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 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
38+ 1.9% |
$4.66K - $5.26K
|
2.03K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
38+ 0.86% |
$4.66K - $5.26K
|
4.46K
$457K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
36New |
$4.42K - $4.98K
|
36
$3.69K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35+ 0.75% |
$4.29K - $4.84K
|
4.68K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
35New |
$4.29K - $4.84K
|
35
$3.59K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
33+ 0.72% |
$4.05K - $4.57K
|
4.65K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
33+ 1.11% |
$4.05K - $4.57K
|
2.99K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32+ 1.57% |
$3.92K - $4.43K
|
2.07K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
32+ 1.01% |
$3.92K - $4.43K
|
3.21K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
31New |
$3.8K - $4.29K
|
31
$3.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
31+ 0.18% |
$3.8K - $4.29K
|
17.5K
$1.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
30+ 0.4% |
$3.68K - $4.15K
|
7.44K
$763K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
30+ 0.43% |
$3.68K - $4.15K
|
6.93K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30+ 23.44% |
$3.68K - $4.15K
|
158
$16.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29+ 0.55% |
$3.56K - $4.01K
|
5.33K
$546K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
29New |
$3.56K - $4.01K
|
29
$2.97K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
27+ 0.22% |
$3.31K - $3.74K
|
12.6K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.15% |
$3.31K - $3.74K
|
17.6K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
26+ 0.8% |
$3.19K - $3.6K
|
3.26K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
25+ 0.26% |
$3.07K - $3.46K
|
9.65K
$990K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
25+ 9.62% |
$3.07K - $3.46K
|
285
$29.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
25New |
$3.07K - $3.46K
|
25
$2.56K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
25New |
$3.07K - $3.46K
|
25
$2.56K
|
|
|
Jan 15, 2025
Q4 2024
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
24+ 0.86% |
$2.94K - $3.32K
|
2.82K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
22+ 40.74% |
$2.7K - $3.04K
|
76
$7.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
22New |
$2.7K - $3.04K
|
22
$2.26K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
22+ 64.71% |
$2.7K - $3.04K
|
56
$5.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 0.5% |
$2.58K - $2.91K
|
4.18K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
21+ 2.34% |
$2.58K - $2.91K
|
920
$94.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
21New |
$2.58K - $2.91K
|
21
$2.15K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
20+ 1.05% |
$2.45K - $2.77K
|
1.93K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
20New |
$2.45K - $2.77K
|
20
$2.05K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
20+ 1.13% |
$2.45K - $2.77K
|
1.78K
$183K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
20New |
$2.45K - $2.77K
|
20
$2.05K
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
19+ 0.25% |
$2.33K - $2.63K
|
7.59K
$778K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
19+ 0.16% |
$2.33K - $2.63K
|
11.8K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
18+ 0.56% |
$2.21K - $2.49K
|
3.24K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
18+ 0.45% |
$2.21K - $2.49K
|
4.04K
$415K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
18New |
$2.21K - $2.49K
|
18
$1.85K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
17+ 0.97% |
$2.09K - $2.35K
|
1.77K
$181K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
17+ 1.0% |
$2.09K - $2.35K
|
1.71K
$175K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
17+ 0.2% |
$2.09K - $2.35K
|
8.63K
$885K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
17+ 1.26% |
$2.09K - $2.35K
|
1.37K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
17+ 0.94% |
$2.09K - $2.35K
|
1.83K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
17+ 0.19% |
$2.09K - $2.35K
|
9.02K
$925K
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
16+ 0.83% |
$1.96K - $2.21K
|
1.95K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.71% |
$1.96K - $2.21K
|
2.26K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
15+ 0.33% |
$1.84K - $2.08K
|
4.59K
$470K
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
15+ 0.82% |
$1.84K - $2.08K
|
1.85K
$190K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
15+ 0.78% |
$1.84K - $2.08K
|
1.94K
$199K
|