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 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
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-1.33K- 4.83% |
$164K - $196K
|
26.2K
$3.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.35K- 98.61% |
$166K - $198K
|
19
$2.54K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.35K- 6.35% |
$166K - $199K
|
19.9K
$2.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.35K- 2.54% |
$167K - $199K
|
51.8K
$6.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-1.38K- 45.84% |
$170K - $203K
|
1.63K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-1.39K- 4.73% |
$171K - $205K
|
28K
$3.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.39K- 14.57% |
$171K - $205K
|
8.15K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-1.39K- 1.4% |
$172K - $205K
|
98.2K
$13.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-1.41K- 6.94% |
$174K - $208K
|
19K
$2.54M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1.45K- 33.53% |
$179K - $214K
|
2.88K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.49K- 35.81% |
$184K - $220K
|
2.68K
$358K
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.5K- 33.47% |
$184K - $220K
|
2.97K
$398K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.51K- 7.61% |
$186K - $222K
|
18.3K
$2.45M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.52K- 40.77% |
$188K - $225K
|
2.21K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.52K- 4.68% |
$188K - $225K
|
31K
$4.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.55K- 3.22% |
$191K - $228K
|
46.5K
$6.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.55K- 17.85% |
$191K - $228K
|
7.13K
$955K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.56K- 18.72% |
$192K - $229K
|
6.76K
$905K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.68K- 14.71% |
$207K - $248K
|
9.75K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.73K- 18.65% |
$213K - $254K
|
7.52K
$1.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.77K- 12.96% |
$219K - $261K
|
11.9K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-1.8K- 5.73% |
$222K - $265K
|
29.6K
$3.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.8K- 1.96% |
$222K - $266K
|
90.2K
$12.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.82K- 10.89% |
$224K - $268K
|
14.9K
$1.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.84K- 18.35% |
$226K - $271K
|
8.17K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.84K- 7.81% |
$227K - $271K
|
21.7K
$2.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-1.92K- 30.65% |
$237K - $283K
|
4.34K
$582K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-1.93K- 22.84% |
$238K - $284K
|
6.52K
$872K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-1.93K- 3.31% |
$238K - $284K
|
56.4K
$7.56M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.94K- 5.52% |
$239K - $286K
|
33.2K
$4.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.96K- 47.38% |
$242K - $289K
|
2.18K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.97K- 91.25% |
$243K - $291K
|
189
$25.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.99K- 50.51% |
$246K - $293K
|
1.95K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-2.01K- 7.73% |
$247K - $295K
|
23.9K
$3.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2.05K- 17.75% |
$252K - $302K
|
9.48K
$1.27M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.06K- 36.49% |
$254K - $303K
|
3.58K
$480K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.07K- 8.01% |
$255K - $305K
|
23.7K
$3.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-2.11K- 9.79% |
$261K - $312K
|
19.5K
$2.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.17K- 3.43% |
$268K - $320K
|
61.1K
$8.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.18K- 43.23% |
$268K - $321K
|
2.86K
$383K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.19K- 17.64% |
$269K - $322K
|
10.2K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.29K- 80.22% |
$283K - $338K
|
565
$75.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.51K- 20.82% |
$309K - $369K
|
9.53K
$1.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
SELL
|
- |
-2.59K- 9.1% |
$319K - $381K
|
25.8K
$3.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.6K- 4.39% |
$320K - $383K
|
56.6K
$7.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 1.27% |
$322K - $385K
|
204K
$27.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-2.75K- 2.85% |
$339K - $405K
|
93.7K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.77K- 11.03% |
$342K - $409K
|
22.4K
$3M
|