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 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-293- 12.45% |
$39.3K - $44.6K
|
2.06K
$276K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-294- 3.59% |
$39.5K - $44.8K
|
7.89K
$1.06M
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-295- 2.87% |
$39.6K - $44.9K
|
9.97K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-295- 0.23% |
$39.6K - $44.9K
|
130K
$17.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-300- 1.73% |
$40.3K - $45.7K
|
17K
$2.28M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-300- 3.16% |
$40.3K - $45.7K
|
9.21K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-301- 4.16% |
$40.4K - $45.8K
|
6.93K
$928K
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-302- 0.77% |
$40.5K - $46K
|
39.1K
$5.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-303- 1.48% |
$40.7K - $46.1K
|
20.2K
$2.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-307- 0.82% |
$41.2K - $46.7K
|
37.1K
$4.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-307- 6.08% |
$41.2K - $46.7K
|
4.74K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-307- 0.8% |
$41.2K - $46.7K
|
38K
$5.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-308- 8.76% |
$41.3K - $46.9K
|
3.21K
$430K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-313- 1.32% |
$42K - $47.7K
|
23.4K
$3.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-314- 0.08% |
$42.1K - $47.8K
|
370K
$49.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-318- 5.12% |
$42.7K - $48.4K
|
5.89K
$789K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-319- 4.11% |
$42.8K - $48.6K
|
7.43K
$996K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-323- 11.32% |
$43.3K - $49.2K
|
2.53K
$339K
|
|
|
Aug 07, 2024
Q2 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-325- 6.2% |
$43.6K - $49.5K
|
4.92K
$658K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-327- 10.4% |
$43.9K - $49.8K
|
2.82K
$377K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-329- 14.4% |
$44.2K - $50.1K
|
1.96K
$262K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-330- 1.35% |
$44.3K - $50.2K
|
24.1K
$3.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-334- 12.4% |
$44.8K - $50.9K
|
2.36K
$316K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-337- 8.4% |
$45.2K - $51.3K
|
3.67K
$492K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-339- 6.08% |
$45.5K - $51.6K
|
5.24K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-342- 1.43% |
$45.9K - $52.1K
|
23.5K
$3.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-344- 0.77% |
$46.2K - $52.4K
|
44.1K
$5.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-345- 0.36% |
$46.3K - $52.5K
|
95.8K
$12.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-346- 0.78% |
$46.4K - $52.7K
|
44K
$5.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-347- 1.55% |
$46.6K - $52.8K
|
22K
$2.95M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-349- 6.53% |
$46.8K - $53.1K
|
4.99K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-349- 1.28% |
$46.8K - $53.1K
|
27K
$3.62M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-350- 3.51% |
$47K - $53.3K
|
9.64K
$1.29M
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-350- 10.78% |
$47K - $53.3K
|
2.9K
$388K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-352- 7.98% |
$47.2K - $53.6K
|
4.06K
$544K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-353- 10.53% |
$47.4K - $53.8K
|
3K
$402K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-356- 73.55% |
$47.8K - $54.2K
|
128
$17.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-357- 2.54% |
$47.9K - $54.4K
|
13.7K
$1.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-358- 12.57% |
$48K - $54.5K
|
2.49K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-359- 6.2% |
$48.2K - $54.7K
|
5.43K
$727K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-361- 54.45% |
$48.4K - $55K
|
302
$40.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-362- 1.38% |
$48.6K - $55.1K
|
25.9K
$3.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-366- 0.44% |
$49.1K - $55.7K
|
82.9K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-369- 14.52% |
$49.5K - $56.2K
|
2.17K
$291K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-369- 1.06% |
$49.5K - $56.2K
|
34.3K
$4.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-372- 7.18% |
$49.9K - $56.6K
|
4.81K
$644K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-373- 15.1% |
$50.1K - $56.8K
|
2.1K
$281K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-374- 1.08% |
$50.2K - $56.9K
|
34.2K
$4.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-376- 11.82% |
$50.5K - $57.3K
|
2.8K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-378- 5.79% |
$50.7K - $57.6K
|
6.15K
$824K
|