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 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
16+ 0.04% |
$2.15K - $2.44K
|
44.1K
$5.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
16+ 0.84% |
$2.15K - $2.44K
|
1.93K
$258K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
16+ 0.03% |
$2.15K - $2.44K
|
45.8K
$6.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
16+ 0.07% |
$2.15K - $2.44K
|
23.1K
$3.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16+ 0.14% |
$2.15K - $2.44K
|
11.3K
$1.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.32% |
$2.01K - $2.28K
|
4.71K
$631K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
15+ 0.46% |
$2.01K - $2.28K
|
3.28K
$439K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
15+ 0.46% |
$2.01K - $2.28K
|
3.26K
$437K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
15+ 0.91% |
$2.01K - $2.28K
|
1.66K
$222K
|
|
|
Jul 19, 2024
Q2 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
15+ 0.08% |
$2.01K - $2.28K
|
18.5K
$2.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 0.24% |
$1.88K - $2.13K
|
5.74K
$768K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
14+ 0.02% |
$1.88K - $2.13K
|
82.3K
$11M
|
|
|
Jul 30, 2024
Q2 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
14+ 0.69% |
$1.88K - $2.13K
|
2.04K
$273K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
14+ 0.46% |
$1.88K - $2.13K
|
3.05K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
13+ 0.72% |
$1.74K - $1.98K
|
1.81K
$242K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
13+ 0.38% |
$1.74K - $1.98K
|
3.4K
$455K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
13+ 0.56% |
$1.74K - $1.98K
|
2.33K
$312K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12+ 0.75% |
$1.61K - $1.83K
|
1.61K
$215K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.2% |
$1.48K - $1.67K
|
5.64K
$756K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
11+ 0.64% |
$1.48K - $1.67K
|
1.74K
$233K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11+ 0.15% |
$1.48K - $1.67K
|
7.44K
$996K
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$1.48K - $1.67K
|
4.7K
$629K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11New |
$1.48K - $1.67K
|
11
$1.47K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
11+ 0.08% |
$1.48K - $1.67K
|
13K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
10+ 0.68% |
$1.34K - $1.52K
|
1.48K
$198K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
10+ 0.84% |
$1.34K - $1.52K
|
1.2K
$160K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 4.39% |
$1.34K - $1.52K
|
238
$31.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9+ 0.22% |
$1.21K - $1.37K
|
4.17K
$559K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.31% |
$1.21K - $1.37K
|
2.9K
$388K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.45% |
$1.07K - $1.22K
|
1.78K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8New |
$1.07K - $1.22K
|
8
$1.07K
|
|
|
Aug 12, 2024
Q2 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
8+ 0.09% |
$1.07K - $1.22K
|
9.04K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7+ 0.33% |
$939 - $1.07K
|
2.13K
$286K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
7+ 0.37% |
$939 - $1.07K
|
1.9K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7+ 5.74% |
$939 - $1.07K
|
129
$17.3K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
7+ 0.23% |
$939 - $1.07K
|
2.99K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
7+ 0.31% |
$939 - $1.07K
|
2.27K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.26% |
$939 - $1.07K
|
2.71K
$363K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
7+ 0.14% |
$939 - $1.07K
|
4.99K
$668K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6+ 0.39% |
$805 - $914
|
1.56K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6+ 0.39% |
$805 - $914
|
1.54K
$206K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
6+ 1.78% |
$805 - $914
|
344
$46.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
5+ 0.34% |
$671 - $761
|
1.47K
$197K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 5.56% |
$671 - $761
|
95
$12.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5+ 0.03% |
$671 - $761
|
17.6K
$2.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
5+ 0.11% |
$671 - $761
|
4.62K
$619K
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 0.02% |
$537 - $609
|
18.5K
$2.48M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 8.89% |
$537 - $609
|
49
$6.56K
|
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
4+ 0.15% |
$537 - $609
|
2.64K
$353K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
4New |
$537 - $609
|
4
$536
|