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
|
Peoples Financial Services Corp.
|
SELL
|
- |
-539- 10.94% |
$72.3K - $82.1K
|
4.39K
$587K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-539- 0.47% |
$72.3K - $82.1K
|
114K
$15.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-542- 4.12% |
$72.7K - $82.5K
|
12.6K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-542- 5.37% |
$72.7K - $82.5K
|
9.55K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-544- 15.83% |
$73K - $82.8K
|
2.89K
$387K
|
|
|
Aug 08, 2024
Q2 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-550- 3.96% |
$73.8K - $83.7K
|
13.3K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-551- 0.76% |
$73.9K - $83.9K
|
71.8K
$9.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-555- 4.33% |
$74.5K - $84.5K
|
12.3K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-556- 1.71% |
$74.6K - $84.7K
|
31.9K
$4.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-557- 4.24% |
$74.7K - $84.8K
|
12.6K
$1.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-558- 17.26% |
$74.9K - $85K
|
2.68K
$358K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-558- 0.16% |
$74.9K - $85K
|
356K
$47.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-565- 33.73% |
$75.8K - $86K
|
1.11K
$149K
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-574- 1.92% |
$77K - $87.4K
|
29.3K
$3.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-575- 4.69% |
$77.2K - $87.6K
|
11.7K
$1.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-577- 0.07% |
$77.4K - $87.9K
|
779K
$104M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-581- 20.71% |
$78K - $88.5K
|
2.23K
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-585- 7.39% |
$78.5K - $89.1K
|
7.33K
$981K
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-588- 0.86% |
$78.9K - $89.5K
|
68.1K
$9.11M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-592- 0.94% |
$79.4K - $90.1K
|
62.4K
$8.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-595- 49.92% |
$79.8K - $90.6K
|
597
$80K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-597- 7.13% |
$80.1K - $90.9K
|
7.78K
$1.04M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-597- 8.53% |
$80.1K - $90.9K
|
6.4K
$857K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-599- 65.11% |
$80.4K - $91.2K
|
321
$43K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-602- 11.22% |
$80.8K - $91.7K
|
4.76K
$638K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-608- 10.56% |
$81.6K - $92.6K
|
5.15K
$689K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-614- 22.81% |
$82.4K - $93.5K
|
2.08K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-623- 4.93% |
$83.6K - $94.9K
|
12K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-625- 24.83% |
$83.9K - $95.2K
|
1.89K
$253K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-626- 5.58% |
$84K - $95.3K
|
10.6K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-635- 22.22% |
$85.2K - $96.7K
|
2.22K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
SELL
|
- |
-646- 15.82% |
$86.7K - $98.4K
|
3.44K
$460K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-647- 18.16% |
$86.8K - $98.5K
|
2.92K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-647- 1.06% |
$86.8K - $98.5K
|
60.5K
$8.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-650- 25.9% |
$87.2K - $99K
|
1.86K
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-651- 24.35% |
$87.4K - $99.1K
|
2.02K
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-651- 4.9% |
$87.4K - $99.1K
|
12.6K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-654- 9.12% |
$87.8K - $99.6K
|
6.52K
$873K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-654- 8.07% |
$87.8K - $99.6K
|
7.45K
$998K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-659- 10.85% |
$88.4K - $100K
|
5.41K
$725K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-660- 6.35% |
$88.6K - $100K
|
9.73K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-670- 9.7% |
$89.9K - $102K
|
6.24K
$835K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-680- 1.62% |
$91.3K - $104K
|
41.4K
$5.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-680- 8.29% |
$91.3K - $104K
|
7.52K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-688- 18.26% |
$92.3K - $105K
|
3.08K
$412K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-700- 2.46% |
$93.9K - $107K
|
27.8K
$3.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-704- 3.93% |
$94.5K - $107K
|
17.2K
$2.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-705- 5.54% |
$94.6K - $107K
|
12K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-711- 8.26% |
$95.4K - $108K
|
7.89K
$1.06M
|
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-717- 1.68% |
$96.2K - $109K
|
41.9K
$5.61M
|