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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-442- 3.93% |
$54.5K - $65.1K
|
10.8K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-444- 9.32% |
$54.8K - $65.4K
|
4.32K
$579K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-449- 7.78% |
$55.4K - $66.2K
|
5.32K
$712K
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-461- 14.61% |
$56.9K - $67.9K
|
2.7K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-467- 8.69% |
$57.6K - $68.8K
|
4.91K
$657K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-469- 3.62% |
$57.8K - $69.1K
|
12.5K
$1.67M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-478- 4.99% |
$58.9K - $70.4K
|
9.1K
$1.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-480- 64.0% |
$59.2K - $70.7K
|
270
$36.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-483- 0.51% |
$59.6K - $71.2K
|
93.7K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-492- 14.41% |
$60.7K - $72.5K
|
2.92K
$391K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-506- 9.58% |
$62.4K - $74.6K
|
4.78K
$640K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-508- 14.49% |
$62.6K - $74.9K
|
3K
$401K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-520- 2.14% |
$64.1K - $76.6K
|
23.7K
$3.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-529- 11.38% |
$65.2K - $78K
|
4.12K
$552K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-529- 10.44% |
$65.2K - $78K
|
4.54K
$608K
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-530- 21.77% |
$65.4K - $78.1K
|
1.91K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-539- 3.02% |
$66.5K - $79.4K
|
17.3K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-545- 10.51% |
$67.2K - $80.3K
|
4.64K
$622K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-549- 13.73% |
$67.7K - $80.9K
|
3.45K
$462K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-552- 2.51% |
$68.1K - $81.4K
|
21.5K
$2.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-555- 6.29% |
$68.4K - $81.8K
|
8.27K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-556- 0.07% |
$68.6K - $81.9K
|
741K
$99.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-558- 0.51% |
$68.8K - $82.2K
|
109K
$14.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-567- 4.28% |
$69.9K - $83.6K
|
12.7K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-587- 7.46% |
$72.4K - $86.5K
|
7.28K
$975K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-591- 24.67% |
$72.9K - $87.1K
|
1.81K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-614- 0.53% |
$75.7K - $90.5K
|
115K
$15.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-615- 0.71% |
$75.8K - $90.6K
|
85.7K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-620- 10.21% |
$76.5K - $91.4K
|
5.45K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-621- 1.92% |
$76.6K - $91.5K
|
31.7K
$4.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-623- 10.62% |
$76.8K - $91.8K
|
5.24K
$702K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-626- 0.68% |
$77.2K - $92.3K
|
91.9K
$12.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-629- 4.59% |
$77.6K - $92.7K
|
13.1K
$1.75M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-632- 12.29% |
$77.9K - $93.1K
|
4.51K
$604K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-643- 5.64% |
$79.3K - $94.8K
|
10.7K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-643- 19.81% |
$79.3K - $94.8K
|
2.6K
$349K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-662- 2.44% |
$81.6K - $97.6K
|
26.5K
$3.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-685- 7.45% |
$84.5K - $101K
|
8.51K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-700- 5.42% |
$86.3K - $103K
|
12.2K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
SELL
|
- |
-702- 2.32% |
$86.6K - $103K
|
29.5K
$3.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-715- 1.53% |
$88.2K - $105K
|
46K
$6.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-716- 27.07% |
$88.3K - $106K
|
1.93K
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-720- 5.87% |
$88.8K - $106K
|
11.5K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-727- 29.06% |
$89.7K - $107K
|
1.78K
$238K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-735- 16.96% |
$90.6K - $108K
|
3.6K
$482K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-740- 15.38% |
$91.3K - $109K
|
4.07K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-750- 7.83% |
$92.5K - $111K
|
8.83K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-753- 7.55% |
$92.9K - $111K
|
9.22K
$1.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-753- 17.65% |
$92.9K - $111K
|
3.51K
$470K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-764- 9.68% |
$94.2K - $113K
|
7.13K
$955K
|