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 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
2.48K+ 1.55% |
$345K - $400K
|
163K
$21.8M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.47KNew |
$344K - $399K
|
2.47K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.47K+ 6.25% |
$343K - $397K
|
41.9K
$5.61M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.45K+ 0.38% |
$341K - $396K
|
649K
$86.9M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.43K+ 9.73% |
$338K - $392K
|
27.4K
$3.67M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.43K+ 7.52% |
$338K - $391K
|
34.7K
$4.65M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.4K+ 19.56% |
$334K - $387K
|
14.7K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
2.38K+ 13.48% |
$331K - $384K
|
20K
$2.68M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.38K+ 15.55% |
$330K - $383K
|
17.7K
$2.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.36K+ 10.17% |
$328K - $380K
|
25.5K
$3.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
2.35K+ 16.51% |
$327K - $379K
|
16.6K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.34K+ 52.42% |
$326K - $378K
|
6.81K
$912K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.34K+ 36.75% |
$326K - $378K
|
8.71K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.33K+ 90.57% |
$323K - $375K
|
4.89K
$655K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.32KNew |
$323K - $375K
|
2.32K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.31K+ 8.47% |
$321K - $372K
|
29.6K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.31KNew |
$321K - $372K
|
2.31K
$309K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.3K+ 11.4% |
$320K - $371K
|
22.5K
$3.01M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.3K+ 255.56% |
$320K - $371K
|
3.2K
$429K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.29K+ 103.86% |
$318K - $369K
|
4.49K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
2.28KNew |
$317K - $367K
|
2.28K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.26K+ 27.66% |
$314K - $364K
|
10.4K
$1.39M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.24K+ 43.05% |
$312K - $362K
|
7.46K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.24K+ 11.1% |
$312K - $362K
|
22.5K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.21K+ 978.32% |
$308K - $356K
|
2.44K
$326K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 143.93% |
$307K - $355K
|
3.74K
$500K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.2K+ 4.87% |
$306K - $355K
|
47.4K
$6.35M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.2K+ 13.37% |
$305K - $354K
|
18.6K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.19K+ 8.23% |
$305K - $353K
|
28.8K
$3.86M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$304K - $353K
|
2.19K
$293K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.19K+ 16.12% |
$304K - $353K
|
15.8K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.17K+ 8.98% |
$302K - $350K
|
26.3K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
2.17KNew |
$302K - $350K
|
2.17K
$291K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.16K+ 23.83% |
$301K - $349K
|
11.2K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.15K+ 49.86% |
$299K - $346K
|
6.46K
$865K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
2.14K+ 8.94% |
$298K - $345K
|
26.1K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.12K+ 19.45% |
$295K - $342K
|
13K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.12K+ 10.93% |
$295K - $342K
|
21.6K
$2.89M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
2.12K+ 10.93% |
$295K - $342K
|
21.6K
$2.89M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.12K+ 41.62% |
$295K - $342K
|
7.21K
$966K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
2.11K+ 0.64% |
$293K - $340K
|
333K
$44.6M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.1KNew |
$292K - $339K
|
2.1K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.06K+ 0.12% |
$286K - $332K
|
1.73M
$232M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.04K+ 4.62% |
$284K - $329K
|
46.3K
$6.2M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.04KNew |
$284K - $329K
|
2.04K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.04K+ 2.59% |
$283K - $329K
|
80.6K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.04K+ 18.14% |
$283K - $328K
|
13.3K
$1.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.03KNew |
$282K - $327K
|
2.03K
$271K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
2KNew |
$278K - $322K
|
2K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
2K+ 101.47% |
$278K - $322K
|
3.97K
$532K
|