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 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
845+ 4.54% |
$113K - $129K
|
19.5K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
843+ 1.21% |
$113K - $128K
|
70.3K
$9.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
832+ 38.03% |
$112K - $127K
|
3.02K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
830+ 2.2% |
$111K - $126K
|
38.6K
$5.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
823+ 6.08% |
$110K - $125K
|
14.3K
$1.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
810+ 12.86% |
$109K - $123K
|
7.11K
$952K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
810+ 22.92% |
$109K - $123K
|
4.34K
$582K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
800New |
$107K - $122K
|
800
$107K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
798New |
$107K - $122K
|
798
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
BUY
|
- |
798+ 2.34% |
$107K - $122K
|
35K
$4.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
792+ 7920.0% |
$106K - $121K
|
802
$107K
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
791+ 5.18% |
$106K - $120K
|
16.1K
$2.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
786+ 1.97% |
$105K - $120K
|
40.7K
$5.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
783+ 4.14% |
$105K - $119K
|
19.7K
$2.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
776+ 1.36% |
$104K - $118K
|
57.7K
$7.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
775+ 26.81% |
$104K - $118K
|
3.67K
$491K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
772+ 0.55% |
$104K - $118K
|
142K
$19.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
771+ 9.12% |
$103K - $117K
|
9.22K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
770New |
$103K - $117K
|
770
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
770+ 0.7% |
$103K - $117K
|
111K
$14.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
767+ 18.17% |
$103K - $117K
|
4.99K
$668K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
766+ 4.4% |
$103K - $117K
|
18.2K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
763+ 3.9% |
$102K - $116K
|
20.3K
$2.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
762+ 8.11% |
$102K - $116K
|
10.2K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
759+ 0.73% |
$102K - $116K
|
105K
$14.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
755+ 7.21% |
$101K - $115K
|
11.2K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
751+ 0.54% |
$101K - $114K
|
140K
$18.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
744+ 1.2% |
$99.8K - $113K
|
62.6K
$8.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
741+ 25.84% |
$99.4K - $113K
|
3.61K
$483K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
740+ 27.61% |
$99.3K - $113K
|
3.42K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
740+ 4.3% |
$99.3K - $113K
|
18K
$2.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
731+ 12.19% |
$98.1K - $111K
|
6.73K
$901K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
730New |
$98K - $111K
|
730
$97.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
726+ 6.23% |
$97.4K - $111K
|
12.4K
$1.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
705+ 20.25% |
$94.6K - $107K
|
4.19K
$561K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
704+ 10.87% |
$94.5K - $107K
|
7.18K
$962K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
703+ 9.81% |
$94.3K - $107K
|
7.87K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
692+ 1.91% |
$92.9K - $105K
|
36.9K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
689+ 3.35% |
$92.5K - $105K
|
21.2K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
688+ 1.2% |
$92.3K - $105K
|
58K
$7.77M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
687+ 6.27% |
$92.2K - $105K
|
11.6K
$1.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
685+ 41.95% |
$91.9K - $104K
|
2.32K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
685+ 17.68% |
$91.9K - $104K
|
4.56K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
674+ 11233.33% |
$90.5K - $103K
|
680
$91.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
672+ 2.93% |
$90.2K - $102K
|
23.6K
$3.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
672+ 17.21% |
$90.2K - $102K
|
4.58K
$613K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
660+ 1.14% |
$88.6K - $100K
|
58.4K
$7.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
648+ 7.31% |
$87K - $98.7K
|
9.51K
$1.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
648+ 4.05% |
$87K - $98.7K
|
16.6K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
646+ 5.3% |
$86.7K - $98.4K
|
12.8K
$1.72M
|