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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
SELL
|
- |
-185- 5.74% |
$24.8K - $28.2K
|
3.04K
$407K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-186- 7.19% |
$25K - $28.3K
|
2.4K
$322K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-190- 7.75% |
$25.5K - $28.9K
|
2.26K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-190- 1.7% |
$25.5K - $28.9K
|
11K
$1.47M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-191- 8.13% |
$25.6K - $29.1K
|
2.16K
$289K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-200- 2.87% |
$26.8K - $30.5K
|
6.77K
$907K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-200- 10.11% |
$26.8K - $30.5K
|
1.78K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
SELL
|
- |
-200- 9.19% |
$26.8K - $30.5K
|
1.98K
$265K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-200Closed |
$26.8K - $30.5K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-200- 0.46% |
$26.8K - $30.5K
|
43K
$5.76M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-205- 6.57% |
$27.5K - $31.2K
|
2.92K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-206- 8.75% |
$27.6K - $31.4K
|
2.15K
$288K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-207- 10.88% |
$27.8K - $31.5K
|
1.7K
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-208- 7.09% |
$27.9K - $31.7K
|
2.73K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-208- 5.17% |
$27.9K - $31.7K
|
3.81K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-209- 6.62% |
$28K - $31.8K
|
2.95K
$395K
|
|
|
Aug 09, 2024
Q2 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-210- 5.95% |
$28.2K - $32K
|
3.32K
$445K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-214- 6.97% |
$28.7K - $32.6K
|
2.86K
$383K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-215- 10.74% |
$28.9K - $32.7K
|
1.79K
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-216- 1.06% |
$29K - $32.9K
|
20.2K
$2.71M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-219- 2.68% |
$29.4K - $33.3K
|
7.96K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-219- 4.69% |
$29.4K - $33.3K
|
4.46K
$597K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-221- 3.93% |
$29.7K - $33.7K
|
5.41K
$724K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-225- 7.43% |
$30.2K - $34.3K
|
2.8K
$376K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-226- 11.18% |
$30.3K - $34.4K
|
1.8K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-229- 4.16% |
$30.7K - $34.9K
|
5.27K
$706K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-234- 26.77% |
$31.4K - $35.6K
|
640
$85.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-235- 7.31% |
$31.5K - $35.8K
|
2.98K
$399K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-238- 0.8% |
$31.9K - $36.2K
|
29.4K
$3.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-239- 1.94% |
$32.1K - $36.4K
|
12.1K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-243- 1.75% |
$32.6K - $37K
|
13.6K
$1.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-247- 1.34% |
$33.1K - $37.6K
|
18.2K
$2.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-247- 9.41% |
$33.1K - $37.6K
|
2.38K
$319K
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-248- 3.23% |
$33.3K - $37.8K
|
7.43K
$995K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-250- 0.29% |
$33.6K - $38.1K
|
86.3K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250- 23.81% |
$33.6K - $38.1K
|
800
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-251- 7.05% |
$33.7K - $38.2K
|
3.31K
$443K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 10.65% |
$33.8K - $38.4K
|
2.11K
$283K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 10.65% |
$33.8K - $38.4K
|
2.11K
$283K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-254- 4.01% |
$34.1K - $38.7K
|
6.08K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-254- 1.91% |
$34.1K - $38.7K
|
13K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-255- 5.08% |
$34.2K - $38.8K
|
4.76K
$638K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-264- 1.84% |
$35.4K - $40.2K
|
14.1K
$1.89M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-267- 1.76% |
$35.8K - $40.7K
|
14.9K
$1.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-272- 0.93% |
$36.5K - $41.4K
|
29.1K
$3.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-273- 11.55% |
$36.6K - $41.6K
|
2.09K
$280K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-274- 3.01% |
$36.8K - $41.7K
|
8.82K
$1.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-284- 0.41% |
$38.1K - $43.2K
|
69.8K
$9.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-288- 2.5% |
$38.6K - $43.9K
|
11.2K
$1.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-290- 6.51% |
$38.9K - $44.2K
|
4.17K
$558K
|