Purchases and Sales Made in Q1 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.06K+ 0.12% |
$286K - $332K
|
1.73M
$198M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
2.04K+ 4.62% |
$284K - $329K
|
46.3K
$5.29M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
2.04KNew |
$284K - $329K
|
2.04K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
2.04K+ 2.59% |
$283K - $329K
|
80.6K
$9.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
2.04K+ 18.14% |
$283K - $328K
|
13.3K
$1.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.03KNew |
$282K - $327K
|
2.03K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
2KNew |
$278K - $322K
|
2K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
2K+ 101.47% |
$278K - $322K
|
3.97K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2KNew |
$278K - $322K
|
2K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.98KNew |
$276K - $320K
|
1.98K
$227K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.98KNew |
$275K - $319K
|
1.98K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$275K - $319K
|
1.98K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.97K+ 15.83% |
$274K - $318K
|
14.4K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.97K+ 6.84% |
$274K - $318K
|
30.8K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.97K+ 92.71% |
$274K - $318K
|
4.1K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.96K+ 50.27% |
$272K - $316K
|
5.85K
$669K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 6.79% |
$271K - $314K
|
30.7K
$3.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.94K+ 12.75% |
$270K - $313K
|
17.2K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.92K+ 54.86% |
$268K - $310K
|
5.43K
$620K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
1.9K+ 10.19% |
$265K - $307K
|
20.6K
$2.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.89K+ 19.71% |
$263K - $305K
|
11.5K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.89K+ 12.63% |
$262K - $304K
|
16.8K
$1.92M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.84K+ 36.31% |
$255K - $296K
|
6.89K
$787K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.83K+ 22.2% |
$255K - $296K
|
10.1K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 25.94% |
$254K - $294K
|
8.86K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.8K+ 14.58% |
$251K - $291K
|
14.2K
$1.62M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.8K+ 2068.97% |
$250K - $290K
|
1.89K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.8KNew |
$250K - $290K
|
1.8K
$205K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.79KNew |
$249K - $289K
|
1.79K
$204K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.79KNew |
$249K - $288K
|
1.79K
$204K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.78K+ 10.32% |
$247K - $287K
|
19K
$2.17M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.78K+ 2.52% |
$247K - $287K
|
72.4K
$8.26M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.76KNew |
$244K - $283K
|
1.76K
$201K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.75K+ 51.03% |
$244K - $282K
|
5.18K
$592K
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.75KNew |
$243K - $281K
|
1.75K
$199K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.73KNew |
$240K - $278K
|
1.73K
$197K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.73K+ 2.34% |
$240K - $278K
|
75.6K
$8.63M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.72K+ 12.05% |
$239K - $278K
|
16K
$1.83M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.72KNew |
$239K - $277K
|
1.72K
$196K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
1.72K+ 4.46% |
$239K - $276K
|
40.2K
$4.59M
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.7K+ 11.09% |
$236K - $273K
|
17K
$1.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.69K+ 22.59% |
$235K - $272K
|
9.16K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.69K+ 35.84% |
$234K - $272K
|
6.39K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.68KNew |
$233K - $270K
|
1.68K
$191K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 2.08% |
$232K - $269K
|
82K
$9.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
1.67KNew |
$232K - $269K
|
1.67K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.66K+ 21.74% |
$231K - $268K
|
9.31K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.65K+ 58.82% |
$230K - $267K
|
4.47K
$510K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.64KNew |
$228K - $265K
|
1.64K
$187K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.64K+ 5.84% |
$228K - $264K
|
29.7K
$3.4M
|