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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-17- 62.96% |
$2.28K - $2.59K
|
10
$967
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-17- 20.0% |
$2.28K - $2.59K
|
68
$6.58K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-18- 4.49% |
$2.42K - $2.74K
|
383
$37.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-18- 0.53% |
$2.42K - $2.74K
|
3.39K
$328K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-18- 0.77% |
$2.42K - $2.74K
|
2.31K
$223K
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-19- 0.73% |
$2.55K - $2.89K
|
2.57K
$249K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-20- 0.48% |
$2.68K - $3.05K
|
4.14K
$401K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-21- 0.22% |
$2.82K - $3.2K
|
9.58K
$927K
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-21- 0.31% |
$2.82K - $3.2K
|
6.67K
$646K
|
|
|
Jul 16, 2024
Q2 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-22- 0.16% |
$2.95K - $3.35K
|
13.9K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-22- 0.95% |
$2.95K - $3.35K
|
2.3K
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 13.33% |
$2.95K - $3.35K
|
143
$13.8K
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-22- 0.56% |
$2.95K - $3.35K
|
3.88K
$375K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-23- 37.1% |
$3.09K - $3.5K
|
39
$3.77K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-23- 34.85% |
$3.09K - $3.5K
|
43
$4.16K
|
|
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-23- 0.03% |
$3.09K - $3.5K
|
66.3K
$6.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-24- 0.11% |
$3.22K - $3.65K
|
22.7K
$2.2M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-24- 19.35% |
$3.22K - $3.65K
|
100
$9.67K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-24- 0.25% |
$3.22K - $3.65K
|
9.63K
$932K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-25- 0.7% |
$3.35K - $3.81K
|
3.53K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
SELL
|
- |
-25- 1.74% |
$3.35K - $3.81K
|
1.41K
$137K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-27Closed |
$3.62K - $4.11K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27- 19.57% |
$3.62K - $4.11K
|
111
$10.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-28- 0.88% |
$3.76K - $4.26K
|
3.15K
$304K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-28- 0.65% |
$3.76K - $4.26K
|
4.26K
$412K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-29- 0.35% |
$3.89K - $4.42K
|
8.38K
$810K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-29- 55.77% |
$3.89K - $4.42K
|
23
$2.23K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-30- 16.3% |
$4.03K - $4.57K
|
154
$14.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-30- 8.82% |
$4.03K - $4.57K
|
310
$30K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-31- 0.86% |
$4.16K - $4.72K
|
3.56K
$344K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-31- 1.67% |
$4.16K - $4.72K
|
1.82K
$176K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-32- 3.75% |
$4.29K - $4.87K
|
822
$79.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-33- 1.32% |
$4.43K - $5.02K
|
2.47K
$239K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-34- 2.17% |
$4.56K - $5.18K
|
1.53K
$148K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-34- 0.1% |
$4.56K - $5.18K
|
32.6K
$3.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-35- 3.45% |
$4.7K - $5.33K
|
979
$94.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-37- 1.14% |
$4.97K - $5.63K
|
3.21K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-37- 1.9% |
$4.97K - $5.63K
|
1.91K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-37- 0.92% |
$4.97K - $5.63K
|
3.99K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-38- 0.53% |
$5.1K - $5.79K
|
7.09K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-38- 0.24% |
$5.1K - $5.79K
|
15.5K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Searle & Co.
|
SELL
|
- |
-39- 0.26% |
$5.23K - $5.94K
|
15.2K
$1.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-39- 0.22% |
$5.23K - $5.94K
|
17.5K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-40- 0.84% |
$5.37K - $6.09K
|
4.71K
$455K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-40- 2.13% |
$5.37K - $6.09K
|
1.84K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-40- 1.68% |
$5.37K - $6.09K
|
2.35K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-41- 1.71% |
$5.5K - $6.24K
|
2.36K
$228K
|
|
|
Aug 01, 2024
Q2 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-42- 0.09% |
$5.64K - $6.4K
|
46.7K
$4.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-42- 2.23% |
$5.64K - $6.4K
|
1.84K
$178K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-44- 0.49% |
$5.9K - $6.7K
|
8.98K
$869K
|