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 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
268+ 14.26% |
$36K - $40.8K
|
2.15K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
267+ 4.51% |
$35.8K - $40.7K
|
6.19K
$767K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
263+ 9.72% |
$35.3K - $40K
|
2.97K
$368K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
261+ 1.14% |
$35K - $39.7K
|
23.2K
$2.88M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
260+ 3.49% |
$34.9K - $39.6K
|
7.72K
$956K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
260+ 5.91% |
$34.9K - $39.6K
|
4.66K
$577K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
254+ 0.66% |
$34.1K - $38.7K
|
38.8K
$4.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
254+ 1.93% |
$34.1K - $38.7K
|
13.4K
$1.67M
|
|
|
Jul 29, 2024
Q2 2024
|
William Allan, LLC
|
BUY
|
- |
253+ 0.93% |
$34K - $38.5K
|
27.5K
$3.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
245+ 3.49% |
$32.9K - $37.3K
|
7.28K
$901K
|
|
|
Aug 15, 2024
Q2 2024
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
245+ 1.11% |
$32.9K - $37.3K
|
22.3K
$2.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
239+ 15.24% |
$32.1K - $36.4K
|
1.81K
$224K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
236+ 8.62% |
$31.7K - $35.9K
|
2.97K
$368K
|
|
|
Jul 16, 2024
Q2 2024
|
Riverview Trust CO
|
BUY
|
- |
232New |
$31.1K - $35.3K
|
232
$28.7K
|
|
|
Aug 13, 2024
Q2 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
232+ 9.02% |
$31.1K - $35.3K
|
2.8K
$347K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
225+ 1.17% |
$30.2K - $34.3K
|
19.5K
$2.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
224+ 12.05% |
$30.1K - $34.1K
|
2.08K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
223+ 0.68% |
$29.9K - $34K
|
33K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
215+ 0.59% |
$28.9K - $32.7K
|
36.4K
$4.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
214+ 4.85% |
$28.7K - $32.6K
|
4.63K
$573K
|
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
213+ 1.14% |
$28.6K - $32.4K
|
18.8K
$2.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
213+ 6.44% |
$28.6K - $32.4K
|
3.52K
$436K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
212+ 4.49% |
$28.5K - $32.3K
|
4.93K
$611K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
210+ 3.86% |
$28.2K - $32K
|
5.65K
$700K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
205+ 4.1% |
$27.5K - $31.2K
|
5.21K
$645K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
202New |
$27.1K - $30.8K
|
202
$25K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
202+ 8.63% |
$27.1K - $30.8K
|
2.54K
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
200+ 2.33% |
$26.8K - $30.5K
|
8.78K
$1.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
200+ 54.64% |
$26.8K - $30.5K
|
566
$70.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
200+ 5.51% |
$26.8K - $30.5K
|
3.83K
$474K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
191+ 21.01% |
$25.6K - $29.1K
|
1.1K
$136K
|
|
|
Jul 26, 2024
Q2 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
190+ 0.65% |
$25.5K - $28.9K
|
29.6K
$3.66M
|
|
|
Jul 01, 2024
Q2 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
188+ 1.89% |
$25.2K - $28.6K
|
10.1K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
187+ 9.04% |
$25.1K - $28.5K
|
2.26K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
187+ 4.4% |
$25.1K - $28.5K
|
4.43K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
187+ 2.91% |
$25.1K - $28.5K
|
6.62K
$819K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
185+ 6.12% |
$24.8K - $28.2K
|
3.21K
$397K
|
|
|
Aug 01, 2024
Q2 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
181+ 0.97% |
$24.3K - $27.6K
|
18.8K
$2.33M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
178+ 1.95% |
$23.9K - $27.1K
|
9.29K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
175+ 291.67% |
$23.5K - $26.6K
|
235
$29.1K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
174New |
$23.4K - $26.5K
|
174
$21.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
169+ 1.14% |
$22.7K - $25.7K
|
14.9K
$1.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
168+ 0.17% |
$22.5K - $25.6K
|
96.5K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
168+ 4.81% |
$22.5K - $25.6K
|
3.66K
$453K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
166+ 1.64% |
$22.3K - $25.3K
|
10.3K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
164+ 3.35% |
$22K - $25K
|
5.06K
$626K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
164+ 2.38% |
$22K - $25K
|
7.06K
$874K
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
163+ 6.36% |
$21.9K - $24.8K
|
2.72K
$337K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
163+ 6.36% |
$21.9K - $24.8K
|
2.72K
$337K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
162+ 1.2% |
$21.7K - $24.7K
|
13.7K
$1.69M
|