Purchases and Sales Made in Q2 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.69K+ 1.11% |
$226K - $257K
|
154K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.68K+ 24.61% |
$225K - $255K
|
8.49K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.66K+ 3.12% |
$222K - $252K
|
54.9K
$7.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.66K+ 3.81% |
$222K - $252K
|
45.1K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.65K+ 0.64% |
$221K - $251K
|
258K
$34.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.63KNew |
$219K - $249K
|
1.63K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.62KNew |
$218K - $247K
|
1.62K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
1.62KNew |
$217K - $246K
|
1.62K
$217K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.58KNew |
$212K - $241K
|
1.58K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.56K+ 2.83% |
$209K - $238K
|
56.6K
$7.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.56K+ 6.39% |
$209K - $237K
|
25.9K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.56KNew |
$209K - $237K
|
1.56K
$208K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 14.43% |
$209K - $237K
|
12.3K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.55KNew |
$209K - $237K
|
1.55K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.53K+ 11.95% |
$206K - $233K
|
14.4K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.51K+ 6.38% |
$203K - $230K
|
25.2K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.51K+ 0.63% |
$203K - $230K
|
242K
$32.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.51KNew |
$203K - $230K
|
1.51K
$202K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.51KNew |
$202K - $229K
|
1.51K
$202K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.5K+ 39.78% |
$202K - $229K
|
5.28K
$707K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.5K+ 66.46% |
$201K - $228K
|
3.76K
$503K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
1.5K+ 0.76% |
$201K - $228K
|
200K
$26.7M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 2.55% |
$201K - $228K
|
60.3K
$8.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.5K+ 7.19% |
$201K - $228K
|
22.3K
$2.98M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.49K+ 4.83% |
$200K - $226K
|
32.3K
$4.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.48K+ 4.79% |
$199K - $226K
|
32.5K
$4.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 28.82% |
$197K - $224K
|
6.57K
$880K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
1.47KNew |
$197K - $224K
|
1.47K
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.46K+ 514.44% |
$196K - $222K
|
1.75K
$234K
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.46K+ 3.13% |
$196K - $222K
|
48K
$6.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.45K+ 5.62% |
$194K - $220K
|
27.2K
$3.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.44K+ 0.91% |
$193K - $219K
|
160K
$21.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.43K+ 14.14% |
$192K - $217K
|
11.5K
$1.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
1.42K+ 4.4% |
$191K - $216K
|
33.7K
$4.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.4K+ 70.6% |
$188K - $213K
|
3.38K
$453K
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.38K+ 8.36% |
$186K - $211K
|
17.9K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
1.38K+ 4.13% |
$185K - $210K
|
34.8K
$4.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
1.35K+ 35.0% |
$181K - $205K
|
5.2K
$696K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.35K+ 12.31% |
$181K - $205K
|
12.3K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.34K+ 28.44% |
$180K - $204K
|
6.07K
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.31K+ 1.66% |
$176K - $200K
|
80.6K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.31K+ 6.73% |
$176K - $200K
|
20.8K
$2.79M
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.3K+ 3.47% |
$175K - $198K
|
38.8K
$5.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.3K+ 1.71% |
$175K - $198K
|
77.4K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.3KNew |
$174K - $198K
|
1.3K
$174K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.29K+ 59.15% |
$173K - $196K
|
3.46K
$463K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.27K+ 8.06% |
$170K - $193K
|
17K
$2.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
1.26K+ 0.79% |
$170K - $192K
|
161K
$21.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.25K+ 30.7% |
$167K - $190K
|
5.31K
$712K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.24K+ 65.74% |
$166K - $188K
|
3.12K
$417K
|