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 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-89- 0.73% |
$11.9K - $13.6K
|
12.1K
$1.62M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-90- 1.06% |
$12.1K - $13.7K
|
8.39K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-90- 5.4% |
$12.1K - $13.7K
|
1.58K
$211K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-90- 3.37% |
$12.1K - $13.7K
|
2.58K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-90- 2.26% |
$12.1K - $13.7K
|
3.9K
$522K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-92- 5.84% |
$12.3K - $14K
|
1.48K
$198K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-92- 1.78% |
$12.3K - $14K
|
5.08K
$680K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-93- 1.34% |
$12.5K - $14.2K
|
6.83K
$915K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-93- 4.08% |
$12.5K - $14.2K
|
2.19K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-94- 2.46% |
$12.6K - $14.3K
|
3.73K
$500K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-95- 5.38% |
$12.7K - $14.5K
|
1.67K
$224K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-95- 14.68% |
$12.7K - $14.5K
|
552
$73.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-95- 1.33% |
$12.7K - $14.5K
|
7.02K
$940K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-97- 5.15% |
$13K - $14.8K
|
1.79K
$239K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 6.06% |
$13.4K - $15.2K
|
1.55K
$208K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-100- 0.56% |
$13.4K - $15.2K
|
17.9K
$2.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-100- 3.77% |
$13.4K - $15.2K
|
2.55K
$342K
|
|
|
Aug 05, 2024
Q2 2024
|
Jensen Investment Management Inc
Lake Oswego, OR |
SELL
|
- |
-100- 0.42% |
$13.4K - $15.2K
|
23.8K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-100- 31.65% |
$13.4K - $15.2K
|
216
$28.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-100- 90.91% |
$13.4K - $15.2K
|
10
$1.34K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-101- 1.48% |
$13.6K - $15.4K
|
6.7K
$897K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-101- 2.6% |
$13.6K - $15.4K
|
3.78K
$507K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-102- 0.74% |
$13.7K - $15.5K
|
13.6K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-102- 3.5% |
$13.7K - $15.5K
|
2.81K
$377K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-103- 1.05% |
$13.8K - $15.7K
|
9.67K
$1.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-103- 2.03% |
$13.8K - $15.7K
|
4.98K
$667K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-103- 13.68% |
$13.8K - $15.7K
|
650
$87K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-103- 10.63% |
$13.8K - $15.7K
|
866
$116K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-106- 0.47% |
$14.2K - $16.1K
|
22.4K
$3M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-106- 4.33% |
$14.2K - $16.1K
|
2.34K
$313K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-107- 5.66% |
$14.4K - $16.3K
|
1.78K
$239K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-108- 5.22% |
$14.5K - $16.4K
|
1.96K
$262K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-108- 1.41% |
$14.5K - $16.4K
|
7.54K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-109- 6.58% |
$14.6K - $16.6K
|
1.55K
$207K
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-110- 4.53% |
$14.8K - $16.7K
|
2.32K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-112- 1.88% |
$15K - $17.1K
|
5.84K
$782K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-113- 0.46% |
$15.2K - $17.2K
|
24.3K
$3.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-114- 4.76% |
$15.3K - $17.4K
|
2.28K
$305K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-114- 5.08% |
$15.3K - $17.4K
|
2.13K
$285K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-115- 4.46% |
$15.4K - $17.5K
|
2.46K
$330K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-115- 0.01% |
$15.4K - $17.5K
|
785K
$105M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-116- 2.93% |
$15.6K - $17.7K
|
3.85K
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-117- 17.23% |
$15.7K - $17.8K
|
562
$75.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-118- 1.48% |
$15.8K - $18K
|
7.87K
$1.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-121- 4.74% |
$16.2K - $18.4K
|
2.43K
$326K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-121- 1.84% |
$16.2K - $18.4K
|
6.46K
$864K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-123- 2.37% |
$16.5K - $18.7K
|
5.07K
$679K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-123- 1.32% |
$16.5K - $18.7K
|
9.23K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-123- 3.84% |
$16.5K - $18.7K
|
3.08K
$412K
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-125- 3.63% |
$16.8K - $19K
|
3.32K
$445K
|