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 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
767+ 4.07% |
$94.1K - $106K
|
19.6K
$1.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
756+ 5.87% |
$92.7K - $105K
|
13.6K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
746+ 13.88% |
$91.5K - $103K
|
6.12K
$596K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
745+ 40.18% |
$91.4K - $103K
|
2.6K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
743+ 4.74% |
$91.1K - $103K
|
16.4K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
740+ 9.84% |
$90.8K - $102K
|
8.26K
$805K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
727+ 22.29% |
$89.2K - $101K
|
3.99K
$388K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
726+ 30.16% |
$89K - $100K
|
3.13K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
724+ 4.08% |
$88.8K - $100K
|
18.5K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
719+ 4.7% |
$88.2K - $99.5K
|
16K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
714+ 1.27% |
$87.6K - $98.8K
|
57.1K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
700+ 29.49% |
$85.9K - $96.8K
|
3.07K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
696+ 10.32% |
$85.4K - $96.3K
|
7.44K
$724K
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
694+ 3.92% |
$85.1K - $96K
|
18.4K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
692+ 5.33% |
$84.9K - $95.7K
|
13.7K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
691+ 0.78% |
$84.8K - $95.6K
|
88.7K
$8.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
691+ 4.2% |
$84.8K - $95.6K
|
17.1K
$1.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
690+ 10.85% |
$84.6K - $95.5K
|
7.05K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
680+ 0.02% |
$83.4K - $94.1K
|
3.14M
$306M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
677+ 0.26% |
$83K - $93.7K
|
257K
$25M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
669+ 2.82% |
$82.1K - $92.6K
|
24.4K
$2.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
668+ 3.3% |
$81.9K - $92.4K
|
20.9K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
662+ 6.07% |
$81.2K - $91.6K
|
11.6K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
657+ 22.88% |
$80.6K - $90.9K
|
3.53K
$343K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
654New |
$80.2K - $90.5K
|
654
$63.7K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
641+ 1.57% |
$78.6K - $88.7K
|
41.4K
$4.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
638+ 1.83% |
$78.3K - $88.3K
|
35.6K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
637+ 2.13% |
$78.1K - $88.1K
|
30.5K
$2.97M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
635New |
$77.9K - $87.9K
|
635
$61.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
634+ 3.45% |
$77.8K - $87.7K
|
19K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
628+ 14.37% |
$77K - $86.9K
|
5K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
627+ 0.69% |
$76.9K - $86.7K
|
91.5K
$8.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
626+ 17.58% |
$76.8K - $86.6K
|
4.19K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
625+ 7.64% |
$76.7K - $86.5K
|
8.81K
$857K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
620+ 2.45% |
$76K - $85.8K
|
25.9K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
611New |
$74.9K - $84.5K
|
611
$59.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
610+ 8.35% |
$74.8K - $84.4K
|
7.91K
$770K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
605+ 1.72% |
$74.2K - $83.7K
|
35.7K
$3.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
602+ 32.93% |
$73.8K - $83.3K
|
2.43K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
589+ 33.95% |
$72.2K - $81.5K
|
2.32K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
584+ 4.64% |
$71.6K - $80.8K
|
13.2K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
582+ 16.78% |
$71.4K - $80.5K
|
4.05K
$394K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
581+ 13.42% |
$71.3K - $80.4K
|
4.91K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
576+ 0.42% |
$70.6K - $79.7K
|
137K
$13.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
565+ 4.29% |
$69.3K - $78.2K
|
13.7K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
554+ 22.41% |
$67.9K - $76.6K
|
3.03K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
553+ 11.91% |
$67.8K - $76.5K
|
5.2K
$506K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
550+ 1.47% |
$67.5K - $76.1K
|
38.1K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
543+ 6.7% |
$66.6K - $75.1K
|
8.65K
$842K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
521+ 0.48% |
$63.9K - $72.1K
|
109K
$10.6M
|