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 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.43K+ 3.62% |
$423K - $506K
|
98.2K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.42K+ 89.4% |
$422K - $505K
|
7.25K
$971K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
3.42K+ 5.74% |
$421K - $503K
|
63K
$8.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.28K+ 42.16% |
$404K - $483K
|
11.1K
$1.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.27KNew |
$404K - $482K
|
3.27K
$438K
|
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
3.24K+ 14.27% |
$399K - $477K
|
25.9K
$3.47M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
3.2K+ 2.32% |
$395K - $472K
|
141K
$18.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
3.18K+ 23.5% |
$392K - $468K
|
16.7K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
3.1K+ 5.54% |
$383K - $457K
|
59.1K
$7.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.1K+ 177.65% |
$382K - $457K
|
4.85K
$649K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.09KNew |
$381K - $455K
|
3.09K
$414K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.07K+ 55.7% |
$379K - $453K
|
8.59K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.07K+ 70.05% |
$378K - $452K
|
7.45K
$997K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.03K+ 65.51% |
$374K - $447K
|
7.66K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
2.83K+ 6.43% |
$349K - $416K
|
46.8K
$6.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.81K+ 10.68% |
$347K - $414K
|
29.1K
$3.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
2.73K+ 22.84% |
$337K - $403K
|
14.7K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
2.69K+ 633.73% |
$331K - $396K
|
3.11K
$417K
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
2.68KNew |
$330K - $395K
|
2.68K
$359K
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.61K+ 3.96% |
$322K - $384K
|
68.4K
$9.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
2.61K+ 273.92% |
$321K - $384K
|
3.56K
$476K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.58K+ 20.14% |
$318K - $380K
|
15.4K
$2.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.56KNew |
$316K - $378K
|
2.56K
$343K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.56K+ 106.76% |
$316K - $377K
|
4.96K
$664K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.53K+ 68.22% |
$312K - $373K
|
6.24K
$835K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.52K+ 51.56% |
$311K - $372K
|
7.42K
$994K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
2.52K+ 85.68% |
$311K - $371K
|
5.46K
$731K
|
|
|
Oct 02, 2024
Q3 2024
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 0.68% |
$308K - $368K
|
368K
$49.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$305K - $364K
|
2.47K
$331K
|
|
|
Oct 07, 2024
Q3 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
2.46K+ 7.29% |
$303K - $362K
|
36.2K
$4.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.44KNew |
$301K - $360K
|
2.44K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.41KNew |
$298K - $356K
|
2.41K
$323K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.39K+ 20.38% |
$295K - $352K
|
14.1K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.39KNew |
$294K - $352K
|
2.39K
$319K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.35K+ 29.17% |
$289K - $346K
|
10.4K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
2.31K+ 12.9% |
$285K - $341K
|
20.2K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.3K+ 4.42% |
$284K - $339K
|
54.3K
$7.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
2.27K+ 108.16% |
$280K - $334K
|
4.36K
$584K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
2.26K+ 1.76% |
$279K - $334K
|
131K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.24K+ 1.29% |
$277K - $331K
|
177K
$23.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.19K+ 21.06% |
$270K - $322K
|
12.6K
$1.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
2.16KNew |
$266K - $318K
|
2.16K
$289K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.14K+ 5.24% |
$264K - $315K
|
43K
$5.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
2.1K+ 14.05% |
$259K - $309K
|
17.1K
$2.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
2.09K+ 11.71% |
$258K - $308K
|
20K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.06KNew |
$254K - $304K
|
2.06K
$276K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
2.06K+ 13.84% |
$254K - $304K
|
16.9K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.04K+ 10.19% |
$251K - $300K
|
22K
$2.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.02KNew |
$249K - $298K
|
2.02K
$271K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
BUY
|
- |
1.98K+ 2.3% |
$244K - $292K
|
88.1K
$11.8M
|