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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.18K+ 18.78% |
$758K - $855K
|
39.1K
$3.81M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
6.18KNew |
$758K - $855K
|
6.18K
$603K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.16K+ 7.41% |
$755K - $852K
|
89.3K
$8.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.98KNew |
$734K - $828K
|
5.98K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
5.92KNew |
$726K - $819K
|
5.92K
$578K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
5.87K+ 58.67% |
$720K - $812K
|
15.9K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
5.85KNew |
$717K - $809K
|
5.85K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.79K+ 2.84% |
$710K - $801K
|
210K
$20.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.79K+ 270.35% |
$710K - $801K
|
7.93K
$774K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.78K+ 239.7% |
$709K - $800K
|
8.2K
$800K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
5.75K+ 26.66% |
$705K - $796K
|
27.3K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.69KNew |
$698K - $788K
|
5.69K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
5.69K+ 26.5% |
$698K - $787K
|
27.2K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
5.61K+ 21.71% |
$688K - $776K
|
31.4K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.5KNew |
$675K - $761K
|
5.5K
$536K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.45K+ 1.23% |
$669K - $754K
|
449K
$43.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.43K+ 85.77% |
$666K - $751K
|
11.8K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.42K+ 47.66% |
$665K - $750K
|
16.8K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
5.4KNew |
$662K - $747K
|
5.4K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.36K+ 5.48% |
$657K - $741K
|
103K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.3K+ 18.18% |
$650K - $733K
|
34.4K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.27K+ 24.98% |
$646K - $729K
|
26.4K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
5.26K+ 20.96% |
$645K - $727K
|
30.3K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.24K+ 68.1% |
$643K - $725K
|
12.9K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.24KNew |
$643K - $725K
|
5.24K
$511K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
5.19KNew |
$636K - $717K
|
5.19K
$506K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.18K+ 107.74% |
$635K - $717K
|
9.99K
$974K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
5.11KNew |
$627K - $708K
|
5.11K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
5.06K+ 19.48% |
$621K - $700K
|
31K
$3.03M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
5.05KNew |
$620K - $699K
|
5.05K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
5.02KNew |
$616K - $695K
|
5.02K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
5.01K+ 3.01% |
$614K - $692K
|
171K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.94K+ 7.95% |
$605K - $683K
|
67K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.9K+ 10.16% |
$601K - $677K
|
53.1K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
4.85K+ 1367.32% |
$595K - $672K
|
5.21K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.83K+ 60.43% |
$593K - $669K
|
12.8K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.83KNew |
$592K - $668K
|
4.83K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
4.81K+ 29.91% |
$589K - $665K
|
20.9K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4.8KNew |
$589K - $664K
|
4.8K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
4.8K+ 4.67% |
$588K - $663K
|
107K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.79KNew |
$587K - $662K
|
4.79K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
4.76K+ 100.63% |
$584K - $659K
|
9.49K
$926K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.75K+ 4.75% |
$583K - $658K
|
105K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
4.75K+ 39.49% |
$582K - $656K
|
16.8K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.73KNew |
$580K - $654K
|
4.73K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.72K+ 63.8% |
$579K - $653K
|
12.1K
$1.18M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.72K+ 63.8% |
$579K - $653K
|
12.1K
$1.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.67K+ 153.28% |
$573K - $646K
|
7.72K
$753K
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
4.62KNew |
$567K - $639K
|
4.62K
$451K
|
|
|
Feb 11, 2025
Q4 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
4.6K+ 1.51% |
$564K - $636K
|
308K
$30.1M
|