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
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 3.82% |
$805 - $914
|
151
$20.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-6- 0.07% |
$805 - $914
|
8.49K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-6- 2.46% |
$805 - $914
|
238
$31.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-6- 1.73% |
$805 - $914
|
340
$45.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.17% |
$939 - $1.07K
|
4.2K
$563K
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-7- 0.29% |
$939 - $1.07K
|
2.44K
$326K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-7- 0.46% |
$939 - $1.07K
|
1.52K
$204K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-7- 0.15% |
$939 - $1.07K
|
4.72K
$633K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-9- 0.32% |
$1.21K - $1.37K
|
2.82K
$378K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-9- 0.51% |
$1.21K - $1.37K
|
1.76K
$235K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-9- 0.37% |
$1.21K - $1.37K
|
2.42K
$324K
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-9- 0.52% |
$1.21K - $1.37K
|
1.73K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 3.61% |
$1.21K - $1.37K
|
240
$32.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-9- 0.57% |
$1.21K - $1.37K
|
1.58K
$212K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-10- 0.17% |
$1.34K - $1.52K
|
5.77K
$773K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-10- 11.24% |
$1.34K - $1.52K
|
79
$10.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-10- 3.42% |
$1.34K - $1.52K
|
282
$37.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-10- 2.7% |
$1.34K - $1.52K
|
361
$48.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10- 0.47% |
$1.34K - $1.52K
|
2.13K
$285K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-10- 2.2% |
$1.34K - $1.52K
|
445
$59.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-11- 0.5% |
$1.48K - $1.67K
|
2.21K
$295K
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-11- 0.67% |
$1.48K - $1.67K
|
1.62K
$217K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.16% |
$1.48K - $1.67K
|
7.02K
$940K
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-12- 0.28% |
$1.61K - $1.83K
|
4.28K
$573K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12- 0.46% |
$1.61K - $1.83K
|
2.61K
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-12- 0.37% |
$1.61K - $1.83K
|
3.22K
$431K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-13- 10.08% |
$1.74K - $1.98K
|
116
$15.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.4% |
$1.88K - $2.13K
|
3.51K
$469K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-15- 0.9% |
$2.01K - $2.28K
|
1.65K
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16- 1.23% |
$2.15K - $2.44K
|
1.29K
$173K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-16- 0.04% |
$2.15K - $2.44K
|
41.7K
$5.58M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-16- 1.22% |
$2.15K - $2.44K
|
1.3K
$174K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-16- 10.96% |
$2.15K - $2.44K
|
130
$17.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16- 0.19% |
$2.15K - $2.44K
|
8.21K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-17- 1.76% |
$2.28K - $2.59K
|
951
$127K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-17- 0.87% |
$2.28K - $2.59K
|
1.95K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-17- 62.96% |
$2.28K - $2.59K
|
10
$1.34K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 20.0% |
$2.28K - $2.59K
|
68
$9.11K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-18- 4.49% |
$2.42K - $2.74K
|
383
$51.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-18- 0.53% |
$2.42K - $2.74K
|
3.39K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-18- 0.77% |
$2.42K - $2.74K
|
2.31K
$309K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-19- 0.73% |
$2.55K - $2.89K
|
2.57K
$344K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20- 0.48% |
$2.68K - $3.05K
|
4.14K
$555K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-21- 0.22% |
$2.82K - $3.2K
|
9.58K
$1.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-22- 0.16% |
$2.95K - $3.35K
|
13.9K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-22- 0.95% |
$2.95K - $3.35K
|
2.3K
$308K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 13.33% |
$2.95K - $3.35K
|
143
$19.2K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-22- 0.56% |
$2.95K - $3.35K
|
3.88K
$519K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-23- 37.1% |
$3.09K - $3.5K
|
39
$5.22K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-23- 34.85% |
$3.09K - $3.5K
|
43
$5.76K
|