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 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.97K- 9.85% |
$982K - $1.17M
|
72.9K
$9.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-8.4K- 16.38% |
$1.04M - $1.24M
|
42.9K
$5.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
SELL
|
- |
-8.47K- 2.02% |
$1.04M - $1.25M
|
411K
$55M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-8.48K- 22.92% |
$1.05M - $1.25M
|
28.5K
$3.82M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-8.59K- 40.65% |
$1.06M - $1.27M
|
12.5K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-8.88K- 56.27% |
$1.09M - $1.31M
|
6.9K
$924K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-8.97K- 1.42% |
$1.11M - $1.32M
|
625K
$83.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-9.12K- 42.64% |
$1.12M - $1.34M
|
12.3K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-9.3K- 23.97% |
$1.15M - $1.37M
|
29.5K
$3.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-9.3K- 19.04% |
$1.15M - $1.37M
|
39.6K
$5.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.71K- 12.26% |
$1.2M - $1.43M
|
69.5K
$9.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 9.74% |
$1.34M - $1.6M
|
101K
$13.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-11K- 87.3% |
$1.36M - $1.62M
|
1.6K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.6K- 60.17% |
$1.43M - $1.71M
|
7.68K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 2.01% |
$1.45M - $1.73M
|
571K
$76.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-13.8K- 43.24% |
$1.7M - $2.03M
|
18.1K
$2.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-16.6K- 90.08% |
$2.05M - $2.45M
|
1.83K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-16.7K- 26.46% |
$2.06M - $2.46M
|
46.4K
$6.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-17.1K- 6.39% |
$2.1M - $2.51M
|
250K
$33.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-17.4K- 40.73% |
$2.14M - $2.56M
|
25.3K
$3.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19.2K- 43.59% |
$2.37M - $2.84M
|
24.9K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-20.2K- 56.13% |
$2.49M - $2.98M
|
15.8K
$2.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
SELL
|
- |
-20.7K- 25.75% |
$2.55M - $3.05M
|
59.6K
$7.99M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-21K- 15.66% |
$2.59M - $3.09M
|
113K
$15.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-21.3K- 38.18% |
$2.62M - $3.13M
|
34.4K
$4.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-22.3K- 71.47% |
$2.75M - $3.28M
|
8.9K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-25K- 94.4% |
$3.08M - $3.68M
|
1.48K
$198K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-25.3K- 98.26% |
$3.12M - $3.72M
|
448
$60K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.9K- 66.64% |
$3.19M - $3.81M
|
13K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.2K- 3.36% |
$3.23M - $3.86M
|
753K
$101M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-26.9K- 22.86% |
$3.32M - $3.97M
|
90.8K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-27.8K- 59.38% |
$3.42M - $4.09M
|
19K
$2.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-29.2K- 4.54% |
$3.6M - $4.3M
|
614K
$82.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-30.8K- 20.02% |
$3.79M - $4.53M
|
123K
$16.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-31.2K- 83.77% |
$3.85M - $4.6M
|
6.04K
$809K
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-31.9K- 42.82% |
$3.93M - $4.7M
|
42.6K
$5.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-31.9K- 90.3% |
$3.93M - $4.7M
|
3.43K
$459K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-34.3K- 4.93% |
$4.23M - $5.05M
|
661K
$88.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-36.4K- 89.83% |
$4.48M - $5.36M
|
4.12K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-38.6K- 33.8% |
$4.75M - $5.68M
|
75.5K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-41.5K- 39.6% |
$5.12M - $6.12M
|
63.4K
$8.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-46.3K- 80.22% |
$5.71M - $6.83M
|
11.4K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-46.4K- 50.36% |
$5.73M - $6.85M
|
45.8K
$6.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-47.9K- 62.92% |
$5.9M - $7.05M
|
28.2K
$3.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Securities Usa LLC
|
SELL
|
- |
-51.9K- 92.32% |
$6.4M - $7.65M
|
4.32K
$578K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-52.2K- 86.8% |
$6.44M - $7.69M
|
7.94K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-53.2K- 67.34% |
$6.56M - $7.85M
|
25.8K
$3.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-56.1K- 10.4% |
$6.91M - $8.26M
|
483K
$64.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
SELL
|
- |
-63.1K- 85.8% |
$7.78M - $9.3M
|
10.4K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-67.2K- 85.14% |
$8.29M - $9.91M
|
11.7K
$1.57M
|