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
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.07K+ 26.34% |
$131K - $148K
|
5.13K
$501K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.06K+ 20.17% |
$130K - $147K
|
6.32K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.04K+ 4.88% |
$127K - $144K
|
22.3K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.03K+ 8.05% |
$127K - $143K
|
13.9K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.03KNew |
$127K - $143K
|
1.03K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.02K+ 5.8% |
$124K - $140K
|
18.5K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1K+ 22.3% |
$123K - $138K
|
5.49K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
997+ 25.8% |
$122K - $138K
|
4.86K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
995+ 3.95% |
$122K - $138K
|
26.2K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
993+ 5.68% |
$122K - $137K
|
18.5K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
989+ 3.4% |
$121K - $137K
|
30.1K
$2.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
968+ 4.54% |
$119K - $134K
|
22.3K
$2.17M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
954+ 61.51% |
$117K - $132K
|
2.51K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
950+ 4.54% |
$117K - $131K
|
21.9K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
949+ 24.28% |
$116K - $131K
|
4.86K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
942+ 6.97% |
$116K - $130K
|
14.5K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
940+ 39.23% |
$115K - $130K
|
3.34K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
935+ 35.92% |
$115K - $129K
|
3.54K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
925+ 0.62% |
$113K - $128K
|
150K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
920+ 242.11% |
$113K - $127K
|
1.3K
$127K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
913+ 54.02% |
$112K - $126K
|
2.6K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
896+ 12.23% |
$110K - $124K
|
8.22K
$802K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
889+ 22.52% |
$109K - $123K
|
4.84K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
881+ 0.82% |
$108K - $122K
|
108K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Trust Investment Advisors
|
BUY
|
- |
877+ 14.05% |
$108K - $121K
|
7.12K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
876+ 7.86% |
$107K - $121K
|
12K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
876New |
$107K - $121K
|
876
$85.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
871+ 8.54% |
$107K - $121K
|
11.1K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
863+ 3.33% |
$106K - $119K
|
26.7K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
859+ 0.07% |
$105K - $119K
|
1.2M
$117M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
855+ 13.9% |
$105K - $118K
|
7.01K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
852+ 9.3% |
$104K - $118K
|
10K
$977K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
852+ 13.46% |
$104K - $118K
|
7.18K
$701K
|
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
850+ 1.82% |
$104K - $118K
|
47.6K
$4.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
850New |
$104K - $118K
|
850
$82.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
834+ 5.68% |
$102K - $115K
|
15.5K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
831+ 18.53% |
$102K - $115K
|
5.32K
$519K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
819+ 4.44% |
$100K - $113K
|
19.3K
$1.88M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
814+ 14.33% |
$99.8K - $113K
|
6.49K
$633K
|
|
|
Jan 28, 2025
Q4 2024
|
William Allan, LLC
|
BUY
|
- |
811+ 2.86% |
$99.5K - $112K
|
29.2K
$2.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
804+ 4.76% |
$98.6K - $111K
|
17.7K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
799+ 22.0% |
$98K - $111K
|
4.43K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
790+ 3.96% |
$96.9K - $109K
|
20.8K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
789+ 29.71% |
$96.8K - $109K
|
3.45K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
788+ 3.89% |
$96.6K - $109K
|
21K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
787+ 10.72% |
$96.5K - $109K
|
8.13K
$793K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
782+ 1.9% |
$95.9K - $108K
|
41.8K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
777+ 6.87% |
$95.3K - $107K
|
12.1K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
775+ 0.68% |
$95.1K - $107K
|
114K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
768+ 4.49% |
$94.2K - $106K
|
17.9K
$1.74M
|