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 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-227- 1.23% |
$31.6K - $36.6K
|
18.3K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-229- 7.66% |
$31.8K - $36.9K
|
2.76K
$269K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-233- 7.04% |
$32.4K - $37.6K
|
3.08K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-233- 1.76% |
$32.4K - $37.6K
|
13K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-233- 0.87% |
$32.4K - $37.6K
|
26.5K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-234- 10.52% |
$32.5K - $37.7K
|
1.99K
$194K
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-235- 6.24% |
$32.7K - $37.9K
|
3.53K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-235- 2.69% |
$32.7K - $37.9K
|
8.5K
$829K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-244- 7.26% |
$33.9K - $39.3K
|
3.12K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-248- 27.28% |
$34.5K - $40K
|
661
$64.5K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-250- 10.31% |
$34.8K - $40.3K
|
2.17K
$212K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-252- 0.42% |
$35K - $40.6K
|
60.1K
$5.86M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-253- 13.59% |
$35.2K - $40.8K
|
1.61K
$157K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-255- 9.38% |
$35.5K - $41.1K
|
2.46K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-258- 4.42% |
$35.9K - $41.6K
|
5.58K
$544K
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-258- 3.71% |
$35.9K - $41.6K
|
6.69K
$653K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-260- 22.24% |
$36.2K - $41.9K
|
909
$88.7K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-260- 0.6% |
$36.2K - $41.9K
|
43.2K
$4.22M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-264- 2.41% |
$36.7K - $42.6K
|
10.7K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-265- 0.7% |
$36.9K - $42.7K
|
37.3K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-265- 0.19% |
$36.9K - $42.7K
|
142K
$13.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-268- 1.88% |
$37.3K - $43.2K
|
14K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-268- 31.05% |
$37.3K - $43.2K
|
595
$58K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-270- 0.92% |
$37.6K - $43.5K
|
29.2K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-271- 1.6% |
$37.7K - $43.7K
|
16.7K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-272- 16.05% |
$37.8K - $43.9K
|
1.42K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-275- 0.91% |
$38.2K - $44.3K
|
29.8K
$2.91M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-277- 0.92% |
$38.5K - $44.7K
|
29.9K
$2.92M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-279- 13.73% |
$38.8K - $45K
|
1.75K
$171K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-281- 0.39% |
$39.1K - $45.3K
|
72.3K
$7.05M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-281- 8.94% |
$39.1K - $45.3K
|
2.86K
$279K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-282- 6.99% |
$39.2K - $45.5K
|
3.75K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-282- 4.97% |
$39.2K - $45.5K
|
5.39K
$526K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-283- 43.88% |
$39.4K - $45.6K
|
362
$35.3K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-284- 0.64% |
$39.5K - $45.8K
|
44K
$4.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-285- 3.36% |
$39.6K - $45.9K
|
8.2K
$800K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-288- 8.23% |
$40.1K - $46.4K
|
3.21K
$313K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-289- 2.65% |
$40.2K - $46.6K
|
10.6K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-290- 2.12% |
$40.3K - $46.8K
|
13.4K
$1.31M
|
|
|
May 12, 2025
Q1 2024
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Warszawa, R9 |
SELL
|
- |
-290- 0.34% |
$40.3K - $46.8K
|
84.3K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-292- 17.74% |
$40.6K - $47.1K
|
1.35K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-296- 10.15% |
$41.2K - $47.7K
|
2.62K
$256K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300- 18.01% |
$41.7K - $48.4K
|
1.37K
$133K
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-300- 1.77% |
$41.7K - $48.4K
|
16.6K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-301- 1.52% |
$41.9K - $48.5K
|
19.5K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-310- 9.05% |
$43.1K - $50K
|
3.12K
$304K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-311- 54.47% |
$43.3K - $50.1K
|
260
$25.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-312- 0.36% |
$43.4K - $50.3K
|
86.6K
$8.44M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-317- 8.64% |
$44.1K - $51.1K
|
3.35K
$327K
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-320- 11.96% |
$44.5K - $51.6K
|
2.36K
$230K
|