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 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
6.38K+ 9.67% |
$787K - $941K
|
72.4K
$9.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.27KNew |
$773K - $924K
|
6.27K
$840K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
6.15KNew |
$758K - $906K
|
6.15K
$824K
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
5.91K+ 29.14% |
$729K - $871K
|
26.2K
$3.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
5.86K+ 4.31% |
$722K - $863K
|
142K
$19M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
5.83K+ 18.98% |
$719K - $859K
|
36.5K
$4.89M
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.63K+ 40.63% |
$695K - $830K
|
19.5K
$2.61M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.57K+ 23.55% |
$686K - $820K
|
29.2K
$3.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.45K+ 5.88% |
$673K - $804K
|
98.2K
$13.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.39K+ 349.77% |
$665K - $794K
|
6.93K
$928K
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.18KNew |
$638K - $763K
|
5.18K
$693K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
5.15K+ 33.64% |
$635K - $759K
|
20.5K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.14KNew |
$634K - $757K
|
5.14K
$688K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
5.07K+ 6.68% |
$625K - $747K
|
80.9K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
5K+ 50.0% |
$617K - $737K
|
15K
$2.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.98K+ 1.82% |
$614K - $734K
|
279K
$37.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.97K+ 12.91% |
$613K - $733K
|
43.5K
$5.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.96KNew |
$612K - $731K
|
4.96K
$665K
|
|
|
Nov 05, 2024
Q3 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.92K+ 115.24% |
$607K - $726K
|
9.2K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.87K+ 326.58% |
$600K - $717K
|
6.36K
$851K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.85K+ 56.69% |
$598K - $715K
|
13.4K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 7.16% |
$577K - $690K
|
70.1K
$9.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.61KNew |
$568K - $679K
|
4.61K
$617K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.52K+ 2283.33% |
$558K - $666K
|
4.72K
$632K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.52KNew |
$557K - $666K
|
4.52K
$605K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
4.5K+ 160.71% |
$555K - $663K
|
7.3K
$978K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
4.49KNew |
$553K - $661K
|
4.49K
$601K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.41K+ 7.96% |
$543K - $649K
|
59.8K
$8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.37K+ 112.75% |
$539K - $644K
|
8.24K
$1.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
BUY
|
- |
4.3K+ 63.51% |
$531K - $634K
|
11.1K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
4.25K+ 43.57% |
$524K - $626K
|
14K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.05K+ 42.69% |
$499K - $596K
|
13.5K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.98KNew |
$491K - $587K
|
3.98K
$533K
|
|
|
Nov 05, 2024
Q3 2024
|
Arjuna Capital
|
BUY
|
- |
3.97KNew |
$489K - $585K
|
3.97K
$532K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.96K+ 37.9% |
$488K - $584K
|
14.4K
$1.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.92K+ 16.45% |
$484K - $578K
|
27.8K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
3.9KNew |
$480K - $574K
|
3.9K
$522K
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.88K+ 2.89% |
$479K - $572K
|
139K
$18.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.88K+ 113.51% |
$479K - $572K
|
7.3K
$978K
|
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
3.88K+ 12.8% |
$478K - $572K
|
34.2K
$4.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
3.87KNew |
$477K - $570K
|
3.87K
$518K
|
|
|
Oct 07, 2024
Q3 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
3.84K+ 26.41% |
$473K - $565K
|
18.4K
$2.46M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
3.82KNew |
$472K - $564K
|
3.82K
$512K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.8K+ 176.91% |
$469K - $560K
|
5.95K
$797K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
3.77K+ 257.09% |
$465K - $555K
|
5.24K
$701K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
3.64KNew |
$448K - $536K
|
3.64K
$487K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
3.62K+ 16.12% |
$446K - $533K
|
26K
$3.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.58K+ 21.46% |
$441K - $528K
|
20.3K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.55K+ 23.55% |
$438K - $523K
|
18.6K
$2.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.47K+ 26.63% |
$428K - $511K
|
16.5K
$2.21M
|