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 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
13K+ 651.95% |
$1.6M - $1.8M
|
15K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
13KNew |
$1.59M - $1.79M
|
13K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
12.8K+ 13.67% |
$1.57M - $1.77M
|
106K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.7K+ 97.17% |
$1.56M - $1.75M
|
25.7K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.6K+ 53.53% |
$1.55M - $1.74M
|
36.2K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
12.6KNew |
$1.55M - $1.74M
|
12.6K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.5KNew |
$1.53M - $1.73M
|
12.5K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
12.5KNew |
$1.53M - $1.73M
|
12.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$1.52M - $1.71M
|
12.4K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
12.3K+ 6.9% |
$1.51M - $1.7M
|
190K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.1K+ 227.89% |
$1.49M - $1.68M
|
17.4K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
12.1K+ 69.87% |
$1.48M - $1.67M
|
29.4K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
11.9KNew |
$1.46M - $1.65M
|
11.9K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
11.8KNew |
$1.44M - $1.63M
|
11.8K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.44M - $1.62M
|
11.7K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
11.6K+ 4.07% |
$1.42M - $1.61M
|
297K
$29M
|
|
|
Feb 07, 2025
Q4 2024
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
11.6KNew |
$1.42M - $1.6M
|
11.6K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
11.4KNew |
$1.4M - $1.58M
|
11.4K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
11.4KNew |
$1.39M - $1.57M
|
11.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.39M - $1.57M
|
11.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
11.3K+ 16.05% |
$1.39M - $1.57M
|
81.9K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
11.3KNew |
$1.39M - $1.56M
|
11.3K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
11.2K+ 1.29% |
$1.37M - $1.55M
|
880K
$85.8M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11.1K+ 5.43% |
$1.36M - $1.53M
|
215K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$1.32M - $1.49M
|
10.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
10.8KNew |
$1.32M - $1.49M
|
10.8K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
10.7KNew |
$1.32M - $1.48M
|
10.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.7K+ 7.27% |
$1.31M - $1.48M
|
158K
$15.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
10.7K+ 10.85% |
$1.31M - $1.47M
|
109K
$10.6M
|
|
|
May 06, 2025
Q4 2024
|
Anb Bank
Denver, CO |
BUY
|
- |
10.5KNew |
$1.29M - $1.46M
|
10.5K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 23.98% |
$1.28M - $1.44M
|
53.9K
$5.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
10.4KNew |
$1.27M - $1.43M
|
10.4K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
10.2KNew |
$1.25M - $1.41M
|
10.2K
$993K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
10.2K+ 42.51% |
$1.25M - $1.41M
|
34.1K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
10.1K+ 10.19% |
$1.24M - $1.39M
|
109K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
10.1KNew |
$1.24M - $1.39M
|
10.1K
$982K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10K+ 20.94% |
$1.23M - $1.39M
|
58K
$5.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.99K+ 15.36% |
$1.23M - $1.38M
|
75K
$7.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.95K+ 31.07% |
$1.22M - $1.38M
|
42K
$4.1M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
9.85KNew |
$1.21M - $1.36M
|
9.85K
$960K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
9.73K+ 28.27% |
$1.19M - $1.35M
|
44.2K
$4.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
9.69KNew |
$1.19M - $1.34M
|
9.69K
$945K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
9.67KNew |
$1.19M - $1.34M
|
9.67K
$943K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
9.62K+ 109.27% |
$1.18M - $1.33M
|
18.4K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.55K+ 14.75% |
$1.17M - $1.32M
|
74.3K
$7.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
9.47KNew |
$1.16M - $1.31M
|
9.47K
$924K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
9.36K+ 6.27% |
$1.15M - $1.29M
|
159K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
9.27KNew |
$1.14M - $1.28M
|
9.27K
$904K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.17KNew |
$1.12M - $1.27M
|
9.17K
$895K
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
9.06KNew |
$1.11M - $1.25M
|
9.06K
$884K
|