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 31, 2024
Q2 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
101+ 0.04% |
$13.6K - $15.4K
|
275K
$36.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 15.48% |
$13.4K - $15.2K
|
746
$99.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
100+ 1.47% |
$13.4K - $15.2K
|
6.91K
$926K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
100+ 4.56% |
$13.4K - $15.2K
|
2.3K
$307K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
100New |
$13.4K - $15.2K
|
100
$13.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
99+ 0.85% |
$13.3K - $15.1K
|
11.7K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
99+ 5.07% |
$13.3K - $15.1K
|
2.05K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
98+ 1.16% |
$13.2K - $14.9K
|
8.55K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
97+ 6.38% |
$13K - $14.8K
|
1.62K
$217K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
96+ 1.32% |
$12.9K - $14.6K
|
7.37K
$986K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
92+ 3.06% |
$12.3K - $14K
|
3.09K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
88+ 1.2% |
$11.8K - $13.4K
|
7.4K
$991K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
87+ 27.1% |
$11.7K - $13.2K
|
408
$54.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
86+ 0.49% |
$11.5K - $13.1K
|
17.6K
$2.36M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
86+ 0.64% |
$11.5K - $13.1K
|
13.5K
$1.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
83+ 218.42% |
$11.1K - $12.6K
|
121
$16.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
83+ 0.36% |
$11.1K - $12.6K
|
23K
$3.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
79+ 0.5% |
$10.6K - $12K
|
15.8K
$2.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
77+ 1.2% |
$10.3K - $11.7K
|
6.5K
$870K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 1.31% |
$10.3K - $11.7K
|
5.94K
$795K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
75New |
$10.1K - $11.4K
|
75
$10K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
75New |
$10.1K - $11.4K
|
75
$10K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
75+ 1.19% |
$10.1K - $11.4K
|
6.38K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
73+ 0.5% |
$9.8K - $11.1K
|
14.5K
$1.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
72+ 1.51% |
$9.66K - $11K
|
4.83K
$647K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
70+ 15.73% |
$9.39K - $10.7K
|
515
$69K
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
69+ 1.38% |
$9.26K - $10.5K
|
5.07K
$679K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
68+ 22.44% |
$9.13K - $10.4K
|
371
$49.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
68+ 0.95% |
$9.13K - $10.4K
|
7.23K
$969K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
68+ 0.19% |
$9.13K - $10.4K
|
36K
$4.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
67+ 3.98% |
$8.99K - $10.2K
|
1.75K
$234K
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
67+ 1.0% |
$8.99K - $10.2K
|
6.77K
$907K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
65New |
$8.72K - $9.9K
|
65
$8.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
65+ 3.43% |
$8.72K - $9.9K
|
1.96K
$263K
|
|
|
Aug 06, 2024
Q2 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
65+ 1.67% |
$8.72K - $9.9K
|
3.95K
$529K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
63+ 3.38% |
$8.45K - $9.59K
|
1.93K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
63+ 3.77% |
$8.45K - $9.59K
|
1.73K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63+ 1.5% |
$8.45K - $9.59K
|
4.27K
$571K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
62+ 3.47% |
$8.32K - $9.44K
|
1.85K
$248K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
61+ 1.94% |
$8.19K - $9.29K
|
3.21K
$429K
|
|
|
Jul 15, 2024
Q2 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
60+ 0.37% |
$8.05K - $9.14K
|
16.2K
$2.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
60+ 0.77% |
$8.05K - $9.14K
|
7.9K
$1.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
59+ 0.39% |
$7.92K - $8.98K
|
15.3K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
58+ 3.2% |
$7.78K - $8.83K
|
1.87K
$251K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
57+ 3.16% |
$7.65K - $8.68K
|
1.86K
$249K
|
|
|
Aug 12, 2024
Q2 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
57+ 2.43% |
$7.65K - $8.68K
|
2.4K
$321K
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
57+ 3.66% |
$7.65K - $8.68K
|
1.62K
$216K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
56New |
$7.52K - $8.53K
|
56
$7.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
56+ 0.49% |
$7.52K - $8.53K
|
11.4K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
54+ 3.67% |
$7.25K - $8.22K
|
1.53K
$204K
|