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 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-772- 0.57% |
$95.2K - $114K
|
135K
$18.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-784- 62.12% |
$96.7K - $116K
|
478
$64K
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-804- 2.68% |
$99.1K - $118K
|
29.2K
$3.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-806- 1.97% |
$99.4K - $119K
|
40.1K
$5.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-807- 28.8% |
$99.5K - $119K
|
2K
$267K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-815- 2.83% |
$101K - $120K
|
28K
$3.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-837- 4.46% |
$103K - $123K
|
17.9K
$2.4M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-845- 2.88% |
$104K - $125K
|
28.5K
$3.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-846- 36.5% |
$104K - $125K
|
1.47K
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-847- 18.19% |
$104K - $125K
|
3.81K
$510K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-847- 1.11% |
$104K - $125K
|
75.7K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-850- 58.62% |
$105K - $125K
|
600
$80.4K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-852- 29.82% |
$105K - $126K
|
2.01K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-859- 0.44% |
$106K - $127K
|
196K
$26.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-870- 6.57% |
$107K - $128K
|
12.4K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-901- 14.77% |
$111K - $133K
|
5.2K
$697K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-914- 6.03% |
$113K - $135K
|
14.2K
$1.91M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-945- 2.11% |
$117K - $139K
|
43.9K
$5.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-951- 33.36% |
$117K - $140K
|
1.9K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-967- 8.06% |
$119K - $143K
|
11K
$1.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-984- 4.95% |
$121K - $145K
|
18.9K
$2.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-984- 4.08% |
$121K - $145K
|
23.1K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-1.03K- 5.55% |
$127K - $151K
|
17.5K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.03K- 23.15% |
$127K - $151K
|
3.41K
$457K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.03K- 20.61% |
$127K - $152K
|
3.97K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.06K- 2.8% |
$131K - $156K
|
36.9K
$4.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.08K- 27.88% |
$133K - $159K
|
2.79K
$374K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.08K- 4.48% |
$134K - $160K
|
23.1K
$3.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.08K- 23.07% |
$134K - $160K
|
3.61K
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.09K- 12.13% |
$134K - $160K
|
7.89K
$1.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.09K- 7.59% |
$135K - $161K
|
13.3K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.1K- 16.5% |
$136K - $162K
|
5.57K
$746K
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.1K- 6.37% |
$136K - $162K
|
16.2K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.13K- 8.63% |
$139K - $166K
|
11.9K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 5.1% |
$139K - $167K
|
21K
$2.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.14K- 16.9% |
$140K - $168K
|
5.59K
$748K
|
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-1.14K- 5.97% |
$141K - $168K
|
18K
$2.4M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.15K- 17.36% |
$141K - $169K
|
5.45K
$730K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-1.15K- 41.11% |
$141K - $169K
|
1.64K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.15K- 10.91% |
$142K - $170K
|
9.41K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.16K- 42.44% |
$143K - $171K
|
1.57K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
SELL
|
- |
-1.16K- 36.19% |
$143K - $171K
|
2.05K
$274K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.16K- 12.42% |
$143K - $171K
|
8.2K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.17K- 26.84% |
$144K - $172K
|
3.18K
$426K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.18K- 42.1% |
$146K - $174K
|
1.62K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.18K- 10.8% |
$146K - $174K
|
9.78K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.19K- 13.16% |
$146K - $175K
|
7.84K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.29K- 47.49% |
$158K - $189K
|
1.42K
$190K
|
|
|
Nov 05, 2024
Q3 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-1.3K- 0.2% |
$160K - $192K
|
656K
$87.9M
|
|
|
Oct 11, 2024
Q3 2024
|
R.H. Dinel Investment Counsel, Inc.
|
SELL
|
- |
-1.33K- 16.21% |
$163K - $195K
|
6.85K
$917K
|