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 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-117- 0.94% |
$14.4K - $16.2K
|
12.3K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-117- 6.09% |
$14.4K - $16.2K
|
1.8K
$179K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-119- 2.34% |
$14.6K - $16.5K
|
4.98K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-121- 0.28% |
$14.8K - $16.7K
|
42.5K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-121- 2.3% |
$14.8K - $16.7K
|
5.13K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
SELL
|
- |
-121- 3.98% |
$14.8K - $16.7K
|
2.92K
$291K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-122- 3.54% |
$15K - $16.9K
|
3.33K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-123- 58.85% |
$15.1K - $17K
|
86
$8.56K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-123- 0.55% |
$15.1K - $17K
|
22.1K
$2.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-124- 1.95% |
$15.2K - $17.2K
|
6.23K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-124- 3.99% |
$15.2K - $17.2K
|
2.99K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-125- 3.19% |
$15.3K - $17.3K
|
3.79K
$377K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-125- 5.82% |
$15.3K - $17.3K
|
2.02K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-126- 5.47% |
$15.5K - $17.4K
|
2.18K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-127- 5.83% |
$15.6K - $17.6K
|
2.05K
$204K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-129- 0.44% |
$15.8K - $17.8K
|
29K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-129- 2.06% |
$15.8K - $17.8K
|
6.13K
$610K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-129- 6.49% |
$15.8K - $17.8K
|
1.86K
$185K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-132- 6.61% |
$16.2K - $18.3K
|
1.86K
$185K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-132- 11.53% |
$16.2K - $18.3K
|
1.01K
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-132- 3.27% |
$16.2K - $18.3K
|
3.91K
$389K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-133- 13.3% |
$16.3K - $18.4K
|
867
$86.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-134- 0.78% |
$16.4K - $18.5K
|
17K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-134- 6.07% |
$16.4K - $18.5K
|
2.07K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-135- 7.3% |
$16.6K - $18.7K
|
1.72K
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-137- 2.03% |
$16.8K - $19K
|
6.61K
$658K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-138- 1.95% |
$16.9K - $19.1K
|
6.95K
$692K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-138- 1.36% |
$16.9K - $19.1K
|
10K
$997K
|
|
|
Feb 04, 2025
Q4 2024
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-139- 1.44% |
$17K - $19.2K
|
9.52K
$947K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-141- 0.26% |
$17.3K - $19.5K
|
53.8K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-142- 77.6% |
$17.4K - $19.6K
|
41
$4.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-144- 2.34% |
$17.7K - $19.9K
|
6.01K
$598K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-145- 88.41% |
$17.8K - $20.1K
|
19
$1.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-145- 14.16% |
$17.8K - $20.1K
|
879
$87.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-149- 64.22% |
$18.3K - $20.6K
|
83
$8.26K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 0.56% |
$18.4K - $20.8K
|
26.7K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Independent Investors Inc
|
SELL
|
- |
-150- 0.6% |
$18.4K - $20.8K
|
24.7K
$2.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-150- 2.81% |
$18.4K - $20.8K
|
5.19K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-150- 0.99% |
$18.4K - $20.8K
|
15K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-150- 4.92% |
$18.4K - $20.8K
|
2.9K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-151- 6.92% |
$18.5K - $20.9K
|
2.03K
$202K
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-151- 4.86% |
$18.5K - $20.9K
|
2.95K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-152- 4.46% |
$18.6K - $21K
|
3.26K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-153- 3.61% |
$18.8K - $21.2K
|
4.09K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-154- 1.01% |
$18.9K - $21.3K
|
15.1K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-155- 14.93% |
$19K - $21.4K
|
883
$87.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-157- 43.61% |
$19.3K - $21.7K
|
203
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-158- 5.66% |
$19.4K - $21.9K
|
2.63K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-160- 74.77% |
$19.6K - $22.1K
|
54
$5.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-162- 5.32% |
$19.9K - $22.4K
|
2.89K
$287K
|