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 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
350New |
$42.9K - $48.4K
|
350
$34.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
348+ 17.22% |
$42.7K - $48.1K
|
2.37K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
343+ 6.81% |
$42.1K - $47.5K
|
5.38K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
337+ 12.92% |
$41.3K - $46.6K
|
2.95K
$287K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
331+ 4.63% |
$40.6K - $45.8K
|
7.48K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
331+ 13.58% |
$40.6K - $45.8K
|
2.77K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
330+ 6.87% |
$40.5K - $45.7K
|
5.13K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
327+ 1.18% |
$40.1K - $45.2K
|
28.1K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
327+ 0.95% |
$40.1K - $45.2K
|
34.6K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
325+ 0.04% |
$39.9K - $45K
|
753K
$73.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
324New |
$39.7K - $44.8K
|
324
$31.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
323+ 14.37% |
$39.6K - $44.7K
|
2.57K
$250K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
321+ 10.52% |
$39.4K - $44.4K
|
3.37K
$328K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
318+ 5.9% |
$39K - $44K
|
5.71K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
317+ 205.84% |
$38.9K - $43.9K
|
471
$45.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
316+ 2.65% |
$38.8K - $43.7K
|
12.2K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
316+ 2.4% |
$38.8K - $43.7K
|
13.5K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
315New |
$38.6K - $43.6K
|
315
$30.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
315+ 6.3% |
$38.6K - $43.6K
|
5.31K
$517K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
312New |
$38.3K - $43.2K
|
312
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
308+ 308.0% |
$37.8K - $42.6K
|
408
$39.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
308+ 6.33% |
$37.8K - $42.6K
|
5.18K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
305+ 9.32% |
$37.4K - $42.2K
|
3.58K
$348K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
305+ 13.46% |
$37.4K - $42.2K
|
2.57K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
301+ 0.82% |
$36.9K - $41.6K
|
36.8K
$3.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
300New |
$36.8K - $41.5K
|
300
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
300New |
$36.8K - $41.5K
|
300
$29.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
298+ 1.55% |
$36.5K - $41.2K
|
19.5K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
294+ 0.58% |
$36.1K - $40.7K
|
50.9K
$4.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
290+ 7.62% |
$35.6K - $40.1K
|
4.1K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
286+ 5.4% |
$35.1K - $39.6K
|
5.58K
$543K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
285+ 1.57% |
$35K - $39.4K
|
18.4K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
280New |
$34.3K - $38.7K
|
280
$27.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
278+ 7.21% |
$34.1K - $38.5K
|
4.13K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
273New |
$33.5K - $37.8K
|
273
$26.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
270+ 180.0% |
$33.1K - $37.4K
|
420
$40.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
268+ 5.0% |
$32.9K - $37.1K
|
5.63K
$548K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
265+ 52.79% |
$32.5K - $36.7K
|
767
$74.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
262+ 18.22% |
$32.1K - $36.2K
|
1.7K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
262New |
$32.1K - $36.2K
|
262
$25.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
257+ 6.75% |
$31.5K - $35.6K
|
4.07K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
255+ 5.26% |
$31.3K - $35.3K
|
5.1K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
250+ 13.77% |
$30.7K - $34.6K
|
2.07K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
249+ 4.11% |
$30.5K - $34.4K
|
6.3K
$614K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
248+ 4.93% |
$30.4K - $34.3K
|
5.28K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
247+ 1.5% |
$30.3K - $34.2K
|
16.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
247New |
$30.3K - $34.2K
|
247
$24K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
241+ 1.47% |
$29.6K - $33.3K
|
16.6K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
237New |
$29.1K - $32.8K
|
237
$23.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
236+ 3.62% |
$28.9K - $32.7K
|
6.75K
$657K
|