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
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-164- 1.52% |
$20.1K - $22.7K
|
10.6K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-165- 2.02% |
$20.2K - $22.8K
|
8K
$796K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-165- 6.21% |
$20.2K - $22.8K
|
2.49K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-165- 1.41% |
$20.2K - $22.8K
|
11.5K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-166- 5.88% |
$20.4K - $23K
|
2.66K
$264K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-167- 2.36% |
$20.5K - $23.1K
|
6.92K
$688K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-167- 1.11% |
$20.5K - $23.1K
|
14.9K
$1.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-169- 38.41% |
$20.7K - $23.4K
|
271
$27K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-173- 2.23% |
$21.2K - $23.9K
|
7.58K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-175- 0.02% |
$21.5K - $24.2K
|
785K
$78.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-176- 9.87% |
$21.6K - $24.3K
|
1.61K
$160K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-180- 21.82% |
$22.1K - $24.9K
|
645
$64.2K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-180- 0.29% |
$22.1K - $24.9K
|
61.5K
$6.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-181- 2.36% |
$22.2K - $25K
|
7.49K
$745K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-182- 3.74% |
$22.3K - $25.2K
|
4.68K
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-183- 7.04% |
$22.4K - $25.3K
|
2.42K
$241K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-184- 0.82% |
$22.6K - $25.5K
|
22.3K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-185- 7.85% |
$22.7K - $25.6K
|
2.17K
$216K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-186- 6.44% |
$22.8K - $25.7K
|
2.7K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-186- 4.25% |
$22.8K - $25.7K
|
4.19K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-186- 4.36% |
$22.8K - $25.7K
|
4.08K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-192- 8.91% |
$23.5K - $26.6K
|
1.96K
$195K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-193- 1.01% |
$23.7K - $26.7K
|
19K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-194- 8.75% |
$23.8K - $26.8K
|
2.02K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-195- 9.63% |
$23.9K - $27K
|
1.83K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-199- 9.69% |
$24.4K - $27.5K
|
1.85K
$184K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-199- 6.32% |
$24.4K - $27.5K
|
2.95K
$293K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-200- 27.78% |
$24.5K - $27.7K
|
520
$51.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-200- 6.35% |
$24.5K - $27.7K
|
2.95K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-201- 6.01% |
$24.7K - $27.8K
|
3.14K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-201- 0.15% |
$24.7K - $27.8K
|
135K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-202- 0.46% |
$24.8K - $27.9K
|
43.7K
$4.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-204- 3.21% |
$25K - $28.2K
|
6.15K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-204- 6.78% |
$25K - $28.2K
|
2.81K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-204- 1.33% |
$25K - $28.2K
|
15.2K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-208- 0.53% |
$25.5K - $28.8K
|
38.9K
$3.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-209- 5.51% |
$25.6K - $28.9K
|
3.59K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-210- 10.47% |
$25.8K - $29.1K
|
1.8K
$179K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
SELL
|
- |
-211- 6.95% |
$25.9K - $29.2K
|
2.83K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-213- 2.04% |
$26.1K - $29.5K
|
10.2K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-214- 9.1% |
$26.2K - $29.6K
|
2.14K
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-215- 4.69% |
$26.4K - $29.7K
|
4.37K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-215- 6.54% |
$26.4K - $29.7K
|
3.07K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-226- 1.01% |
$27.7K - $31.3K
|
22.1K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-226- 4.38% |
$27.7K - $31.3K
|
4.94K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-229- 3.64% |
$28.1K - $31.7K
|
6.06K
$603K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-230- 7.06% |
$28.2K - $31.8K
|
3.03K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-231- 2.04% |
$28.3K - $32K
|
11.1K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-233- 8.46% |
$28.6K - $32.2K
|
2.52K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-233- 39.23% |
$28.6K - $32.2K
|
361
$35.9K
|