Purchases and Sales Made in Q3 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.11% |
$8.63K - $10.3K
|
62.7K
$8.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
70+ 0.46% |
$8.63K - $10.3K
|
15.2K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
69+ 1.93% |
$8.51K - $10.2K
|
3.64K
$487K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
60+ 3.46% |
$7.4K - $8.84K
|
1.8K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
58+ 2.72% |
$7.15K - $8.55K
|
2.19K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
58+ 19.21% |
$7.15K - $8.55K
|
360
$48.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
57+ 1.23% |
$7.03K - $8.4K
|
4.68K
$626K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
54+ 1.67% |
$6.66K - $7.96K
|
3.29K
$440K
|
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
53+ 1.55% |
$6.54K - $7.81K
|
3.46K
$464K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
52+ 1.3% |
$6.41K - $7.66K
|
4.04K
$541K
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
51+ 0.23% |
$6.29K - $7.52K
|
21.9K
$2.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
51New |
$6.29K - $7.52K
|
51
$6.83K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
51+ 1.23% |
$6.29K - $7.52K
|
4.2K
$562K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
50+ 0.72% |
$6.17K - $7.37K
|
6.96K
$932K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
47+ 1.99% |
$5.8K - $6.93K
|
2.41K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
47+ 0.9% |
$5.8K - $6.93K
|
5.26K
$704K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
45+ 0.75% |
$5.55K - $6.63K
|
6.05K
$811K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
44+ 4.21% |
$5.43K - $6.48K
|
1.09K
$146K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
42+ 2.7% |
$5.18K - $6.19K
|
1.6K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
41+ 1.57% |
$5.06K - $6.04K
|
2.65K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.3% |
$4.93K - $5.9K
|
13.4K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
40+ 0.99% |
$4.93K - $5.9K
|
4.06K
$544K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
39+ 1.27% |
$4.81K - $5.75K
|
3.11K
$416K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
36+ 2.87% |
$4.44K - $5.31K
|
1.29K
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
35+ 8.58% |
$4.32K - $5.16K
|
443
$59.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
34+ 0.47% |
$4.19K - $5.01K
|
7.2K
$964K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
34+ 0.85% |
$4.19K - $5.01K
|
4.02K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
33+ 1.61% |
$4.07K - $4.86K
|
2.09K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
32+ 8.63% |
$3.95K - $4.72K
|
403
$54K
|
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
31+ 1.98% |
$3.82K - $4.57K
|
1.6K
$214K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.27% |
$3.82K - $4.57K
|
2.47K
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
28+ 1.06% |
$3.45K - $4.13K
|
2.67K
$357K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
26+ 0.81% |
$3.21K - $3.83K
|
3.24K
$433K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 1.13% |
$2.96K - $3.54K
|
2.15K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
21+ 2.09% |
$2.59K - $3.09K
|
1.03K
$138K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
20+ 0.23% |
$2.47K - $2.95K
|
8.8K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20+ 64.52% |
$2.47K - $2.95K
|
51
$6.83K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 0.03% |
$2.47K - $2.95K
|
59.7K
$8M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
18+ 1.07% |
$2.22K - $2.65K
|
1.7K
$227K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
18+ 0.56% |
$2.22K - $2.65K
|
3.22K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
18New |
$2.22K - $2.65K
|
18
$2.41K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
18+ 0.39% |
$2.22K - $2.65K
|
4.62K
$619K
|
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
17+ 0.4% |
$2.1K - $2.51K
|
4.3K
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
15+ 0.73% |
$1.85K - $2.21K
|
2.06K
$275K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
14+ 0.39% |
$1.73K - $2.06K
|
3.57K
$479K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
14+ 0.94% |
$1.73K - $2.06K
|
1.51K
$202K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
12+ 1.98% |
$1.48K - $1.77K
|
619
$82.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 50.0% |
$1.48K - $1.77K
|
36
$4.82K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
12+ 0.69% |
$1.48K - $1.77K
|
1.75K
$235K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
11+ 14.67% |
$1.36K - $1.62K
|
86
$11.5K
|