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 $64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
38
shares
|
$4,775
0.0% of portfolio
|
Q2 2024
Added 2.7%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
37
shares
|
$4,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
36
shares
|
$4,524
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
35
shares
|
$4,398
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
34
shares
|
$4,273
0.0% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
34
shares
|
$4,273
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
31
shares
|
$3,896
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
31
shares
|
$3,896
0.0% of portfolio
|
Q2 2023
Reduced 94.08%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
28
shares
|
$3,519
0.0% of portfolio
|
Q4 2022
Reduced 81.08%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
28
shares
|
$3,519
0.0% of portfolio
|
Q4 2023
Reduced 39.13%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
26
shares
|
$3,267
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
25
shares
|
$3,142
0.0% of portfolio
|
Q1 2024
Added 4.17%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
25
shares
|
$3,142
0.0% of portfolio
|
Q4 2018
Reduced 57.63%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
25
shares
|
$3,142
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
24
shares
|
$3,016
0.0% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
24
shares
|
$3,016
0.0% of portfolio
|
Q4 2023
Added 4.35%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
23
shares
|
$2,890
0.0% of portfolio
|
Q2 2024
Reduced 55.77%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
22
shares
|
$2,764
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
21
shares
|
$2,639
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
21
shares
|
$2,639
0.0% of portfolio
|
Q3 2024
Reduced 60.38%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
20
shares
|
$2,513
0.0% of portfolio
|
Q1 2024
Reduced 61.54%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
19
shares
|
$2,387
0.0% of portfolio
|
Q2 2022
Added 35.71%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
19
shares
|
$2,387
0.01% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
18
shares
|
$2,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
17
shares
|
$2,136
0.0% of portfolio
|
Q1 2024
Reduced 10.53%
|