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 07, 2025
Q4 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
3.37K+ 1.24% |
$413K - $466K
|
275K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
3.36K+ 28.73% |
$411K - $464K
|
15K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
3.33K+ 168.45% |
$409K - $461K
|
5.31K
$518K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 4.11% |
$406K - $458K
|
83.9K
$8.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.31K+ 70.69% |
$406K - $458K
|
8K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
3.31KNew |
$406K - $458K
|
3.31K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
3.27KNew |
$401K - $452K
|
3.27K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.21KNew |
$394K - $444K
|
3.21K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.2K+ 10.5% |
$392K - $442K
|
33.6K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
3.2KNew |
$392K - $442K
|
3.2K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
3.18KNew |
$390K - $440K
|
3.18K
$310K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
3.17K+ 103.05% |
$389K - $439K
|
6.25K
$610K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 9.28% |
$384K - $433K
|
36.9K
$3.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.13K+ 1.64% |
$384K - $433K
|
194K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
3.12K+ 77.14% |
$383K - $432K
|
7.17K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
3.11KNew |
$382K - $430K
|
3.11K
$303K
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
3.03KNew |
$372K - $419K
|
3.03K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3K+ 0.35% |
$368K - $415K
|
867K
$84.6M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.96K+ 0.7% |
$363K - $410K
|
425K
$41.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.93K+ 67.75% |
$359K - $405K
|
7.25K
$707K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.91K+ 2.07% |
$357K - $403K
|
144K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
2.91K+ 33.99% |
$357K - $403K
|
11.5K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
2.91KNew |
$357K - $402K
|
2.91K
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
2.91K+ 6.25% |
$357K - $402K
|
49.4K
$4.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.9KNew |
$356K - $401K
|
2.9K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
2.9KNew |
$355K - $401K
|
2.9K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.89KNew |
$355K - $400K
|
2.89K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.89KNew |
$354K - $400K
|
2.89K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.87K+ 77.8% |
$352K - $398K
|
6.57K
$641K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.86KNew |
$351K - $396K
|
2.86K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.85K+ 1.02% |
$349K - $394K
|
282K
$27.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.83KNew |
$346K - $391K
|
2.83K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
2.81KNew |
$345K - $389K
|
2.81K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
2.8KNew |
$344K - $388K
|
2.8K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.8KNew |
$343K - $387K
|
2.8K
$273K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.79KNew |
$342K - $386K
|
2.79K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.72KNew |
$334K - $376K
|
2.72K
$265K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.71K+ 113.46% |
$333K - $375K
|
5.11K
$498K
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.7K+ 11.36% |
$331K - $373K
|
26.4K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.69K+ 24.49% |
$329K - $371K
|
13.7K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Guardian Partners Inc.
Toronto, Z4 |
BUY
|
- |
2.68KNew |
$329K - $371K
|
2.68K
$261K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.67KNew |
$327K - $369K
|
2.67K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.66KNew |
$326K - $368K
|
2.66K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.63KNew |
$322K - $363K
|
2.63K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.6KNew |
$319K - $360K
|
2.6K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
2.58KNew |
$317K - $357K
|
2.58K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.58KNew |
$316K - $357K
|
2.58K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.55KNew |
$313K - $353K
|
2.55K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.53K+ 36.07% |
$311K - $351K
|
9.56K
$932K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.52KNew |
$309K - $349K
|
2.52K
$246K
|