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
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 1.62% |
$4.91K - $5.53K
|
2.43K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-41- 1.41% |
$5.03K - $5.67K
|
2.88K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
SELL
|
- |
-44- 2.09% |
$5.4K - $6.09K
|
2.06K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-45- 2.46% |
$5.52K - $6.23K
|
1.79K
$181K
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-45- 81.82% |
$5.52K - $6.23K
|
10
$1.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-45- 1.91% |
$5.52K - $6.23K
|
2.31K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-45- 1.0% |
$5.52K - $6.23K
|
4.44K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-45- 1.44% |
$5.52K - $6.23K
|
3.08K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-47- 0.26% |
$5.76K - $6.5K
|
18.3K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-48- 1.51% |
$5.89K - $6.64K
|
3.13K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-48- 1.8% |
$5.89K - $6.64K
|
2.61K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-49- 6.59% |
$6.01K - $6.78K
|
695
$70.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-49- 2.25% |
$6.01K - $6.78K
|
2.13K
$215K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-49- 0.99% |
$6.01K - $6.78K
|
4.91K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-50- 1.07% |
$6.13K - $6.92K
|
4.61K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-50- 0.26% |
$6.13K - $6.92K
|
19.5K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-50- 3.01% |
$6.13K - $6.92K
|
1.61K
$163K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 0.41% |
$6.13K - $6.92K
|
12K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-50- 1.78% |
$6.13K - $6.92K
|
2.75K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-50- 50.0% |
$6.13K - $6.92K
|
50
$5.06K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-53- 2.75% |
$6.5K - $7.33K
|
1.88K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-54- 1.04% |
$6.62K - $7.47K
|
5.16K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-54- 1.88% |
$6.62K - $7.47K
|
2.82K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-55- 1.39% |
$6.75K - $7.61K
|
3.9K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-56- 0.02% |
$6.87K - $7.75K
|
363K
$36.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-57- 0.79% |
$6.99K - $7.89K
|
7.16K
$724K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-57- 2.59% |
$6.99K - $7.89K
|
2.14K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-57- 3.11% |
$6.99K - $7.89K
|
1.77K
$179K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-58- 1.84% |
$7.11K - $8.02K
|
3.09K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-59- 0.99% |
$7.24K - $8.16K
|
5.89K
$595K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-60- 13.54% |
$7.36K - $8.3K
|
383
$38.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-60- 6.25% |
$7.36K - $8.3K
|
900
$91K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-60- 2.54% |
$7.36K - $8.3K
|
2.31K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-60- 11.41% |
$7.36K - $8.3K
|
466
$47.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-60- 2.49% |
$7.36K - $8.3K
|
2.35K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-61- 0.84% |
$7.48K - $8.44K
|
7.21K
$729K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-63- 31.03% |
$7.73K - $8.72K
|
140
$14.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-63- 2.45% |
$7.73K - $8.72K
|
2.51K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-64- 38.32% |
$7.85K - $8.85K
|
103
$10.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-64- 2.66% |
$7.85K - $8.85K
|
2.34K
$237K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-64- 2.84% |
$7.85K - $8.85K
|
2.19K
$222K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-64- 0.38% |
$7.85K - $8.85K
|
16.8K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-65- 1.5% |
$7.97K - $8.99K
|
4.25K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.26% |
$7.97K - $8.99K
|
5.08K
$514K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-65- 3.01% |
$7.97K - $8.99K
|
2.1K
$212K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-65- 0.56% |
$7.97K - $8.99K
|
11.5K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-66- 0.23% |
$8.09K - $9.13K
|
28.3K
$2.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-67- 7.74% |
$8.22K - $9.27K
|
799
$80.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-68- 2.16% |
$8.34K - $9.41K
|
3.08K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-69- 0.39% |
$8.46K - $9.55K
|
17.5K
$1.77M
|