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 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.83K- 2.63% |
$255K - $296K
|
67.9K
$6.63M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.84K- 7.76% |
$256K - $297K
|
21.9K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.87K- 2.84% |
$260K - $301K
|
63.9K
$6.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1.87K- 25.71% |
$260K - $302K
|
5.41K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-1.9K- 7.37% |
$264K - $306K
|
23.9K
$2.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.92K- 53.75% |
$267K - $310K
|
1.65K
$161K
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-1.95K- 3.03% |
$271K - $314K
|
62.3K
$6.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.97K- 24.36% |
$273K - $317K
|
6.1K
$595K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.97K- 4.7% |
$275K - $318K
|
40K
$3.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-1.99K- 4.09% |
$277K - $321K
|
46.7K
$4.56M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.01K- 2.07% |
$279K - $324K
|
94.9K
$9.25M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.06K- 4.7% |
$287K - $332K
|
41.8K
$4.07M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.07K- 3.81% |
$288K - $334K
|
52.3K
$5.1M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-2.09K- 52.98% |
$290K - $337K
|
1.85K
$181K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-2.1K- 2.8% |
$292K - $339K
|
72.8K
$7.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.12K- 14.96% |
$294K - $341K
|
12K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-2.13K- 49.63% |
$296K - $343K
|
2.16K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.15K- 15.74% |
$300K - $347K
|
11.5K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.17K- 7.12% |
$302K - $350K
|
28.3K
$2.76M
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-2.18K- 19.67% |
$303K - $351K
|
8.9K
$868K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.19K- 2.39% |
$304K - $353K
|
89.5K
$8.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-2.2K- 3.66% |
$305K - $354K
|
57.7K
$5.63M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.25K- 87.16% |
$312K - $362K
|
331
$32.3K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.25KClosed |
$313K - $362K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 7.38% |
$317K - $367K
|
28.6K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.29K- 10.58% |
$318K - $368K
|
19.3K
$1.88M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-2.29K- 16.96% |
$318K - $369K
|
11.2K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.35K- 4.58% |
$327K - $379K
|
48.9K
$4.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.36K- 29.0% |
$328K - $381K
|
5.78K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.37K- 0.45% |
$329K - $382K
|
524K
$51.1M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 3.77% |
$331K - $383K
|
60.6K
$5.91M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.39K- 4.94% |
$332K - $385K
|
45.9K
$4.47M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.41K- 34.29% |
$335K - $388K
|
4.62K
$450K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.48K- 14.61% |
$344K - $399K
|
14.5K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.48K- 12.31% |
$345K - $400K
|
17.7K
$1.72M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.49K- 6.64% |
$346K - $402K
|
35K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.54K- 41.48% |
$353K - $409K
|
3.58K
$350K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.55K- 54.67% |
$355K - $412K
|
2.12K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.56K- 40.28% |
$356K - $413K
|
3.8K
$370K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.57K- 8.9% |
$357K - $414K
|
26.2K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.59K- 16.62% |
$360K - $417K
|
13K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-2.59K- 8.97% |
$360K - $418K
|
26.3K
$2.56M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.59K- 5.33% |
$361K - $418K
|
46K
$4.49M
|
|
|
May 03, 2024
Q1 2024
|
First Long Island Investors, LLC
|
SELL
|
- |
-2.6K- 2.16% |
$362K - $419K
|
118K
$11.5M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.62K- 1.32% |
$364K - $422K
|
196K
$19.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.69K- 47.67% |
$374K - $433K
|
2.95K
$288K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-2.69K- 5.73% |
$374K - $434K
|
44.3K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.75K- 46.0% |
$382K - $443K
|
3.22K
$314K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.81K- 26.62% |
$391K - $454K
|
7.75K
$756K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.82K- 11.77% |
$392K - $454K
|
21.1K
$2.06M
|