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 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
676+ 3.1% |
$83.4K - $99.6K
|
22.5K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
673+ 5.95% |
$83K - $99.2K
|
12K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
656+ 5.68% |
$80.9K - $96.7K
|
12.2K
$1.63M
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
650+ 16.34% |
$80.2K - $95.8K
|
4.63K
$620K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
646+ 29.03% |
$79.7K - $95.2K
|
2.87K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
633+ 53.19% |
$78.1K - $93.3K
|
1.82K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
620+ 18.47% |
$76.5K - $91.4K
|
3.98K
$533K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
620+ 6.52% |
$76.5K - $91.4K
|
10.1K
$1.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
615+ 30.8% |
$75.8K - $90.6K
|
2.61K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
601+ 11.67% |
$74.1K - $88.6K
|
5.75K
$770K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
595+ 15.96% |
$73.4K - $87.7K
|
4.32K
$579K
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
582+ 3.14% |
$71.8K - $85.8K
|
19.1K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
575+ 4.36% |
$70.9K - $84.7K
|
13.7K
$1.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
572+ 1.33% |
$70.5K - $84.3K
|
43.6K
$5.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
566+ 2.3% |
$69.8K - $83.4K
|
25.2K
$3.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
563+ 3.77% |
$69.4K - $83K
|
15.5K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
559+ 4.71% |
$68.9K - $82.4K
|
12.4K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
552New |
$68.1K - $81.4K
|
552
$73.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
548+ 7.8% |
$67.6K - $80.8K
|
7.58K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
535+ 1.96% |
$66K - $78.8K
|
27.8K
$3.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
525+ 2.15% |
$64.7K - $77.4K
|
25K
$3.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
523+ 19.9% |
$64.5K - $77.1K
|
3.15K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
516New |
$63.6K - $76K
|
516
$69.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
513+ 28.77% |
$63.3K - $75.6K
|
2.3K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
509+ 7.57% |
$62.8K - $75K
|
7.24K
$969K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
509+ 26.9% |
$62.8K - $75K
|
2.4K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
507+ 16.39% |
$62.5K - $74.7K
|
3.6K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$61.7K - $73.7K
|
500
$67K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
498+ 27.56% |
$61.4K - $73.4K
|
2.31K
$309K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
485+ 9.19% |
$59.8K - $71.5K
|
5.76K
$772K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
474+ 5.45% |
$58.5K - $69.9K
|
9.16K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
469+ 1.83% |
$57.8K - $69.1K
|
26K
$3.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
466+ 0.45% |
$57.5K - $68.7K
|
105K
$14M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
441+ 16.92% |
$54.4K - $65K
|
3.05K
$408K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
424+ 2.12% |
$52.3K - $62.5K
|
20.4K
$2.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
424New |
$52.3K - $62.5K
|
424
$56.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
419+ 1.57% |
$51.7K - $61.8K
|
27.1K
$3.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
400+ 1.72% |
$49.3K - $59K
|
23.7K
$3.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
393New |
$48.5K - $57.9K
|
393
$52.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
392+ 0.37% |
$48.3K - $57.8K
|
106K
$14.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
383+ 23.69% |
$47.2K - $56.4K
|
2K
$268K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
375+ 14.09% |
$46.2K - $55.3K
|
3.04K
$407K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
374+ 12.66% |
$46.1K - $55.1K
|
3.33K
$446K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
370New |
$45.6K - $54.5K
|
370
$49.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
365+ 3.79% |
$45K - $53.8K
|
10K
$1.34M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
364+ 8.93% |
$44.9K - $53.6K
|
4.44K
$594K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
359+ 8.84% |
$44.3K - $52.9K
|
4.42K
$592K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
355+ 8.48% |
$43.8K - $52.3K
|
4.54K
$608K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
355+ 15.39% |
$43.8K - $52.3K
|
2.66K
$356K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
354+ 3.04% |
$43.7K - $52.2K
|
12K
$1.61M
|