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 23, 2024
Q1 2024
|
Absher Wealth Management, LLC
|
BUY
|
- |
124+ 4.48% |
$17.2K - $20K
|
2.89K
$386K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
124+ 7.44% |
$17.2K - $20K
|
1.79K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
124+ 1.91% |
$17.2K - $20K
|
6.62K
$884K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
123+ 5.17% |
$17.1K - $19.8K
|
2.5K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
121+ 4.4% |
$16.8K - $19.5K
|
2.87K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
119+ 175.0% |
$16.6K - $19.2K
|
187
$25K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
119+ 0.12% |
$16.6K - $19.2K
|
96.3K
$12.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
116+ 3.51% |
$16.1K - $18.7K
|
3.42K
$457K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
115+ 0.4% |
$16K - $18.5K
|
28.6K
$3.82M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
115+ 0.01% |
$16K - $18.5K
|
785K
$105M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
113+ 213.21% |
$15.7K - $18.2K
|
166
$22.2K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
112+ 1.01% |
$15.6K - $18.1K
|
11.1K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
111+ 1.03% |
$15.4K - $17.9K
|
10.9K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
110+ 6.46% |
$15.3K - $17.7K
|
1.81K
$242K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
109+ 3.98% |
$15.2K - $17.6K
|
2.85K
$380K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
108+ 5.12% |
$15K - $17.4K
|
2.22K
$296K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
108+ 2.34% |
$15K - $17.4K
|
4.72K
$631K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
108New |
$15K - $17.4K
|
108
$14.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
107+ 4.92% |
$14.9K - $17.3K
|
2.28K
$305K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
106New |
$14.7K - $17.1K
|
106
$14.2K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
105+ 2.14% |
$14.6K - $16.9K
|
5K
$668K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
103+ 15.85% |
$14.3K - $16.6K
|
753
$101K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
102+ 2.51% |
$14.2K - $16.4K
|
4.16K
$556K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
101+ 183.64% |
$14K - $16.3K
|
156
$20.8K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
101+ 2.27% |
$14K - $16.3K
|
4.55K
$608K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$13.9K - $16.1K
|
100
$13.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
100+ 2.06% |
$13.9K - $16.1K
|
4.97K
$664K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
100+ 9.64% |
$13.9K - $16.1K
|
1.14K
$152K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
99+ 8.21% |
$13.8K - $16K
|
1.31K
$174K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
97+ 1.69% |
$13.5K - $15.6K
|
5.84K
$780K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
96+ 3.71% |
$13.4K - $15.5K
|
2.69K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
96+ 2.6% |
$13.4K - $15.5K
|
3.79K
$507K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
95+ 2.71% |
$13.2K - $15.3K
|
3.61K
$482K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
95+ 17.21% |
$13.2K - $15.3K
|
647
$86.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
94+ 4.54% |
$13.1K - $15.2K
|
2.16K
$289K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
93+ 0.95% |
$12.9K - $15K
|
9.89K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
92+ 2.32% |
$12.8K - $14.8K
|
4.07K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
92+ 2.92% |
$12.8K - $14.8K
|
3.25K
$434K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
90New |
$12.5K - $14.5K
|
90
$12K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
89+ 4.97% |
$12.4K - $14.3K
|
1.88K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
86+ 2.05% |
$12K - $13.9K
|
4.29K
$573K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
86+ 0.84% |
$12K - $13.9K
|
10.3K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
83New |
$11.5K - $13.4K
|
83
$11.1K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
83+ 5.4% |
$11.5K - $13.4K
|
1.62K
$216K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
81+ 2.7% |
$11.3K - $13.1K
|
3.08K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
81+ 5.07% |
$11.3K - $13.1K
|
1.68K
$224K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
80+ 2.33% |
$11.1K - $12.9K
|
3.51K
$469K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
80+ 2.53% |
$11.1K - $12.9K
|
3.25K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
79+ 2.97% |
$11K - $12.7K
|
2.74K
$366K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
78+ 2.37% |
$10.8K - $12.6K
|
3.37K
$450K
|