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 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.99KNew |
$244K - $275K
|
1.99K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.97KNew |
$241K - $272K
|
1.97K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.96K+ 17.78% |
$241K - $271K
|
13K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.94K+ 10.98% |
$238K - $269K
|
19.6K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.94K+ 6.8% |
$237K - $268K
|
30.4K
$2.96M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.92K+ 15.31% |
$236K - $266K
|
14.5K
$1.41M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
1.92K+ 0.58% |
$235K - $265K
|
335K
$32.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1.91KNew |
$235K - $265K
|
1.91K
$186K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.88K+ 0.17% |
$231K - $261K
|
1.09M
$106M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.88KNew |
$230K - $260K
|
1.88K
$183K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.86KNew |
$228K - $257K
|
1.86K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
1.85KNew |
$227K - $256K
|
1.85K
$180K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.85KNew |
$227K - $256K
|
1.85K
$180K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.84K+ 150.08% |
$226K - $255K
|
3.07K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.84K+ 52.14% |
$226K - $255K
|
5.38K
$524K
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.84KNew |
$225K - $254K
|
1.84K
$179K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.83K+ 2.84% |
$225K - $253K
|
66.4K
$6.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.83K+ 65.7% |
$224K - $253K
|
4.61K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.82K+ 7.35% |
$224K - $252K
|
26.6K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.82K+ 0.74% |
$223K - $252K
|
247K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.82KNew |
$223K - $252K
|
1.82K
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Spring Capital Management, LLC
|
BUY
|
- |
1.82KNew |
$223K - $251K
|
1.82K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.81KNew |
$222K - $250K
|
1.81K
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.81K+ 49.25% |
$221K - $250K
|
5.47K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.8K+ 51.56% |
$221K - $249K
|
5.29K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
1.8KNew |
$220K - $248K
|
1.8K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.8K+ 72.71% |
$220K - $248K
|
4.27K
$416K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.79K+ 55.9% |
$220K - $248K
|
5K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.79K+ 39.62% |
$220K - $248K
|
6.31K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.77KNew |
$217K - $245K
|
1.77K
$172K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.76K+ 35.58% |
$216K - $243K
|
6.7K
$654K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.74K+ 16.78% |
$214K - $241K
|
12.1K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.74K+ 9.15% |
$213K - $240K
|
20.7K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.72K+ 1.01% |
$211K - $238K
|
172K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.71KNew |
$210K - $237K
|
1.71K
$167K
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
1.7K+ 1.24% |
$209K - $235K
|
139K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.7KNew |
$208K - $235K
|
1.7K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.67K+ 22.2% |
$205K - $231K
|
9.21K
$898K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.67K+ 19.05% |
$205K - $231K
|
10.4K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.67KNew |
$205K - $231K
|
1.67K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.67KNew |
$204K - $231K
|
1.67K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
1.66K+ 16.11% |
$204K - $230K
|
12K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.64KNew |
$201K - $226K
|
1.64K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
1.63KNew |
$200K - $225K
|
1.63K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
1.61KNew |
$198K - $223K
|
1.61K
$157K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.6KNew |
$197K - $222K
|
1.6K
$156K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
1.6K+ 12.69% |
$196K - $221K
|
14.2K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.59K+ 17677.78% |
$195K - $220K
|
1.6K
$156K
|
|
|
Feb 13, 2025
Q4 2024
|
Paralel Advisors LLC
|
BUY
|
- |
1.54K+ 10.0% |
$188K - $213K
|
16.9K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.52K+ 6.91% |
$186K - $210K
|
23.5K
$2.29M
|