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 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
349+ 1.85% |
$48.5K - $56.3K
|
19.2K
$2.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
345+ 8.48% |
$48K - $55.6K
|
4.41K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
344New |
$47.8K - $55.5K
|
344
$39.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
341+ 8.66% |
$47.4K - $55K
|
4.28K
$489K
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
341+ 2.36% |
$47.4K - $55K
|
14.8K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
340+ 1.34% |
$47.3K - $54.8K
|
25.7K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
340+ 4.25% |
$47.3K - $54.8K
|
8.34K
$953K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
339+ 2.13% |
$47.1K - $54.7K
|
16.3K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
339+ 4.06% |
$47.1K - $54.7K
|
8.68K
$992K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
338+ 10.75% |
$47K - $54.5K
|
3.48K
$398K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
338+ 7.52% |
$47K - $54.5K
|
4.84K
$552K
|
|
|
Apr 05, 2024
Q1 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
336+ 1.3% |
$46.7K - $54.2K
|
26.3K
$3M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
336+ 14.17% |
$46.7K - $54.2K
|
2.71K
$309K
|
|
|
Jun 07, 2024
Q1 2024
|
Clear Rock Advisors, LLC
Kerrville, TX |
BUY
|
- |
333+ 2.46% |
$46.3K - $53.7K
|
13.9K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
328+ 0.83% |
$45.6K - $52.9K
|
39.9K
$4.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
327+ 8.94% |
$45.5K - $52.7K
|
3.98K
$455K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
326+ 6.97% |
$45.3K - $52.6K
|
5K
$571K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
323+ 5.04% |
$44.9K - $52.1K
|
6.73K
$769K
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
323+ 1.34% |
$44.9K - $52.1K
|
24.4K
$2.79M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
321New |
$44.6K - $51.8K
|
321
$36.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
320+ 0.56% |
$44.5K - $51.6K
|
57K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
319+ 0.04% |
$44.4K - $51.4K
|
803K
$91.8M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
316+ 0.4% |
$43.9K - $50.9K
|
79.8K
$9.11M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
316New |
$43.9K - $50.9K
|
316
$36.1K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
316+ 0.58% |
$43.9K - $50.9K
|
55K
$6.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
314New |
$43.7K - $50.6K
|
314
$35.9K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
309+ 0.22% |
$43K - $49.8K
|
143K
$16.4M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
305+ 6.05% |
$42.4K - $49.2K
|
5.35K
$611K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
300+ 13.53% |
$41.7K - $48.4K
|
2.52K
$288K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
300+ 3.26% |
$41.7K - $48.4K
|
9.51K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
298+ 2.37% |
$41.4K - $48K
|
12.9K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
298+ 3.68% |
$41.4K - $48K
|
8.4K
$960K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
297+ 0.49% |
$41.3K - $47.9K
|
61.5K
$7.02M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
295+ 2.54% |
$41K - $47.6K
|
11.9K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
292+ 2.54% |
$40.6K - $47.1K
|
11.8K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
292+ 0.64% |
$40.6K - $47.1K
|
45.7K
$5.22M
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
292+ 8.09% |
$40.6K - $47.1K
|
3.9K
$446K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
290+ 7.06% |
$40.3K - $46.8K
|
4.4K
$502K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
289+ 1.31% |
$40.2K - $46.6K
|
22.4K
$2.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
285+ 4.47% |
$39.6K - $45.9K
|
6.67K
$761K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
285+ 0.96% |
$39.6K - $45.9K
|
30.1K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
283+ 9.6% |
$39.4K - $45.6K
|
3.23K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
278+ 2.93% |
$38.7K - $44.8K
|
9.78K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
271+ 3.86% |
$37.7K - $43.7K
|
7.3K
$834K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
270+ 11.73% |
$37.6K - $43.5K
|
2.57K
$294K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
267+ 10.92% |
$37.1K - $43K
|
2.71K
$310K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
265+ 10.34% |
$36.9K - $42.7K
|
2.83K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
263+ 28.22% |
$36.6K - $42.4K
|
1.2K
$137K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
263+ 18.39% |
$36.6K - $42.4K
|
1.69K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
256+ 16.01% |
$35.6K - $41.3K
|
1.86K
$212K
|