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 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-378- 3.42% |
$50.7K - $57.6K
|
10.7K
$1.43M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-380- 8.06% |
$51K - $57.9K
|
4.34K
$581K
|
|
|
Aug 05, 2024
Q2 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-381- 0.6% |
$51.1K - $58K
|
63.5K
$8.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-383- 3.25% |
$51.4K - $58.3K
|
11.4K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-385- 2.3% |
$51.7K - $58.6K
|
16.3K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-387- 6.86% |
$51.9K - $58.9K
|
5.26K
$704K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-399- 4.78% |
$53.5K - $60.8K
|
7.94K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-399- 73.75% |
$53.5K - $60.8K
|
142
$19K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-400- 4.94% |
$53.7K - $60.9K
|
7.7K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-403- 5.49% |
$54.1K - $61.4K
|
6.94K
$929K
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-407- 4.16% |
$54.6K - $62K
|
9.37K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-408- 20.46% |
$54.8K - $62.1K
|
1.59K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-413- 2.73% |
$55.4K - $62.9K
|
14.7K
$1.97M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-414- 16.08% |
$55.6K - $63K
|
2.16K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-420- 9.35% |
$56.4K - $64K
|
4.07K
$545K
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-424- 5.38% |
$56.9K - $64.6K
|
7.46K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-428- 1.76% |
$57.4K - $65.2K
|
23.9K
$3.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-442- 9.9% |
$59.3K - $67.3K
|
4.02K
$539K
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-445- 17.58% |
$59.7K - $67.8K
|
2.09K
$279K
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-447- 66.82% |
$60K - $68.1K
|
222
$29.7K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-451- 19.15% |
$60.5K - $68.7K
|
1.9K
$255K
|
|
|
Jul 17, 2024
Q2 2024
|
Ariston Services Group
San Diego, CA |
SELL
|
- |
-454- 20.98% |
$60.9K - $69.1K
|
1.71K
$229K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-458- 5.89% |
$61.5K - $69.7K
|
7.32K
$981K
|
|
|
Aug 02, 2024
Q2 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-460- 9.58% |
$61.7K - $70K
|
4.34K
$581K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-460- 15.91% |
$61.7K - $70K
|
2.43K
$326K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-468- 1.78% |
$62.8K - $71.3K
|
25.8K
$3.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-469- 11.28% |
$62.9K - $71.4K
|
3.69K
$494K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-472- 15.34% |
$63.3K - $71.9K
|
2.61K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-472- 15.11% |
$63.3K - $71.9K
|
2.65K
$355K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-477- 3.97% |
$64K - $72.6K
|
11.5K
$1.55M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-481- 0.97% |
$64.6K - $73.2K
|
48.9K
$6.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-482- 8.03% |
$64.7K - $73.4K
|
5.52K
$739K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-489- 19.59% |
$65.6K - $74.5K
|
2.01K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-496- 4.71% |
$66.6K - $75.5K
|
10K
$1.34M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-500- 18.41% |
$67.1K - $76.1K
|
2.22K
$297K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-500- 13.26% |
$67.1K - $76.1K
|
3.27K
$438K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-500- 8.14% |
$67.1K - $76.1K
|
5.64K
$755K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-504- 4.63% |
$67.6K - $76.7K
|
10.4K
$1.39M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-505- 10.43% |
$67.8K - $76.9K
|
4.34K
$581K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-506- 4.01% |
$67.9K - $77K
|
12.1K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-514- 0.02% |
$69K - $78.3K
|
3.01M
$403M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-516- 9.68% |
$69.2K - $78.6K
|
4.82K
$645K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-518- 5.24% |
$69.5K - $78.9K
|
9.36K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-522- 8.86% |
$70.1K - $79.5K
|
5.37K
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-523- 17.9% |
$70.2K - $79.6K
|
2.4K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-526- 5.22% |
$70.6K - $80.1K
|
9.54K
$1.28M
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-527- 1.3% |
$70.7K - $80.2K
|
40K
$5.36M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-529- 0.86% |
$71K - $80.6K
|
60.6K
$8.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-531- 9.13% |
$71.3K - $80.9K
|
5.28K
$707K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-536- 3.82% |
$71.9K - $81.6K
|
13.5K
$1.81M
|