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 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
518New |
$63.5K - $71.7K
|
518
$50.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
517+ 4.31% |
$63.4K - $71.5K
|
12.5K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
508New |
$62.3K - $70.3K
|
508
$49.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
507+ 0.62% |
$62.2K - $70.1K
|
82.4K
$8.03M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
499+ 3.33% |
$61.2K - $69K
|
15.5K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
498+ 22.74% |
$61.1K - $68.9K
|
2.69K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
495+ 18.88% |
$60.7K - $68.5K
|
3.12K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
494+ 26.0% |
$60.6K - $68.3K
|
2.39K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
491+ 25.73% |
$60.2K - $67.9K
|
2.4K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
487+ 21.55% |
$59.7K - $67.4K
|
2.75K
$267K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
487+ 29.79% |
$59.7K - $67.4K
|
2.12K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
481+ 44.66% |
$59K - $66.5K
|
1.56K
$152K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
478+ 9.69% |
$58.6K - $66.1K
|
5.41K
$527K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
478+ 17.13% |
$58.6K - $66.1K
|
3.27K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
477+ 23.14% |
$58.5K - $66K
|
2.54K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
475+ 20.85% |
$58.3K - $65.7K
|
2.75K
$268K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
468New |
$57.4K - $64.7K
|
468
$45.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
467+ 3.33% |
$57.3K - $64.6K
|
14.5K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
467+ 8.1% |
$57.3K - $64.6K
|
6.23K
$607K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
456+ 26.18% |
$55.9K - $63.1K
|
2.2K
$214K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
447New |
$54.8K - $61.8K
|
447
$43.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
445+ 6.69% |
$54.6K - $61.6K
|
7.1K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
441+ 1.9% |
$54.1K - $61K
|
23.7K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
439New |
$53.8K - $60.7K
|
439
$42.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
435+ 1.55% |
$53.4K - $60.2K
|
28.4K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
431+ 3.29% |
$52.9K - $59.6K
|
13.5K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
427+ 12.39% |
$52.4K - $59.1K
|
3.87K
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
427+ 3.44% |
$52.4K - $59.1K
|
12.8K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
421+ 9.97% |
$51.6K - $58.2K
|
4.65K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
419+ 21.29% |
$51.4K - $58K
|
2.39K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
417+ 9.4% |
$51.1K - $57.7K
|
4.86K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
415+ 1152.78% |
$50.9K - $57.4K
|
451
$43.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
406+ 7.84% |
$49.8K - $56.2K
|
5.58K
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
401+ 1.66% |
$49.2K - $55.5K
|
24.6K
$2.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
396+ 3.29% |
$48.6K - $54.8K
|
12.4K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
389+ 21.43% |
$47.7K - $53.8K
|
2.2K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
387+ 13.34% |
$47.5K - $53.5K
|
3.29K
$320K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
385+ 3.16% |
$47.2K - $53.3K
|
12.6K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
380+ 10.58% |
$46.6K - $52.6K
|
3.97K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
378+ 10.78% |
$46.4K - $52.3K
|
3.89K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
376+ 9.49% |
$46.1K - $52K
|
4.34K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
376+ 7.08% |
$46.1K - $52K
|
5.69K
$554K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
375+ 5.05% |
$46K - $51.9K
|
7.8K
$759K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
375+ 6.16% |
$46K - $51.9K
|
6.46K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
370New |
$45.4K - $51.2K
|
370
$36K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
367+ 17.59% |
$45K - $50.8K
|
2.45K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
360+ 0.41% |
$44.2K - $49.8K
|
88.6K
$8.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
357+ 7.97% |
$43.8K - $49.4K
|
4.84K
$471K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
354+ 8.69% |
$43.4K - $49K
|
4.43K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
352+ 38.81% |
$43.2K - $48.7K
|
1.26K
$123K
|