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 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.27K+ 0.12% |
$157K - $188K
|
1.08M
$145M
|
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.26K+ 11.68% |
$155K - $186K
|
12K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.26K+ 55.79% |
$155K - $185K
|
3.51K
$470K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.26K+ 35.96% |
$155K - $185K
|
4.75K
$637K
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.26K+ 4.25% |
$155K - $185K
|
30.8K
$4.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.23K+ 10.54% |
$151K - $181K
|
12.9K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.21K+ 7.58% |
$149K - $178K
|
17.1K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
1.2KNew |
$148K - $177K
|
1.2K
$161K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.2K+ 59.64% |
$148K - $176K
|
3.2K
$429K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.16K+ 51.03% |
$144K - $172K
|
3.45K
$461K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.15K+ 7.13% |
$142K - $169K
|
17.3K
$2.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.13K+ 2.4% |
$139K - $166K
|
48K
$6.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.1K+ 5.56% |
$136K - $162K
|
20.9K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.1K+ 60.31% |
$136K - $162K
|
2.92K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.1K+ 11.92% |
$136K - $162K
|
10.3K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.1K+ 18.82% |
$135K - $162K
|
6.93K
$928K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.08KNew |
$134K - $160K
|
1.08K
$145K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 5.97% |
$130K - $155K
|
18.7K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.05K+ 30.63% |
$129K - $155K
|
4.48K
$600K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 12.98% |
$126K - $151K
|
8.89K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 17.56% |
$124K - $148K
|
6.74K
$903K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 16.62% |
$124K - $148K
|
7.07K
$946K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
984+ 1.45% |
$121K - $145K
|
69K
$9.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
977+ 26.65% |
$120K - $144K
|
4.64K
$622K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
931+ 27.13% |
$115K - $137K
|
4.36K
$584K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
918+ 3.78% |
$113K - $135K
|
25.2K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
911+ 8.76% |
$112K - $134K
|
11.3K
$1.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
903+ 2.64% |
$111K - $133K
|
35.1K
$4.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
888+ 29.94% |
$110K - $131K
|
3.85K
$516K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
885+ 2.18% |
$109K - $130K
|
41.5K
$5.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
867+ 4.62% |
$107K - $128K
|
19.6K
$2.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
860+ 10.83% |
$106K - $127K
|
8.8K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
833+ 10.55% |
$103K - $123K
|
8.73K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
810+ 6.79% |
$99.9K - $119K
|
12.7K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
798+ 17.44% |
$98.4K - $118K
|
5.38K
$720K
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
759+ 6.44% |
$93.6K - $112K
|
12.5K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
757+ 7.45% |
$93.4K - $112K
|
10.9K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
755+ 48.77% |
$93.1K - $111K
|
2.3K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
754+ 0.28% |
$93K - $111K
|
269K
$36M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
749+ 13.33% |
$92.4K - $110K
|
6.37K
$853K
|
|
|
Nov 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
745+ 2.55% |
$91.9K - $110K
|
30K
$4.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
743+ 1.89% |
$91.6K - $110K
|
40K
$5.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
730+ 3.08% |
$90K - $108K
|
24.5K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
725+ 11.04% |
$89.4K - $107K
|
7.3K
$977K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
713+ 3.9% |
$87.9K - $105K
|
19K
$2.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
711+ 30.52% |
$87.7K - $105K
|
3.04K
$407K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
710+ 12.57% |
$87.6K - $105K
|
6.36K
$852K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
696+ 5.63% |
$85.8K - $103K
|
13.1K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
682+ 0.7% |
$84.1K - $101K
|
98.8K
$13.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
678+ 32.63% |
$83.6K - $99.9K
|
2.76K
$369K
|