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 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-717- 15.53% |
$96.2K - $109K
|
3.9K
$522K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-723- 1.18% |
$97K - $110K
|
60.7K
$8.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-737- 33.0% |
$98.9K - $112K
|
1.5K
$200K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-741- 66.7% |
$99.4K - $113K
|
370
$49.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-747- 4.6% |
$100K - $114K
|
15.5K
$2.08M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-750- 10.21% |
$101K - $114K
|
6.6K
$883K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-750- 3.84% |
$101K - $114K
|
18.8K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-750- 3.51% |
$101K - $114K
|
20.6K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-752- 1.77% |
$101K - $115K
|
41.7K
$5.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-758- 26.81% |
$102K - $115K
|
2.07K
$277K
|
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-762- 14.08% |
$102K - $116K
|
4.65K
$623K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-763- 12.48% |
$102K - $116K
|
5.35K
$717K
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-764- 24.51% |
$103K - $116K
|
2.35K
$315K
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-767- 3.31% |
$103K - $117K
|
22.4K
$3M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-769- 11.59% |
$103K - $117K
|
5.87K
$786K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-773- 8.18% |
$104K - $118K
|
8.68K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-784- 5.45% |
$105K - $119K
|
13.6K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-785- 6.86% |
$105K - $120K
|
10.7K
$1.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-789- 5.84% |
$106K - $120K
|
12.7K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-792- 2.15% |
$106K - $121K
|
36.1K
$4.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 1.9% |
$107K - $122K
|
41.3K
$5.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-801- 32.19% |
$107K - $122K
|
1.69K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-802- 1.21% |
$108K - $122K
|
65.5K
$8.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Bell Bank
|
SELL
|
- |
-805- 1.42% |
$108K - $123K
|
56K
$7.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-809- 0.39% |
$109K - $123K
|
206K
$27.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-811- 21.68% |
$109K - $123K
|
2.93K
$392K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-816- 6.47% |
$110K - $124K
|
11.8K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-824- 1.97% |
$111K - $125K
|
40.9K
$5.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-826- 4.59% |
$111K - $126K
|
17.2K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-842- 16.04% |
$113K - $128K
|
4.41K
$590K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-850- 5.22% |
$114K - $129K
|
15.4K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-859- 76.49% |
$115K - $131K
|
264
$35.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-861- 1.93% |
$116K - $131K
|
43.7K
$5.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-867- 8.09% |
$116K - $132K
|
9.85K
$1.32M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-869- 9.33% |
$117K - $132K
|
8.44K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-869- 2.19% |
$117K - $132K
|
38.8K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-873- 3.67% |
$117K - $133K
|
22.9K
$3.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-875- 4.53% |
$117K - $133K
|
18.4K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-877- 3.86% |
$118K - $134K
|
21.9K
$2.93M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-884- 9.61% |
$119K - $135K
|
8.32K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-891- 15.43% |
$120K - $136K
|
4.88K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-891- 27.21% |
$120K - $136K
|
2.38K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-896- 11.57% |
$120K - $136K
|
6.85K
$917K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-900- 22.91% |
$121K - $137K
|
3.03K
$406K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-902- 6.4% |
$121K - $137K
|
13.2K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-905- 4.64% |
$121K - $138K
|
18.6K
$2.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-913- 29.43% |
$123K - $139K
|
2.19K
$293K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-917- 30.8% |
$123K - $140K
|
2.06K
$276K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-928- 27.92% |
$125K - $141K
|
2.4K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-936- 18.29% |
$126K - $143K
|
4.18K
$560K
|