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 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
228+ 10.74% |
$28K - $31.5K
|
2.35K
$229K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
225New |
$27.6K - $31.1K
|
225
$21.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
221+ 0.86% |
$27.1K - $30.6K
|
26K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
220New |
$27K - $30.4K
|
220
$21.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
216+ 0.33% |
$26.5K - $29.9K
|
66.6K
$6.49M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
215New |
$26.4K - $29.7K
|
215
$20.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
214+ 3.09% |
$26.2K - $29.6K
|
7.15K
$696K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
211New |
$25.9K - $29.2K
|
211
$20.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
210+ 15.38% |
$25.8K - $29.1K
|
1.58K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
206+ 8.78% |
$25.3K - $28.5K
|
2.55K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
205New |
$25.1K - $28.4K
|
205
$20K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
202+ 13.63% |
$24.8K - $27.9K
|
1.68K
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
201+ 12.81% |
$24.7K - $27.8K
|
1.77K
$172K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
200+ 0.22% |
$24.5K - $27.7K
|
90.7K
$8.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
200+ 11.95% |
$24.5K - $27.7K
|
1.87K
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
200+ 7.78% |
$24.5K - $27.7K
|
2.77K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
200New |
$24.5K - $27.7K
|
200
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.17% |
$24.5K - $27.7K
|
121K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
199+ 1.05% |
$24.4K - $27.5K
|
19.2K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
194+ 1.17% |
$23.8K - $26.8K
|
16.8K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
193+ 4.13% |
$23.7K - $26.7K
|
4.87K
$474K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
193+ 11.96% |
$23.7K - $26.7K
|
1.81K
$176K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
192+ 4.23% |
$23.5K - $26.6K
|
4.73K
$461K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
185+ 4.55% |
$22.7K - $25.6K
|
4.26K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
184+ 7.27% |
$22.6K - $25.5K
|
2.71K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
183+ 12.12% |
$22.4K - $25.3K
|
1.69K
$165K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
178+ 3.1% |
$21.8K - $24.6K
|
5.93K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
177+ 2.83% |
$21.7K - $24.5K
|
6.43K
$626K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
175New |
$21.5K - $24.2K
|
175
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
175+ 3.92% |
$21.5K - $24.2K
|
4.64K
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
173+ 4.12% |
$21.2K - $23.9K
|
4.37K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
172+ 5.33% |
$21.1K - $23.8K
|
3.4K
$331K
|
|
|
Jan 29, 2025
Q4 2024
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
172+ 5.61% |
$21.1K - $23.8K
|
3.24K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
172+ 1.58% |
$21.1K - $23.8K
|
11.1K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
171+ 1.09% |
$21K - $23.7K
|
15.9K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
168New |
$20.6K - $23.2K
|
168
$16.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
168New |
$20.6K - $23.2K
|
168
$16.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
167+ 6.23% |
$20.5K - $23.1K
|
2.85K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
167+ 1.22% |
$20.5K - $23.1K
|
13.9K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
166+ 7.5% |
$20.4K - $23K
|
2.38K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
166+ 3.14% |
$20.4K - $23K
|
5.46K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
161+ 118.38% |
$19.7K - $22.3K
|
297
$28.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
160+ 98.77% |
$19.6K - $22.1K
|
322
$31.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
160+ 4.53% |
$19.6K - $22.1K
|
3.69K
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
159+ 1.46% |
$19.5K - $22K
|
11.1K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158+ 1.24% |
$19.4K - $21.9K
|
12.9K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
155+ 2.0% |
$19K - $21.4K
|
7.89K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
152+ 2.61% |
$18.6K - $21K
|
5.98K
$582K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
151+ 232.31% |
$18.5K - $20.9K
|
216
$21K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
150+ 2.86% |
$18.4K - $20.8K
|
5.39K
$525K
|