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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.23K- 28.24% |
$172K - $199K
|
3.14K
$306K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.24K- 9.65% |
$172K - $199K
|
11.6K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.24K- 0.25% |
$173K - $200K
|
500K
$48.7M
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 47.97% |
$174K - $202K
|
1.36K
$132K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 1.9% |
$175K - $202K
|
64.8K
$6.32M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.27K- 2.17% |
$177K - $205K
|
57.4K
$5.6M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.29K- 7.36% |
$180K - $208K
|
16.3K
$1.59M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.29K- 7.36% |
$180K - $208K
|
16.3K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.29K- 24.35% |
$180K - $209K
|
4.02K
$392K
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.3K- 23.21% |
$181K - $210K
|
4.3K
$419K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.34K- 9.89% |
$187K - $217K
|
12.2K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.35K- 2.47% |
$188K - $217K
|
53.2K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.35K- 1.89% |
$188K - $218K
|
70.1K
$6.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.36K- 35.32% |
$189K - $220K
|
2.49K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-1.36K- 38.73% |
$190K - $220K
|
2.16K
$210K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.39K- 2.35% |
$193K - $224K
|
57.8K
$5.63M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.4K- 0.38% |
$195K - $226K
|
371K
$36.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.42K- 54.33% |
$197K - $229K
|
1.19K
$116K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.43K- 19.07% |
$198K - $230K
|
6.06K
$591K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.44K- 5.55% |
$200K - $232K
|
24.4K
$2.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.44K- 14.98% |
$200K - $232K
|
8.18K
$798K
|
|
|
May 13, 2024
Q1 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-1.45K- 34.57% |
$202K - $234K
|
2.74K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.45K- 3.65% |
$202K - $234K
|
38.3K
$3.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.45K- 14.66% |
$202K - $234K
|
8.46K
$825K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.46K- 20.69% |
$203K - $235K
|
5.59K
$546K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.47K- 11.9% |
$204K - $237K
|
10.9K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.47K- 38.76% |
$204K - $237K
|
2.32K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-1.47K- 21.91% |
$204K - $237K
|
5.24K
$511K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.47K- 9.88% |
$205K - $237K
|
13.4K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.49K- 39.09% |
$207K - $240K
|
2.32K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1.53K- 7.25% |
$212K - $246K
|
19.5K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-1.54K- 0.72% |
$214K - $248K
|
213K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.56K- 1.34% |
$216K - $251K
|
114K
$11.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.6K- 3.66% |
$223K - $258K
|
42.1K
$4.11M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1.6K- 49.61% |
$223K - $258K
|
1.63K
$159K
|
|
|
May 10, 2024
Q1 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.61K- 39.03% |
$223K - $259K
|
2.51K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.61K- 12.18% |
$224K - $260K
|
11.6K
$1.13M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.69K- 15.25% |
$235K - $273K
|
9.4K
$917K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
SELL
|
- |
-1.69K- 5.4% |
$235K - $273K
|
29.6K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.7K- 3.1% |
$236K - $274K
|
53.2K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.72K- 8.97% |
$240K - $278K
|
17.5K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.73K- 8.01% |
$240K - $278K
|
19.8K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 13.86% |
$241K - $279K
|
10.8K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.73K- 46.69% |
$241K - $279K
|
1.98K
$193K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.74K- 4.6% |
$242K - $281K
|
36.2K
$3.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-1.74K- 56.75% |
$243K - $281K
|
1.33K
$130K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.77K- 8.77% |
$246K - $285K
|
18.4K
$1.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.82K- 16.26% |
$253K - $293K
|
9.35K
$912K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.82K- 35.81% |
$253K - $293K
|
3.26K
$318K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.83K- 12.98% |
$254K - $295K
|
12.3K
$1.2M
|