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
|
Sawyer & Company, Inc
|
SELL
|
- |
-24- 0.11% |
$3.22K - $3.65K
|
22.7K
$3.04M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-24- 19.35% |
$3.22K - $3.65K
|
100
$13.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-25- 0.7% |
$3.35K - $3.81K
|
3.53K
$473K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-25- 1.74% |
$3.35K - $3.81K
|
1.41K
$189K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-27Closed |
$3.62K - $4.11K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27- 19.57% |
$3.62K - $4.11K
|
111
$14.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-28- 0.88% |
$3.76K - $4.26K
|
3.15K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-28- 0.65% |
$3.76K - $4.26K
|
4.26K
$570K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-29- 0.35% |
$3.89K - $4.42K
|
8.38K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-29- 55.77% |
$3.89K - $4.42K
|
23
$3.08K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-30- 16.3% |
$4.03K - $4.57K
|
154
$20.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-30- 8.82% |
$4.03K - $4.57K
|
310
$41.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-31- 0.86% |
$4.16K - $4.72K
|
3.56K
$477K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-31- 1.67% |
$4.16K - $4.72K
|
1.82K
$244K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-32- 3.75% |
$4.29K - $4.87K
|
822
$110K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-33- 1.32% |
$4.43K - $5.02K
|
2.47K
$331K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34- 2.17% |
$4.56K - $5.18K
|
1.53K
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-34- 0.1% |
$4.56K - $5.18K
|
32.6K
$4.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-35- 3.45% |
$4.7K - $5.33K
|
979
$131K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-37- 1.14% |
$4.97K - $5.63K
|
3.21K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-37- 1.9% |
$4.97K - $5.63K
|
1.91K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-37- 0.92% |
$4.97K - $5.63K
|
3.99K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-38- 0.53% |
$5.1K - $5.79K
|
7.09K
$950K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-38- 0.24% |
$5.1K - $5.79K
|
15.5K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
SELL
|
- |
-39- 0.26% |
$5.23K - $5.94K
|
15.2K
$2.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-39- 0.22% |
$5.23K - $5.94K
|
17.5K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-40- 0.84% |
$5.37K - $6.09K
|
4.71K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-40- 2.13% |
$5.37K - $6.09K
|
1.84K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-40- 1.68% |
$5.37K - $6.09K
|
2.35K
$314K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-41- 1.71% |
$5.5K - $6.24K
|
2.36K
$316K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-42- 0.09% |
$5.64K - $6.4K
|
46.7K
$6.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-42- 2.23% |
$5.64K - $6.4K
|
1.84K
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-44- 0.49% |
$5.9K - $6.7K
|
8.98K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-44- 0.94% |
$5.9K - $6.7K
|
4.66K
$624K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-45- 0.74% |
$6.04K - $6.85K
|
6.06K
$811K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-45- 1.66% |
$6.04K - $6.85K
|
2.66K
$356K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 2.08% |
$6.17K - $7K
|
2.16K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 1.01% |
$6.17K - $7K
|
4.5K
$603K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-46- 19.09% |
$6.17K - $7K
|
195
$26.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-46- 23.47% |
$6.17K - $7K
|
150
$20.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-48- 0.36% |
$6.44K - $7.31K
|
13.3K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-48- 1.79% |
$6.44K - $7.31K
|
2.63K
$352K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-49- 2.77% |
$6.58K - $7.46K
|
1.72K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-49- 0.38% |
$6.58K - $7.46K
|
12.8K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-49- 1.77% |
$6.58K - $7.46K
|
2.72K
$364K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 1.87% |
$6.71K - $7.61K
|
2.62K
$351K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50- 4.76% |
$6.71K - $7.61K
|
1K
$134K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 4.56% |
$6.84K - $7.77K
|
1.07K
$143K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-51- 1.56% |
$6.84K - $7.77K
|
3.22K
$431K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 51.46% |
$7.11K - $8.07K
|
50
$6.7K
|