Purchases and Sales Made in Q2 2024 in United Parcel Service Inc (UPS)
This table provides information about the institutional ownership of United Parcel Service Inc (UPS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
648+ 7.31% |
$87K - $98.7K
|
9.51K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
648+ 4.05% |
$87K - $98.7K
|
16.6K
$2.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
646+ 5.3% |
$86.7K - $98.4K
|
12.8K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
642+ 6.71% |
$86.2K - $97.8K
|
10.2K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
633+ 12.18% |
$84.9K - $96.4K
|
5.83K
$756K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
633+ 6.48% |
$84.9K - $96.4K
|
10.4K
$1.35M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
626+ 0.31% |
$84K - $95.3K
|
204K
$26.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
623+ 14.43% |
$83.6K - $94.9K
|
4.94K
$641K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
615+ 13.02% |
$82.5K - $93.6K
|
5.34K
$692K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
608+ 8.98% |
$81.6K - $92.6K
|
7.38K
$957K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
593+ 17.04% |
$79.6K - $90.3K
|
4.07K
$529K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
591New |
$79.3K - $90K
|
591
$76.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
590+ 2.44% |
$79.2K - $89.8K
|
24.7K
$3.21M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
587+ 3.06% |
$78.8K - $89.4K
|
19.8K
$2.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
576+ 3.39% |
$77.3K - $87.7K
|
17.6K
$2.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
573+ 130.23% |
$76.9K - $87.3K
|
1.01K
$131K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
570+ 0.78% |
$76.5K - $86.8K
|
73.2K
$9.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
563+ 15.01% |
$75.6K - $85.7K
|
4.31K
$560K
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
560+ 0.85% |
$75.2K - $85.3K
|
66.1K
$8.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
560+ 20.85% |
$75.2K - $85.3K
|
3.25K
$421K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
556+ 32.23% |
$74.6K - $84.7K
|
2.28K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
554+ 10.27% |
$74.3K - $84.4K
|
5.95K
$771K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
553+ 1.08% |
$74.2K - $84.2K
|
51.5K
$6.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
551+ 2.9% |
$73.9K - $83.9K
|
19.6K
$2.54M
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
549+ 31.94% |
$73.7K - $83.6K
|
2.27K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
545+ 3.67% |
$73.1K - $83K
|
15.4K
$2M
|
|
|
Jul 18, 2024
Q2 2024
|
Jlb & Associates Inc
|
BUY
|
- |
543+ 2.93% |
$72.9K - $82.7K
|
19.1K
$2.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
528+ 12.21% |
$70.9K - $80.4K
|
4.85K
$629K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
526+ 2.1% |
$70.6K - $80.1K
|
25.6K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
526New |
$70.6K - $80.1K
|
526
$68.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
513+ 0.29% |
$68.8K - $78.1K
|
175K
$22.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
512+ 14.67% |
$68.7K - $78K
|
4K
$519K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
509+ 21.73% |
$68.3K - $77.5K
|
2.85K
$370K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
503New |
$67.5K - $76.6K
|
503
$65.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
488+ 9.51% |
$65.5K - $74.3K
|
5.62K
$729K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
487+ 4.72% |
$65.4K - $74.2K
|
10.8K
$1.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
483+ 4.25% |
$64.8K - $73.5K
|
11.8K
$1.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
471+ 5.96% |
$63.2K - $71.7K
|
8.37K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
469+ 20.87% |
$62.9K - $71.4K
|
2.72K
$352K
|
|
|
Jul 25, 2024
Q2 2024
|
Alta Capital Management LLC
|
BUY
|
- |
467+ 2.2% |
$62.7K - $71.1K
|
21.7K
$2.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
465+ 0.48% |
$62.4K - $70.8K
|
98.1K
$12.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
462+ 24.71% |
$62K - $70.3K
|
2.33K
$303K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
451+ 1.86% |
$60.5K - $68.7K
|
24.6K
$3.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
449+ 0.56% |
$60.3K - $68.4K
|
80.9K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
449+ 6.78% |
$60.3K - $68.4K
|
7.07K
$917K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
446+ 17.88% |
$59.9K - $67.9K
|
2.94K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
440+ 453.61% |
$59K - $67K
|
537
$69.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
439New |
$58.9K - $66.8K
|
439
$57K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
438+ 5.53% |
$58.8K - $66.7K
|
8.36K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
437+ 0.6% |
$58.6K - $66.5K
|
73.3K
$9.5M
|