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 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.44K+ 78.78% |
$595K - $675K
|
10.1K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4.42K+ 6.24% |
$593K - $673K
|
75.3K
$10.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
4.41K+ 11.73% |
$592K - $672K
|
42K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.41KNew |
$591K - $671K
|
4.41K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
4.37K+ 3.06% |
$586K - $665K
|
147K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.34K+ 33.3% |
$582K - $660K
|
17.4K
$2.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
4.32K+ 36.54% |
$580K - $658K
|
16.2K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.27KNew |
$573K - $651K
|
4.27K
$572K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.27K+ 4.67% |
$573K - $650K
|
95.7K
$12.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.26KNew |
$572K - $649K
|
4.26K
$571K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.16KNew |
$559K - $634K
|
4.16K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.09K+ 34.44% |
$549K - $623K
|
16K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Guardian Investment Management
|
BUY
|
- |
4.08KNew |
$547K - $621K
|
4.08K
$546K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
4.02K+ 1.17% |
$539K - $612K
|
348K
$46.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.01K+ 1.75% |
$537K - $610K
|
232K
$31.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
4K+ 8.16% |
$537K - $609K
|
53K
$7.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Candriam S.C.A.
|
BUY
|
- |
3.99K+ 6.5% |
$535K - $607K
|
65.4K
$8.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
3.94KNew |
$528K - $599K
|
3.94K
$527K
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.89K+ 48.26% |
$522K - $593K
|
12K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.89K+ 2.88% |
$522K - $592K
|
139K
$18.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.88K+ 5.54% |
$521K - $591K
|
73.9K
$9.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.87K+ 13.96% |
$520K - $590K
|
31.6K
$4.23M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.87KNew |
$519K - $589K
|
3.87K
$518K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.83K+ 12.83% |
$514K - $583K
|
33.7K
$4.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.82K+ 38.06% |
$512K - $581K
|
13.8K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
3.78K+ 5.56% |
$507K - $575K
|
71.8K
$9.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.76K+ 1.13% |
$505K - $573K
|
335K
$44.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.74KNew |
$501K - $569K
|
3.74K
$500K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.72KNew |
$499K - $567K
|
3.72K
$498K
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
3.52K+ 1.9% |
$472K - $535K
|
188K
$25.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.5KNew |
$469K - $532K
|
3.5K
$468K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
3.45K+ 1.66% |
$464K - $526K
|
211K
$28.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.45K+ 32.05% |
$463K - $525K
|
14.2K
$1.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
3.43KNew |
$460K - $522K
|
3.43K
$459K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.43K+ 3.85% |
$460K - $522K
|
92.5K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.41K+ 9.86% |
$457K - $519K
|
38K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$454K - $515K
|
3.38K
$453K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
BUY
|
- |
3.35K+ 34.15% |
$450K - $511K
|
13.2K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.32K+ 17.41% |
$445K - $505K
|
22.4K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.18K+ 47.69% |
$426K - $484K
|
9.84K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3.17K+ 483.11% |
$426K - $483K
|
3.83K
$513K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.03K+ 5.79% |
$407K - $462K
|
55.4K
$7.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
3.02KNew |
$406K - $460K
|
3.02K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Viking Fund Management LLC
|
BUY
|
- |
3K+ 11.11% |
$403K - $457K
|
30K
$4.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3K+ 16.37% |
$403K - $457K
|
21.3K
$2.86M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.95K+ 3.31% |
$396K - $450K
|
92.1K
$12.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Torray LLC
|
BUY
|
- |
2.93K+ 10.69% |
$393K - $446K
|
30.3K
$4.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.89K+ 872.81% |
$388K - $440K
|
3.22K
$431K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.84K+ 121.25% |
$381K - $433K
|
5.19K
$695K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.82K+ 22.96% |
$378K - $429K
|
15.1K
$2.02M
|