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 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
18.4KNew |
$2.27M - $2.71M
|
18.4K
$2.46M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18K+ 77.72% |
$2.22M - $2.65M
|
41.1K
$5.5M
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
17.7K+ 54.4% |
$2.19M - $2.61M
|
50.3K
$6.74M
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
16.4KNew |
$2.03M - $2.42M
|
16.4K
$2.2M
|
|
Oct 17, 2024
Q3 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
15.8K+ 8.41% |
$1.95M - $2.34M
|
204K
$27.3M
|
|
Nov 05, 2024
Q3 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
14.6K+ 0.84% |
$1.8M - $2.16M
|
1.75M
$235M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.6K+ 11.58% |
$1.8M - $2.15M
|
140K
$18.8M
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 26.97% |
$1.7M - $2.04M
|
65.1K
$8.71M
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
13.5K+ 14.76% |
$1.66M - $1.99M
|
105K
$14M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.4K+ 105.36% |
$1.66M - $1.98M
|
26.2K
$3.51M
|
|
Nov 05, 2024
Q3 2024
|
Mayar Capital Ltd.
|
BUY
|
- |
13.2K+ 12.51% |
$1.63M - $1.95M
|
119K
$15.9M
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
12.3K+ 119.4% |
$1.51M - $1.81M
|
22.5K
$3.02M
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
12.2K+ 26.31% |
$1.51M - $1.8M
|
58.7K
$7.86M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.8K+ 11.3% |
$1.46M - $1.74M
|
116K
$15.6M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
11.6K+ 20.56% |
$1.43M - $1.71M
|
67.9K
$9.09M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11.4K+ 85.36% |
$1.4M - $1.67M
|
24.7K
$3.3M
|
|
Nov 01, 2024
Q3 2024
|
Skylands Capital, LLC
|
BUY
|
- |
11.2K+ 52.78% |
$1.38M - $1.64M
|
32.3K
$4.32M
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
11.1KNew |
$1.37M - $1.63M
|
11.1K
$1.48M
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
10.7K+ 14.91% |
$1.32M - $1.58M
|
82.5K
$11M
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
10.3K+ 15.24% |
$1.27M - $1.51M
|
77.7K
$10.4M
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
10.2K+ 7.36% |
$1.26M - $1.51M
|
149K
$20M
|
|
Oct 11, 2024
Q3 2024
|
Viking Fund Management LLC
|
BUY
|
- |
10K+ 33.33% |
$1.23M - $1.47M
|
40K
$5.36M
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
10K+ 14.71% |
$1.23M - $1.47M
|
78K
$10.4M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.82K+ 17.35% |
$1.21M - $1.45M
|
66.4K
$8.89M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
9.63KNew |
$1.19M - $1.42M
|
9.63K
$1.29M
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
9.6KNew |
$1.18M - $1.41M
|
9.6K
$1.29M
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
9.53KNew |
$1.18M - $1.4M
|
9.53K
$1.28M
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
9.45K+ 22.51% |
$1.17M - $1.39M
|
51.4K
$6.89M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.29KNew |
$1.15M - $1.37M
|
9.29K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9.01K+ 265.4% |
$1.11M - $1.33M
|
12.4K
$1.66M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
8.83K+ 20.28% |
$1.09M - $1.3M
|
52.4K
$7.02M
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.8K+ 19.98% |
$1.09M - $1.3M
|
52.9K
$7.08M
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
8.54K+ 333.35% |
$1.05M - $1.26M
|
11.1K
$1.49M
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
BUY
|
- |
8.39K+ 8.33% |
$1.04M - $1.24M
|
109K
$14.6M
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8.38K+ 6.52% |
$1.03M - $1.23M
|
137K
$18.3M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.33K+ 16.92% |
$1.03M - $1.23M
|
57.5K
$7.71M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.32K+ 3.51% |
$1.03M - $1.23M
|
246K
$32.9M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.3K+ 2441.47% |
$1.02M - $1.22M
|
8.64K
$1.16M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8.24K+ 1.67% |
$1.02M - $1.21M
|
500K
$67M
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
7.69K+ 20.7% |
$948K - $1.13M
|
44.8K
$6M
|
|
Oct 15, 2024
Q3 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
7.68K+ 2.81% |
$946K - $1.13M
|
281K
$37.6M
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
7.65K+ 2.79% |
$943K - $1.13M
|
281K
$37.7M
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7.53KNew |
$928K - $1.11M
|
7.53K
$1.01M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.52K+ 35.26% |
$928K - $1.11M
|
28.9K
$3.87M
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
7.33K+ 10.01% |
$904K - $1.08M
|
80.6K
$10.8M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
7.09K+ 19.65% |
$875K - $1.05M
|
43.2K
$5.78M
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
6.85K+ 7.15% |
$844K - $1.01M
|
103K
$13.7M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
6.73KNew |
$830K - $992K
|
6.73K
$901K
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
6.72K+ 19.37% |
$828K - $990K
|
41.4K
$5.54M
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.71K+ 7.19% |
$827K - $989K
|
100K
$13.4M
|