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 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-126- 2.82% |
$16.9K - $19.2K
|
4.34K
$581K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.58% |
$16.9K - $19.2K
|
3.4K
$455K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-127- 0.63% |
$17K - $19.3K
|
20K
$2.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-128- 0.55% |
$17.2K - $19.5K
|
23.1K
$3.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-129- 0.96% |
$17.3K - $19.6K
|
13.3K
$1.78M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-129- 7.28% |
$17.3K - $19.6K
|
1.64K
$220K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-132- 4.35% |
$17.7K - $20.1K
|
2.9K
$388K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-133- 7.97% |
$17.8K - $20.3K
|
1.54K
$206K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
SELL
|
- |
-134- 9.6% |
$18K - $20.4K
|
1.26K
$169K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-134- 0.71% |
$18K - $20.4K
|
18.6K
$2.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-134- 1.14% |
$18K - $20.4K
|
11.7K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-136- 2.54% |
$18.3K - $20.7K
|
5.21K
$698K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-138- 1.79% |
$18.5K - $21K
|
7.56K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-138- 0.9% |
$18.5K - $21K
|
15.2K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-139- 8.68% |
$18.7K - $21.2K
|
1.46K
$196K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-140- 0.88% |
$18.8K - $21.3K
|
15.8K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-142- 41.28% |
$19.1K - $21.6K
|
202
$27.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.8% |
$19.3K - $21.9K
|
7.84K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-144- 2.23% |
$19.3K - $21.9K
|
6.31K
$846K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-145- 1.44% |
$19.5K - $22.1K
|
9.95K
$1.33M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-145- 3.51% |
$19.5K - $22.1K
|
3.99K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-145- 1.81% |
$19.5K - $22.1K
|
7.87K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-146- 0.31% |
$19.6K - $22.2K
|
46.9K
$6.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-147- 8.9% |
$19.7K - $22.4K
|
1.51K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
SELL
|
- |
-147- 0.42% |
$19.7K - $22.4K
|
34.7K
$4.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-148- 5.36% |
$19.9K - $22.5K
|
2.61K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-148- 5.44% |
$19.9K - $22.5K
|
2.57K
$345K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-149- 13.02% |
$20K - $22.7K
|
995
$133K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-149- 5.53% |
$20K - $22.7K
|
2.54K
$341K
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-150- 8.17% |
$20.1K - $22.8K
|
1.69K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-150- 1.58% |
$20.1K - $22.8K
|
9.35K
$1.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-155- 1.15% |
$20.8K - $23.6K
|
13.3K
$1.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-156- 0.2% |
$20.9K - $23.8K
|
76.5K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-156- 3.71% |
$20.9K - $23.8K
|
4.05K
$542K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-159- 1.19% |
$21.3K - $24.2K
|
13.2K
$1.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-163- 87.17% |
$21.9K - $24.8K
|
24
$3.21K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-164- 0.89% |
$22K - $25K
|
18.3K
$2.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-164- 98.8% |
$22K - $25K
|
2
$268
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-166- 1.03% |
$22.3K - $25.3K
|
15.9K
$2.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-169- 6.23% |
$22.7K - $25.7K
|
2.54K
$340K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-171- 6.97% |
$22.9K - $26K
|
2.28K
$305K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-171- 2.46% |
$22.9K - $26K
|
6.78K
$908K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-173- 1.12% |
$23.2K - $26.3K
|
15.3K
$2.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-173- 4.82% |
$23.2K - $26.3K
|
3.41K
$457K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-174- 13.7% |
$23.4K - $26.5K
|
1.1K
$147K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-175- 2.8% |
$23.5K - $26.6K
|
6.07K
$813K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-175- 1.4% |
$23.5K - $26.6K
|
12.3K
$1.65M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-180- 9.69% |
$24.2K - $27.4K
|
1.68K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-181- 3.29% |
$24.3K - $27.6K
|
5.33K
$713K
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-184- 5.58% |
$24.7K - $28K
|
3.11K
$417K
|