Purchases and Sales Made in Q4 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
2.5KNew |
$307K - $346K
|
2.5K
$244K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.49K+ 0.51% |
$305K - $344K
|
487K
$47.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.49KNew |
$305K - $344K
|
2.49K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.44K+ 6.15% |
$299K - $338K
|
42.1K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.41KNew |
$296K - $333K
|
2.41K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.4K+ 74.03% |
$295K - $332K
|
5.65K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.4K+ 62.79% |
$294K - $332K
|
6.23K
$607K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
2.4KNew |
$294K - $332K
|
2.4K
$234K
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.38KNew |
$292K - $330K
|
2.38K
$233K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
2.38KNew |
$292K - $329K
|
2.38K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.38K+ 79.96% |
$292K - $329K
|
5.35K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.37K+ 87.83% |
$290K - $327K
|
5.06K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
2.34K+ 1.0% |
$287K - $323K
|
237K
$23.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.33K+ 8.61% |
$286K - $323K
|
29.4K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
2.33K+ 27.66% |
$286K - $322K
|
10.8K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.32K+ 15.64% |
$285K - $322K
|
17.2K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.32K+ 3.4% |
$284K - $320K
|
70.4K
$6.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.32KNew |
$284K - $320K
|
2.32K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
2.31KNew |
$283K - $320K
|
2.31K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.25K+ 1.08% |
$276K - $312K
|
211K
$20.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.23K+ 394.51% |
$273K - $308K
|
2.79K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.22KNew |
$273K - $308K
|
2.22K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.22K+ 4.62% |
$272K - $307K
|
50.2K
$4.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
2.21K+ 42.98% |
$271K - $306K
|
7.35K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
2.2K+ 85.68% |
$269K - $304K
|
4.76K
$464K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.19KNew |
$269K - $303K
|
2.19K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.19KNew |
$268K - $302K
|
2.19K
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
2.18KNew |
$268K - $302K
|
2.18K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.18K+ 24.63% |
$268K - $302K
|
11K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.14KNew |
$263K - $296K
|
2.14K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.13K+ 0.49% |
$262K - $295K
|
438K
$42.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Haven Capital Group, Inc.
Camarillo, CA |
BUY
|
- |
2.13KNew |
$261K - $294K
|
2.13K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.13KNew |
$261K - $294K
|
2.13K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.1K+ 95.19% |
$258K - $291K
|
4.31K
$420K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
2.1KNew |
$257K - $290K
|
2.1K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.09KNew |
$256K - $289K
|
2.09K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.09K+ 7.23% |
$256K - $289K
|
31K
$3.02M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
2.08KNew |
$255K - $287K
|
2.08K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
2.05K+ 3.64% |
$252K - $284K
|
58.4K
$5.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.05K+ 43.12% |
$251K - $284K
|
6.8K
$664K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.03KNew |
$249K - $281K
|
2.03K
$198K
|
|
|
Feb 03, 2025
Q4 2024
|
Sam Advisors, LLC
|
BUY
|
- |
2.03K+ 9.74% |
$249K - $281K
|
22.9K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
2.02KNew |
$248K - $280K
|
2.02K
$197K
|
|
|
Feb 06, 2025
Q4 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
2.01K+ 5.6% |
$247K - $278K
|
37.9K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.01K+ 40.53% |
$246K - $278K
|
6.96K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
2KNew |
$245K - $277K
|
2K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
2K+ 8.45% |
$245K - $277K
|
25.7K
$2.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2K+ 3.17% |
$245K - $276K
|
65K
$6.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2KNew |
$245K - $276K
|
2K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.99K+ 11.64% |
$244K - $275K
|
19.1K
$1.86M
|