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 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-7- 0.89% |
$863 - $1.03K
|
781
$105K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-7- 0.09% |
$863 - $1.03K
|
7.87K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-8- 4.71% |
$987 - $1.18K
|
162
$21.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-9- 0.31% |
$1.11K - $1.33K
|
2.89K
$387K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-9- 0.22% |
$1.11K - $1.33K
|
4.16K
$558K
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-11- 0.53% |
$1.36K - $1.62K
|
2.07K
$277K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-11- 0.4% |
$1.36K - $1.62K
|
2.76K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-11- 0.51% |
$1.36K - $1.62K
|
2.16K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-12- 0.15% |
$1.48K - $1.77K
|
7.89K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-13- 0.41% |
$1.6K - $1.92K
|
3.2K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-15- 18.07% |
$1.85K - $2.21K
|
68
$9.11K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-15- 0.3% |
$1.85K - $2.21K
|
4.95K
$663K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-15- 5.81% |
$1.85K - $2.21K
|
243
$32.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-15- 0.3% |
$1.85K - $2.21K
|
4.96K
$665K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-16- 0.31% |
$1.97K - $2.36K
|
5.21K
$698K
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-16- 0.22% |
$1.97K - $2.36K
|
7.27K
$973K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-16- 4.04% |
$1.97K - $2.36K
|
380
$50.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-17- 0.6% |
$2.1K - $2.51K
|
2.8K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-20- 0.3% |
$2.47K - $2.95K
|
6.75K
$904K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.26% |
$2.47K - $2.95K
|
7.82K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-20- 1.82% |
$2.47K - $2.95K
|
1.08K
$145K
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-20- 1.01% |
$2.47K - $2.95K
|
1.96K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-21- 1.02% |
$2.59K - $3.09K
|
2.04K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
SELL
|
- |
-23- 0.09% |
$2.84K - $3.39K
|
25.9K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-23- 0.01% |
$2.84K - $3.39K
|
370K
$49.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 15.33% |
$2.84K - $3.39K
|
127
$17K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-24- 0.2% |
$2.96K - $3.54K
|
11.9K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-24- 1.23% |
$2.96K - $3.54K
|
1.93K
$259K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-25- 0.62% |
$3.08K - $3.68K
|
4.03K
$539K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-26- 36.62% |
$3.21K - $3.83K
|
45
$6.03K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 5.71% |
$3.33K - $3.98K
|
446
$59.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-27- 5.24% |
$3.33K - $3.98K
|
488
$65.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-29- 0.61% |
$3.58K - $4.27K
|
4.7K
$629K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-32- 0.45% |
$3.95K - $4.72K
|
7.14K
$957K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-32- 60.38% |
$3.95K - $4.72K
|
21
$2.81K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-33- 1.17% |
$4.07K - $4.86K
|
2.79K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-33- 0.78% |
$4.07K - $4.86K
|
4.22K
$566K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-34- 2.23% |
$4.19K - $5.01K
|
1.49K
$200K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-36- 1.87% |
$4.44K - $5.31K
|
1.89K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-36- 0.27% |
$4.44K - $5.31K
|
13.5K
$1.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-38- 0.38% |
$4.69K - $5.6K
|
9.97K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
SELL
|
- |
-39- 6.7% |
$4.81K - $5.75K
|
543
$72.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-39- 2.36% |
$4.81K - $5.75K
|
1.61K
$216K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-40- 1.06% |
$4.93K - $5.9K
|
3.72K
$498K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 50.0% |
$4.93K - $5.9K
|
40
$5.36K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-42- 0.4% |
$5.18K - $6.19K
|
10.5K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-42- 0.1% |
$5.18K - $6.19K
|
41.6K
$5.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-43- 1.64% |
$5.3K - $6.34K
|
2.58K
$346K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-43- 1.27% |
$5.3K - $6.34K
|
3.34K
$448K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-44- 11.49% |
$5.43K - $6.48K
|
339
$45.4K
|