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 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-108- 1.41% |
$14.5K - $16.4K
|
7.54K
$762K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-109- 6.58% |
$14.6K - $16.6K
|
1.55K
$157K
|
|
|
Jul 18, 2024
Q2 2024
|
Chaney Capital Management, Inc.
Lynnwood, WA |
SELL
|
- |
-110- 4.53% |
$14.8K - $16.7K
|
2.32K
$235K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-112- 1.88% |
$15K - $17.1K
|
5.84K
$590K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-113- 0.46% |
$15.2K - $17.2K
|
24.3K
$2.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-114- 4.76% |
$15.3K - $17.4K
|
2.28K
$231K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-114- 5.08% |
$15.3K - $17.4K
|
2.13K
$215K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-115- 4.46% |
$15.4K - $17.5K
|
2.46K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-115- 0.01% |
$15.4K - $17.5K
|
785K
$79.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-116- 2.93% |
$15.6K - $17.7K
|
3.85K
$389K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-117- 17.23% |
$15.7K - $17.8K
|
562
$56.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-118- 1.48% |
$15.8K - $18K
|
7.87K
$796K
|
|
|
Jul 17, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-121- 4.74% |
$16.2K - $18.4K
|
2.43K
$246K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-121- 1.84% |
$16.2K - $18.4K
|
6.46K
$653K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-123- 2.37% |
$16.5K - $18.7K
|
5.07K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-123- 1.32% |
$16.5K - $18.7K
|
9.23K
$933K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-123- 3.84% |
$16.5K - $18.7K
|
3.08K
$312K
|
|
|
Aug 02, 2024
Q2 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-125- 3.63% |
$16.8K - $19K
|
3.32K
$336K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-126- 2.82% |
$16.9K - $19.2K
|
4.34K
$439K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.58% |
$16.9K - $19.2K
|
3.4K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-127- 0.63% |
$17K - $19.3K
|
20K
$2.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-128- 0.55% |
$17.2K - $19.5K
|
23.1K
$2.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-129- 0.96% |
$17.3K - $19.6K
|
13.3K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-129- 7.28% |
$17.3K - $19.6K
|
1.64K
$166K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-132- 4.35% |
$17.7K - $20.1K
|
2.9K
$293K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-133- 7.97% |
$17.8K - $20.3K
|
1.54K
$155K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-134- 9.6% |
$18K - $20.4K
|
1.26K
$128K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-134- 0.71% |
$18K - $20.4K
|
18.6K
$1.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-134- 1.14% |
$18K - $20.4K
|
11.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-136- 2.54% |
$18.3K - $20.7K
|
5.21K
$527K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-138- 1.79% |
$18.5K - $21K
|
7.56K
$765K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-138- 0.9% |
$18.5K - $21K
|
15.2K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-139- 8.68% |
$18.7K - $21.2K
|
1.46K
$148K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-140- 0.88% |
$18.8K - $21.3K
|
15.8K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-142- 41.28% |
$19.1K - $21.6K
|
202
$20.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.8% |
$19.3K - $21.9K
|
7.84K
$793K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-144- 2.23% |
$19.3K - $21.9K
|
6.31K
$639K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-145- 1.44% |
$19.5K - $22.1K
|
9.95K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-145- 3.51% |
$19.5K - $22.1K
|
3.99K
$404K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-145- 1.81% |
$19.5K - $22.1K
|
7.87K
$796K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146- 0.31% |
$19.6K - $22.2K
|
46.9K
$4.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-147- 8.9% |
$19.7K - $22.4K
|
1.51K
$152K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-147- 0.42% |
$19.7K - $22.4K
|
34.7K
$3.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-148- 5.36% |
$19.9K - $22.5K
|
2.61K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-148- 5.44% |
$19.9K - $22.5K
|
2.57K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-149- 13.02% |
$20K - $22.7K
|
995
$101K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-149- 5.53% |
$20K - $22.7K
|
2.54K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.17% |
$20.1K - $22.8K
|
1.69K
$170K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-150- 1.58% |
$20.1K - $22.8K
|
9.35K
$945K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-155- 1.15% |
$20.8K - $23.6K
|
13.3K
$1.35M
|