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 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
16+ 0.45% |
$2.23K - $2.58K
|
3.54K
$472K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 1.1% |
$2.23K - $2.58K
|
1.48K
$197K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
15+ 0.91% |
$2.09K - $2.42K
|
1.66K
$222K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
15+ 9.26% |
$2.09K - $2.42K
|
177
$23.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
15+ 0.55% |
$2.09K - $2.42K
|
2.75K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 5.95% |
$2.09K - $2.42K
|
267
$35.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
14+ 0.53% |
$1.95K - $2.26K
|
2.67K
$357K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
13+ 0.22% |
$1.81K - $2.1K
|
5.81K
$777K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
13+ 0.95% |
$1.81K - $2.1K
|
1.38K
$185K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.46% |
$1.81K - $2.1K
|
2.86K
$382K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
13+ 11.21% |
$1.81K - $2.1K
|
129
$17.2K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
13+ 0.34% |
$1.81K - $2.1K
|
3.88K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
12+ 4.41% |
$1.67K - $1.93K
|
284
$37.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
12+ 0.18% |
$1.67K - $1.93K
|
6.77K
$905K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12+ 0.74% |
$1.67K - $1.93K
|
1.63K
$218K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
12+ 0.13% |
$1.67K - $1.93K
|
8.96K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
11+ 0.78% |
$1.53K - $1.77K
|
1.42K
$190K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
11+ 0.08% |
$1.53K - $1.77K
|
14.6K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
11+ 5.24% |
$1.53K - $1.77K
|
221
$29.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.64% |
$1.39K - $1.61K
|
1.57K
$210K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 12.2% |
$1.39K - $1.61K
|
92
$12.3K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
10+ 2.39% |
$1.39K - $1.61K
|
428
$57.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 4.59% |
$1.39K - $1.61K
|
228
$30.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
9+ 0.43% |
$1.25K - $1.45K
|
2.11K
$281K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9+ 0.48% |
$1.25K - $1.45K
|
1.88K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
9+ 0.52% |
$1.25K - $1.45K
|
1.73K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
9+ 0.52% |
$1.25K - $1.45K
|
1.74K
$232K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
9+ 15.79% |
$1.25K - $1.45K
|
66
$8.82K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 2.49% |
$1.25K - $1.45K
|
371
$49.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
8+ 0.41% |
$1.11K - $1.29K
|
1.95K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.15% |
$1.11K - $1.29K
|
5.23K
$699K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 0.31% |
$1.11K - $1.29K
|
2.59K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 5.1% |
$1.11K - $1.29K
|
165
$22K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.2% |
$1.11K - $1.29K
|
3.99K
$533K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
7+ 0.99% |
$974 - $1.13K
|
714
$95.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
6+ 0.39% |
$834 - $967
|
1.53K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
5+ 0.12% |
$695 - $806
|
4.29K
$574K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
5+ 0.64% |
$695 - $806
|
788
$105K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$695 - $806
|
3.4K
$455K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.23% |
$695 - $806
|
2.2K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
5+ 11.11% |
$695 - $806
|
50
$6.68K
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
5+ 0.02% |
$695 - $806
|
30.7K
$4.1M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5+ 0.07% |
$695 - $806
|
7.42K
$992K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.35% |
$695 - $806
|
1.42K
$189K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.02% |
$556 - $645
|
18.4K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 1.34% |
$556 - $645
|
303
$40.5K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
4+ 0.48% |
$556 - $645
|
844
$113K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.73% |
$556 - $645
|
554
$74K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4+ 0.2% |
$556 - $645
|
1.98K
$264K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
4+ 0.01% |
$556 - $645
|
34.8K
$4.65M
|