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
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
354+ 5.92% |
$43.7K - $52.2K
|
6.33K
$848K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
349+ 23.19% |
$43K - $51.4K
|
1.85K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
346+ 4.48% |
$42.7K - $51K
|
8.06K
$1.08M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
345+ 2.32% |
$42.5K - $50.8K
|
15.2K
$2.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
342+ 1.84% |
$42.2K - $50.4K
|
19K
$2.54M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
338+ 16.34% |
$41.7K - $49.8K
|
2.41K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
333+ 4.6% |
$41.1K - $49.1K
|
7.57K
$1.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
331+ 0.77% |
$40.8K - $48.8K
|
43.4K
$5.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
321+ 16.67% |
$39.6K - $47.3K
|
2.25K
$301K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
320+ 4.73% |
$39.5K - $47.2K
|
7.09K
$949K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
315+ 2.65% |
$38.8K - $46.4K
|
12.2K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
304+ 25.44% |
$37.5K - $44.8K
|
1.5K
$201K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
303+ 10.26% |
$37.4K - $44.7K
|
3.26K
$436K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
300+ 17.69% |
$37K - $44.2K
|
2K
$267K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
300New |
$37K - $44.2K
|
300
$40.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
293+ 19.65% |
$36.1K - $43.2K
|
1.78K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
292+ 7.54% |
$36K - $43K
|
4.16K
$558K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
288+ 0.1% |
$35.5K - $42.4K
|
275K
$36.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
286+ 5.3% |
$35.3K - $42.2K
|
5.68K
$761K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
276+ 5.93% |
$34K - $40.7K
|
4.93K
$660K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
273+ 9.36% |
$33.7K - $40.2K
|
3.19K
$427K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
271+ 32.15% |
$33.4K - $39.9K
|
1.11K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
259+ 12.67% |
$31.9K - $38.2K
|
2.3K
$308K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
258+ 1.4% |
$31.8K - $38K
|
18.7K
$2.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
252+ 6.8% |
$31.1K - $37.1K
|
3.96K
$530K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
248+ 1.57% |
$30.6K - $36.6K
|
16.1K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
246+ 8.08% |
$30.3K - $36.3K
|
3.29K
$441K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
239+ 19.93% |
$29.5K - $35.2K
|
1.44K
$193K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
238+ 2.8% |
$29.4K - $35.1K
|
8.73K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
238New |
$29.4K - $35.1K
|
238
$31.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
237+ 24.21% |
$29.2K - $34.9K
|
1.22K
$163K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
233+ 1.35% |
$28.7K - $34.3K
|
17.5K
$2.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
233+ 14.37% |
$28.7K - $34.3K
|
1.85K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
231New |
$28.5K - $34K
|
231
$30.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
230+ 12.74% |
$28.4K - $33.9K
|
2.04K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
221+ 0.75% |
$27.3K - $32.6K
|
29.9K
$4M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
216+ 0.74% |
$26.6K - $31.8K
|
29.3K
$3.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
216+ 720.0% |
$26.6K - $31.8K
|
246
$32.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
210+ 8.5% |
$25.9K - $30.9K
|
2.68K
$359K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
206+ 9.37% |
$25.4K - $30.4K
|
2.41K
$322K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
205+ 4.92% |
$25.3K - $30.2K
|
4.37K
$585K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
200+ 11.4% |
$24.7K - $29.5K
|
1.96K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
200+ 408.16% |
$24.7K - $29.5K
|
249
$33.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
197+ 3.9% |
$24.3K - $29K
|
5.25K
$703K
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
196+ 10.27% |
$24.2K - $28.9K
|
2.1K
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
195+ 7.46% |
$24K - $28.7K
|
2.81K
$376K
|
|
|
Oct 07, 2024
Q3 2024
|
Werlinich Asset Management, LLC
Stamford, CT |
BUY
|
- |
190+ 1.18% |
$23.4K - $28K
|
16.4K
$2.19M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
188+ 0.43% |
$23.2K - $27.7K
|
43.4K
$5.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
184+ 6.2% |
$22.7K - $27.1K
|
3.15K
$422K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
183+ 9.25% |
$22.6K - $27K
|
2.16K
$290K
|