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 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
182+ 3.57% |
$22.4K - $26.8K
|
5.28K
$707K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
180+ 4.09% |
$22.2K - $26.5K
|
4.59K
$614K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
179+ 1.85% |
$22.1K - $26.4K
|
9.85K
$1.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
170+ 5.28% |
$21K - $25.1K
|
3.39K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
165+ 5.12% |
$20.3K - $24.3K
|
3.39K
$453K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
158+ 0.28% |
$19.5K - $23.3K
|
56.2K
$7.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
156+ 1.94% |
$19.2K - $23K
|
8.18K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
153+ 5.62% |
$18.9K - $22.5K
|
2.88K
$385K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
150+ 0.67% |
$18.5K - $22.1K
|
22.5K
$3.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
150+ 8.93% |
$18.5K - $22.1K
|
1.83K
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
150+ 9.84% |
$18.5K - $22.1K
|
1.67K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
150+ 8.8% |
$18.5K - $22.1K
|
1.85K
$248K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
149+ 5.48% |
$18.4K - $22K
|
2.87K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
145+ 1.69% |
$17.9K - $21.4K
|
8.74K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
142+ 4.24% |
$17.5K - $20.9K
|
3.49K
$468K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
140+ 0.4% |
$17.3K - $20.6K
|
34.9K
$4.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 4.77% |
$17.1K - $20.5K
|
3.05K
$409K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
139+ 5.81% |
$17.1K - $20.5K
|
2.53K
$339K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
136+ 22.37% |
$16.8K - $20K
|
744
$99.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
136+ 3.72% |
$16.8K - $20K
|
3.79K
$508K
|
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
134+ 0.21% |
$16.5K - $19.7K
|
63.5K
$8.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
128+ 0.25% |
$15.8K - $18.9K
|
51.7K
$6.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
126+ 13.25% |
$15.5K - $18.6K
|
1.08K
$144K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
113+ 0.67% |
$13.9K - $16.7K
|
17.1K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
103+ 50.99% |
$12.7K - $15.2K
|
305
$40.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
102+ 4.82% |
$12.6K - $15K
|
2.22K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 0.07% |
$12.3K - $14.7K
|
140K
$18.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
98+ 1.99% |
$12.1K - $14.4K
|
5.02K
$673K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
97+ 5.63% |
$12K - $14.3K
|
1.82K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
94+ 0.87% |
$11.6K - $13.9K
|
10.9K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
91+ 4.36% |
$11.2K - $13.4K
|
2.18K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
90+ 3.62% |
$11.1K - $13.3K
|
2.58K
$345K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
89+ 58.94% |
$11K - $13.1K
|
240
$32.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
87+ 5.52% |
$10.7K - $12.8K
|
1.66K
$223K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
87+ 3.11% |
$10.7K - $12.8K
|
2.88K
$386K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
85+ 3.03% |
$10.5K - $12.5K
|
2.89K
$387K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
85+ 1.99% |
$10.5K - $12.5K
|
4.35K
$582K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
85New |
$10.5K - $12.5K
|
85
$11.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
83+ 1.17% |
$10.2K - $12.2K
|
7.18K
$961K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
80+ 1.23% |
$9.87K - $11.8K
|
6.58K
$881K
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
75+ 1.01% |
$9.25K - $11.1K
|
7.51K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
72+ 2.16% |
$8.88K - $10.6K
|
3.41K
$457K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
72New |
$8.88K - $10.6K
|
72
$9.64K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
72+ 3.16% |
$8.88K - $10.6K
|
2.35K
$315K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
71+ 1.5% |
$8.76K - $10.5K
|
4.8K
$643K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70+ 10.77% |
$8.63K - $10.3K
|
720
$96.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
70+ 0.11% |
$8.63K - $10.3K
|
62.7K
$8.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
70+ 0.46% |
$8.63K - $10.3K
|
15.2K
$2.03M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
69+ 1.93% |
$8.51K - $10.2K
|
3.64K
$487K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
60+ 3.46% |
$7.4K - $8.84K
|
1.8K
$241K
|