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
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
4.6K+ 108.5% |
$564K - $636K
|
8.83K
$861K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.58K+ 43.92% |
$562K - $634K
|
15K
$1.46M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.49K+ 4.57% |
$550K - $621K
|
103K
$10M
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.46K+ 33.65% |
$547K - $617K
|
17.7K
$1.73M
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
4.46K+ 1.23% |
$547K - $617K
|
368K
$35.9M
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.45K+ 5.59% |
$546K - $616K
|
84.2K
$8.21M
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
4.44KNew |
$544K - $614K
|
4.44K
$433K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.41KNew |
$541K - $610K
|
4.41K
$430K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
4.38K+ 3650.0% |
$537K - $606K
|
4.5K
$439K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.3K+ 10.81% |
$527K - $595K
|
44.1K
$4.3M
|
|
Feb 07, 2025
Q4 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
4.28K+ 61.03% |
$525K - $592K
|
11.3K
$1.1M
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.27KNew |
$523K - $590K
|
4.27K
$416K
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.21K+ 1.27% |
$516K - $582K
|
336K
$32.7M
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.14KNew |
$507K - $572K
|
4.14K
$404K
|
|
Jan 16, 2025
Q4 2024
|
Bonness Enterprises Inc
|
BUY
|
- |
4.1K+ 24.05% |
$503K - $567K
|
21.2K
$2.06M
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4.03K+ 9.96% |
$494K - $557K
|
44.5K
$4.34M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.02K+ 41.26% |
$493K - $556K
|
13.8K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
4.02KNew |
$493K - $556K
|
4.02K
$392K
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
4.01K+ 7.32% |
$492K - $555K
|
58.9K
$5.74M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
4.01K+ 117.57% |
$492K - $555K
|
7.42K
$724K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.98K+ 21.76% |
$488K - $551K
|
22.3K
$2.17M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.96K+ 6.08% |
$486K - $548K
|
69.1K
$6.74M
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
3.95KNew |
$484K - $546K
|
3.95K
$385K
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
3.94K+ 3.49% |
$483K - $545K
|
117K
$11.4M
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.91KNew |
$479K - $540K
|
3.91K
$381K
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
3.89K+ 3.79% |
$477K - $538K
|
106K
$10.4M
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
3.88K+ 2.8% |
$476K - $537K
|
142K
$13.9M
|
|
Feb 14, 2025
Q4 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
3.79KNew |
$465K - $525K
|
3.79K
$370K
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3.73KNew |
$457K - $516K
|
3.73K
$364K
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
3.73KNew |
$457K - $516K
|
3.73K
$364K
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.72K+ 2.1% |
$456K - $515K
|
180K
$17.6M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.71K+ 2.53% |
$456K - $514K
|
151K
$14.7M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
3.7KNew |
$454K - $512K
|
3.7K
$361K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.68KNew |
$452K - $510K
|
3.68K
$359K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.66KNew |
$448K - $506K
|
3.66K
$357K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.64KNew |
$446K - $503K
|
3.64K
$355K
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.63K+ 16.72% |
$445K - $502K
|
25.3K
$2.47M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.59K+ 35.42% |
$440K - $496K
|
13.7K
$1.34M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.57K+ 34.33% |
$437K - $493K
|
14K
$1.36M
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
3.56KNew |
$437K - $493K
|
3.56K
$347K
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
3.52KNew |
$432K - $487K
|
3.52K
$344K
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 56.14% |
$432K - $487K
|
9.79K
$955K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
3.5KNew |
$430K - $485K
|
3.5K
$342K
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3.5K+ 12.06% |
$429K - $484K
|
32.5K
$3.17M
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.5K+ 14.29% |
$429K - $484K
|
28K
$2.73M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.48K+ 6.09% |
$427K - $482K
|
60.7K
$5.92M
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
3.47K+ 16.57% |
$425K - $480K
|
24.4K
$2.38M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.44K+ 44.94% |
$422K - $476K
|
11.1K
$1.08M
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
3.4K+ 11.48% |
$417K - $470K
|
33K
$3.22M
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.38K+ 10.96% |
$414K - $467K
|
34.2K
$3.33M
|