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 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
166+ 1.64% |
$22.3K - $25.3K
|
10.3K
$993K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
164+ 3.35% |
$22K - $25K
|
5.06K
$489K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
164+ 2.38% |
$22K - $25K
|
7.06K
$683K
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
163+ 6.36% |
$21.9K - $24.8K
|
2.72K
$264K
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
163+ 6.36% |
$21.9K - $24.8K
|
2.72K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
162+ 1.2% |
$21.7K - $24.7K
|
13.7K
$1.32M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
161+ 8.09% |
$21.6K - $24.5K
|
2.15K
$208K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
160+ 35.79% |
$21.5K - $24.4K
|
607
$58.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
160+ 7.17% |
$21.5K - $24.4K
|
2.39K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
160+ 0.56% |
$21.5K - $24.4K
|
28.8K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
158+ 3.09% |
$21.2K - $24.1K
|
5.27K
$510K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
158+ 16.07% |
$21.2K - $24.1K
|
1.14K
$110K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
158+ 8.4% |
$21.2K - $24.1K
|
2.04K
$197K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
157+ 5.49% |
$21.1K - $23.9K
|
3.02K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
157+ 11.15% |
$21.1K - $23.9K
|
1.57K
$151K
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
156+ 0.93% |
$20.9K - $23.8K
|
17K
$1.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
155+ 0.34% |
$20.8K - $23.6K
|
45.8K
$4.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
155+ 168.48% |
$20.8K - $23.6K
|
247
$23.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
155+ 3.78% |
$20.8K - $23.6K
|
4.25K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
155+ 4.67% |
$20.8K - $23.6K
|
3.47K
$336K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
BUY
|
- |
154+ 6.19% |
$20.7K - $23.4K
|
2.64K
$255K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
152+ 1.78% |
$20.4K - $23.1K
|
8.69K
$841K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
148+ 4.75% |
$19.9K - $22.5K
|
3.26K
$316K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
147+ 0.61% |
$19.7K - $22.4K
|
24.4K
$2.36M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
147+ 7.44% |
$19.7K - $22.4K
|
2.12K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
147+ 5.14% |
$19.7K - $22.4K
|
3.01K
$291K
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
146+ 3.65% |
$19.6K - $22.2K
|
4.15K
$401K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
145+ 0.33% |
$19.5K - $22.1K
|
43.6K
$4.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
145+ 7.33% |
$19.5K - $22.1K
|
2.12K
$205K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
142+ 33.18% |
$19.1K - $21.6K
|
570
$55.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
140+ 4.36% |
$18.8K - $21.3K
|
3.35K
$324K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
140+ 0.01% |
$18.8K - $21.3K
|
1.08M
$105M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
136+ 4.22% |
$18.3K - $20.7K
|
3.36K
$325K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
133+ 0.17% |
$17.8K - $20.3K
|
80.3K
$7.77M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
133+ 3.69% |
$17.8K - $20.3K
|
3.74K
$362K
|
|
|
Aug 08, 2024
Q2 2024
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
133+ 1.77% |
$17.8K - $20.3K
|
7.63K
$738K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
131+ 9.22% |
$17.6K - $19.9K
|
1.55K
$150K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
128+ 3.13% |
$17.2K - $19.5K
|
4.22K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
128+ 6.54% |
$17.2K - $19.5K
|
2.08K
$202K
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
126+ 2.14% |
$16.9K - $19.2K
|
6.01K
$581K
|
|
|
Aug 02, 2024
Q2 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
126+ 6.8% |
$16.9K - $19.2K
|
1.98K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
126+ 5.78% |
$16.9K - $19.2K
|
2.31K
$223K
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
125+ 1.55% |
$16.8K - $19K
|
8.17K
$790K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
124+ 6.95% |
$16.6K - $18.9K
|
1.91K
$185K
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
122+ 1.83% |
$16.4K - $18.6K
|
6.77K
$655K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
120New |
$16.1K - $18.3K
|
120
$11.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
118+ 4.0% |
$15.8K - $18K
|
3.07K
$297K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
117+ 2.11% |
$15.7K - $17.8K
|
5.67K
$549K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
116+ 5.51% |
$15.6K - $17.7K
|
2.22K
$215K
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
115+ 5.85% |
$15.4K - $17.5K
|
2.08K
$201K
|