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 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-822- 5.24% |
$114K - $133K
|
14.9K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-830- 8.07% |
$115K - $134K
|
9.45K
$922K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-836- 12.5% |
$116K - $135K
|
5.85K
$571K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-844- 23.71% |
$117K - $136K
|
2.72K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-850- 25.76% |
$118K - $137K
|
2.45K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-851- 1.37% |
$118K - $137K
|
61.1K
$5.96M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-854- 1.19% |
$119K - $138K
|
71K
$6.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-855- 29.25% |
$119K - $138K
|
2.07K
$202K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-883- 29.09% |
$123K - $142K
|
2.15K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-891- 4.2% |
$124K - $144K
|
20.3K
$1.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-899- 2.23% |
$125K - $145K
|
39.3K
$3.84M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-904- 5.27% |
$126K - $146K
|
16.2K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-904- 3.66% |
$126K - $146K
|
23.8K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-906- 6.14% |
$126K - $146K
|
13.9K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-918- 3.1% |
$128K - $148K
|
28.7K
$2.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-925- 5.53% |
$129K - $149K
|
15.8K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-926- 28.15% |
$129K - $149K
|
2.36K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-926- 10.48% |
$129K - $149K
|
7.91K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-940- 88.51% |
$131K - $152K
|
122
$11.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-943- 23.99% |
$131K - $152K
|
2.99K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-946- 6.2% |
$132K - $153K
|
14.3K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-950- 38.2% |
$132K - $153K
|
1.54K
$150K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-958- 46.04% |
$133K - $154K
|
1.12K
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-964- 4.47% |
$134K - $155K
|
20.6K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-976- 17.9% |
$136K - $157K
|
4.48K
$436K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-982- 17.64% |
$137K - $158K
|
4.59K
$447K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-990- 41.15% |
$138K - $160K
|
1.42K
$138K
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-990- 13.2% |
$138K - $160K
|
6.51K
$635K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-990- 14.44% |
$138K - $160K
|
5.87K
$572K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1K- 14.76% |
$139K - $162K
|
5.79K
$565K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.01K- 3.01% |
$140K - $163K
|
32.5K
$3.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.03K- 5.6% |
$144K - $167K
|
17.4K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.04K- 10.34% |
$145K - $168K
|
9.02K
$880K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.07K- 0.92% |
$148K - $172K
|
115K
$11.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.1K- 32.81% |
$152K - $177K
|
2.24K
$219K
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-1.1K- 9.65% |
$153K - $177K
|
10.3K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
SELL
|
- |
-1.1K- 0.77% |
$153K - $177K
|
142K
$13.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.11K- 29.58% |
$154K - $178K
|
2.64K
$257K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 3.84% |
$155K - $180K
|
27.9K
$2.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.12K- 1.23% |
$155K - $180K
|
90.1K
$8.78M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-1.13K- 3.02% |
$157K - $182K
|
36.2K
$3.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.13K- 5.6% |
$157K - $182K
|
19K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.16K- 1.37% |
$161K - $187K
|
83.5K
$8.14M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.16K- 14.0% |
$161K - $187K
|
7.12K
$694K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 43.59% |
$165K - $191K
|
1.53K
$149K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.19K- 6.23% |
$165K - $192K
|
17.9K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.21K- 9.38% |
$168K - $194K
|
11.6K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.21K- 22.08% |
$168K - $194K
|
4.26K
$415K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 15.89% |
$169K - $196K
|
6.43K
$627K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 5.02% |
$171K - $198K
|
23.2K
$2.26M
|