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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.48K+ 7.54% |
$182K - $205K
|
21.1K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.48K+ 0.45% |
$182K - $205K
|
329K
$32.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.48K+ 31.05% |
$181K - $204K
|
6.23K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
1.45KNew |
$178K - $201K
|
1.45K
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.45K+ 3.01% |
$177K - $200K
|
49.5K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.44K+ 31.5% |
$177K - $199K
|
6.02K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.44K+ 14.42% |
$177K - $199K
|
11.4K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
1.43K+ 1.39% |
$176K - $198K
|
104K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.43KNew |
$175K - $197K
|
1.43K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.42K+ 1.78% |
$175K - $197K
|
81.3K
$7.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.41KNew |
$173K - $195K
|
1.41K
$137K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.4K+ 7.82% |
$172K - $194K
|
19.3K
$1.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.39K+ 16.85% |
$170K - $192K
|
9.63K
$939K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.37KNew |
$167K - $189K
|
1.37K
$133K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.36K+ 4.57% |
$167K - $189K
|
31.2K
$3.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.36K+ 3.62% |
$167K - $188K
|
39K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.35K+ 27.31% |
$166K - $187K
|
6.31K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Canyon Capital Management
New York, NY |
BUY
|
- |
1.35K+ 10.98% |
$166K - $187K
|
13.7K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.35K+ 39.84% |
$165K - $187K
|
4.74K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.32K+ 7.63% |
$162K - $183K
|
18.6K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 32.43% |
$161K - $181K
|
5.35K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.3K+ 61.9% |
$159K - $180K
|
3.4K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.28KNew |
$157K - $177K
|
1.28K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.28KNew |
$157K - $177K
|
1.28K
$125K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.27KNew |
$155K - $175K
|
1.27K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.26KNew |
$155K - $175K
|
1.26K
$123K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.26K+ 26.22% |
$155K - $174K
|
6.07K
$592K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.26K+ 4.75% |
$154K - $174K
|
27.7K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.25K+ 8.06% |
$153K - $173K
|
16.7K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.25K+ 4.71% |
$153K - $172K
|
27.7K
$2.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
1.24K+ 6.53% |
$152K - $171K
|
20.2K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.24K+ 48.36% |
$152K - $171K
|
3.79K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.24K+ 6.33% |
$151K - $171K
|
20.7K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.23K+ 2.63% |
$150K - $170K
|
47.8K
$4.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.22K+ 40.51% |
$150K - $169K
|
4.24K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.21K+ 7.62% |
$148K - $167K
|
17.1K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.21K+ 484.74% |
$148K - $167K
|
1.46K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.2K+ 87.06% |
$147K - $166K
|
2.57K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
1.19KNew |
$146K - $164K
|
1.19K
$116K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.18K+ 2.99% |
$145K - $164K
|
40.8K
$3.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1.18KNew |
$145K - $163K
|
1.18K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 2.85% |
$144K - $162K
|
42.2K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
1.16K+ 9.32% |
$142K - $161K
|
13.6K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.16K+ 3.28% |
$142K - $160K
|
36.4K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
1.15K+ 128.11% |
$141K - $160K
|
2.05K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
1.14K+ 4.36% |
$139K - $157K
|
27.2K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.11K+ 6.04% |
$136K - $153K
|
19.4K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.1K+ 7.4% |
$135K - $152K
|
16K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.1K+ 56.78% |
$135K - $152K
|
3.03K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.1K+ 7.49% |
$134K - $151K
|
15.7K
$1.53M
|