Institutional Ownership United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS). We have compiled data on the 2,446 institutions that hold shares in the stock, with a total of 510 Million shares, which have been reported (via 13F filing form) to have a value of $63.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
68
shares
|
$8,521
0.0% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$8,145
0.01% of portfolio
|
Q2 2023
Added 1200.0%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
63
shares
|
$7,895
0.01% of portfolio
|
Q3 2023
New holding
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
56
shares
|
$7,017
0.0% of portfolio
|
Q2 2024
New holding
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
55
shares
|
$6,892
0.04% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
54
shares
|
$6,767
0.0% of portfolio
|
Q4 2023
Reduced 60.58%
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
51
shares
|
$6,391
0.0% of portfolio
|
Q3 2024
New holding
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
51
shares
|
$6,391
0.0% of portfolio
|
Q3 2024
Added 64.52%
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
50
shares
|
$6,266
0.0% of portfolio
|
Q3 2023
Reduced 68.35%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
50
shares
|
$6,266
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
50
shares
|
$6,266
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
50
shares
|
$6,266
0.0% of portfolio
|
Q1 2024
Reduced 65.52%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
50
shares
|
$6,266
0.0% of portfolio
|
Q2 2024
Reduced 51.46%
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
50
shares
|
$6,266
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
47
shares
|
$5,890
0.01% of portfolio
|
Q3 2024
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
46
shares
|
$5,764
0.0% of portfolio
|
Q3 2024
Reduced 99.36%
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
46
shares
|
$5,764
0.0% of portfolio
|
Q3 2024
Added 17.95%
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
46
shares
|
$5,764
0.0% of portfolio
|
Q2 2024
Added 2.22%
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
45
shares
|
$5,639
0.0% of portfolio
|
Q4 2021
Reduced 68.97%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
45
shares
|
$5,639
0.01% of portfolio
|
Q3 2024
Reduced 36.62%
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
43
shares
|
$5,388
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
42
shares
|
$5,263
0.0% of portfolio
|
Q4 2022
New holding
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
40
shares
|
$5,012
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
40
shares
|
$5,012
0.0% of portfolio
|
Q4 2021
Reduced 67.74%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
38
shares
|
$4,762
0.0% of portfolio
|
Q1 2023
Added 22.58%
|