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 25, 2024
Q2 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-44- 0.94% |
$5.9K - $6.7K
|
4.66K
$451K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-45- 0.74% |
$6.04K - $6.85K
|
6.06K
$586K
|
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-45- 1.66% |
$6.04K - $6.85K
|
2.66K
$258K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-46- 2.08% |
$6.17K - $7K
|
2.16K
$209K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 1.01% |
$6.17K - $7K
|
4.5K
$436K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-46- 19.09% |
$6.17K - $7K
|
195
$18.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-46- 23.47% |
$6.17K - $7K
|
150
$14.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-48- 0.36% |
$6.44K - $7.31K
|
13.3K
$1.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-48- 1.79% |
$6.44K - $7.31K
|
2.63K
$254K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-49- 2.77% |
$6.58K - $7.46K
|
1.72K
$167K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-49- 0.38% |
$6.58K - $7.46K
|
12.8K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-49- 1.77% |
$6.58K - $7.46K
|
2.72K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-50- 1.87% |
$6.71K - $7.61K
|
2.62K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50- 4.76% |
$6.71K - $7.61K
|
1K
$96.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-51- 4.56% |
$6.84K - $7.77K
|
1.07K
$103K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-51- 1.56% |
$6.84K - $7.77K
|
3.22K
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-53- 51.46% |
$7.11K - $8.07K
|
50
$4.84K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-53- 8.02% |
$7.11K - $8.07K
|
608
$58.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-54- 2.44% |
$7.25K - $8.22K
|
2.16K
$208K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-55- 2.22% |
$7.38K - $8.37K
|
2.42K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-55- 0.68% |
$7.38K - $8.37K
|
8.04K
$778K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-57- 0.14% |
$7.65K - $8.68K
|
40.1K
$3.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-58- 2.11% |
$7.78K - $8.83K
|
2.69K
$260K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-58- 1.46% |
$7.78K - $8.83K
|
3.91K
$379K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-58- 2.81% |
$7.78K - $8.83K
|
2K
$194K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-59- 1.09% |
$7.92K - $8.98K
|
5.37K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-59- 0.83% |
$7.92K - $8.98K
|
7.09K
$686K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-60- 2.19% |
$8.05K - $9.14K
|
2.68K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-60- 0.82% |
$8.05K - $9.14K
|
7.29K
$705K
|
|
|
Aug 12, 2024
Q2 2024
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-60- 0.16% |
$8.05K - $9.14K
|
37.9K
$3.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-61- 1.89% |
$8.19K - $9.29K
|
3.17K
$307K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-61- 3.21% |
$8.19K - $9.29K
|
1.84K
$178K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-62- 9.21% |
$8.32K - $9.44K
|
611
$59.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-62- 1.33% |
$8.32K - $9.44K
|
4.6K
$445K
|
|
|
Aug 02, 2024
Q2 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-65- 1.23% |
$8.72K - $9.9K
|
5.21K
$504K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-66- 5.94% |
$8.86K - $10K
|
1.05K
$101K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-67- 2.11% |
$8.99K - $10.2K
|
3.1K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-68- 3.33% |
$9.13K - $10.4K
|
1.97K
$191K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-69- 1.8% |
$9.26K - $10.5K
|
3.76K
$364K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-69- 25.84% |
$9.26K - $10.5K
|
198
$19.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-69- 1.82% |
$9.26K - $10.5K
|
3.72K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-70- 3.53% |
$9.39K - $10.7K
|
1.91K
$185K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-70- 11.76% |
$9.39K - $10.7K
|
525
$50.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-71- 0.62% |
$9.53K - $10.8K
|
11.4K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-72- 1.8% |
$9.66K - $11K
|
3.94K
$381K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-73- 2.7% |
$9.8K - $11.1K
|
2.63K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Corbyn Investment Management Inc
|
SELL
|
- |
-73- 0.53% |
$9.8K - $11.1K
|
13.7K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-74- 2.06% |
$9.93K - $11.3K
|
3.51K
$340K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-75- 14.59% |
$10.1K - $11.4K
|
439
$42.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-75- 2.16% |
$10.1K - $11.4K
|
3.4K
$329K
|