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 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
4.25K+ 14.56% |
$590K - $684K
|
33.4K
$4.47M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
4.22K+ 17.36% |
$587K - $681K
|
28.5K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
4.2K+ 2.22% |
$585K - $678K
|
194K
$25.9M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.18KNew |
$581K - $674K
|
4.18K
$560K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.13K+ 5.2% |
$574K - $666K
|
83.6K
$11.2M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.12K+ 6.95% |
$573K - $665K
|
63.4K
$8.49M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
4.12K+ 7.75% |
$573K - $664K
|
57.3K
$7.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.11K+ 4.7% |
$571K - $662K
|
91.4K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.11K+ 16.83% |
$571K - $662K
|
28.5K
$3.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
4.09K+ 7.49% |
$569K - $660K
|
58.7K
$7.86M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.08K+ 21.85% |
$567K - $657K
|
22.7K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.06K+ 2.0% |
$565K - $655K
|
208K
$27.8M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.06K+ 186.14% |
$564K - $654K
|
6.24K
$835K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.04K+ 4.45% |
$561K - $651K
|
94.7K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.02K+ 133.4% |
$559K - $648K
|
7.03K
$941K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.01K+ 57.93% |
$558K - $646K
|
10.9K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4K+ 3.28% |
$556K - $644K
|
126K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.99K+ 11.07% |
$555K - $643K
|
40K
$5.36M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
3.98K+ 21.83% |
$553K - $641K
|
22.2K
$2.97M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
3.97K+ 9.11% |
$553K - $641K
|
47.6K
$6.38M
|
|
|
Aug 12, 2024
Q1 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
3.94K+ 77.26% |
$547K - $634K
|
9.03K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
3.93K+ 9.87% |
$546K - $633K
|
43.7K
$5.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
3.91K+ 13.87% |
$544K - $630K
|
32.1K
$4.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.89K+ 98.61% |
$541K - $627K
|
7.84K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
3.85KNew |
$536K - $621K
|
3.85K
$516K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
3.84K+ 16.06% |
$534K - $619K
|
27.8K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.83KNew |
$532K - $617K
|
3.83K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.76K+ 6.02% |
$523K - $607K
|
66.3K
$8.88M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
3.74K+ 1090.38% |
$520K - $603K
|
4.08K
$547K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.73K+ 23.53% |
$519K - $601K
|
19.6K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.69K+ 38.82% |
$513K - $595K
|
13.2K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.68K+ 10.57% |
$512K - $593K
|
38.5K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.67K+ 3.47% |
$510K - $591K
|
109K
$14.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.63KNew |
$505K - $585K
|
3.63K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.58K+ 34.15% |
$498K - $577K
|
14.1K
$1.88M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.57K+ 4.0% |
$497K - $576K
|
92.8K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
3.56K+ 17.64% |
$494K - $573K
|
23.7K
$3.18M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.55K+ 29.22% |
$494K - $572K
|
15.7K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.38K+ 19.53% |
$470K - $545K
|
20.7K
$2.77M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.37K+ 57.71% |
$468K - $543K
|
9.2K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
3.36K+ 9.88% |
$467K - $542K
|
37.4K
$5M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.33K+ 103.9% |
$464K - $537K
|
6.54K
$876K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.28KNew |
$456K - $529K
|
3.28K
$440K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
3.27K+ 5.24% |
$455K - $527K
|
65.6K
$8.79M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3.24K+ 10.17% |
$450K - $522K
|
35K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
3.21K+ 0.28% |
$447K - $518K
|
1.15M
$154M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
3.21K+ 5.99% |
$446K - $517K
|
56.8K
$7.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
3.21K+ 4.1% |
$446K - $517K
|
81.4K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.19K+ 3.82% |
$444K - $514K
|
86.7K
$11.6M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
3.19K+ 26566.67% |
$443K - $514K
|
3.2K
$429K
|