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 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-53- 8.02% |
$7.11K - $8.07K
|
608
$81.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-54- 2.44% |
$7.25K - $8.22K
|
2.16K
$289K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-55- 2.22% |
$7.38K - $8.37K
|
2.42K
$324K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-55- 0.68% |
$7.38K - $8.37K
|
8.04K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-57- 0.14% |
$7.65K - $8.68K
|
40.1K
$5.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-58- 2.11% |
$7.78K - $8.83K
|
2.69K
$360K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-58- 1.46% |
$7.78K - $8.83K
|
3.91K
$524K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-58- 2.81% |
$7.78K - $8.83K
|
2K
$268K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-59- 1.09% |
$7.92K - $8.98K
|
5.37K
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-59- 0.83% |
$7.92K - $8.98K
|
7.09K
$949K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-60- 2.19% |
$8.05K - $9.14K
|
2.68K
$359K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-60- 0.82% |
$8.05K - $9.14K
|
7.29K
$976K
|
|
|
Aug 12, 2024
Q2 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-60- 0.16% |
$8.05K - $9.14K
|
37.9K
$5.08M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-61- 1.89% |
$8.19K - $9.29K
|
3.17K
$425K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-61- 3.21% |
$8.19K - $9.29K
|
1.84K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-62- 9.21% |
$8.32K - $9.44K
|
611
$81.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-62- 1.33% |
$8.32K - $9.44K
|
4.6K
$616K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.23% |
$8.72K - $9.9K
|
5.21K
$698K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-66- 5.94% |
$8.86K - $10K
|
1.05K
$140K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-67- 2.11% |
$8.99K - $10.2K
|
3.1K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-68- 3.33% |
$9.13K - $10.4K
|
1.97K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-69- 1.8% |
$9.26K - $10.5K
|
3.76K
$503K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-69- 25.84% |
$9.26K - $10.5K
|
198
$26.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-69- 1.82% |
$9.26K - $10.5K
|
3.72K
$499K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-70- 3.53% |
$9.39K - $10.7K
|
1.91K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-70- 11.76% |
$9.39K - $10.7K
|
525
$70.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-71- 0.62% |
$9.53K - $10.8K
|
11.4K
$1.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-72- 1.8% |
$9.66K - $11K
|
3.94K
$527K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-73- 2.7% |
$9.8K - $11.1K
|
2.63K
$352K
|
|
|
Aug 06, 2024
Q2 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-73- 0.53% |
$9.8K - $11.1K
|
13.7K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-74- 2.06% |
$9.93K - $11.3K
|
3.51K
$470K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-75- 14.59% |
$10.1K - $11.4K
|
439
$58.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-75- 2.16% |
$10.1K - $11.4K
|
3.4K
$455K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-75- 4.79% |
$10.1K - $11.4K
|
1.49K
$200K
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-75- 4.68% |
$10.1K - $11.4K
|
1.53K
$205K
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-75- 1.11% |
$10.1K - $11.4K
|
6.68K
$894K
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-76- 3.9% |
$10.2K - $11.6K
|
1.87K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-79- 1.04% |
$10.6K - $12K
|
7.49K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-79- 1.58% |
$10.6K - $12K
|
4.92K
$659K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-80- 4.84% |
$10.7K - $12.2K
|
1.57K
$211K
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-80- 0.53% |
$10.7K - $12.2K
|
15K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
SELL
|
- |
-80- 2.34% |
$10.7K - $12.2K
|
3.34K
$447K
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-80- 1.09% |
$10.7K - $12.2K
|
7.28K
$975K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-81- 15.11% |
$10.9K - $12.3K
|
455
$60.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-83- 0.31% |
$11.1K - $12.6K
|
27K
$3.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-83- 3.6% |
$11.1K - $12.6K
|
2.22K
$298K
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-85- 0.35% |
$11.4K - $12.9K
|
24.3K
$3.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-86- 61.87% |
$11.5K - $13.1K
|
53
$7.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-88- 0.5% |
$11.8K - $13.4K
|
17.4K
$2.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-88- 9.57% |
$11.8K - $13.4K
|
832
$111K
|