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 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-943- 2.35% |
$127K - $144K
|
39.2K
$5.25M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-946- 1.69% |
$127K - $144K
|
55.2K
$7.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-946- 14.81% |
$127K - $144K
|
5.44K
$729K
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-949- 30.47% |
$127K - $145K
|
2.17K
$290K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-962- 16.46% |
$129K - $146K
|
4.88K
$654K
|
|
|
Aug 05, 2024
Q2 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-967- 1.55% |
$130K - $147K
|
61.4K
$8.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-972- 7.93% |
$130K - $148K
|
11.3K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-983- 0.31% |
$132K - $150K
|
321K
$43M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-983- 47.67% |
$132K - $150K
|
1.08K
$144K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-992- 7.01% |
$133K - $151K
|
13.2K
$1.76M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1K- 2.77% |
$134K - $152K
|
35.2K
$4.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.01K- 15.19% |
$135K - $153K
|
5.62K
$753K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.03K- 17.95% |
$138K - $157K
|
4.7K
$629K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.05K- 3.18% |
$141K - $160K
|
31.9K
$4.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1.05K- 0.12% |
$141K - $160K
|
864K
$116M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.06K- 2.39% |
$142K - $161K
|
43.2K
$5.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-1.06K- 6.81% |
$142K - $161K
|
14.5K
$1.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-1.07K- 23.82% |
$143K - $162K
|
3.41K
$457K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.09K- 9.23% |
$146K - $166K
|
10.7K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.09K- 4.45% |
$147K - $166K
|
23.4K
$3.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.09K- 0.6% |
$147K - $166K
|
180K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.09K- 0.8% |
$147K - $166K
|
136K
$18.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.1K- 11.99% |
$147K - $167K
|
8.05K
$1.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.1K- 3.31% |
$148K - $167K
|
32.1K
$4.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-1.1K- 1.35% |
$148K - $168K
|
80.3K
$10.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.11K- 81.11% |
$149K - $169K
|
258
$34.6K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.11K- 18.18% |
$149K - $169K
|
4.99K
$668K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 2.44% |
$151K - $171K
|
44.9K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.13K- 8.44% |
$152K - $172K
|
12.3K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.14K- 3.75% |
$153K - $174K
|
29.4K
$3.93M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.14K- 31.52% |
$154K - $174K
|
2.49K
$333K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.15K- 7.82% |
$154K - $175K
|
13.5K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.15K- 5.1% |
$154K - $175K
|
21.3K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.16K- 1.69% |
$155K - $176K
|
67.2K
$9M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.16K- 36.58% |
$155K - $176K
|
2.01K
$269K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-1.16K- 5.5% |
$156K - $177K
|
19.9K
$2.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.16K- 28.37% |
$156K - $177K
|
2.94K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-1.17K- 33.25% |
$157K - $178K
|
2.35K
$315K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.19K- 6.07% |
$160K - $181K
|
18.4K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.21K- 18.5% |
$162K - $184K
|
5.32K
$712K
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.22K- 1.9% |
$163K - $185K
|
62.8K
$8.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.22K- 6.82% |
$164K - $186K
|
16.7K
$2.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.23K- 4.16% |
$165K - $188K
|
28.4K
$3.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.25K- 4.57% |
$167K - $190K
|
26K
$3.48M
|
|
|
Jul 11, 2024
Q2 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.25K- 13.26% |
$168K - $190K
|
8.18K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.25K- 19.96% |
$168K - $191K
|
5.02K
$673K
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.26K- 29.01% |
$169K - $192K
|
3.08K
$413K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-1.27K- 7.65% |
$170K - $193K
|
15.3K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.29K- 41.22% |
$173K - $196K
|
1.84K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.29K- 10.53% |
$173K - $196K
|
11K
$1.47M
|