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 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
3.16KNew |
$440K - $510K
|
3.16K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.16K+ 66.77% |
$440K - $510K
|
7.9K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.16K+ 3.04% |
$439K - $509K
|
107K
$14.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
3.15K+ 11.95% |
$438K - $508K
|
29.5K
$3.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
BUY
|
- |
3.14K+ 2.83% |
$437K - $506K
|
114K
$15.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.1K+ 73.73% |
$431K - $500K
|
7.31K
$979K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.1KNew |
$431K - $500K
|
3.1K
$415K
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.09K+ 3.71% |
$430K - $498K
|
86.4K
$11.6M
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.07K+ 34.11% |
$427K - $495K
|
12.1K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3K+ 6.85% |
$418K - $484K
|
46.9K
$6.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
3K+ 12.5% |
$417K - $484K
|
27K
$3.62M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.98K+ 51.24% |
$415K - $481K
|
8.81K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.98K+ 2.27% |
$415K - $481K
|
134K
$18M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.97K+ 19.79% |
$414K - $479K
|
18K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.96K+ 7.87% |
$411K - $477K
|
40.5K
$5.43M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.94K+ 4.65% |
$409K - $474K
|
66.1K
$8.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.94K+ 108.86% |
$408K - $473K
|
5.63K
$754K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
2.93K+ 8.78% |
$407K - $472K
|
36.3K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.92KNew |
$406K - $471K
|
2.92K
$391K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.91K+ 8.19% |
$404K - $468K
|
38.4K
$5.14M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
2.89K+ 10.93% |
$402K - $466K
|
29.3K
$3.93M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
2.87KNew |
$399K - $463K
|
2.87K
$384K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.87K+ 51.8% |
$399K - $462K
|
8.41K
$1.13M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.84K+ 5.52% |
$395K - $458K
|
54.3K
$7.27M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.82K+ 220.5% |
$392K - $454K
|
4.1K
$549K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
2.8K+ 0.97% |
$390K - $452K
|
293K
$39.2M
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
2.8KNew |
$390K - $452K
|
2.8K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.79K+ 2.13% |
$387K - $449K
|
134K
$17.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.78K+ 4.99% |
$386K - $448K
|
58.4K
$7.82M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.77K+ 168.31% |
$385K - $446K
|
4.41K
$591K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.73K+ 87.45% |
$380K - $440K
|
5.86K
$784K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.71K+ 1.33% |
$377K - $437K
|
207K
$27.7M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
2.7K+ 85.1% |
$375K - $434K
|
5.86K
$785K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
2.68KNew |
$372K - $431K
|
2.68K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Versor Investments LP
|
BUY
|
- |
2.67KNew |
$371K - $430K
|
2.67K
$357K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
2.66K+ 20.03% |
$370K - $429K
|
16K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.66KNew |
$370K - $429K
|
2.66K
$356K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
2.66KNew |
$370K - $429K
|
2.66K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.65K+ 15.72% |
$368K - $427K
|
19.5K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.64K+ 1.67% |
$368K - $426K
|
161K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.62KNew |
$364K - $422K
|
2.62K
$351K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.62KNew |
$364K - $422K
|
2.62K
$351K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.61K+ 31.55% |
$364K - $421K
|
10.9K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
2.58K+ 11.47% |
$358K - $415K
|
25K
$3.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.57K+ 5.93% |
$357K - $414K
|
45.8K
$6.14M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2.56K+ 6.73% |
$356K - $412K
|
40.6K
$5.43M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.54K+ 18.12% |
$354K - $410K
|
16.6K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.51K+ 30.56% |
$349K - $405K
|
10.7K
$1.44M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.51K+ 8.04% |
$349K - $404K
|
33.7K
$4.51M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
2.49K+ 24.1% |
$346K - $401K
|
12.8K
$1.72M
|