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 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
53+ 2.35% |
$7.11K - $8.07K
|
2.31K
$309K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
53+ 4.41% |
$7.11K - $8.07K
|
1.25K
$168K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
51+ 4.48% |
$6.84K - $7.77K
|
1.19K
$159K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
51+ 0.8% |
$6.84K - $7.77K
|
6.45K
$863K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
50+ 1.82% |
$6.71K - $7.61K
|
2.79K
$374K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50+ 100.0% |
$6.71K - $7.61K
|
100
$13.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
48+ 1.88% |
$6.44K - $7.31K
|
2.61K
$349K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
47+ 0.94% |
$6.31K - $7.16K
|
5.03K
$674K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
46+ 0.17% |
$6.17K - $7K
|
27.5K
$3.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
46+ 20.63% |
$6.17K - $7K
|
269
$36K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
46+ 0.2% |
$6.17K - $7K
|
23.4K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
46+ 1.35% |
$6.17K - $7K
|
3.45K
$462K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
45+ 0.19% |
$6.04K - $6.85K
|
23.7K
$3.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
45+ 2.25% |
$6.04K - $6.85K
|
2.04K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
43+ 0.25% |
$5.77K - $6.55K
|
17.3K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
42+ 2.13% |
$5.64K - $6.4K
|
2.02K
$270K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
40+ 2.22% |
$5.37K - $6.09K
|
1.84K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
40+ 0.42% |
$5.37K - $6.09K
|
9.68K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
39+ 20.42% |
$5.23K - $5.94K
|
230
$30.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
39+ 0.07% |
$5.23K - $5.94K
|
55K
$7.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36+ 2.05% |
$4.83K - $5.48K
|
1.79K
$240K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
33+ 0.49% |
$4.43K - $5.02K
|
6.76K
$906K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
31+ 0.88% |
$4.16K - $4.72K
|
3.57K
$478K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$4.16K - $4.72K
|
31
$4.15K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
31+ 0.16% |
$4.16K - $4.72K
|
19.8K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
30New |
$4.03K - $4.57K
|
30
$4.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
30+ 1.85% |
$4.03K - $4.57K
|
1.65K
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
28+ 0.89% |
$3.76K - $4.26K
|
3.16K
$424K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
28+ 5.05% |
$3.76K - $4.26K
|
582
$77.9K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
28+ 0.88% |
$3.76K - $4.26K
|
3.23K
$432K
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
25+ 1.19% |
$3.35K - $3.81K
|
2.12K
$284K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
25+ 0.78% |
$3.35K - $3.81K
|
3.21K
$430K
|
|
|
Jul 15, 2024
Q2 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
23+ 0.81% |
$3.09K - $3.5K
|
2.85K
$382K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
22+ 10.23% |
$2.95K - $3.35K
|
237
$31.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
21+ 0.7% |
$2.82K - $3.2K
|
3.01K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
21+ 75.0% |
$2.82K - $3.2K
|
49
$6.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
21+ 1.06% |
$2.82K - $3.2K
|
2.01K
$269K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
20+ 0.76% |
$2.68K - $3.05K
|
2.64K
$354K
|
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
20+ 0.13% |
$2.68K - $3.05K
|
15.1K
$2.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
20+ 0.68% |
$2.68K - $3.05K
|
2.97K
$398K
|
|
|
Jul 26, 2024
Q2 2024
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
20+ 0.54% |
$2.68K - $3.05K
|
3.75K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
20+ 0.95% |
$2.68K - $3.05K
|
2.13K
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
19+ 13.19% |
$2.55K - $2.89K
|
163
$21.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
19+ 0.19% |
$2.55K - $2.89K
|
10K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18+ 1.1% |
$2.42K - $2.74K
|
1.65K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
18+ 0.31% |
$2.42K - $2.74K
|
5.87K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
18+ 0.21% |
$2.42K - $2.74K
|
8.73K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
17+ 0.53% |
$2.28K - $2.59K
|
3.2K
$429K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
17+ 0.44% |
$2.28K - $2.59K
|
3.89K
$521K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
16+ 0.96% |
$2.15K - $2.44K
|
1.68K
$225K
|