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 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.43K- 0.94% |
$478K - $554K
|
361K
$48.2M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-3.45K- 2.65% |
$479K - $555K
|
126K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.48K- 53.9% |
$484K - $561K
|
2.98K
$398K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-3.58K- 5.34% |
$498K - $578K
|
63.5K
$8.48M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.59K- 65.88% |
$499K - $579K
|
1.86K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.62K- 3.7% |
$503K - $583K
|
94.2K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.62K- 0.89% |
$504K - $584K
|
402K
$53.7M
|
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.71K- 14.78% |
$516K - $598K
|
21.4K
$2.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.78K- 7.9% |
$526K - $609K
|
44K
$5.88M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.79K- 3.62% |
$527K - $611K
|
101K
$13.5M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.8K- 3.36% |
$528K - $612K
|
109K
$14.6M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.85K- 5.1% |
$535K - $620K
|
71.6K
$9.56M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.86K- 2.7% |
$537K - $622K
|
139K
$18.6M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.95K- 2.06% |
$550K - $637K
|
188K
$25.1M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-4.04K- 39.14% |
$561K - $651K
|
6.28K
$839K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.06K- 6.16% |
$564K - $654K
|
61.8K
$8.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-4.1K- 15.01% |
$570K - $661K
|
23.2K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.19K- 20.56% |
$583K - $676K
|
16.2K
$2.16M
|
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-4.2K- 7.89% |
$585K - $678K
|
49.1K
$6.56M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-4.22K- 36.48% |
$586K - $680K
|
7.34K
$981K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.25K- 4.42% |
$591K - $685K
|
91.8K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.33K- 92.86% |
$603K - $699K
|
333
$44.5K
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-4.58K- 16.71% |
$636K - $738K
|
22.8K
$3.05M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.68K- 38.35% |
$651K - $755K
|
7.53K
$1.01M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-5.01K- 25.79% |
$697K - $807K
|
14.4K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-5.02K- 14.77% |
$698K - $809K
|
29K
$3.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.03K- 0.58% |
$699K - $811K
|
861K
$115M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.05K- 3.85% |
$703K - $815K
|
126K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-5.11K- 4.78% |
$710K - $823K
|
102K
$13.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-5.13K- 28.92% |
$714K - $828K
|
12.6K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-5.19K- 18.77% |
$721K - $836K
|
22.4K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-5.31K- 13.31% |
$739K - $857K
|
34.6K
$4.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-5.4K- 5.63% |
$751K - $871K
|
90.6K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-5.46K- 2.57% |
$760K - $881K
|
207K
$27.7M
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
SELL
|
- |
-5.47K- 6.03% |
$761K - $882K
|
85.2K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.52K- 48.8% |
$768K - $890K
|
5.79K
$774K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-5.53K- 89.39% |
$770K - $892K
|
657
$87.8K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-5.73K- 2.8% |
$797K - $924K
|
199K
$26.6M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.9K- 13.93% |
$821K - $951K
|
36.5K
$4.87M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-5.92K- 43.32% |
$823K - $954K
|
7.75K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-6.06K- 20.28% |
$843K - $977K
|
23.8K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-6.06K- 82.14% |
$843K - $977K
|
1.32K
$176K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.18K- 13.14% |
$860K - $997K
|
40.9K
$5.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.51K- 6.22% |
$905K - $1.05M
|
98.2K
$13.1M
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-6.54K- 10.23% |
$910K - $1.05M
|
57.4K
$7.67M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-6.67K- 98.52% |
$928K - $1.08M
|
100
$13.4K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6.71K- 22.85% |
$934K - $1.08M
|
22.7K
$3.03M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.89K- 22.79% |
$959K - $1.11M
|
23.4K
$3.12M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.98K- 2.65% |
$970K - $1.12M
|
257K
$34.3M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-7.18K- 52.12% |
$998K - $1.16M
|
6.6K
$881K
|