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 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.07K+ 34.23% |
$278K - $316K
|
8.13K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Numerai Gp LLC
San Francisco, CA |
BUY
|
- |
2.06KNew |
$276K - $314K
|
2.06K
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Gam Holding Ag
|
BUY
|
- |
2.06K+ 3.35% |
$276K - $313K
|
63.4K
$8.49M
|
|
|
Aug 14, 2024
Q2 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.04KNew |
$274K - $311K
|
2.04K
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.04K+ 12.29% |
$274K - $310K
|
18.6K
$2.49M
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.04KNew |
$273K - $310K
|
2.04K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.01K+ 2.35% |
$269K - $305K
|
87.2K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
2KNew |
$268K - $305K
|
2K
$268K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2K+ 8.25% |
$268K - $304K
|
26.2K
$3.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.99K+ 102.05% |
$267K - $303K
|
3.94K
$528K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
1.99K+ 3.65% |
$266K - $302K
|
56.3K
$7.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 3.73% |
$266K - $302K
|
55.2K
$7.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.97KNew |
$265K - $300K
|
1.97K
$264K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
1.95K+ 25.02% |
$262K - $297K
|
9.75K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.94KNew |
$261K - $296K
|
1.94K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.94K+ 26.54% |
$260K - $295K
|
9.25K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.94K+ 129.57% |
$260K - $295K
|
3.43K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.92K+ 3.19% |
$258K - $293K
|
62.3K
$8.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.92KNew |
$258K - $293K
|
1.92K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.92K+ 129.79% |
$257K - $292K
|
3.39K
$455K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.91K+ 1.74% |
$256K - $290K
|
111K
$14.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1.89K+ 11.82% |
$254K - $288K
|
17.9K
$2.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.89K+ 26.14% |
$253K - $287K
|
9.1K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.88K+ 2.25% |
$252K - $286K
|
85.2K
$11.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
1.87K+ 9.07% |
$250K - $284K
|
22.4K
$3M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.86K+ 8.34% |
$250K - $284K
|
24.2K
$3.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.86K+ 2.03% |
$249K - $283K
|
93.3K
$12.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.85K+ 74.69% |
$249K - $282K
|
4.33K
$580K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.85K+ 7.08% |
$248K - $281K
|
27.9K
$3.74M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.83K+ 4.98% |
$245K - $278K
|
38.5K
$5.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.82K+ 1.79% |
$244K - $276K
|
103K
$13.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.8K+ 114.49% |
$242K - $274K
|
3.38K
$452K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.8K+ 9.91% |
$242K - $274K
|
20K
$2.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.8K+ 43.05% |
$241K - $274K
|
5.98K
$801K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.78K+ 4.63% |
$238K - $270K
|
40.1K
$5.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.77KNew |
$237K - $269K
|
1.77K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.76K+ 19.59% |
$236K - $267K
|
10.7K
$1.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.75K+ 4.5% |
$235K - $266K
|
40.7K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.74K+ 0.15% |
$234K - $265K
|
1.16M
$155M
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
1.74KNew |
$233K - $264K
|
1.74K
$232K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.74K+ 35.13% |
$233K - $264K
|
6.67K
$894K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.72K+ 10.76% |
$231K - $262K
|
17.7K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.71K+ 8.88% |
$230K - $261K
|
21K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.71K+ 10.14% |
$229K - $260K
|
18.6K
$2.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.7KNew |
$229K - $259K
|
1.7K
$228K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
1.7K+ 1.05% |
$229K - $259K
|
164K
$22M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.7K+ 23.36% |
$228K - $259K
|
8.98K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Skylands Capital, LLC
|
BUY
|
- |
1.7K+ 8.75% |
$228K - $259K
|
21.1K
$2.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
1.7K+ 15.17% |
$228K - $259K
|
12.9K
$1.73M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.69KNew |
$227K - $257K
|
1.69K
$226K
|