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
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-76- 0.54% |
$9.32K - $10.5K
|
14K
$1.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Norway Savings Bank
|
SELL
|
- |
-80- 1.03% |
$9.81K - $11.1K
|
7.69K
$754K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-80- 0.54% |
$9.81K - $11.1K
|
14.8K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-81- 0.17% |
$9.93K - $11.2K
|
47.3K
$4.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-84- 4.61% |
$10.3K - $11.6K
|
1.74K
$171K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-85- 1.79% |
$10.4K - $11.8K
|
4.67K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-85- 1.17% |
$10.4K - $11.8K
|
7.19K
$705K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-86- 4.41% |
$10.5K - $11.9K
|
1.86K
$183K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-88- 2.87% |
$10.8K - $12.2K
|
2.98K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-89- 4.52% |
$10.9K - $12.3K
|
1.88K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-89- 4.51% |
$10.9K - $12.3K
|
1.88K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-91- 2.85% |
$11.2K - $12.6K
|
3.11K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-95- 4.94% |
$11.7K - $13.1K
|
1.83K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-96- 0.51% |
$11.8K - $13.3K
|
18.6K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-98- 11.88% |
$12K - $13.6K
|
727
$71.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-98- 1.41% |
$12K - $13.6K
|
6.87K
$673K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-98- 0.86% |
$12K - $13.6K
|
11.3K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-100- 1.32% |
$12.3K - $13.8K
|
7.48K
$733K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-100- 3.26% |
$12.3K - $13.8K
|
2.97K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-100- 0.76% |
$12.3K - $13.8K
|
13.1K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 7.04% |
$12.3K - $13.8K
|
1.32K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-100- 0.91% |
$12.3K - $13.8K
|
10.8K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-100- 5.39% |
$12.3K - $13.8K
|
1.75K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-100- 86.21% |
$12.3K - $13.8K
|
16
$1.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-101- 1.35% |
$12.4K - $14K
|
7.41K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-101- 2.35% |
$12.4K - $14K
|
4.19K
$411K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-103- 0.12% |
$12.6K - $14.3K
|
88K
$8.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-104- 4.53% |
$12.8K - $14.4K
|
2.19K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-104- 0.72% |
$12.8K - $14.4K
|
14.4K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-105- 0.25% |
$12.9K - $14.5K
|
41.6K
$4.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
SELL
|
- |
-106- 1.09% |
$13K - $14.7K
|
9.63K
$945K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-106- 4.93% |
$13K - $14.7K
|
2.04K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-108- 9.69% |
$13.2K - $14.9K
|
1.01K
$98.7K
|
|
|
Feb 05, 2025
Q4 2024
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-108- 7.2% |
$13.2K - $14.9K
|
1.39K
$136K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-110- 52.38% |
$13.5K - $15.2K
|
100
$9.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-110- 0.32% |
$13.5K - $15.2K
|
34.5K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-111Closed |
$13.6K - $15.4K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
SELL
|
- |
-112- 0.5% |
$13.7K - $15.5K
|
22.4K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-113- 5.79% |
$13.9K - $15.6K
|
1.84K
$180K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-115- 0.62% |
$14.1K - $15.9K
|
18.6K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-115- 1.74% |
$14.1K - $15.9K
|
6.51K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-115- 88.46% |
$14.1K - $15.9K
|
15
$1.47K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-116- 3.73% |
$14.2K - $16K
|
2.99K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-116- 1.53% |
$14.2K - $16K
|
7.45K
$731K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-117- 0.94% |
$14.4K - $16.2K
|
12.3K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-117- 6.09% |
$14.4K - $16.2K
|
1.8K
$177K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-119- 2.34% |
$14.6K - $16.5K
|
4.98K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-121- 0.28% |
$14.8K - $16.7K
|
42.5K
$4.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-121- 2.3% |
$14.8K - $16.7K
|
5.13K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
SELL
|
- |
-121- 3.98% |
$14.8K - $16.7K
|
2.92K
$286K
|