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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
421+ 10.49% |
$56.5K - $64.1K
|
4.44K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
411+ 4.06% |
$55.2K - $62.6K
|
10.5K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
400+ 79.68% |
$53.7K - $60.9K
|
902
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
399+ 2.02% |
$53.5K - $60.8K
|
20.2K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
398+ 1.55% |
$53.4K - $60.6K
|
26.1K
$3.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
394+ 0.31% |
$52.9K - $60K
|
129K
$17.2M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
393+ 0.12% |
$52.7K - $59.8K
|
333K
$44.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
379+ 2.86% |
$50.9K - $57.7K
|
13.6K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
373+ 1.31% |
$50.1K - $56.8K
|
28.9K
$3.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
370+ 4.94% |
$49.7K - $56.3K
|
7.87K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
364+ 36.4% |
$48.8K - $55.4K
|
1.36K
$183K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
352+ 16.49% |
$47.2K - $53.6K
|
2.49K
$333K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
350+ 26.32% |
$47K - $53.3K
|
1.68K
$225K
|
|
|
Jul 30, 2024
Q2 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
345+ 1.45% |
$46.3K - $52.5K
|
24.2K
$3.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
344+ 5.45% |
$46.2K - $52.4K
|
6.66K
$891K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
342+ 10.16% |
$45.9K - $52.1K
|
3.71K
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
339+ 19.29% |
$45.5K - $51.6K
|
2.1K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
335+ 3.66% |
$45K - $51K
|
9.48K
$1.27M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
332+ 91.71% |
$44.6K - $50.6K
|
694
$92.9K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
332+ 16.29% |
$44.6K - $50.6K
|
2.37K
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
330+ 2.55% |
$44.3K - $50.2K
|
13.3K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
328+ 5.66% |
$44K - $49.9K
|
6.12K
$820K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
327+ 6.25% |
$43.9K - $49.8K
|
5.56K
$745K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
322+ 0.7% |
$43.2K - $49K
|
46.3K
$6.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
316+ 1.2% |
$42.4K - $48.1K
|
26.6K
$3.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
315+ 1.07% |
$42.3K - $48K
|
29.6K
$3.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
308+ 1.81% |
$41.3K - $46.9K
|
17.3K
$2.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
307+ 9.36% |
$41.2K - $46.7K
|
3.59K
$480K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
302+ 5.55% |
$40.5K - $46K
|
5.75K
$770K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300+ 5.1% |
$40.3K - $45.7K
|
6.18K
$828K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
300+ 12.24% |
$40.3K - $45.7K
|
2.75K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
300New |
$40.3K - $45.7K
|
300
$40.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
300New |
$40.3K - $45.7K
|
300
$40.2K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
300+ 67.42% |
$40.3K - $45.7K
|
745
$99.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
299+ 11.75% |
$40.1K - $45.5K
|
2.84K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
299+ 4.49% |
$40.1K - $45.5K
|
6.95K
$931K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
295+ 1.4% |
$39.6K - $44.9K
|
21.4K
$2.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
292+ 2.97% |
$39.2K - $44.5K
|
10.1K
$1.36M
|
|
|
Sep 03, 2024
Q2 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
289+ 2.08% |
$38.8K - $44K
|
14.2K
$1.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
288+ 271.7% |
$38.6K - $43.9K
|
394
$52.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
287+ 3.29% |
$38.5K - $43.7K
|
9.02K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
281+ 2.3% |
$37.7K - $42.8K
|
12.5K
$1.68M
|
|
|
Jul 08, 2024
Q2 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
278+ 0.64% |
$37.3K - $42.3K
|
44K
$5.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
277+ 3.19% |
$37.2K - $42.2K
|
8.96K
$1.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
274+ 3.84% |
$36.8K - $41.7K
|
7.4K
$991K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
268+ 1.24% |
$36K - $40.8K
|
21.8K
$2.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
268+ 14.26% |
$36K - $40.8K
|
2.15K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
267+ 4.51% |
$35.8K - $40.7K
|
6.19K
$829K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
263+ 9.72% |
$35.3K - $40K
|
2.97K
$397K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
261+ 1.14% |
$35K - $39.7K
|
23.2K
$3.11M
|