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 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-337- 2.18% |
$41.6K - $49.7K
|
15.1K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-339- 3.55% |
$41.8K - $50K
|
9.21K
$903K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-340- 2.5% |
$41.9K - $50.1K
|
13.3K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-343- 6.98% |
$42.3K - $50.6K
|
4.57K
$448K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-347- 18.89% |
$42.8K - $51.1K
|
1.49K
$146K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-349- 2.65% |
$43K - $51.4K
|
12.8K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-349- 2.83% |
$43K - $51.4K
|
12K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-350- 10.54% |
$43.2K - $51.6K
|
2.97K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-352- 13.17% |
$43.4K - $51.9K
|
2.32K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-361- 2.37% |
$44.5K - $53.2K
|
14.9K
$1.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-366- 12.94% |
$45.1K - $53.9K
|
2.46K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-368- 16.73% |
$45.4K - $54.2K
|
1.83K
$180K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-369- 2.85% |
$45.5K - $54.4K
|
12.6K
$1.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-369- 1.92% |
$45.5K - $54.4K
|
18.8K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-369- 8.37% |
$45.5K - $54.4K
|
4.04K
$396K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-370- 7.31% |
$45.6K - $54.5K
|
4.69K
$460K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-371- 2.21% |
$45.8K - $54.7K
|
16.5K
$1.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-372- 13.82% |
$45.9K - $54.8K
|
2.32K
$227K
|
|
|
Nov 12, 2024
Q3 2024
|
Trust Investment Advisors
|
SELL
|
- |
-373- 5.64% |
$46K - $55K
|
6.24K
$612K
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-374- 19.64% |
$46.1K - $55.1K
|
1.53K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-375- 11.99% |
$46.2K - $55.3K
|
2.75K
$270K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-377- 2.77% |
$46.5K - $55.6K
|
13.2K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-377- 7.43% |
$46.5K - $55.6K
|
4.7K
$461K
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-380- 0.8% |
$46.9K - $56K
|
47K
$4.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-389- 6.77% |
$48K - $57.3K
|
5.36K
$526K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-389- 8.97% |
$48K - $57.3K
|
3.95K
$387K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-391- 10.03% |
$48.2K - $57.6K
|
3.51K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-393- 15.97% |
$48.5K - $57.9K
|
2.07K
$203K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 19.68% |
$48.7K - $58.2K
|
1.61K
$158K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-396- 15.24% |
$48.8K - $58.4K
|
2.2K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-396- 0.99% |
$48.8K - $58.4K
|
39.7K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-396- 11.52% |
$48.8K - $58.4K
|
3.04K
$298K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-398- 3.93% |
$49.1K - $58.7K
|
9.74K
$955K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-399- 7.38% |
$49.2K - $58.8K
|
5.01K
$491K
|
|
|
Oct 15, 2024
Q3 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-400- 2.35% |
$49.3K - $59K
|
16.6K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-400- 6.18% |
$49.3K - $59K
|
6.07K
$595K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-402- 1.99% |
$49.6K - $59.2K
|
19.8K
$1.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-405- 0.49% |
$49.9K - $59.7K
|
81.9K
$8.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-407- 3.2% |
$50.2K - $60K
|
12.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-410- 3.38% |
$50.6K - $60.4K
|
11.7K
$1.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-412- 3.34% |
$50.8K - $60.7K
|
11.9K
$1.17M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-413- 8.71% |
$50.9K - $60.9K
|
4.33K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-418- 1.21% |
$51.5K - $61.6K
|
34.3K
$3.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-418- 11.66% |
$51.5K - $61.6K
|
3.17K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-423- 2.33% |
$52.2K - $62.3K
|
17.7K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-424- 20.58% |
$52.3K - $62.5K
|
1.64K
$160K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-428- 11.65% |
$52.8K - $63.1K
|
3.25K
$318K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-433- 7.97% |
$53.4K - $63.8K
|
5K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-439- 5.84% |
$54.1K - $64.7K
|
7.08K
$695K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-440- 21.04% |
$54.3K - $64.8K
|
1.65K
$162K
|