% |
$705K - $817K
|
109K
$14.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
5.03K+ 12.09% |
$699K - $810K
|
46.6K
$6.24M
|
|
|
May 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
5.01K+ 0.17% |
$697K - $808K
|
2.9M
$389M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5K+ 5.48% |
$695K - $806K
|
96.1K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.88K+ 10.09% |
$679K - $787K
|
53.2K
$7.13M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.84K+ 3.48% |
$673K - $780K
|
144K
$19.3M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.83K+ 5.39% |
$671K - $778K
|
94.4K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.81K+ 108.64% |
$668K - $775K
|
9.23K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.7K+ 12.48% |
$654K - $758K
|
42.4K
$5.67M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.69K+ 53.67% |
$652K - $756K
|
13.4K
$1.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.58KNew |
$637K - $738K
|
4.58K
$613K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.56K+ 6.87% |
$634K - $735K
|
70.9K
$9.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4.55K+ 26.43% |
$633K - $734K
|
21.8K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.54K+ 315.27% |
$632K - $732K
|
5.98K
$801K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
4.52K+ 308.11% |
$629K - $729K
|
5.99K
$802K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.49K+ 11.52% |
$624K - $723K
|
43.4K
$5.81M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.48K+ 9.22% |
$624K - $723K
|
53.1K
$7.11M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.45K+ 2.81% |
$618K - $717K
|
162K
$21.8M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.44K+ 6.83% |
$617K - $716K
|
69.4K
$9.3M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.37KNew |
$608K - $705K
|
4.37K
$585K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.36K+ 3.46% |
$606K - $702K
|
130K
$17.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.34K+ 17.87% |
$604K - $700K
|
28.6K
$3.84M
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
4.34K+ 39.34% |
$603K - $699K
|
15.4K
$2.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.33K+ 3.32% |
$602K - $698K
|
135K
$18.1M
|
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
4.32K+ 11.38% |
$600K - $696K
|
42.2K
$5.65M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.31K+ 206.57% |
$599K - $694K
|
6.39K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.29K+ 0.12% |
$597K - $692K
|
3.68M
$493M
|