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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
486+ 6.14% |
$67.6K - $78.4K
|
8.41K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
486+ 11.51% |
$67.6K - $78.4K
|
4.71K
$629K
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
482+ 0.85% |
$67K - $77.7K
|
56.9K
$7.6M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
482+ 1.59% |
$67K - $77.7K
|
30.8K
$4.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
479+ 14.27% |
$66.6K - $77.2K
|
3.84K
$512K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
473+ 8.58% |
$65.8K - $76.3K
|
5.99K
$800K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
472+ 15.66% |
$65.6K - $76.1K
|
3.49K
$466K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
468+ 24.97% |
$65.1K - $75.5K
|
2.34K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
462+ 30.52% |
$64.3K - $74.5K
|
1.98K
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
461+ 8.32% |
$64.1K - $74.3K
|
6K
$802K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
451+ 7.3% |
$62.7K - $72.7K
|
6.63K
$886K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
449+ 25.94% |
$62.4K - $72.4K
|
2.18K
$291K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
448+ 0.64% |
$62.3K - $72.2K
|
70.1K
$9.36M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
448+ 2.33% |
$62.3K - $72.2K
|
19.7K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
447+ 12.57% |
$62.2K - $72.1K
|
4K
$535K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
447+ 5.54% |
$62.2K - $72.1K
|
8.52K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
441+ 8.5% |
$61.3K - $71.1K
|
5.63K
$752K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
437+ 1.05% |
$60.8K - $70.5K
|
42.1K
$5.62M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
431+ 1.26% |
$59.9K - $69.5K
|
34.5K
$4.62M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
428+ 2.59% |
$59.5K - $69K
|
16.9K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
424+ 3.98% |
$59K - $68.4K
|
11.1K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
422+ 2.32% |
$58.7K - $68K
|
18.6K
$2.49M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
421+ 4.6% |
$58.6K - $67.9K
|
9.57K
$1.28M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
420+ 7.07% |
$58.4K - $67.7K
|
6.36K
$850K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
414+ 5.38% |
$57.6K - $66.7K
|
8.1K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
406+ 24.41% |
$56.5K - $65.5K
|
2.07K
$276K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
405+ 29.65% |
$56.3K - $65.3K
|
1.77K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
404+ 23.27% |
$56.2K - $65.1K
|
2.14K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
401+ 28.77% |
$55.8K - $64.6K
|
1.8K
$240K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
400+ 20.6% |
$55.6K - $64.5K
|
2.34K
$313K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
396+ 24.32% |
$55.1K - $63.8K
|
2.02K
$270K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
394+ 22.76% |
$54.8K - $63.5K
|
2.13K
$284K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
392+ 0.25% |
$54.5K - $63.2K
|
159K
$21.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
390+ 16.38% |
$54.2K - $62.9K
|
2.77K
$370K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
390+ 1.38% |
$54.2K - $62.9K
|
28.6K
$3.83M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
388+ 3.17% |
$54K - $62.6K
|
12.6K
$1.69M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
387+ 15.97% |
$53.8K - $62.4K
|
2.81K
$375K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
384+ 18.66% |
$53.4K - $61.9K
|
2.44K
$326K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
384+ 1.61% |
$53.4K - $61.9K
|
24.2K
$3.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
381+ 4.64% |
$53K - $61.4K
|
8.58K
$1.15M
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
381+ 17.85% |
$53K - $61.4K
|
2.52K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
378+ 5.57% |
$52.6K - $60.9K
|
7.17K
$958K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
377+ 1.55% |
$52.4K - $60.8K
|
24.7K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
375+ 0.44% |
$52.2K - $60.5K
|
85.7K
$11.5M
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
370+ 3.96% |
$51.5K - $59.7K
|
9.72K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
366+ 5.94% |
$50.9K - $59K
|
6.53K
$872K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
365+ 0.81% |
$50.8K - $58.8K
|
45.7K
$6.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
358+ 18.58% |
$49.8K - $57.7K
|
2.29K
$305K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
357+ 6.98% |
$49.7K - $57.6K
|
5.47K
$731K
|
|
|
Apr 25, 2024
Q1 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
355+ 0.95% |
$49.4K - $57.2K
|
37.6K
$5.03M
|