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
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-248- 3.23% |
$33.3K - $37.8K
|
7.43K
$719K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-250- 0.29% |
$33.6K - $38.1K
|
86.3K
$8.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-250- 23.81% |
$33.6K - $38.1K
|
800
$77.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-251- 7.05% |
$33.7K - $38.2K
|
3.31K
$320K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 10.65% |
$33.8K - $38.4K
|
2.11K
$205K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-252- 10.65% |
$33.8K - $38.4K
|
2.11K
$205K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-254- 4.01% |
$34.1K - $38.7K
|
6.08K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-254- 1.91% |
$34.1K - $38.7K
|
13K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-255- 5.08% |
$34.2K - $38.8K
|
4.76K
$461K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-264- 1.84% |
$35.4K - $40.2K
|
14.1K
$1.36M
|
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-267- 1.76% |
$35.8K - $40.7K
|
14.9K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-272- 0.93% |
$36.5K - $41.4K
|
29.1K
$2.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-273- 11.55% |
$36.6K - $41.6K
|
2.09K
$202K
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-274- 3.01% |
$36.8K - $41.7K
|
8.82K
$853K
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-284- 0.41% |
$38.1K - $43.2K
|
69.8K
$6.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-288- 2.5% |
$38.6K - $43.9K
|
11.2K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-290- 6.51% |
$38.9K - $44.2K
|
4.17K
$403K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-293- 12.45% |
$39.3K - $44.6K
|
2.06K
$199K
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-294- 3.59% |
$39.5K - $44.8K
|
7.89K
$763K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-295- 2.87% |
$39.6K - $44.9K
|
9.97K
$964K
|
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-295- 0.23% |
$39.6K - $44.9K
|
130K
$12.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-300- 1.73% |
$40.3K - $45.7K
|
17K
$1.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-300- 3.16% |
$40.3K - $45.7K
|
9.21K
$891K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-301- 4.16% |
$40.4K - $45.8K
|
6.93K
$671K
|
|
|
Jul 30, 2024
Q2 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-302- 0.77% |
$40.5K - $46K
|
39.1K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-303- 1.48% |
$40.7K - $46.1K
|
20.2K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-307- 0.82% |
$41.2K - $46.7K
|
37.1K
$3.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-307- 6.08% |
$41.2K - $46.7K
|
4.74K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-307- 0.8% |
$41.2K - $46.7K
|
38K
$3.68M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-308- 8.76% |
$41.3K - $46.9K
|
3.21K
$310K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-313- 1.32% |
$42K - $47.7K
|
23.4K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-314- 0.08% |
$42.1K - $47.8K
|
370K
$35.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-318- 5.12% |
$42.7K - $48.4K
|
5.89K
$570K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-319- 4.11% |
$42.8K - $48.6K
|
7.43K
$719K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-323- 11.32% |
$43.3K - $49.2K
|
2.53K
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-325- 6.2% |
$43.6K - $49.5K
|
4.92K
$475K
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-327- 10.4% |
$43.9K - $49.8K
|
2.82K
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-329- 14.4% |
$44.2K - $50.1K
|
1.96K
$189K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-330- 1.35% |
$44.3K - $50.2K
|
24.1K
$2.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-334- 12.4% |
$44.8K - $50.9K
|
2.36K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-337- 8.4% |
$45.2K - $51.3K
|
3.67K
$355K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-339- 6.08% |
$45.5K - $51.6K
|
5.24K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-342- 1.43% |
$45.9K - $52.1K
|
23.5K
$2.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-344- 0.77% |
$46.2K - $52.4K
|
44.1K
$4.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-345- 0.36% |
$46.3K - $52.5K
|
95.8K
$9.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-346- 0.78% |
$46.4K - $52.7K
|
44K
$4.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-347- 1.55% |
$46.6K - $52.8K
|
22K
$2.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-349- 6.53% |
$46.8K - $53.1K
|
4.99K
$483K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-349- 1.28% |
$46.8K - $53.1K
|
27K
$2.61M
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-350- 3.51% |
$47K - $53.3K
|
9.64K
$932K
|